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Last one Nissan changed battery chemistry because of hot weather degraded battery. The cooling issue was because they chose air cooling instead of water cooling that Tesla use(who would have thought). Your Ignorance is like a lighthouse in a sea of cleverness. Are you a member of Tesla Q??
>>octovalve Lol >> They cast the back section **** poor engineering requires they to do what no other manufacturer has to do. >> Tesla produce their own processors that is optimised for their own AI. Ooooo magic! >> wrong battery chemistry Nope cooling. >>Is that far enough ahead for you. Its a big pile of Codswallop. Endless list of memes by clueless idiots.
UBS teardown says Tesla SW is in advance of VW, rest of it is engineering equal. VW share price rose 100billion on the back of the report. Tesla down about the same.
Munroe was very critical of the very first model 3.The latest production he said was the best in world. Funny how Nissan is best in EV considering they admitted that they used the wrong battery chemistry for the leaf. As for Tesla one word "octovalve".A PCB is a PCB it's the software that counts. Tesla produce their own processors that is optimised for their own AI. Not bought from self drive R U.What gives Tesla the edge is vertically integration and optimisation. They cast the back section of model Y with one casting using a special aluminium alloy developed by themselves this is a 300lb piece that is cast in 8 millisecs instead of 160 parts on normal car. Is that far enough ahead for you.
The 'future' cannot, and should not, be ignored by joe pubelic as it will require a speedy adjustment in a World that wants to get back to 'normal' - change is upon us and many will not like / adapt to it !! Hoping that I am proved wrong and 'change' will be embraced - I will surely embrace a modest profit here after many years invested in this sector - been very, very, very patient with a watchful on eye on the MnM thieves.
>. Sandy Monroe knows more Yeah. I've seen him wave a circuit board and claim its 10 years more advance than everyone else. Could you point out what this technological advance is? I know he said the assembly was a mess on the Tesla with every bonding technique known to man, including rivets (!!). Also he thinks Silicon Carbide inverters are bleeding edge technology. Some actual patented technology, that make a iota of difference, would be a start.
>>. The automotives carry huge legacy; vast plants and machinery, a workforce skilled in old practices, You are describing the car industry from the 1970's. This is a common trait for Tesla fans, its a false narrative, possibly true in the USA (but I don't know). The fact is the car industry can and will respond and they already have done. Tesla is no longer market leading BEV in any country outside the USA (and the are only selling significant numbers in a few states). Tesla's sales fell in Europe last year. Local companies will swamp Tesla in China as they have already done in Europe. US is another matter, but there they will face difficulties selling to non-liberals outside California.
That was to dumpunter. Sandy Monroe knows more about the horse ****e stuck on your shoes than you about manufacturing. To dismiss the best industrialist the states have and a top flight manufacturing consultant in same sentence says it all.
The majority of disruptions come from outside an industry, a totally new player and this is what Tesla are. The automotives carry huge legacy; vast plants and machinery, a workforce skilled in old practices, outdated supply chains and buying methodologies, senior management with skill sets no longer necessarily relevant. Tesla is starting with a blank sheet of paper when it builds its new ‘terafactories’ and it is being done on a scale never seen before. Hydroxide in at one end, cars out of the other. They are forecasting big drops in price over the next decade, which is normal when a disruptive technology takes over. Some people are speculating that in 10 years time there will only be half a dozen companies building the chassis (wheels, electric motors, battery) with what we now know as automotives building the ‘coach’ and supplying their IT..... in a rapidly changing world Tesla is a long way ahead.
>>Tesla is 5 years ahead in engineering and material science also 8-10 years ahead in electronics. Monumental drivel and an outright lie. VW and others caught up with Tesla in one year, pft. Now Tesla is losing market share hand over fist.
The ID.4 has the latest software and the ID.3 is getting it on March 8th. Its fine to awesome.
Tesla is 5 years ahead in engineering and material science also 8-10 years ahead in electronics. The launch of the I. D was a scam. V. W no. 1 in December sales because the forced dealers to buy cars. Then in January dropped to number 25 says it all. The I. D is crap got 3 computers on board that cannot talk to each other .Bid problems with the nav and entertainment integration customer complaints through the roof. V. W outsourced it all and needed another computer so everything to talk to each other proper sh@t show.
Tesla aren't ahead, they don't have a car available in the right segment or a giga factory in production. There are already 5 giga factories operating, 11 more planned in Europe. According to a strip down VW's ID.3 has Tesla matched in every way and that's only the beginning.
Big Auto are like rabbits staring at headlights. They know they have to move but cannot. The business plan for last 20 years is outsource everything then squeeze the suppliers. This produces a company with very little engineering knowledge and they are now realising that they have to vertically integrate and bring everything in house to save costs. Some will not survive transition sad but that's how the world works. I see sometimes anti Tesla rhetoric on here but remember Elon is ahead of the game by a country mile.
Note OEM buy finished product off lg et al. The buyers of lithium hydroxide will be the intermediates who supply the factories. Until the product line matures it will be this way that's my take. All these giga factories are 2 years away except Tesla who has the drop on everyone. When they move the fireworks will start.
As I said in an earlier post, CEZ will want first dibs. They are planning to build two gigafactories and will need chemicals. It seems that Tesla are planning to produce their own batteries at their Berlin plant but they also buy cells from CATL, L&G and Panasonic. VW buy cell from CATL and Panasonic. The Koreans are big investors in the Czech Republic and we know that KC has visited Korea with CEZ (thought to have been initiated at Govt level) and is thought to have met Posco and Samsung (L&G perhaps as well).... the Koreans would be good for Czech as they would invest in the whole supply chain in country as opposed to producing batteries for export but the EU might favour European companies if EU grant money forthcoming. Politically the Germans are at the heart of the EU so they may ‘encourage’ us to provide offtakes to battery makers who make for VW, Daimler Benz, BMW (https://thedriven.io/2020/07/02/germany-ramps-up-electric-vehicle-battery-production-with-big-state-subsidies/) Then there may be Eu encouragement for European Battery producers like NorthVolt, A123, Verkor, Varta, InoBat H3DA..... It will be interesting to see how it pans out..... the balance between a country’s interests and an industry’s interests. The balance between politics and finance. If I was a betting man I would say; CEZ, NorthVolt, InoBat, Panasonic, Tesla