The new Tesla Model 3 is extremely anticipated, and Tesla is additionally getting ready its manufacturing capability for the upcoming gross sales growth.
Tesla’s new Model 3 will start centralized deliveries at the finish of September. In order to guarantee manufacturing capability, the Battery Phase 1 manufacturing line at the Shanghai manufacturing facility, which had beforehand been shut down, is additionally deliberate to resume manufacturing in September.
In early July, Tesla had briefly suspended the manufacturing line of Battery Phase 1 at its Shanghai Gigafactory. The motive behind this was the battery pack improve, which resulted in elevated self-production prices due to the adoption of new know-how. Tesla plans to outsource a portion of the battery packs to different battery factories, therefore selecting to halt manufacturing at the older Battery Phase 1 facility.
But the gross sales expectations for the new Model 3 and the improve in orders due to value reductions have clearly prompted Tesla to rapidly regulate this measure and resolve to improve battery provide.
The new Model 3 has undergone complete upgrades in each its exterior and inside, and it could remove all radar programs. The exterior is outfitted with a brand new fashion entrance bumper, that includes a smoother physique design. It additionally comes with options comparable to streaming rearview mirrors and multi-spoke aluminum alloy wheels. The inside adopts a extra simplified configuration, for instance, integrating the flip sign operation into the steering wheel and utilizing the central management display to swap gears.
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However, there is a slight remorse that some media experiences have revealed that the driving help {hardware} system of the new mannequin is HW 3.5 as a substitute of HW 4.0. Nevertheless, the long-rumored new Model 3 has already raised shoppers’ expectations to the most. According to Tesla gross sales personnel, “Our main task now is to sell the discounted Model 3 and Model Y, but there are still many customers who insist on waiting for the new model, even if it’s more expensive.”
Furthermore, with the current value discount of up to $2,747(¥20,000) for the Model Y, the anticipated improve in orders has put immense strain on Tesla’s battery manufacturing facility to guarantee provide.
In the Tesla Gigafactory in Lingang, Shanghai, there are three battery factories: Phase 1, Phase 2, and Phase 2.2. Phase 1 was constructed earliest however has a comparatively small manufacturing capability and decrease stage of automation. Phase 2 is the fundamental manufacturing facility. The building of Phase 2.2 battery manufacturing facility took simply over half a 12 months and by the finish of final 12 months, Tesla’s two main battery suppliers – CATL (Contemporary Amperex Technology Co., Ltd.) and LG started working there, steadily growing manufacturing capability.
According to the weekly manufacturing capability, Phase 1 manufacturing facility can produce round 3000-4000 battery packs, whereas Phase 2 manufacturing facility and Phase 2.2 manufacturing facility can every produce roughly 10,000 battery packs. At full manufacturing capability, these three factories can provide almost 100,000 battery packs per thirty days.
Previously, Tesla’s Phase 1 battery manufacturing facility had briefly halted manufacturing and laid off staff. According to sources shut to Tesla, the motive for the shutdown of Phase 1 manufacturing facility was as a result of it was the earliest constructed manufacturing facility with the lowest stage of automation. “Now that demand has risen, Phase 1 factory is preparing to reopen again.”
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In the fiercely aggressive first half of 2023, Tesla, which has undergone a number of value reductions, achieved a home gross sales quantity of 477,000 automobiles, representing a year-on-year progress of 61.7%. Clearly, with the new Model 3, Tesla will as soon as once more enhance its gross sales. This poses extra strain in the present extremely contested automotive market. Judging from the extent of cost-cutting measures on Tesla’s new fashions, it is extremely probably that the promoting value will additional lower or depart ample room for reductions.
Under the highly effective value discount capacity of Tesla, a value conflict has swept by the automotive trade, and price discount has grow to be nearly the sole activity for corporations in the industrial chain. It is understood that even CATL, which by no means lowered costs earlier than, has began to compromise by offering extra detailed materials lists to automobile producers throughout enterprise negotiations.
The stage of competitors in the automotive trade is intensifying. How to survive will grow to be a query that each automobile firm wants to contemplate.
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