Tesla plans China factory that can make 500,000 vehicles a year

Post by JumpCrisscross » Tue, Jul 10, 2018, 9:57 PM UTC

pavs wrote: post #100

JumpCrisscross wrote: post #60

Earlier quoted context omitted.

> If MOU were jack shit, people wouldn't be doing business there It’s a great place to do business. Their MoUs and LOIs are worth jack shit.

This is not some mom & pop shop, when multibillionaire companies sign billions of dollars of MOU, it has to be worth something. You could argue MOU is jack shit in general, but saying MOU is jack in China but China is great to do business with does not a computer, considering some of the largest companies in the world are signing MOUs and going ahead with their project just fine.

Post by solarkraft » Tue, Jul 10, 2018, 10:13 PM UTC

ricw wrote: post #32

mkhalil wrote: post #18

Tesla should be very wary of the very real threat from corporate espionage in China. Brining a factory to China would allow a bad actor to really get into enterprise and create even better clones. Tesla wouldn't be able to keep up financially if Chinese manufactures built cars using Tesla research resources. side thought: Maybe TESLA turns into a research company that sells its IP to manufactures instead of actually…

I'm doubtful this will happen, based on what we've seen in the car industry in the past. Foreign car companies have had to build cars via Chinese joint ventures for decades, and as yet, not a single Chinese car company has seen any large success outside of China.

Post by throwaway5752 » Tue, Jul 10, 2018, 10:26 PM UTC

nothrabannosir wrote: post #72

drfuchs wrote: post #69

Earlier quoted context omitted.

Throwaway5752 is referring not to China, but rather the USA, as having “single party control of a government that is hostile to clean tech and initiating a trade war with the worlds largest consumer market for the next 50 years“.

That makes complete sense, and I totally missed it. Sorry, and thanks!

Post by xanderjanz » Tue, Jul 10, 2018, 10:58 PM UTC

ferongr wrote: post #101

jdblair wrote: post #61

Earlier quoted context omitted.

Tesla invented battery management technology to scale up bundles of small lithiun ion cells. This requires significant engineering to get right: cells charge and discharge at different rates, heat must be managed and failed cells taken out of the stack. Nobody was doing this commercially when they built the first roadster. IIRC they shared this tech with Toyota pretty early on. This is all basic electrical engineerin…

>Tesla invented battery management technology to scale up bundles of small lithiun ion cells. I dispute that claim. They may have created a solution for use in their vehicles but did not "invent" anything, they just upscaled existing solutions and used existing know-how.

Post by reitzensteinm » Wed, Jul 11, 2018, 1:07 AM UTC

mikeash wrote: post #105

jonknee wrote: post #86

Earlier quoted context omitted.

Using your numbers that would mean increasing their output by over 40% without a new factory... I'd say that is very much "far off". I mean they had to make a tent to try and convince Wall Street they can make 5,000 cars in a week. In reality they make nowhere near 350k cars a year. They built 41k in Q2 which was their most ever by a long shot. They celebrated the 300,000th shipped Tesla in Q1 2018...

They’ve increased their numbers by about 250% over this time last year. Another 40% isn’t that much by comparison. At the end of Q2 they hit 5,000 Model 3s per week, plus 2,000 S/X. That’s an annualized rate of 350,000. And yes, they haven’t even built 350,000 cars yet. The acceleration of their manufacturing over the last few months has been amazingly fast.