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Tesla Q3 2021 Vehicle Production and Deliveries

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Re: Tesla Q3 2021 Vehicle Production and Deliveries

#61

Post by judge2020 »

CyberRage wrote: post #55
judge2020 wrote: post #49

Earlier quoted context omitted.

I think Rivian will take the startup approach and pack as much density into their battery, even if it means sacrificing a large chunk of their margin. The r1t is supposed to have a weight of 8500 pounds[0], so I can see a 150-200kwh battery being packed in there on the Max pack to achieve that range. 0: https://insideevs.com/news/536753/rivian-r1t-gvwr-heavy-duty...

200kwh? that's a disaster then. 200Kwh * 40K = 8Gwh?! that's unrealistic, battery production is the single most limiting factor for all EV's. big batteries = low volumes

Yes, it's probably necessary if they wanna get near-400 miles on extended range. Even the F150E with extended range only has a 300 mile EPA with estimates of 170kwh[0], and the r1t doesn't look to be insanely more aerodynamic. It's indeed going to be a disaster, but Amazon wants a foot in the door regardless of how much it costs.

0: https://insideevs.com/news/508674/battery-capacity-ford-f150...

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#62

Post by delfinom »

yarcob wrote: post #31
CyberRage wrote: post #12

Earlier quoted context omitted.

It's far far worse. Tesla is probably the only company in the world that produces\designs its own batteries, motors and electronics. Most "competitors" are just buying batteries\electronics from a vendor and shoving it in. Tesla partnered with Panasonic and created their own custom modules(2170), now they plan to do everything with the newly announced 4680(from raw materials to products). They are truly unmatched.

Tesla has a lead now, but I wonder how long it'll hold up. At some point electric drivetrains and batteries will be available in large quantities from suppliers just like gasoline motors and gearboxes are available now. As soon as that is the case, there will be many dozens of different car models that compete with Tesla. Teslas vertical integration is an advantage now, because they don't have to wait for suppliers t…

Yea seriously. Tesla is just a company with a lead but they are in a industry filled with tens of thousands more engineers who have suddenly become tasked with switching to EV design at a fast pace.

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#63

Post by terafo »

judge2020 wrote: post #54
thesis wrote: post #25

Isn’t this even more impressive with the current chip shortage affecting every other car manufacturer on the planet?

The chip shortage is easily explained by this[0]. Tesla didn't pull shenanigans like other auto manufacturers, so they aren't nearly as affected. 0: https://news.ycombinator.com/item?id=26931498

And they are more vertically integrated on semiconductor side than other auto manufacturers.

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#65

Post by [deleted] »

CyberRage wrote: post #22
jeffbee wrote: post #16

Earlier quoted context omitted.

Ah yes, most companies just buy batteries from Panasonic and shove them in their cars, but the galaxy brains at Tesla instead buy batteries from Panasonic and shove them into “custom modules” which is clearly materially different.

Wrong. Tesla has custom designs from form factor to chemistry. Panasonic was crucial at the begining with their own designed\made 18650. their role is shrinking fast Tesla's expertise when it comes to batteries is unmatched in the auto-motive industry, no doubt about that. Tesla is not using Panasonic at all for their new batteries.

[deleted]

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#66

Post by terafo »

delfinom wrote: post #62
yarcob wrote: post #31

Earlier quoted context omitted.

Tesla has a lead now, but I wonder how long it'll hold up. At some point electric drivetrains and batteries will be available in large quantities from suppliers just like gasoline motors and gearboxes are available now. As soon as that is the case, there will be many dozens of different car models that compete with Tesla. Teslas vertical integration is an advantage now, because they don't have to wait for suppliers t…

Yea seriously. Tesla is just a company with a lead but they are in a industry filled with tens of thousands more engineers who have suddenly become tasked with switching to EV design at a fast pace.

And yet forecasts say that only 50% of VW and BMW sales will come from EV by 2030 with tens of billions poured into conversion they say that it isn't possible to go any faster. And they are faster than other major players.

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#67

Post by 6gvONxR4sf7o »

NikolaNovak wrote: post #10
smoldesu wrote: post #4

The other day I heard someone say that Rivian intends to deliver 40,000 vehicles next year, total. Musk runs his mouth on a lot of stuff, but it's pretty hard to knock his manufacturing when he's got a 20x lead on the competition. Hell, I was blown away by how quickly Starlink went from concept to reality, but figures like these really help put the scale into perspective. It's like capitalism down to a science, for b…

Not to disagree,but for different perspective 1. How long has Tesla been manufacturing vs Rivian 2. How does Tesla compare to Toyota I feel it's all apples and oranges both ways. They're all in different manufacturing maturity place

i happened to look up the latter question. Toyota does about 10M cars/year, so this is about 10% of toyota, which is way closer than i expected.

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#68

Post by dzhiurgis »

cosmodisk wrote: post #41
terafo wrote: post #29

Earlier quoted context omitted.

That's very impressive indeed and if they can keep growing like this few more years they will definitely have more revenue than any other car company and might be top 1 by cars produced in less than a decade.

But will they? All major car manufacturers bringing in more and more EVs each year and give another 2-5 years and it's all we are going to see. Now why on earth would I buy Tesla, if I could buy Audi or Merc instead?

Batteries is the bottleneck for entirety of next decade. All other manufacturers make like 5k a quarter which means they are loosing money on them…

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#70

Post by jeffbee »

CyberRage wrote: post #60
jeffbee wrote: post #52

Earlier quoted context omitted.

Get a grip, Tesla fan. Your shares are doing fine without the reality distortion. People who buy cells from Panasonic directly are getting the exact same chemistry and form factor with which Telsa cars are equipped. Quoting from Tesla's own 10-Q filing, emphasis added. """Under our arrangement with Panasonic, we plan to purchase the full output from their production equipment at negotiated prices … Currently, we rely…

You don't have to believe me but I don't own a tesla nor do I own Tesla stocks. Tesla do have their own custom chemistry and doping, it is written all over the internet you're willing to read that. TEsla has several patents and their own research group: https://www.scribd.com/document/440951044/Tesla-battery-pate... https://www.scribd.com/document/424878572/J-Electrochem-Soc-... just to name a few. to me you seem lik…

The patent and the chemistry you are trying to link to — by the way, Scribd is a scam, here is a link to the PDF[1] — is university research funded in part by Tesla.

1: https://iopscience.iop.org/article/10.1149/2.0341813jes/pdf

Undoubtedly good chemistry research but doesn't have anything to do with the batteries that are actually in cars you can actually buy.

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