FishFright
More wheels than sense
To be fair, an ICE car doesn't carry the 6.5 tonnes of juice around with them all at the same time.
I wondered who'd say that. Now have a little think.
To be fair, an ICE car doesn't carry the 6.5 tonnes of juice around with them all at the same time.
Come on Fishy, you know the difficulty of the interweb is you being unable to see my tongue in my cheek.
Now have a little think before taking wilfully and outrageously daft statements at face value.
9 Separate items on the rear inner panel where anyone else uses one. 9 pressings, potentially 9 manufacturers, 9 production process, 9 items to deliver, 9 seperate processes of design, 9 joins to squeak/leak/fail/cause annoyance in some way, 9 different actions required join them together and attach them. Surprised they don't go the while hog and use cast iron rivets.
And that's just a single assembly...
Hardly the cutting edge of vehicle design they're being touted as.
I foresee the opposite. I foresee the old hands learning quickly and Tesla resting on laurels they largely don't even have yet.
Maybe not the cutting edge of vehicle assembly but they’re literally decades ahead in vehicle software. They are a software company first, car company second.
Sorry for linkedin link, it’s originally on TikTok which i won’t do.
Ford CEO explaining how they have 150 separate modules, they tender for each separately from different manufacturer with different protocols. They call it a ”loose confederation of software modules“. It’s software architecture from the 1980s! I’m amazed the cars even move.
I‘m far from a Tesla fan and can’t stand Musk but admire their gameplay. These days any business that wants to be successful at scale needs to be a tech business first and foremost. This is why Amazon utterly dominate retail. At this rate I could see most legacy carmakers going out of business in ten years.
https://www.linkedin.com/posts/hrvo...JE?utm_source=share&utm_medium=member_desktop
I foresee the opposite. I foresee the old hands learning quickly and Tesla resting on laurels they largely don't even have yet.
The quick death of many is appearing on the horizon.
China is the world's biggest car market.
Ford is losing $25k for every EV they sell on the Chinese market.
Toyota has only sold 7000 models of their EV in 3 months after reduced price to $19k. Tesla sell 75000 cars per month
Nissan , mitsubishi VW have had a 25% drop in EV sales this year alone in China.
New emissions regulations in Sept mean literally hundreds of thousands of ICE from legacy makers won't be able to be sold. That leaves vast parking lots of wasted vehicles
The biggest global player in the car market Toyota is nowhere near fully up to speed yet and globally they outsell Tesla by a factor of c10.
I think that Tesla have done remarkably well but will come under more and more pressure as the car industry big guns really come up to speed.
The problem the established manufacturers have is that they have a split focus ie they will be manufacturing ICE vehicles for some markets many years after other markets have been closed out.
The biggest global player in the car market Toyota is nowhere near fully up to speed yet and globally they outsell Tesla by a factor of c10.
There are some other very big players in the market that trade way above Tesla levels and no way will they be left out of the new world order as it evolves.
https://www.factorywarrantylist.com/car-sales-by-manufacturer.html
That is the massive problem for legacy manufacturers.
They have to cannibalise their ICE sales for BEV. Billions have been invested in these designs, production and supply lines.
Toyota has the biggest debt of just about any company in the world. Last I saw it was 186 billion dollars in debt
Just checked it is now 220 billion dollars in 2023. They're drowning in debt
They can't sell their EV the B4 only a few thousand over several months. Those that they have sold are at a loss.
It's no secret Toyota hate EVs, and have been extremely reluctant to invest in the technology.
Only BYD and Tesla are making profits in China from EV per car. Everyone else is making a massive loss per car and only selling a small number compared.
It's not only China that legacy manufacturers are struggling. Tesla Model Y has become European best selling car this year overall. Even in Germany people are buying the Tesla and not their ID cars.
Because China is the biggest market, if you can't make it there, it can pull down your whole business. So many have many billions invested and are still losing market share