Early in the morning of March 2, Beijing time, Tesla 2023 Investor Day was officially held, and the long-awaited Tesla "Ambition Chapter 3" suspense was officially revealed. The day covered a wide range of topics, including electric vehicle energy storage, FSD, integrated die-casting, charging piles, autonomous driving, the launch of the Cybertruck pickup truck, and the Optimus humanoid robot. The previously announced Tesla's "Chapter 1" products include Tesla Model S/X and Tesla Model 3/Y, while Tesla's "Chapter 2" products include Powerwall, Megapack, FSD and Semi. What are the key points of Tesla's "Ambition Chapter 3" in relation to the automotive industry?
Franz and Lars point out that Tesla has learned many lessons from the Model 3 automated production line, so in order to improve the efficiency of the production process and shorten the production time, the next generation of Tesla's vehicles will be designed from the vehicle design, production line design and supply chain to further improve production efficiency. It will also incorporate more engineering design and innovation so that more people (or robots) should be able to work at the same time, and assembly costs and production plant footprint will be significantly reduced.
In the future, Tesla will reduce the number of parts starting with the Model Y and use a one-piece die-cast rear floor assembly that will not only reduce the weight of the lower body assembly by 30 percent, but also reduce manufacturing costs by 40 percent, and the battery will be part of the car's chassis. The traditional way of assembling the car will also be changed, and serial production and serial assembly will be combined in parallel and assembled simultaneously, which will not only reduce the floor space by 40%, but also reduce the assembly cost by 50%. In addition Tesla's corporate vice president also said that Tesla's goal is to build a car every 45 seconds, although Tesla's production capacity has exceeded 4 million units, but to complete the 20 million units of annual production capacity target in terms of the need to build new factories.
The second is about automotive products and optimizing design. Tesla's next generation (third generation) power platform will no longer use rare earth materials, which will not only reduce the total weight of the vehicle, but also significantly reduce the size of the powertrain, while the weight of the vehicle wiring harness has been reduced by 17 kg from the Model S to the Model 3. Tesla's Cybertruck truck was officially unveiled and will be available this year, and thanks to shared controllers between vehicles, Cybertruck allows for better wiring paths. In addition, Cybertruck and all future cars will move to a 48-volt electrical system, and by increasing the bus voltage from 12V to 48V, the use of copper will drop significantly, thus reducing the production cost of the vehicle, where the drive cost of the drive unit alone will be reduced by $1000.
Finally, it is about autonomous driving and charging piles. Musk said: the future of all cars will use pure electric drive and self-driving. Ashok Elluswamy, director of Autopilot software, also emphasized that Tesla's approach to artificial intelligence systems will be very different from before, and the company will be able to use artificial intelligence to solve complex planning problems, for example. In terms of charging piles, Tesla not only has the industry's lowest cost of deploying charging stations, but Supercharging hardware and installation costs are also well below the industry average. v4 Superchargers are being installed in Europe and will open Superchargers to all vehicles worldwide, not just optimized Tesla cars.
