[Tesla Model 3 was exposed to a waste of raw material, a quarter of orders were withdrawn] The Model 3 is now almost a destabilizing factor in Tesla's internality. From time to time, it will give ElonMusk a crit. The internal documents recently revealed that, in order to catch up, Gigafactory's raw materials were wasted and at the same time, many users who had been repeatedly tested with patience also opted to withdraw a $1,000 deposit, leaving 450,000 orders that other manufacturers envy and resent. One quarter off.
It is reported that when Tesla manufactures battery packs and drives at super factories, at least 40% of raw materials need to be reworked or even become completely waste. In other words, every Fremont plant receives 2,500 battery packs and drives, and behind it there are 1,000 defective products. Half of them hope to be repaired and become Model3 other parts, and the remaining half can only be thrown directly into the trash.
This world's second largest giant factory is responsible for the delivery of "ammunition" for the Fremont plant. Without core components, Model 3 can hardly climb out of production hell.
The document shows that Tesla lost only 150 million U.S. dollars on scrapped materials this year. This does not include electricity charges, workers' wages, and equipment depreciation charges. But even with such “crazy†production, Model 3 had only delivered 9,766 units in the first quarter of this year. According to this schedule, I am afraid that some users who pay $ 1,000 to reserve Model 3 will not be able to get a car when the vehicle is changed in the middle period.
However, a Tesla spokesperson said that the $150 million figure is somewhat exaggerated. Tesla also stated in a statement: "It is normal for the new product to have a low yield in the manufacturing process. This is what we expected."
“We said before that the cost of Model3 will increase steadily after cost reduction. Thanks to the manufacturing process improvement, our battery scrap rate has dropped by about 60% since January. Another reason for the higher scrap rate is that We want to deliver the highest quality parts, which is responsible to consumers and is the reason why Model3's quality satisfaction is as high as 93%.â€
Industry experts pointed out that regardless of whether Tesla has completed the process upgrade, such a high scrap rate is also deplorable. After all, Tesla is not a wealthy company. However, this is probably the pain that Tesla must experience in realizing the goal of producing 3,000 Model3s per week in July.
Such a high scrapping rate did cause Musk to paralyze, and the environmental vehicles he admired caused so much waste. The so-called world's most advanced automated manufacturing plant seems to be commonplace. The side effects of over-automation seem to be difficult to solve at one and a half. .
Rebecca Lindland, an analyst at Kelly Blue Book, said: “If I’m an investor, I’m sure I’ll ask if the money I’m investing is spent. Say good transparency? Such a high retirement rate is a fantasy for making money. ."
Super Factory, "Super Waste"?
In the first quarter financial report, Tesla clearly told investors that it has basically solved the bottleneck problem of the Super Factory battery module production line. However, there is another story in their internal documents.
In February of this year, a robotic hand-held battery module with erroneous procedures pierced the plastic housing and even damaged the batteries. Insiders revealed that some of the products that had problems were returned to the production line just by sticking together with the adhesive, and at least 1,000 battery modules were affected.
Tesla denied the announcement and stated that if there were safety issues with the parts, they would certainly not be adopted. However, the internal log of the exposure clearly wrote that these defective batteries were finally installed on several hundred Model3s.
In addition, there was news that, in mid-April, Tesla once again denied this rumor because of the miscellaneous adhesive mixing that led to a problem with the drive of the battery module and stressed that the vehicle had no safety issues.
Someone specifically made a math problem, saying that the money wasted on these scrap items could build a 220-kilometer subway; meanwhile, from January to May this year, only scrapped inverters had caught up to the price of 103.42 Model3; The rotor can buy 4878 top hats (20 US dollars per top) produced by Musk "Boring Company".
There are also internal photos showing that the Tesla Super Factory has piled up a large number of flammable materials used to make batteries. Once connected, it may cause major accidents. Tesla also denied it, saying that these materials are placed in a temperature-controlled room and will not pose any security threat.
If it is speed, what can be thrown?
In the first quarter conference call, Musk acknowledged that the current bottleneck was over-automated. To solve this problem, Musk stated that Tesla will temporarily reduce the degree of automation of certain processes, allowing semi-automated or even manual processes to enter the factory.
But there are also media reports that Tesla has shut down many machines. Although many employees believe that the rest of the machines are not scientifically judged, Musk has a one-size-fits-all approach to directly power down time-consuming machines.
In May of this year, the shutdown of the Super Factory resulted in a "family genealogy" missing from the key components of the battery pack. They quickly bypassed the tracking system on key components in order to speed up production.
For automakers, each part should have its own genealogy to facilitate retrospection of problems and speed up troubleshooting and repairs. Now it is feared that part of the batteries in the super factory will not be able to enjoy such treatment. In this regard, Tesla said that tracking in batches, because the laser etching of these parts will cause them to be scrapped. In short, these are all for optimizing the production process.
"Musk is so obsessed with production speed that he may realize his own set goals, but what will it cost?" CoxAutomotive's Mark Schirmer said, "If there are various problems in the future, we will achieve a weekly output of 5000 in June or July. What is the significance of the Model3 target?"
Tesla has not achieved annual profit so far, and even Silicon Valley Iron Man himself has admitted that Tesla is not like a "real company." In the first quarter of this year, they burned another $328.6 million more than in the same period of last year. It now appears that Tesla could have spent less.
Cannot wait for users to unsubscribe
Tesla started to receive a Model 3 deposit two years ago. Hundreds of thousands of consumers each paid a deposit of 1,000 US dollars. He hopes to mention a car in 2018. Now it seems that Tesla seems to have disappointed some of you. Some users who can't wait to start canceling have already begun.
SecondMeasure analyzed the multi-billion-dollar credit card and debit card transaction records and obtained the latest data, saying that as of the end of April this year, 23% of the Model 3 orders were cancelled, and users also received a $1,000 deposit.
Of course, it cannot be said that these evaporated orders are not beneficial to Tesla, because their production capacity may not be able to meet 450,000 orders, and no further delay will hurt their business reputation.
If it is really a potential user, after Model3's production capacity meets market demand, they will still place orders. However, some users who can't wait to go can also turn to buy other models.
Tesla’s spokesperson continued to deny the data, saying that the data was inconsistent with his own internal statistics, but he did not announce the number of unsubscriptions.
However, in August last year, SecondMeasure unsubscription data and Musk announced the same. At the time, out of 518,000 orders, 63,000 people had unsubscribed and the unsubscription rate was 12%.
Right now, 60% of Model3's orders in the United States come from April 2016, when Tesla just started accepting user bookings. On the issue of withdrawal of deposits, 18% of the users were stunned until April this year, because Musk admitted that the delivery of Modle3 may be postponed for 6-9 months.
In the first quarter financial report, Tesla blamed the user for cancellation orders on "production delays and multiple configuration delays, especially for the two-motor four-wheel drive version and the small-capacity battery version."
As of April of this year, 8% of Model3 booking customers paid $2,500 of "optional equipment" (this part of the money is not refundable). This part of the user is desperate to buy Tesla, if you wait long, they may switch to ModelS or ModelX. These should also be Musk's favorite because more expensive models have higher profits.
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