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I think you underestimate how fast the car companies can set up a production, at the same time Northvolt is making europes biggest battery factory to open in 20

by erk__ 8y ago

I think you underestimate how fast the car companies can set up a production, at the same time Northvolt is making europes biggest battery factory to open in 2020. I think that every european carmaker is going to have up to multiple electric cars before IAA next year. Also you need to remember that apple never really solved the production problem they outsourced it to Foxconn, and are first now taking some of the production back.

Dunedan 8y ago
I think you underestimate how far Tesla already is: - Northvolt doesn't have a factory for production yet. When they plan to open in 2020, Tesla is probably already constructing its second or third battery factory. Also mind the amount of batteries needed for mass-market EV. - Tesla is said to have a significant edge in battery production cost, compared to its competitors. Given that the batteries are the most expensive part of an electric car, that's significant. - Without checking all european car manufacturers: At least the first mass-market EV from VW is expected to hit market in 2020.
jillesvangurp 8y ago
I think car manufacturers are acting like they are behind schedule on a number of fronts and are cutting corners to catch up. The fact is that Tesla has a good 2-3 years ahead of them where they are essentially unchallenged. IAA is nice for product demos but it's not the same thing as shipping products in volume. Tesla announced the model 3 years ago, revealed it two years ago and only started shipping in volume this year. The other car manufacturers are talking about revealing products next year that they will start shipping from 2020. Tis article suggests that Tesla has a pretty strong competitive advantage with their batteries. That suggests that existing manufacturers are going to have cost issues even if they get their production capacity ready on time and batteries completely dominate the cost of the cars. The way I see it, they are several years away from meeting current cost/production levels of Tesla today.

by erk__ 8y ago

Dunedan 8y ago

I think you underestimate how far Tesla already is: - Northvolt doesn't have a factory for production yet. When they plan to open in 2020, Tesla is probably already constructing its second or third battery factory. Also mind the amount of batteries needed for mass-market EV. - Tesla is said to have a significant edge in battery production cost, compared to its competitors. Given that the batteries are the most expensive part of an electric car, that's significant. - Without checking all european car manufacturers: At least the first mass-market EV from VW is expected to hit market in 2020.

jillesvangurp 8y ago

I think car manufacturers are acting like they are behind schedule on a number of fronts and are cutting corners to catch up. The fact is that Tesla has a good 2-3 years ahead of them where they are essentially unchallenged. IAA is nice for product demos but it's not the same thing as shipping products in volume. Tesla announced the model 3 years ago, revealed it two years ago and only started shipping in volume this year. The other car manufacturers are talking about revealing products next year that they will start shipping from 2020. Tis article suggests that Tesla has a pretty strong competitive advantage with their batteries. That suggests that existing manufacturers are going to have cost issues even if they get their production capacity ready on time and batteries completely dominate the cost of the cars. The way I see it, they are several years away from meeting current cost/production levels of Tesla today.