4 ms·
Re: Volumes Yeah it's really something. The supply chain issues probably pushed the convergence out 3-5 years. It doesn't help that most of them haven't secured
by steveBK123 5y ago
Re: Volumes
Yeah it's really something.
The supply chain issues probably pushed the convergence out 3-5 years.
It doesn't help that most of them haven't secured a fixed battery supply the way Tesla has.
Just this year between recalls & battery delays in new product rollouts, GM shipped something like 400 (not 400K, literally 400) BEVs in Q4. Ford is targeting to ship ~300K BEVs in 2023 which is only an aspiration and would bring them to 2018-2019 Tesla volumes. With the doubling of Tesla production rates annually and new factories about to open, Tesla could be at 2M/year by 2023.
I wouldn't mind some other makers at least coming closer so I can make my 2nd vehicle a non-Tesla BEV. Tesla is fun but it's a very opinionated car (like Apple) with design choices that cannot be optioned away (yoke, falcon wing doors, gear stalk removal, touch screen UI dependence, etc).
Re: production quality
It shouldn't be a huge surprised that ~2018 era Teslas are doing poorly on inspections now. Watch Munro tear downs and the evolution of the build quality over time has gone from early 90s Hyundai to actually impressing him.