'21 October SalesThere's a bit of a nonsense factor in that 30 hrs vs 10 hrs example, traditional carmakers build excess shells in body and paint so that line speeds can be maintained even if upstream processes are disrupted for a short time. Tesla obviously wants to keep workers to a minimum in body and paint with a direct throughput system which works with lower line speeds. The best part is that Tesla forces other manufacturers to look at their construction process and question decades of progression, are we doing enough, are we making things too complex in our offline processes?
VW, Ford and GM assumed that they would have a walk up start to BEVs with their their ICE manufacturing knowledge over to "easier to build" BEVs, all are now realising that marriage of EV skateboard to top hat brings new challenges in manufacturing efficiency and passing on every new cost is not an option. The Americans are on safer ground with bigger BEVs that can carry higher prices but VW in European going up against Tesla? they better bring their A Game.Fri, 05 Nov 2021 23:46:53 +0000
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