Colleague ordered an Model Y online on September 23, and Tesla notified him that he could pick up the car on December 3. Compared with the average waiting time for car bookers in the past 4-6 weeks, his waiting time was significantly longer, and he waited for 10 weeks. But he was quite lucky. If he ordered a car a few days later, he would probably have to wait until next year.
On November 26, Tesla CEO Elon Musk sent an email to all Tesla employees, asked them to consider more costs in the final stage of the quarter than delivering as many existing cars as possible . This means that Tesla's traditional delivery method - the end-of-quarter volume delivery may be broken, and consumers will wait for longer delivery time.
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Tesla's traditional delivery method may be terminated
"For years, we have been sprinting wildly at the end of the quarter to maximize delivery, but in the first few weeks of the next quarter, the delivery volume has dropped sharply. In fact, looking at these two quarters (six months) , We did not deliver more vehicles, but we spent a lot of money . We were equivalent to consuming our resources in the last two weeks of each quarter to advance part of the delivery volume in the next quarter. "
Musk also warned all employees, "assuming that we are not listed companies" and "the concept of "'end of the quarter' does not exist for us."
Musk's new proposition means the end of for Tesla's traditional delivery method. Tesla has always been focusing on the realization of stock market's financial statements, so it has to adopt the method of "doing all means to complete in-quarter delivery" to concentrate on increasing volume. But in this way, as Musk complained in his letter, "there is no more delivery of vehicles, but also increases costs."
In the view of Daily Car News, there are two main reasons that prompted Musk to change the delivery method:
First, Tesla's status in the martial arts world is becoming increasingly stable , and it has reached the point where there is no need to pay too much attention to the financial statements of the stock market. In the past, I had to concentrate on selling volumes and make a show, but now it seems that there is no need for this.
The second is that Tesla's factory in Berlin, Germany and the factory in Texas, USA will start mass production of . Once the delivery date is dragged, it may catch up with the new car and digest it on the spot.
In Musk's view, those "urgent fees, overtime fees, temporary contractor compensation, and off-site transportation fees" incurred for centralized delivery at the end of the quarter are all unreasonable, and it is time to cancel it.
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20 energy-expanded Shanghai factory
From brake doors, out-of-control doors, fire doors and other doors, all kinds of sounds of varying quality are as if Tesla is an electronic toy industrial garbage. But statistically speaking, Tesla is not only the world's largest electric car company, but also the third-party institution, the most satisfactory car brand in the United States " Consumer Report " 2021.
There is a saying: limiting Tesla's sales volume is only production capacity. If Tesla's production capacity can completely keep up, then it is almost no surprise that sales will double again on the current basis .
Tesla Model 3 has an annual sales volume of more than 1.2 million units, making it the single luxury model with the highest annual sales volume in the world (including fuel vehicles). Model Y on the same platform aims to be the single model with the highest annual sales volume of all models in the world. In recent months, sales in China have exceeded Model 3.
In 2020, Tesla delivered nearly 500,000 cars.In the first three quarters of this year, Tesla has reported delivery of 627,350 cars, which has exceeded the entire year of last year. Musk mentioned in the earnings call that Tesla will achieve an annual sales target of 20 million in 2030, regardless of whether this sales can be achieved, it means that Tesla's annual production capacity needs to reach 20 million vehicles.
In fact, due to the lack of production capacity, Tesla has been seeking a more effective solution to increase production capacity, including expanding the production capacity of existing factories and building more new factories.
At present, only Tesla has officially put into production on the Fremont factory in the United States and the Shanghai Super Factory in China. However, with the Berlin factory and the Texas factory that are about to begin trial production, Tesla has already had a layout of four super factories, but according to Musk's annual sales target of 20 million in 2030, there is still a large capacity gap.
Tesla pointed out in its Q3 financial report in 2021 that the potential annual output of Shanghai's super factory exceeds 450,000 units, while the annual output of Fremont super factory reaches 600,000 units. The current production capacity of these two super factories is only 1/20 of Musk's "2030 Plan" sales.
It is reported that Tesla has invested an additional 1.2 billion yuan in Shanghai Super Factory to optimize its existing production line and increase the number of employment from 4,000 to 19,000, in order to achieve the goal of annual output of 1 million units in the future. Even so, there are 20 similar Tesla Shanghai Super Factory in the world.
Obviously, no matter how you increase the production capacity of the existing factory, it cannot make up for the huge capacity gap, and the construction of a new super factory is the final solution.
written at the end
It is a very suspenseful question about where Tesla's second factory in Asia is built.
As of now, cities that have been rumored to have scandals with Tesla include: Qingdao , Jinan, Chongqing, Chengdu, Hefei, Wuhan, Zhengzhou, Guangzhou... and even Shanghai, where there is already a Tesla super factory. Public opinion is full of discussion, and the general opinion believes that Tesla's implementation will also have a significant benefit to the local supporting industrial chain and the economic effect is obvious.
But Tesla only responded: I have received many inquiries from the media about the second factory recently, and I cannot reply one by one. I would like to advise everyone that the information on the site selection of Tesla's second factory on the Internet is not true.
In fact, as an Asian factory, Tesla also has the possibility of selecting a location in Japan, South Korea, India and other places. Which Asian city can have dinner with Tesla is still a mystery.
