Caresoft, a company similar in some ways to Munro Associates, tear down vehicles in order to reverse engineer and perform cost analysis.
The CEO of Caresoft analyzed the legacy assembly line, the Tesla model Y assembly line and the Tesla next generation line.
Tesla unboxed parallel modular manufacturing process will reduce costs by over 30% from the leading Tesla Model Y process.
Tesla is the top benchmarked company. Chinese companies only benchmark themselves and Tesla. The Chinese car makers are not benchmarking Toyota anymore.
Chinese consumers want a new car which visibly looks different than it did three years ago. They want to say they have arrived with a new car. Tesla needs to put cosmetic changes so that people know that the buyer has a new car.
Chinese carmakers are looking at the Caresoft analysis of the unboxed process and there are at least two who are looking to copy the unboxed process.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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Does this mean that *just* with the unboxing process the AWD Y price might possibly drop 30% to under $36,000? With tax credit, $29,000 equivalent? And if Tesla continues to drop battery costs, even less than that?!? If those are true, the idea of a sub $25,000 or even sub $20,000 EV no longer sounds like a pipe dream.
It also sounds like the end of ICE vehicle domination, for starters.
What is stopping the big auto manufacturers (ahem, China) from doing this? Or any other manufacturing concern? And what will it mean for us factory workers?
Factory worker?
I’ve been trying to contract multiple politicians and now unions to get them to pass new laws/INC setups to allow, in fact encourage, unions to own and create their own businesses. You would still be employed by same company, but ideally the unions would setup automated lines to make the parts that your employer now imports. Likewise, this would hopefully encourage you to have your employer to automate more, I.e. reduce union jobs with more local automation , but buy the parts from you. With this approach, you and your employer would own
The companies that are heavily into automation/AI.
This is why Chinese subsidies to EV and other heavy industries is about automating and lowering costs.