Tesla and Uber Unlikely to Survive...
Discussion
Heres Johnny said:
Building cars in a tent to hit a number 6 months later than promised and its seen as success... Just imagine what the world would think if the Jaguar ipace was built in a tent
Jaguar can build the iPace any way they like as long as they can keep with demand and if it means they stop selling awful SUVs with tractor engines!!.....and remind us again just how many iPaces have Jaguar delivered to customers in the first 2Q of 2018?RumbleOfThunder said:
They haven't hit 5000 p/w number for the paint facility reasons already pointed out. They can only fudge the numbers for so long though, so it will be interesting to see what they can concoct in the coming months. My money will be on another superfluous product launch that won't make it to market but makes investors cough up again.
The claim about the paint shop only being able to handle 5,000 is not necessarily correct. The shop is licensed for processing a certain amount of VOCs, not a number of vehicles. The Twitter feed is based on an assumption about the VOCs released when painting a Tesla and doesn't appear to take account of , for example, the fact that most of the Model 3s produced have glass roofs, not the metal roof used in the original estimates.We'll know for sure soon though when the official figures are announced.
JPJPJP said:
That figure is just nuts, if Jaguar can deliver 7000 iPace by the end of this year (so 6 months) I will be astonded. Damn wish I had bought some Tesla share when prices were $270.RumbleOfThunder said:
They haven't hit 5000 p/w number for the paint facility reasons already pointed out. They can only fudge the numbers for so long though, so it will be interesting to see what they can concoct in the coming months. My money will be on another superfluous product launch that won't make it to market but makes investors cough up again.
To be fair to them the products they said do exist. It;s not like they didn't deliver on thishttps://www.tesla.com/en_GB/blog/secret-tesla-moto...
So we've our resident shorts complaining the roadster (2020) and truck (2019) have not yet been delivered.
Originally the model 3 was penciled in for 2020 I think, then brought massively forward because Elon thought they could. So decent production mid 2018 isn't bad.
6 months of relative calm before the model y s
t storm happens...
Originally the model 3 was penciled in for 2020 I think, then brought massively forward because Elon thought they could. So decent production mid 2018 isn't bad.
6 months of relative calm before the model y s
t storm happens... JPJPJP said:
As detailed as it can be in 24 tweets - Why Tesla can't make more than a total (all models combined) of 5,000 cars per week right now
https://twitter.com/eriz35/status/1012670930898825...
TLDR. The paint shop can only handle 5k/wk. It took 12 months to build / commission. Plans exist for a 2nd paint plant, but building hasn't started yet.
Tldr short seller without a clue now has no shirt. https://twitter.com/eriz35/status/1012670930898825...
TLDR. The paint shop can only handle 5k/wk. It took 12 months to build / commission. Plans exist for a 2nd paint plant, but building hasn't started yet.
Q2 production and deliveries
http://ir.tesla.com/news-releases/news-release-det...
Q2 production totaled 53,339 vehicles, a 55% increase from Q1, making it the most productive quarter in Tesla history by far. For the first time, Model 3 production (28,578) exceeded combined Model S and X production (24,761), and we produced almost three times the amount of Model 3s than we did in Q1. Our Model 3 weekly production rate also more than doubled during the quarter, and we did so without compromising quality.
GA4, our new General Assembly line for Model 3, was responsible for roughly 20% of Model 3s produced last week, with quality from that line being as good as our regular GA3 line. We expect that GA3 alone can reach a production rate of 5,000 Model 3s per week soon, but GA4 helped to get us there faster and will also help to exceed that rate.
Tesla expects to increase production to 6,000 Model 3s per week by late next month. We also reaffirm our guidance for positive GAAP net income and cash flow in Q3 and Q4, despite negative pressures from a weaker USD and likely higher tariffs for vehicles imported into China as well as components procured from China.
Q2 deliveries totaled 40,740 vehicles, of which 18,440 were Model 3, 10,930 were Model S, and 11,370 were Model X. Model S and X deliveries are in line with our guidance provided on May 3. As we previously noted, we are in the process of changing the quarterly production pattern of those vehicles for the various worldwide regions to ensure a more linear flow of deliveries through the quarter. Both orders and deliveries for Model S and X were higher in Q2 than a year ago. Our overall target for 100,000 Model S and Model X deliveries in 2018 is unchanged.
11,166 Model 3 vehicles and 3,892 Model S and X vehicles were in transit to customers at the end of Q2, and will be delivered in early Q3. The high number of customer vehicles in transit for Model 3 was primarily due to a significant increase in production towards the end of the quarter.
The remaining net Model 3 reservations count at the end of Q2 still stood at roughly 420,000 even though we have now delivered 28,386 Model 3 vehicles to date. When we start to provide customers an opportunity to see and test drive the car at their local store, we expect that our orders will grow faster than our production rate. Model 3 Dual Motor All Wheel Drive and Model 3 Dual Motor All Wheel Drive Performance cars will also be available in our stores shortly.
The last 12 months were some of the most difficult in Tesla’s history, and we are incredibly proud of the whole Tesla team for achieving the 5,000 unit Model 3 production rate. It was not easy, but it was definitely worth it.
http://ir.tesla.com/news-releases/news-release-det...
Q2 production totaled 53,339 vehicles, a 55% increase from Q1, making it the most productive quarter in Tesla history by far. For the first time, Model 3 production (28,578) exceeded combined Model S and X production (24,761), and we produced almost three times the amount of Model 3s than we did in Q1. Our Model 3 weekly production rate also more than doubled during the quarter, and we did so without compromising quality.
GA4, our new General Assembly line for Model 3, was responsible for roughly 20% of Model 3s produced last week, with quality from that line being as good as our regular GA3 line. We expect that GA3 alone can reach a production rate of 5,000 Model 3s per week soon, but GA4 helped to get us there faster and will also help to exceed that rate.
Tesla expects to increase production to 6,000 Model 3s per week by late next month. We also reaffirm our guidance for positive GAAP net income and cash flow in Q3 and Q4, despite negative pressures from a weaker USD and likely higher tariffs for vehicles imported into China as well as components procured from China.
Q2 deliveries totaled 40,740 vehicles, of which 18,440 were Model 3, 10,930 were Model S, and 11,370 were Model X. Model S and X deliveries are in line with our guidance provided on May 3. As we previously noted, we are in the process of changing the quarterly production pattern of those vehicles for the various worldwide regions to ensure a more linear flow of deliveries through the quarter. Both orders and deliveries for Model S and X were higher in Q2 than a year ago. Our overall target for 100,000 Model S and Model X deliveries in 2018 is unchanged.
11,166 Model 3 vehicles and 3,892 Model S and X vehicles were in transit to customers at the end of Q2, and will be delivered in early Q3. The high number of customer vehicles in transit for Model 3 was primarily due to a significant increase in production towards the end of the quarter.
The remaining net Model 3 reservations count at the end of Q2 still stood at roughly 420,000 even though we have now delivered 28,386 Model 3 vehicles to date. When we start to provide customers an opportunity to see and test drive the car at their local store, we expect that our orders will grow faster than our production rate. Model 3 Dual Motor All Wheel Drive and Model 3 Dual Motor All Wheel Drive Performance cars will also be available in our stores shortly.
The last 12 months were some of the most difficult in Tesla’s history, and we are incredibly proud of the whole Tesla team for achieving the 5,000 unit Model 3 production rate. It was not easy, but it was definitely worth it.
As far as it great being able to build so many cars so quickly.
But I'm seeing more and more posts about the poor quality of the cars coming off the time. Some of the panel gaps are crazy. I also saw one car where they had not fitted the wheel arch liner and was a 3 month + wait for the part.
I like Tesla but I think one of the main issues is Musk trying to do everything at an unrealistic speed. They would be better off slowing down production but making sure each car that is finished is perfect.
But I'm seeing more and more posts about the poor quality of the cars coming off the time. Some of the panel gaps are crazy. I also saw one car where they had not fitted the wheel arch liner and was a 3 month + wait for the part.
I like Tesla but I think one of the main issues is Musk trying to do everything at an unrealistic speed. They would be better off slowing down production but making sure each car that is finished is perfect.
Jordan210 said:
As far as it great being able to build so many cars so quickly.
But I'm seeing more and more posts about the poor quality of the cars coming off the time. Some of the panel gaps are crazy. I also saw one car where they had not fitted the wheel arch liner and was a 3 month + wait for the part.
I like Tesla but I think one of the main issues is Musk trying to do everything at an unrealistic speed. They would be better off slowing down production but making sure each car that is finished is perfect.
I am seeing the opposite, later build 3s are better put together But I'm seeing more and more posts about the poor quality of the cars coming off the time. Some of the panel gaps are crazy. I also saw one car where they had not fitted the wheel arch liner and was a 3 month + wait for the part.
I like Tesla but I think one of the main issues is Musk trying to do everything at an unrealistic speed. They would be better off slowing down production but making sure each car that is finished is perfect.
Plug Life said:
RobDickinson said:
I am seeing the opposite, later build 3s are better put together
Where are you examining them?I've actually seen a model 3 though, have you? It was a preproduction test unit and pretty beat up.
RobDickinson said:
Seeing posts about them, new owners, all very happy, not seen any complaints for a while.
I've actually seen a model 3 though, have you? It was a preproduction test unit and pretty beat up.
Rob I know you are a Tesla evangelist and have no issue all companies have these, this is a recent Reuters perspective which offers a little balance on the perspectiveI've actually seen a model 3 though, have you? It was a preproduction test unit and pretty beat up.
https://uk.reuters.com/article/us-tesla-factory/sh...
Edited to say if my boss shouted at me id tell him or her to f
k off swiftly followed by me exiting the door. Edited by Toaster on Friday 6th July 07:51
Reuters can ps off, owned by an oil company what do you expect?
"Because of the focus on the Model 3, the S line was about 800 cars behind schedule to enter the paint shop, the worker said. "
bks, 2018 S and X target = 100,000, produced in the first half of the year - 49300 or so, 2nd half is 3 days longer.
Its all bullst.
s off, owned by an oil company what do you expect?"Because of the focus on the Model 3, the S line was about 800 cars behind schedule to enter the paint shop, the worker said. "
b
ks, 2018 S and X target = 100,000, produced in the first half of the year - 49300 or so, 2nd half is 3 days longer.Its all bulls
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