Home » Unable to mass production: Musk reports that Tesla sells 450,000 pickup trucks and the current cost is up to 6 million-Tesla Tesla electric car

Unable to mass production: Musk reports that Tesla sells 450,000 pickup trucks and the current cost is up to 6 million-Tesla Tesla electric car

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News on July 28, Beijing time,Elon Musk said that if Tesla now mass-produces Cybertruck, the production cost of each car “will be as high as $1 million or even higher.”He also said that in view of the short supply of batteries, Cybertruck’s mass production was postponed to 2022.

Figure: Musk said that if Cybertruck is now mass-produced, the production cost will be as high as $1 million or even higher

The above-mentioned news was disclosed by Musk on the Tesla’s second quarter earnings analyst conference call on Monday, indicating that Tesla cannot increase 4680 battery production. Cybertruck uses 4680 batteries.

At present, Tesla can only produce a very small amount of Cybertruck, and the production cost has increased from an expected $40,000 to a suggested retail price of $70,000. Musk said, “The reason why companies produce products in batches is to reduce costs through economies of scale.”

Tesla’s vice president of drivetrain Drew Baglino (Drew Baglino) pointed out on the earnings analyst conference call that Cybertruck development is still in the “α” stage, and that only the basic design architecture is finalized. Tesla plans this year Later, the Cybertruck development will be advanced to the beta stage.

Bergerino also stated that Tesla “battery suppliers will double production next year.”

Figure: Tesla announced Cybertruck in 2019 and plans to start delivery this year

When Cybertruck was first announced in 2019, Tesla said the delivery time was this year.

Tesla Cybertruck, Semi and Model Y all use 4680 batteries. Although the performance and service life of the 4680 battery have been successfully verified, Tesla needs to make more efforts to increase its output. Speaking of the 4680 battery, Beglino said, “It is currently difficult to determine the specific time for the last technical problem.”

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Bergerino said that Tesla has a backup plan that is to continue to use the current 2170 battery.

The current Tesla’s most important model is Model Y, not Cybertruck.

The materials disclosed by Tesla on the earnings analyst conference call show that the rate of increase in production is affected by many factors, including the adoption of new products and manufacturing processes, and supply chain-related challenges.

What affects Tesla’s production plan is not only the short supply of batteries, but also the global chip shortage. The chip shortage has also affected the production of Cybertruck and Semi.

Musk said on the earnings analyst conference call, “People sometimes say, why don’t you build a chip production plant? However, it is impossible to build a chip factory quickly.”

However, Tesla did not stop producing existing products due to chip shortages.

Musk said that Tesla can switch to other chips. It only takes a few weeks to develop firmware for the new chip. “This is not as simple as switching to a chip. We have to rewrite the software. Therefore, find a new suitable chip. , The development of new firmware, integration and testing with vehicles represents an incredible amount of work.”

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