Numbers:
- Q3 production 53,239, - Bloomberg’s estimate: 53,457
- North American deliveries of 55,840 rank the Model 3 among the 10 best-selling sedans in the region--and the only one that's electric
- pretty good news in the face of what other car companies are doing
- GM sales are expected to fall 14%, after falling 13% in August.
- Analyst estimates for Ford (-9%), Toyota (-6.5%), Honda (-4.1%)
Thankfully, the VW group will actually be okay - they've tasked Porsche's engineers with electrification of all the companies owned by the group.
The Taycan will be built on the J1 platform (Porsche controlled/built). Porsche is developing 3 different packages for other car makers: the SPE (Sport platform electric) for Lamborghini, and then they’re developing a PPE (Premium Platform Electric) for Audi and Mercedes, and finally, they’ll have the MEB (modular electrification box) which is a kit for anyone else who wants electric drivetrains (VW, others)
After the TDI emissions scandal I would never support this corrupt company. Porsche, VW, or Audi - they're all corrupt and in my opinion create engines that systematically fail to keep you coming in. Look at the reimbursement schedule on the class action lawsuit - if your car's engine fails after 100,000 miles they are not paying for anything, which has personally affected me.
Bias + old thinking dies hard, it seems.
Musk was actually one one of those asking the US government to force VW to build EVs instead of just taking a large(r) fine from them.
If VW hadn't been caught they would've likely continued to be among the very last to switch to EVs because they knew they could rely on the cheating software to pretend that their cars are super efficient and can avoid penalties against new pollution laws longer.
0: https://electrek.co/2018/08/01/tesla-claims-model-3-outsold-... 1: https://electrek.co/2018/05/02/tesla-model-3-best-selling-mi...
Their performance has nothing to do with Tesla what so ever and everything to do with the trend in the market towards SUVs and crossovers which Ford, GM etc are highly exposed to.
https://www.bloomberg.com/news/articles/2018-07-05/sick-of-s...
Unless you're saying the cited sales are sedans only, in which case I get your point.
To put simply, they will eventually figure out their manufacturing and economies of scale (they are already well on their way to doing so) and when that happens it will be a dramatic rise and unseating of power. We've seen time and time again market share and dominance means very little in the long term and the ability to manufacture a car isn't an exclusive right to the current incumbents.
The Model 3 is still wildly expensive. The ones being shipped now aren't affordable cars. 35k really isn't affordable for a car either. It's firmly in the luxury market until 35k models ship. Even then, it doesn't make financial sense to buy a Tesla over another car without government incentives.
Charge time is a major issue and will be critical for Tesla to solve.
Durability and reliability for high miles remains to be seen. Batteries are expensive to replace.
As for manufacturing, mechanically electric vehicles are far simpler. I highly doubt there is much more to be gained from manufacturing improvements, and most of the car already benefits from the already existing economy of scale on hardware and metal forming. The issue is 1000% the battery. Everything with Tesla hinges on that battery - making it cheaper, more reliable, longer lasting. That's the hard part - because increasing range decreases efficiency because of the size and weight of the battery.
I'm excited - I think with any changes that can disrupt a business a lot of resistance will be faced. But I hope Tesla succeeds.
> Durability and reliability for high miles remains to be seen. Batteries are expensive to replace.
Actually, we have very good data for longevity of the Model S batteries, and it looks beyond great. [1] Reliability of drive train and suspension remains to be seen for the 3 since it's so new, but the expectation is that maintenance is significantly cheaper for an electric vehicle due to so much reduced complexity.
> ...I highly doubt there is much more to be gained from manufacturing improvements...
Says almost everyone ever about whatever the current state of the technology is they are currently discussing? Materials science is constantly improving, and it would be shocking to me if they are making the 3 basically the same way 20 years from now as they do today.
> Everything with Tesla hinges on that battery...
And hasn't Tesla proven that they are able to consistently drive battery costs down and density and reliability up? Tesla has hinted at $100/kWh costs by the end of 2018. They are at forefront of battery production, and have consistently pushed the envelope since the 900lb, 53kWh battery in the Roadster which cost something like $600/kWh to produce. [2]
[1] - https://electrek.co/2018/04/14/tesla-battery-degradation-dat...
Meaning there is no technical, economic, or skills related[1] reason that can't pull this off.
[1] Skills related. There are large numbers of engineers and techs that know how to work out Tesla's production issues. Meaning it's not like Tesla can't find people to fix these issues.
Then you realize that this board has no Auto experience, upvotes/downvotes based on their cult hero.
Since HN rules say we cant hypothesize about Tesla Astroturfing these threads, I'll just say that the information on HN regarding automotive is... questionable.
Please do correct misinformation with facts, especially if you know a lot about a field where most of HN doesn't. As long as you're civil and can back up what you're saying, that adds value.
Just check this out: http://www.autonews.com/article/20140113/OEM/301139981/audac... (or watch any JB Straubel's keynote)
They're killing it. In fact, the naysayers just keep moving the goalpost.
"We also want to thank all of our customers who volunteered to help us with deliveries, and our new customers who are showing their faith in Tesla by purchasing our products in such large numbers."
Isn't it illegal for a for-profit company like Tesla to make use of "volunteers"/unpaid labor? There are only narrow exceptions e.g. interns for school credit.
I think you're going to have a hard time getting any of the people involved to try and fight to be classified as "employees"
http://www.thedrive.com/news/23779/tesla-accepts-volunteers-...
Sounds like a face-to-face version of the unpaid peer-to-peer "support" you get in some product support forums.
"UBS says Audi's new electric car shows industry has a long way to go to catch Tesla"
https://www.cnbc.com/2018/09/18/ubs-says-audis-disappointing...
I have a 3, it is a great car, but it is also proof of how far EVs have to go before they can be the only car for many families. I think an EV is a great second car for all families. If you don't make any long trips then an EV might suffice. I did a long trip recently but I had the luxury to stop for the thirty-fifty minutes needed to get sufficient charge for my next stop or destination travel.
It always seems like it should be easy for legacy companies to stamp out disrupters but it almost never works out like that. It is very hard to refocus giant companies.
Sure your existing car companies are better right now at physically building the conventional parts of a car, but the most expensive part of an electric car is the batteries. Tesla's partnership with Panasonic (Gigafactory) is their true advantage over all the other manufacturers, since they have a reliable source for large quantities of batteries. The rest of car companies are fighting for supply from LG Chem.
https://www.theguardian.com/technology/2018/sep/27/south-aus...
Batteries are going to be an issue
This is ignorant and downplays the companies that have existed for decades.
Tesla isnt profitable, the rest of the auto companies are profitable.
These auto companies have already developed electric vehicles(see Bolt and Leaf) but demand doesnt cause them to produce Tesla amounts of electric vehicles. If they saw an increase in demand, they will use their billion dollar infrastructure to continue to produce vehicles.
To think there is any 'struggling to keep up' with Tesla for automotive is an ignorance of the automotive industry. Tesla is trying to survive, the established players are developing their own new technology.