Tesla's production capacity is questioned: even if the firepower is fully open, the order can be completed in 2019.

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This week, Musk’s mood is like riding a roller coaster. On Monday, he was also happy to announce that Model 3 is about to go offline, but then the stock market did not give him face. The market value of Tesla evaporated by 12 billion dollars in two days. Unfortunately, the position of the largest automaker in the United States was given. General. However, such a small setback can stop Silicon Valley Iron Man, on the weekend he announced on Twitter that the first Model 3 has been off the assembly line, is accepting the final quality inspection. Let's take a look at the related content with the car electronics editor.

Although the news of Model 3's offline has been enough for consumers to be happy for a while, they are afraid that they will not be able to lift the car for a while, because the orders of Model 3 are piled up (close to 400,000 units), but Tesla's production capacity is rather pitiful. . This month, only 30 lucky car owners can pick up the car, next month is 100, and in September it is 1500. By the end of the year, the monthly capacity of Model 3 can be increased to 20,000. If this is the level of Tesla's full firepower, then 400,000 orders will be digested until the middle of 2019.

In addition, don't forget that Tesla has a "glorious" history of skipping tickets, so some industry experts believe that Musk's capacity climbing plan may be bumpy in the future.

"Muske's plan may not be easy to achieve," said Mark Mills, a senior expert at the Manhattan Institute of the New York think tank. “The performance of the past can point to the future, and Tesla used to skip the ticket.”

"Muske's goal is really bold." Jeremy Acevedo added that he is a senior analyst at the car site Edmunds. “Tesla will definitely encounter 'growing troubles' during the production ramp.”

If Tesla quickly increases production capacity, it will inevitably encounter various production problems. The monthly production of 20,000 vehicles may even be at the expense of quality. Model X has encountered a lot of problems in production, and the delivery progress has been delayed. At the same time, whether the supply chain will be delayed is also a problem. After all, from the first electric car in 2008, this problem has been plaguing them. Many observers believe that Model 3 may repeat the same fate.

This week, Tesla also announced the delivery of electric vehicles in the second quarter. Due to the serious shortage of 100kWh Battery packs, they only delivered 22,000 electric vehicles this season. If this situation continues, the battery supply of Model 3 will be true. Can you keep up with the pace of mass production? After all, Model 3 has to go, and the experience needed for mass production is now Tesla is still groping.

In addition, there are experts who provoke Tesla. They think that Tesla does not release the official details, prices and configuration details. The Model 3 is a model for the public. These details are quite suitable for consumers. important.

However, Mills believes that although Model 3 may decline in quality, Tesla and Musk's halo effect will allow them to weather the storm. "It wouldn't be surprising if Tesla announced the recall of some Model 3s six months later. The recall will not affect Tesla because consumers are very patient with this brand. They like Musk's legend and are willing I believe he can handle things well," Mills said.

Mills believes that these problems are not the biggest challenge for Tesla. The most difficult thing to solve is the so-called "reverse route." Unlike traditional manufacturers, Tesla started out as a luxury car, and the $100,000 and $35,000 cars were not a way of making a difference. The indicators that the vehicles had to reach and the consumer groups they faced were very different.

"Chevrolet also made Corvette (sports car), it is undeniable that this car is still quite good," Mills added. "However, the premise is that Chevrolet's level of ordinary family cars is already world-class, and Musk has never touched the mass market cake."

Of course, Tesla also has strong supporters who see differences. Tesla has already established its own innovative brand image with several models on the market. Now Musk has lowered the threshold, Model 3 is definitely not for sale, and 400,000 orders can be deceived.

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