2022. 11. 7. 테슬라 소식

1. 대만에서 모델3 LR(8.13)에 이어 RWD와 Pf(11.4) 도 주문이 중단되었습니다.

중단한 이유의 예측으로 4분기부터 북미에 인도를 집중하기 위함이라는 의견이 가장 타당해 보이네요.

Possibly with a factory in Fremont and Giga Texas, the manufacturer wants to focus entirely on deliveries in North America in Q4 2022 so that cars are delivered to customers right away and not delayed by weeks on the way to delivery. Such an approach would make more sense given that with the increase in production, Tesla has encountered problems with logistics and will aim to solve them before the end of 2022.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-suspends-orders-for-model-3-in-taiwan

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2. 기가 텍사스에서 흰색 인테리어의 미드실 모델Y와 레드 멀티 코트 모델3가 목격되었습니다.

멀지 않아 새로운 인테리어 차량 생산에도 들어가겠네요.

A Tesla Model 3 was spotted at Giga Texas. Initially, the factory was planned as a production site for Cybertruck, Semi, Model 3, and Y. And the first Model Y with white interior was also spotted, hinting that the factory may soon begin mass production of vehicles with the new interior.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-model-3-spotted-at-giga-texas-hints-at-possible-production-testing

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3. 일론은 Baron Investment Conference에서 테슬라가 연말에는 주당 4만대를 생산할 수 있으며 향후 2개월 내에 208만대 생산 캐파를 갖출 것이라 말했습니다.

2023년에는 200만대를 훨씬 초과하는 생산량을 보여줄 것이라고 하네요.

또한, 급격한 생산 캐파 성장으로 물류 문제가 있다고 합니다. 급하게 배송할 경우 물류비가 비싸지기 때문에 서두르지 않는 모습이고 1번 포스팅과도 연관 되는 것으로 생각됩니다.

Speaking at the 29th Annual Baron Investment Conference, on November 4, 2022, in New York, Musk said that by the end of the year, Tesla aims to reach production levels of 40,000 vehicles per week. This means that within the next two months, the company will reach a production capacity of about 2.08 million vehicles per year. Keep in mind that in 2023, Giga Berlin and Giga Texas will continue to increase production, bringing the production figure for the year well above two million units and will be a huge success.

The rapid increase in production entails logistical challenges, which is why Tesla is looking to change its delivery model. At the end of Q3, about 20,000 produced vehicles were on the way and were actually delivered in Q4. Musk explained that the company has grown too big to carry its vehicles in the past few weeks of the quarter. He noted that in the long run, this situation will be good for Tesla.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-aims-to-reach-40k-week-production-by-the-end-of-2022-reaching-a-production-capacity-of-2m-yr