2021. 9. 10. 테슬라 소식

FSD 베타 v10 버전에 대해 궁금하신 분들도 많으실텐데, 머스크가 말한대로 업데이트가 된다면, 한국시간으로는 내일(토) 오후 4시경입니다. 혹평한 v9.2 보다 얼마나 좋아졌는지 함께 관심으로 지켜보시죠.

 

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1. 스페이스X 에서 스타링크 위성 서비스 이용시 필요한 사용자 단말기를 새롭게 만들어 출시할 예정이라고 합니다.

 

내용을 살펴보니, 인터넷 접속을 위해 필요한 스타링크 키트(모든 장비 포함)가 499 달러인데, 사용자에게 저렴한 가격으로 제공하기 위해 회사 측에 반절의 비용을 부담한 것으로 보이네요.

 

고객이 적었을 때는 감당이 됐지만, 이제는 단기간 60만명이 이용할 것으로 예측하고 있기 때문에, 반값으로 스타링크 키트 제공을 위해 노력할 것으로 판단됩니다.

SpaceX’s Starlink division is already providing internet service to approximately 100,000 users across 14 countries. The company operates around 1,740 broadband satellites in low Earth orbit that are capable of beam high-speed internet directly to user terminals on Earth. The user terminal is a phased-array dish antenna that SpaceX nicknamed ‘Dishy McFlatFace'; It works alongside a Wi-Fi router to connect to devices wirelessly. The company plans to launch over 20,000 satellites to provide high-speed broadband access globally, primarily focused on rural and remote regions.

Currently, the monthly broadband service costs $99 USD and customers pay $499 USD for the Starlink Kit that includes Dishy and all the necessary equipment to access the internet via the Starlink satellite constellation. SpaceX President Gwynne Shotwell said in August that the company is losing money with every Dishy McFlatFace sold. The phased-array antenna actually costs around $1,000 USD to manufacture. SpaceX was willing to sacrifice half of its investment per user terminal in order to provide an affordable device to the average consumer. Shotwell said that SpaceX aims to was reduce the production cost in half by the end of 2021. “[…] We were able to tackle almost all the elements of the cost before we rolled out service, with the exception of the user terminal [dish]. I can say, not proudly, that with every customer we acquire we lose money on the user terminal because the cost … is higher than the average consumer can afford,” Shotwell said at the 36th annual Space Symposium.

<tesmanian.com>

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2. 모건스탠리의 아담 조나스는 투자자들에게 보낸 최근의 노트에서, 테슬라가 지속 가능한 운송과 에너지 그리드를 재구축하는 최고의 계약자라고 말했습니다.

 

그러면서, '노르웨이의 8월 EV 보급율은 72% 로, 이 수치는 미국과 같은 레벨에 도달하기까지의 예상보다 20년 가까이 앞선다', '인도의 2025년부터 2040년까지 EV 보급율은 5%에서 85%로 증가한다'라고 언급했습니다.

1. Norway EV penetration hits 72% in August—a level firm did not forecast the U.S. to hit until 2040.
 This rate of EV penetration is nearly 20 years ahead of when Morgan Stanley expected the U.S. to reach the same level. Deliveries of Model Y started only in the last week of August and it became the #1 selling vehicle in the country with 1,115 units, according to local registration data. The firm thinks things get really get interesting once Tesla can actually start getting products out of Berlin instead of importing cars from Fremont and Shanghai. Studying the Norway example, investors can get a glimpse into the future on key issues such as ICE de-adoption, infrastructure, grid stability, recycling, etc.

3. Indian market: Exit Ford, Enter Tesla.
 Ford announced it is ending local manufacturing in the Indian market. While the Indian EV market is essentially nonexistent today, the firm's team forecasts this market to become a major force in the global EV market in the years to come. According to their calculations, the Indian EV CAGR to be 31% from 2025 through 2040 as EV penetration there rises from 5% to 85%.

<tesmanian.com>

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3. 뉴욕은 2035년부터 가솔린 차량 판매를 금합니다.

New York has banned the sale of gasoline-powered cars starting in 2035 as it seeks to reduce air pollution, and do its part in fighting the climate crisis. The new bill, which will make drastic changes in 14 years, was signed by Governor Kathy Hochul on September 8.

<tesmanian.com>

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4. 테슬라 모델S 플레드가 올해 7월 26일 뉘르부르크링에서 새로운 기록 도전을 위해 목격 되었는데, 결국 트랙 기록을 세웠습니다.

 

 

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5. 머스크가 사내 E메일을 통해 '2021년 3분기 엔드를 앞두고 테슬라 역사상 가장 큰 파장에 대비하라'라고 말했습니다. 

 

한마디로 폭발한다는 말이네요. 실상 기가 상하이 같은 경우는 연간 45만대를 넘어 50만대 생산을 달성할 것을오 보여집니다.

Tesla CEO Elon Musk told employees in an internal email to “brace for the biggest wave in Tesla history” last night as the automaker preps for 2021’s third quarter to come to a close.

<teslarati.com>