1. 파나소닉이 4680배터리 셀을 생산을 위해 기가 텍사스에서 멀지 않은 곳에 공장을 세울 수 있다는 보도가 있었습니다.
올해 3월에는 오클라호마주에 공장을 세우겠다는 이야기가 있었고, 2월 말에는 일본 서부 와카야마 공장에 제조설비를 설치한다는 이야기도 있었습니다.
아마 이번 텍사스 근처에 세우겠다는 이야기는 연장선에서 3월에 나온 여러 후보지 중 하나로 생각 되네요.
Panasonic may build a factory in the U.S. for Tesla 4680 battery cell production not far from Giga Texas, another news media reported, citing unnamed sources. Production batteries close to Tesla's factory will reduce the cost of producing its cars.
Several candidate locations are being considered, including Oklahoma, according to the information. Another source, in March 2022, said that in addition to Oklahoma, Panasonic is considering Kansas. Panasonic plans to run the new plant on its own. Sources said the site will be determined based on subsidies and other support measures from local governments. The decision to build the plant will be based on the cost-effectiveness of the new lithium-ion batteries that Panasonic will initially produce at its plant in Japan's Wakayama Prefecture starting in the fiscal year 2023.
https://www.tesmanian.com/blogs/tesmanian-blog/panasonic-to-build-a-factory-for-tesla-4680-battery-cell-production-near-giga-texas-sources-say
2. 테슬라 인도팀이 아시아태평양(APAC) 지역의 업무를 시작했다고 합니다.
인도와 진척이 없자 인도팀을 타 부서로 이동 시킨 것으로 보입니다.
현재 중동 시장 선점을 위해 두바이 쪽에 테슬라 인력들이 집중되어 있다는 이야기도 있습니다.
Tesla has changed its approach to development in India, possibly because the government is unwilling to compromise with the manufacturer to achieve mutually beneficial terms of cooperation. The company has moved its local team to work in the Asia-Pacific region and other divisions around the world.
The Tesla India team has begun working in the larger Asia-Pacific (APAC) market, the Economic Times reported. The transfer of employees to other divisions around the world is associated with the fact that the manufacturer and the Indian government have not yet been able to reach a compromise that would ensure a quick entry into the country's market. Tesla made great efforts and showed a willingness to cooperate, while the government of the country did not make any concessions in order to draw in the manufacturer. In addition, India stated that it is against selling cars made at Giga Shanghai in the country.
The Economic Times, citing an anonymous source, said that most of the Tesla team members went to Dubai and mainly work in the markets of the Middle East. LinkedIn profiles of some Indian team employees of Tesla also confirm that they work for other divisions of the manufacturer.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-india-team-to-start-work-in-the-asia-pacific-region-as-there-is-no-compromise-found-with-the-countrys-government
3. 기가 상하이는 4월 일시 가동 중단이 있었음에도 불구하고 10,757대의 차량을 생산했습니다.
이는 11일 동안 하루에 약 977대의 차량을 생산한 것으로 계산할 수 있습니다.
3월에는 하루에 약 2,123대의 차량을 생산했습니다.
Tesla Giga Shanghai again showed excellent results, even taking into account the negative impact on its work due to COVID-19. After a three-week shutdown in April, the manufacturer was able to quickly restore production with a limited number of employees and produced 10,757 vehicles.
Thus, in 11 days, Giga Shanghai produced 10,757 Model Y and Model 3 cars, according to the China Passenger Car Association (CPCA). This corresponds to about 977 vehicles per day. Considering that the factory worked in one shift, instead of the usual 3, this is a fairly high result, reflecting how hard the Chinese team is working. If we analyze the data for March then the factory produced about 2,123 cars per day.
https://grace7.tistory.com/manage/newpost/?type=post&returnURL=%2Fmanage%2Fposts%2F
4. 파이낸셜타임즈와의 인터뷰에서 머스크는 테슬라의 수요는 여전히 강하다고 강조했고, 수요에 맞추기 위해 생산에 주력하고 있다고 말했습니다.
또한, 우리가 만들 수 있는 모든 자동차를 팔 수 있을 것으로 확신하며, 우리의 문제는 수요가 아니라 생산이라고 언급했습니다.
끝으로 주문 후 인도 받는 시기가 계속 밀리고 있어(거의 1년까지) 일정 기간 주문 받는 것을 중단할 것이라고도 말했습니다.
Tesla might stop taking custom vehicle orders once delivery times get too long.
In an interview with Financial Times (FT), the host asked Elon Musk if his actions with Twitter could potentially lead to a “commercial impact” on Tesla. Musk highlighted that Tesla’s demand remains strong, and the company is focusing on production to meet demand.
“I’m confident that we can sell all the cars we can make,” Musk said. “I mean, currently, the lead time for ordering a Tesla is ridiculously long. So, our issue is not demand. It is production.”
“Now, demand is exceeding production to a ridiculous degree. We’re actually probably gonna—just stop taking orders for anything beyond some period of time because some of the timing is like a year away,” Musk said.
https://www.teslarati.com/tesla-reservation-delivery-times/
5. 이스라엘에서 스마트 서먼 기능을 사용할 수 있게 방안을 검토 중입니다.
Tesla’s auto-park feature is set to gain approval in another region, as autonomous vehicles begin to make their way into government discussions around the world.
Israel’s Ministry of Transport and Road Safety is readying to allow driverless parking, according to a report on Monday from Globes.
https://teslanorth.com/2022/05/10/israel-approves-driverless-parking-unlocking-teslas-smart-summon/
6. 2022년 미국에서 1분기 전기 자동차 등록은 60% 급증했습니다.
이 중 71% 는 테슬라 차량이라고 하네요.
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