All for the cost? Summary of all highlights of Tesla Investor Day

I believe that many friends have been screened by Tesla Investor Day recently. As one of the leading brands of global new energy automobile companies, Tesla has been influencing the development trend of the whole industry as a pioneer, and investor day is an excellent opportunity to show off its muscles. In this year's Tesla Investor Day, Tesla also opened the third chapter of a brand-new grand plan, announcing the company's future development direction and related technologies. Next, we will summarize all the highlights of this activity for you.

About grand plans

First, let's review the first two chapters of the Grand Plan. The first chapter was born in 2006 and is divided into four steps. First of all, we set up a high-priced model of small output. The car here refers to the original Roadster, which verified the creativity of Tesla to build a car and became famous in one fell swoop. The second part is to use the money earned to build a model with moderate price and output, that is, Model S. The third part is the production model with affordable price, that is, Model 3 and Model Y. Finally, Tesla's current solar energy business.

It can be said that the first chapter has been completed, and the second chapter was born on 20 16. It is also divided into four steps. First, efficient and beautiful energy storage equipment and solar panels. Tesla's current rooftop photovoltaic and Powerwall are the results of this part. The second step is to expand the product line of electric vehicles and make them enter different market segments. Recently, Tesla has delivered the first batch of semi-heavy trucks to Pepsi Group. The third part is the automatic driving function, which is 10 times safer than manual driving. It refers to the FSD that is still being updated. The last step is to enjoy the car and let the user's car create value for it when it is idle.

The main objectives of the grand plan 3.0 proposed this time are mainly reflected in improving production efficiency, reducing costs and environmental protection and sustainability. Next, let's analyze it in detail.

About products: Cybertruck and efficient production plan

First of all, in terms of products, the first thing to bear the brunt is the pre-production version of Tesla Cybertruck in the exhibition hall. I believe everyone is familiar with this car, and my family also has several light vehicles. The pre-production car retains the exposed stainless steel panels on the concept car, but only adopts some splicing processes. The overall shape is quite exaggerated, and the interior also adopts a more conventional 2/3 layout, adding a yoke steering wheel and a multimedia screen in the back row. The new car will be officially launched this year.

At the same time, Tesla also announced several technological innovations about its products. Firstly, its self-developed drive system can reduce the amount of silicon carbide by 75% compared with the products of friends at the same efficiency, and at the same time save 50% of the factory floor space required for production, and the final total cost is also reduced by 1 1,000 USD. Moreover, the new electric drive system will adopt a brand-new rare earth-free motor.

At present, the permanent magnet motor stator equipped with new energy vehicles needs strong magnetism to ensure the performance of the vehicle. NdFeB contained in rare earth can meet the characteristics of long stator life, strong magnetism, vibration resistance and high temperature resistance, and there are many other functions. It is not known what kind of black technology Tesla will use to replace these key elements. It is also possible to synthesize some new elements like Tony Stark in Iron Man 3.

At the same time, the low-voltage circuits of new models, including Cybertruck and humanoid robot Optimus, will also be upgraded from 12V to 48V, thus reducing the current to save the use of wiring harness and completely eliminating lead-acid batteries. At the same time, the electrical architecture will also realize 100% self-research, or reduce the cost.

In terms of manufacturing, Tesla will also subvert traditional crafts. Each vehicle will accommodate more people to operate at the same time, so that other processes can serve the vehicle assembly in a unified way. Finally, according to the praise of both parties, the assembly is carried out in priority order to improve efficiency. In this way, the workshop area of the new model will be reduced by 40% compared with the model 3, and the assembly cost will also be reduced by 50%.

Meanwhile, in terms of production capacity, according to Zhu Xiaotong, global vice president of Tesla, the current annual production capacity of Tesla is 2 million vehicles, and the possibility of increasing production capacity is still being sought. In the future, I hope to produce a new car every 45 seconds. At the same time, Tesla officially announced that it will build a sixth super factory in Mexico and will consider producing batteries there.

It can be said that Tesla pushed the cost and efficiency to the extreme in the third stage, and used its powerful vertical integration ability to further reduce the cost of each finished car, which inevitably led to lower prices. However, the low-profile model of this network transmission did not appear, but it did reveal that there will be two new models listed in addition to Cybertruck this year, which is still worth looking forward to.

Great plan: a completely sustainable energy economy

The real highlight of Grand Plan 3.0 is energy sustainability. Musk said that 80% of the world's energy still comes from the earth, and only one-third of the energy has effectively played a role. Hongtu Plan 3.0 hopes that Tesla-based related manufacturing industries can get an investment of 10 trillion US dollars, expand the scale of the company to the extreme, and realize the "completely renewable future" of the industry.

This sustainable economy requires 240 kWh of battery energy storage and 30 kWh of renewable electricity. The actual energy demand is 1/2, accounting for less than 0.2% of the global GDP in 2022, and there is no insurmountable energy challenge. This plan is expected to be completed in 2050.

The steps are also quite clear. First of all, more energy storage and renewable energy are needed to supply power to the power grid, which requires 24TWh static energy storage and 10TW wind power generation capacity. Of course, there is also a manufacturing cost of 0.8 trillion US dollars.

Then, as mentioned above, in terms of electric vehicle production capacity, Musk's goal is to produce 20 million electric vehicles annually in 2030. At the same time, Tesla's charging piles will also be applicable to all electric vehicles, and super charging stations will be opened to all vehicles in the world to further promote the process of pure electrification of automobiles (Apple should study hard and encrypt a Type-C interface).

In addition to cars, Musk also suggested using heat pumps in homes, enterprises and industrial production, saying that they are very efficient. It is suggested to store the heat in industrial production, which will be more efficient and save a lot of energy. Of course, in addition to these, there are some oil tigers on the earth that need to adopt sustainable energy, such as airplanes and ships. At the same time, the rocket mentioned in Space X's Mars program also plans to use the components in the Martian atmosphere to synthesize methane, thus realizing rocket electrification.

It can be said that this grand plan is like a science fiction film, transforming all energy consumption into a sustainable form and achieving self-sufficiency. However, Musk only proposed these plans, and the specific details were basically not described, which led many people to think that he was just saying that the address was unknown to attract investment. After all, this activity is called "Investor Day".

As early as its birth, Tesla can be said to have subverted the automobile industry. Now all pure electric vehicles on sale have the shadow of Tesla, and Musk has also opened all Tesla's patents, because he believes that patents will limit the development of the times. The achievements of the first two grand plans are now obvious to all, so for this beautiful future, Bian Xiao thinks it is still worth looking forward to.

Write it at the end

These are the highlights of Tesla Investor Day in 2023. It can be said that the pace of brand progress has never stopped, and it is also committed to building a more environmentally friendly, sustainable and energy-free future, which also makes the threshold of electric vehicles lower and lower. So what do you think of Tesla's new grand plan? Can Musk's ambition be realized? Welcome to communicate with us in the comments section.

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