22/04/08
Lead
Yes, you read that right, black and red are also red.
Author 丨 Cui Liwen
Responsible editor 丨 Yang Jing
Edit 丨 Chic
Nowadays, looking at the global new energy vehicle market, the only one who can stop Tesla's harvesting pace may be himself. And the state it is now sacrificing can only be described as a crazy "inner volume", almost single-handedly, pushing the entire industry to run wildly.
Throughout the first quarter, although it is still suffering from the negative impact of the epidemic, lack of cores, and the soaring price of raw materials for power batteries, Tesla has been able to cope with it with ease, and production and sales have both exceeded the mark of 300,000 vehicles, which is also the best proof.
In contrast, Elon Musk, the world's richest man as the CEO of the company, unconsciously showed his "banknote ability" again, instantly became the largest shareholder of Twitter, and smoothly entered the board of directors, with a great posture of using capital power to control public opinion.
Seeing this, I can't help but sigh, whether it is this car company or the founder, even if some of the moves made at the moment will be full of controversy and questioned by the outside world, but what follows is a huge volume and attention.
In a way, the two enjoy the feeling of standing in the spotlight in the center of the stage all the time, black and red are also red.
The past week has been even more vivid.
1
"Recall" of more than 120,000 vehicles
Yes, you read that right, located in the domestic market, Tesla has recalled again.
Just yesterday, from the official website of the State Administration for Market Regulation, tesla motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. filed a recall plan with the former in accordance with the requirements of the Regulations on the Administration of the Recall of Defective Automobile Products and the Implementation Measures for the Administration of the Recall of Defective Automobile Products.
Effective April 7, 2022, the recall will be of a total of 127,785 models of some imported and domestically produced Models from January 11, 2019 to January 25, 2022. Among them, the imported Model 3 4,207 units, the domestic Model 3 93,578 units.
As for the reason, its official explanation: there may be small manufacturing differences in the rear motor inverter power semiconductor components of the vehicles within the scope of this recall, and the difference in component manufacturing after some vehicles have been used for a period of time may cause the rear inverter to fail, resulting in the inverter not being able to control the current normally.
This failure occurs when the vehicle is in a parked state, which will cause the vehicle to fail to start; this failure occurs when the vehicle is in a driving state, which will cause the vehicle to lose driving power, and in extreme cases, it may increase the risk of collision of the vehicle, and there is a safety hazard.
Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will upgrade motor control software for vehicles covered by the recall free of charge through vehicle remote upgrade (OTA) technology.
For vehicles that cannot be recalled through the vehicle remote upgrade (OTA) technology, the relevant users will be contacted through the service center to upgrade the motor control software for the vehicle to closely monitor the rear motor inverter of the vehicle, and timely replace the rear inverter with related failures free of charge to eliminate safety hazards.
After seeing the above series of explanations on the causes, I can't help but think of a number of model 3 high-speed sudden "stall" accidents that have been exposed in the past period of time. I don't know if it is its official description that "this failure occurs when the vehicle is in a driving state, which will cause the vehicle to lose driving power", which is related to the defect of the power semiconductor component of the rear motor inverter.
In addition, seeing this recall explains that the point of confusion is focused on why it is only for the free replacement of the rear inverter that has already suffered a related failure. Those inverters that may have security risks but have not failed, only through software upgrades to reduce the amount or optimize the working conditions to avoid failure.
Does that also mean that in the future, in addition to Tesla, the manufacturing defects of various car companies can also be "compensated" through the way of OTAs? And not a hardware recall?
As bystanders, it always feels like sometimes we're too kind. For this American car company, since it relies on the Chinese market and consumers to provide support in various dimensions, then similar defects, please completely eliminate the vehicle before delivery, do not let it endanger the personal safety of the owner again.
2
The "rising tide" may strike again
Yes, you read that right, located in the domestic market, Tesla may be about to raise prices again.
As for the reasons for such an inference, it is concentrated in two aspects. First of all, at the end of March, when the epidemic in Shanghai had not yet developed to such a serious extent that the city had to be silent, he went to the Tesla store in Henyep Taikoo Hui to investigate.
From the sales mouth, you know that Tesla is an American company, and as long as the cost fluctuates, the price of the car will rise." As a salesman, we often open the official website, only to find that it has been adjusted again, and the official basically will not give us advance notice. ”
Subsequently, she also continued to add: "According to my experience, combined with the current situation in the industry, the probability will continue to rise this year, as to whether the amplitude is large or small, it is not easy to say." ”
From the circle of friends that she updates frequently every day, she can feel that she is very urgently urging some hesitant potential users to finally make up their minds, and try to create a tense atmosphere that is about to "rise officially" again.
But what she is referring to is not in itself a fabrication. Because just this week, located in the US domestic market, Tesla did usher in a new round of price adjustment.
Among them, the Model 3 long-endurance version was raised from $54,490 to $55,990; the Model 3 high-performance version was raised from $61,990 to $62,990; and the price of the Model 3 rear-wheel drive version remained unchanged at $46,990.
After understanding, it was learned that the scope of this round of price increases is limited to several Model 3 models that use ternary lithium batteries, and models that use lithium iron phosphate batteries are currently priced unchanged. As for the root cause, it is still concentrated since entering 2022, and the price of nickel required for the former has soared by 62%.
As we all know, unlike other traditional car companies, Tesla is simpler and more direct to follow the fixed profit model. Once the price of the upstream supply chain changes, or other cost links fluctuate, it may trigger its price adjustment mechanism.
In summary, combined with the signals given by its sales and the "official rise" that has occurred again in the United States, the possibility of triggering a chain reaction in the domestic market is increasing.
Seeing this, there will inevitably be readers who will question that Tesla's practice of directly passing on manufacturing costs to consumers is too rough. However, the real situation of the terminal is that the current pick-up cycle of a Model 3 has been extended to 6 months. Needless to say, the degree of popularity.
This also proves from the side that as long as there is a strong enough product force as a support, the main engine factory can maintain the right to speak for a long time and create a "seller's market" situation.
But my question is, with the menacing power of many catch-ups behind him, how long can Tesla's strength be maintained?
3
In the Texas factory, the "bottom of the home" is lit up
Yes, you read that right, just 16 days after the Berlin factory in Germany went into operation, Tesla has officially opened another gigafactory.
Through the video at the beginning of the article, I believe that everyone has a general understanding of the whole picture of the celebration. Standing in the center of the stage again, Musk incarnated as a "Western Cowboy", in addition to awkward dancing and shouting again, he also revealed many information points with full gold content.
First of all, it should be known that this gigafactory near Austin Airport in Texas, USA, cost a total of $1.1 billion to build, covering an area of 12,140 acres, and has become the largest of Tesla's current four gigafactories.
In terms of production capacity, according to Musk, it will fully ensure the manufacture of 500,000 Model Ys this year. After the factory is officially put into operation, coupled with the other three super factories already in operation, Tesla's planned production capacity in 2022 has exceeded 2 million. Comparing its delivery target of 1.5 million vehicles horizontally, it can be said that it can be completely covered.
At the same time, according to the official plan, the Texas factory will become Tesla's largest battery factory in the world, and the Model Y born here will be equipped with the latest 4680 battery, and the specific model is the standard endurance four-wheel drive version.
As another protagonist of this event, Cyberruck, a pure electric pickup truck released as early as 2019, finally ushered in the final mass production version after many "ticket hopping". Although some details were compromised over the prototype in order to meet the regulatory requirements, the overall shape still maintained the strong visual impact of cyberpunk.
Previously, from the relevant news, although it was not officially confirmed, it was rumored that cyberruck's order backlog had exceeded 1.2 million units, worth more than $80 billion.
This time, Musk not only said it would produce at the Texas plant, but also promised that its delivery node would be next year, along with the pure electric roadster 2 and the pure electric truck Semi.
At this point, since the words have been released, I still hope that the Flag it has set up will not collapse again. After all, the delivery date of the three products has been delayed again and again, and it is not good for anyone.
At the end of the event, Musk continued to maintain the tradition of "painting cakes". In his view, taking the Texas factory as the starting point, Tesla's ultimate goal is to achieve a global market share of more than 20%. Roughly based on the 80 million new cars sold last year, that's more than 16 million.
However, in addition to the ambitions that are about to come out, he also admits that there is still a long way to go. In the autopilot part, Tesla plans to let the FSD Beta cover the North American market this year, and will continue to build a highly futuristic Robotaxi.
As the "bottom of the house" comes out, every item is full of expectations. Next, it is foreseeable that the black, red, black and red news belonging to Tesla and Musk will not diminish at all.
2022, in itself, is the year in which the two continue to make history.
Cui Liwen
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