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Opening a new era of national car building, Tesla and Apple have big moves

Opening a new era of national car building, Tesla and Apple have big moves

Tesla, which likes to do things, is not idle during the vacation, and on the last day of the May Day holiday, foreign media revealed that Tesla's second factory in China, which has been rumored for a long time, will continue to settle in Shanghai.

With an increase of 450,000 vehicles per year, tesla's Shanghai plant will increase the total production capacity to 1 million vehicles per year, making the Shanghai plant the world's largest automobile export center.

Opening a new era of national car building, Tesla and Apple have big moves

It is said that eggs should not be placed in the same basket, especially after the suspension of work and production after the Shanghai epidemic, why did Tesla choose Shanghai again? Let's give you a brief analysis~

The Shanghai factory contributed a lot

Before this year, Tesla had 4 gigafactories around the world, 3 in the United States and 1 in China.

According to the data, in 2021, Tesla's Shanghai Gigafactory delivered a total of 484,130 vehicles, an increase of 235% year-on-year, of which more than 160,000 vehicles were delivered in overseas markets to meet the needs of more than ten countries such as Europe and Asia.

Of Tesla's global deliveries of 936,000 vehicles in 2021, the Shanghai Gigafactory accounted for 51.7%, accounting for half of its global territory.

Chinese incense

In terms of production capacity, except for the Shanghai factory, the United States is quite collapsed. Therefore, in order to alleviate the urgent need, a super factory was built in Germany. Germany, as a big automobile country, is indeed very suitable for the establishment of production plants, but the road to the establishment of German factories is full of twists and turns.

As early as November 2019, Tesla got the land in Germany, and it is reasonable to say that more than a year of preparation and construction time is enough, but the fact is that it took more than two years until March this year to be completed and used.

The reason for this slowness is that it is obstructed by environmental benevolent people, and the reason for obstruction is also strange: the trees on the bark of the factory cannot be cut, the construction of the factory affects the hibernation of snakes and bats, and so on. On the surface, it is environmental protection, but in fact, it is the cake of the big car country, and the resistance can be imagined.

In contrast, China not only has no obstruction but also has a green light. The Shanghai plant began construction in January 2019 and was put into use in October of the same year. After experiencing differential treatment, anyone has to shout a word of Chinese incense!

Factory location conditions are harsh

The news of Tesla's construction of a second factory in China has long been boiling, and more than a dozen cities in our country are gearing up to get this quota.

Previously, it was also rumored that Musk proposed 7 harsh conditions for the location of the second plant:

1. The land on which the factory is built must be provided free of charge

2. Loan concessions should be at least tens of billions of yuan

3. Third, there must be relevant preferential tax strategies

4. Have a complete automotive industry chain

5. There are a large number of high-quality technical automobile industry workers

6. There is a convenient large international port with a range of no more than 300 km

7. There is a U.S. consulate

At a glance, there are few cities that all meet the conditions.

First of all, Shanghai and its surroundings have a complete automotive industry chain, and the time-consuming and laborious efficiency of purchasing accessories in other cities is still low.

Opening a new era of national car building, Tesla and Apple have big moves

Secondly, Shanghai has the world's largest port - Shanghai Port, and the superior geographical conditions also facilitate Tesla to export the cars it produces to the European and North American markets.

Internally, coupled with China's logistics speed, it is not a problem to send cars to China's Yangtze River Delta, Pearl River Delta, and Beijing-Tianjin-Hebei region.

Finally, the Shanghai government's facilities and policies for Tesla, such a series of downs, rather than starting over in other cities, it is better to build another one next door.

However, Tesla also responded to the news of the second factory, saying that this is an expansion, not a second factory, and perhaps other cities have opportunities

Apple cars are difficult to produce

Eight years ago, Tesla was still a nameless person in the automotive industry, and now it has become the king of annual sales of nearly one million, and a number of new car-making forces such as Xiaopeng and Weilai have been born in China.

On the other hand, Apple, starting early in the morning to catch a late set, from 2014 to the project to build a car so far, after eight years but delayed in building a car.

Perhaps worried about not being able to catch up with the dividend period of smart cars, Apple has recently made new progress in car manufacturing:

First, a female executive who has worked at Ford for 31 years, and then may be responsible for the safety of autonomous driving. Apple's car project has undergone many personnel changes, and the direction has been changing, which obviously affects the progress of the project. I hope that this time I can make Apple feel at ease to build a car.

At the same time, Apple's car supply chain is also in full swing, and Apple is likely to entrust Hon Hai to be responsible for the assembly and production of its cars, that is, Apple's old friend Foxconn.

Opening a new era of national car building, Tesla and Apple have big moves

The release of Apple Cars will still be in 2025 or even the end of 2024, Apple Cars will be positioned in the high-end market, starting at more than $100,000 (about 660,000 yuan), directly benchmarking Tesla's Model S.

How, are you optimistic about apple car projects? Welcome to leave a message in the comment area~

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