Text: Understand the original Cao Hao of Che Di
On March 2, Beijing time, Tesla's 2023 Investor Day event was held at the Texas Gigafactory. During the event, although no new models were launched, Tesla said that the next generation of platform vehicles through modular assembly, manufacturing costs can be reduced by 50% compared with the current platform, and the use of silicon carbide transistors can be reduced by 75%, permanent magnet synchronous motors will no longer use rare earths, and the low-voltage part will be switched from 12 volts to 48 volt systems. It is reported that Tesla's just-announced Mexican Gigafactory will focus on the production of next-generation platform models.
The next generation of platform vehicles will be assembled modularly
Improve space efficiency
It is understood that Tesla's next-generation platform vehicles will allow more employees or robots to work at the same time, which also improves the efficiency of time and space, and will also synchronize painting and final assembly, so the manufacturing cost of next-generation platform vehicles will be reduced by 50% compared with the current platform.
50% reduction in manufacturing costs for next-generation platform vehicles
Manufacturing costs can be reduced by up to $1,000
At the same time, the next-generation platform will also have greater scale advantages, the second-generation silicon carbide electric drive system reduces the number of transistors by 75%, the main electronics can be 100% vertically integrated, and the factory footprint can be reduced by 50%.
Permanent magnet motors will no longer use rare earths
The Cybertruck and later models will use a 48-volt system
The figure shows the harness distribution of the Cybertruck under the 48-volt system
The proportion of self-developed next-generation platform controllers reaches 100%
In addition, the permanent magnet motors used in the next-generation platform will no longer use rare earth materials, and the motors will also use hairpin windings. In the low-voltage part of the vehicle, officials said that Cybertruck, Optimus and future vehicles will all use 48-volt systems, which can provide higher power to the vehicle while also reducing energy consumption. In terms of controllers, Tesla said that the next generation of platform vehicles will use 100% self-developed controllers, and Tesla is currently designing 85% self-developed controllers for Cybertruck.
Rendering of Tesla's future supercharging station
Design drawing of the new home charging pile
Tesla also shared a rendering of the future supercharging station at the event, and it can be seen that the future supercharging station will be equipped with cinemas, restaurants and other facilities, making it a small complex. In addition, the official also showed the design of the new home charging pile, and the official also said that the new vehicle charger will support wireless induction charging, but there is no clear news that Tesla's next generation platform models will support wireless induction charging.
Hypothetical diagram of Tesla Model 2 drawn by overseas media (unofficial)
Based on the above information, we can actually make a guess about Tesla's next-generation platform vehicle, which is the Model 2 or Model Q that we often refer to recently. First of all, due to the reduction of manufacturing costs and the reduction of vehicle size, Musk's price of $25,000 (about 170,000 yuan) is very likely to become a reality. In addition, the vehicle will also be produced modularly, which greatly increases the production speed of the vehicle. At the same time, the car will be equipped with a 48-volt voltage system, and the power battery may also be innovative again. Finally, the car will likely have higher charging speeds, and may also support wireless inductive charging.
The Gigafactory in Mexico will focus on producing next-generation platform models
Musk did not answer questions about the timeline of next-generation platform vehicles
Although Tesla is gradually releasing various aspects of information about the next-generation platform, when asked about the timeline of the next-generation platform vehicle, Tesla CEO Elon Musk said that the question could not be answered directly, and said that he would release the latest news at future new product launches. In this regard, the emperor will continue to pay attention.