#特斯拉下一代永磁电机将不使用稀土 #
At the Tesla investor conference, Tesla said that the next generation of permanent magnet motors will not use rare earths, the market is not calm in an instant, the entire rare earth industry concept stocks fell sharply, the northern rare earth opened low and fell 4.29%, and China's rare earth fell 6.4%.
A year ago, Tesla, which also strongly advocated for expanding the adoption of silicon carbide, even announced that the next generation of electric vehicles will cut the use of silicon carbide (SiC) by 75%. The industry began to worry that Tesla's sharp decline in usage would subvert the silicon carbide industry.
Once said that we would go to the white head together, why did you suddenly let go?
01. What industry chains is Tesla disrupting?
Since the day of its birth, Tesla has been racing on the road of disruptive innovation. Industries that are clearly disrupting or being disrupted include the automotive power source industry and the automotive manufacturing supply chain sector.
When the owner found that the original 300 yuan ~ 500 yuan to fill the full tank of oil, and Tesla can fill up the "full tank of oil" with a charge of tens of yuan, it means that the high automotive gasoline field has ushered in a huge challenge, because the naked eye can see that there are more cost-effective alternative solutions.
What the industry did not expect was that next, Tesla began to subvert the automotive manufacturing supply chain.
In early March, at Tesla's investor conference, Colin Campbell, vice president of powertrain engineering, announced that Tesla's next-generation platform will reduce silicon carbide by 75%. Tesla's next-generation permanent magnet motors will be completely free of rare earth materials, and they will be built in compact and efficient factories. All controllers will be designed for next-generation vehicles to reduce the complexity and cost of electronics.
A year ago, Tesla announced that it would expand the use of silicon carbide, and the industry also analyzed decently, believing that silicon carbide has the characteristics of high temperature resistance and high pressure resistance, under the leadership of Tesla, electric vehicles will be silicon carbide huge outlet to the sea, Tesla This suddenly turned around, analysts can not explain to the industry.
Previously, Tesla has successfully subverted the original automobile sales industry chain, no sales agents, cancel the public relations team, this is not just a superficial phenomenon, but a signal released: the automotive market sales industry chain will be reshaped.
It is difficult to predict how many industrial chains will be subverted by Tesla.
02. Tesla's disruptive innovation: from scientific and technical problems to philosophical problems
Looking at these subversive cases of Tesla, @紫竹商业评论 suddenly found that this is not a scientific and technological problem, but a scientific problem, or more accurately: Tesla's innovation process, science and technology, is just a tool to achieve the set goals under the guidance of philosophical thinking.
For example, to look at Tesla technology, we must not only use a scientific perspective, but also use a philosophical perspective - Tesla new energy vehicles, completely rid of traditional energy, but to use traditional energy to convert electric energy, right?
Sometimes, looking at things differently is a disruptive innovation.
For example, whether Tesla really uses rare earth substitutes in the future, or uses permanent magnet motor substitutes, applying the concept of "electricity that does not rely on traditional energy, but relies on traditional energy", if Company A can produce a product that can replace the existing permanent magnet motor, Tesla will not have to rely on rare earths at all, but Company A relies on rare earths, but it has nothing to do with Tesla.
However, what to see is that this is definitely not a concept of transformation and substitution, but is reshaping the industrial chain, Tesla has stood at the top of the "food chain", holding the baton of the industrial chain, saying that it does not depend on anything, there will be companies to produce what substitutes, in short, Tesla's disruptive innovation can indeed do - not only will not be stuck in the neck, but also have the largest voice in the industrial chain, this innovative thinking model, more valuable than Tesla's technology.
03. The right to speak and interpret the subversive
As a disruptor of the industry, Tesla has full right to speak.
Many industries are formed around Tesla's procurement needs, and the two key systems of electric vehicles - automotive intelligent management system and power source system, because the intelligent system as the lead, basically will not and does not need to be purchased, then the power source system such an industrialized product, can always have supply production space, right?
At the beginning, silicon carbide was the first test in the field of electric vehicles, it was Tesla that took the lead in adopting and first introduced inverters and on-board chargers in Model 3 models, which opened the door to the vigorous development of the silicon carbide market, and also allowed international manufacturers such as ST and France and Infineon to actively rush in.
Tesla suddenly announced that its innovative technology allows the company to extract more heat from customized transistor packages, thus reducing the use of silicon carbide in transistor packaging, and has found a way to reduce the use of silicon carbide in the powertrain of the next generation of electric vehicles by 75% without sacrificing vehicle efficiency.
The industry is worried that Tesla has thrown a shock bomb with a sharp reduction in the amount of silicon carbide, which may make more electric vehicle factories follow suit, and the originally booming silicon carbide industry will face a crisis.
This is the right to speak.
While having the right to speak, many people have not noticed that Tesla's rapid pace on the road of disruptive innovation is too fast for followers to think independently, and Tesla has successfully obtained a more important right: the right to explain.
From the electric energy that does not rely on traditional energy and relies on traditional energy to produce electricity, to the power system of the next generation of electric vehicles that does not rely on rare earth silicon carbide, the right to explain it is with Tesla.
Of course, there is also a right to interpret that has been controversial, that is, the right to interpret the background data of Tesla's accident car, because there are too many technical issues involved, and how to integrate traditional safety rules and the intelligent driving industry more scientifically, let's not discuss it.
In short, how an enterprise through philosophical innovative thinking, to achieve subversive innovation, reorganize the industrial chain, have the right to speak and explain, this is the inevitable trend of the survival and development of enterprises in the future, and follow the industry that provides supporting services, it is very likely that such as the rare earth, silicon carbide industry these days, at any time worried or will come to the "disaster of destruction", "abandoned women" life is not good.