Chinanews.com, March 2nd (Chinanews Finance and Economics Ge Cheng) At the Tesla Investor Day held in the early morning of March 2nd, Beijing time, Tesla officially announced the highly anticipated "Grand Plan" at the Texas Gigafactory. The content of the third chapter (Master Plan Part 3)" has aroused widespread attention and heated discussions.

　　The "Grand Plan" was mentioned again after a lapse of seven years.

What did Tesla CEO Musk say this time?

On March 2, Beijing time, Tesla CEO Elon Musk announced the content of Tesla's "big picture third chapter".

Photo courtesy of Tesla China

talk about efficiency

- Produce a car every 45 seconds

　　Tesla Global Vice President Zhu Xiaotong introduced at the scene that Tesla has 65,000 manufacturing employees and has produced 4 million vehicles so far.

The factory passing mark is an overall equipment efficiency of 90% and a car produced every 45 seconds.

　　According to Zhu Xiaotong’s review, it took Tesla 12 years to roll out its first million cars, only 18 months for the second one million cars, and only 11 months for the third one million cars.

Seven months later, Tesla's global production has exceeded the 4 million mark.

　　Zhu Xiaotong said that at present, it is not enough for Tesla to only have four factories. In order to achieve the goal of delivering 20 million electric vehicles by 2030, new factories need to be built.

　　It is reported that Tesla's fifth factory is located in Monterrey, Mexico. The new factory will produce the next-generation platform models, and other factories around the world will follow suit.

talk about price cuts

- 50% reduction in next-generation vehicle assembly costs

　　Since the Tesla Model 3 was produced in China in 2019, the starting price has dropped from the original 355,800 yuan to the current 229,900 yuan, a drop of more than one-third.

　　Tesla Chief Financial Officer Zach Kirkhorn said that in the past four years, Tesla has reduced the production cost of Model 3 by 30%, and reduced the vehicle wiring harness from Model S to Model 3 by 17 kilograms.

　　However, in Musk’s view, Tesla still has room to reduce costs. The next goal is to further reduce the cost of a single vehicle, improve the affordability of vehicles, and allow more people to drive Tesla.

"We don't think any other automaker can come close to our costs."

　　According to Tesla engineers, Tesla's next-generation platform will reduce silicon carbide by 75%, and the next-generation permanent magnet motor will not use rare earth materials at all, and the total manufacturing cost will drop by $1,000.

In the future, all Tesla vehicles will switch to a 48-volt electrical system, so copper usage will drop by a factor of four.

　　In addition, Tesla's next-generation platform has redesigned the production process and continues to reduce the number of body parts.

Tesla re-disassembles the body so that it can be assembled by more people at the same time, reducing production costs by 50% and increasing production efficiency by 30%.

talk about technology

——Humanoid robots can "make themselves"

　　Tesla showed the latest developments in humanoid robots at the event.

The video shows that the screen on the face of the robot can display information, has 5 fingers that can be flexibly bent, and can walk upright.

A robot is working on the assembly of another robot at the site.

　　Compared with the robot Tesla Bot released by Tesla two years ago, the new robot in the video is more flexible and refined.

　　On the Tesla Artificial Intelligence Day (AI Day) in 2019, Musk had high hopes for the humanoid robot released by Tesla, "Tesla Bot can perform some dangerous, repetitive, and boring tasks." He entrusts Tesla robots to do all the work, and speculates that people may discover uses that even he did not expect.

　　In response to the latest progress in Tesla's robotics, Musk said that we can get more value from humanoid robots through some programming and instructions.

Tesla robots can already "build themselves".

In the future, humanoid robots will be used in more industrial scenarios, and the ratio of humans to humanoid robots may be greater than 1:1.

talk about the future

- Achieving a sustainable energy economy by 2050

　　Tesla released a report article at the event stating that 80% of the world's energy still comes from fossil fuels, and only one-third of the energy is effectively used to provide heat.

　　Musk said that from 2012 to 2021, Tesla's energy products have generated more electricity than all Tesla vehicles and factories combined.

"Tesla will achieve a 100% sustainable energy economy by 2050."

　　Musk demonstrated what is needed to achieve a sustainable energy economy, including 240TWh of energy storage, 30TW of renewable power generation, $10 trillion in manufacturing investment, less than half the energy required for a fuel economy, less than 0.2% renewable Energy infrastructure footprint, sustainable energy investment equivalent to 10% of global GDP in 2022.

"When these elements are in place, a sustainable energy economy may become a reality."

　　To achieve the above goals, Tesla will take five measures.

These include a full shift to electric vehicles; use of heat pumps in households, businesses, and industry; high-temperature energy storage and green hydrogen in industry; sustainable energy in aircraft and ships, and powering existing grids with renewable energy.

　　Musk believes that there is a clear path to sustainable energy that requires neither destroying natural habitats nor requiring us to stop using electricity or do other things in the cold.

"In fact, you could support a civilization much larger than the Earth, far more than the eight billion people the Earth can actually sustainably support." (End)