Tesla Mannequin three teardown revisited
The story of the Tesla Mannequin three teardown by Munro & Associates continues. Bloomberg revealed a chunk at present that once more goes over the findings from the work carried out by the agency earlier this yr, and consists of some current enter from Sandy Munro, the eponymous founding father of the agency. Based on Mr. Munro, he despatched Tesla — without spending a dime — an inventory of 227 methods by which they might enhance the mid-size sedan.
We’ll go over just a few of these objects in a second, however first, a fast refresher. Contracted by an outdoor firm to carry out an entire teardown evaluation of the Tesla Mannequin three, the consultancy launched some preliminary findings in a video interview with Autoline again in February which we not particularly complimentary. The phrase “the gaps on this automobile, you possibly can see them from Mars,” springs to thoughts.
Later that month, once more with Autoline, they launched some driving impressions, which had been notably extra optimistic. Apart from a quibble with the middle display screen containing all the driving force’s data and many of the controls, they very a lot loved the driving expertise. That positivity continued throughout Munro’s subsequent look, this time within the Autoline Afterhours studio. Although nonetheless important of the construct high quality, he expressed some quantity of astonishment on the sophistication of the electronics situated throughout the automobile.
Lastly, in July, Autoline visited Munro & Associates after the evaluation was lastly full. This time round, as well as to optimistic notes in regards to the battery and electronics, he admitted that “I’ve to eat crow,” saying the automobile could be worthwhile “by over 30 p.c.”
So now that we’re all caught up, what are among the enhancements Munro wish to see? They appear to be largely body-related. As an example, he believes elements of the metal and aluminum body to be considerably redundant. The battery pack sits down there and already provides power and rigidity. One other concern could be discovered round again within the trunk. Right here, the physique is made from as many as 9 separate items held along with welds and rivets. Based on Munro, different producers may use a one-piece fiberglass trunk. Against this, the Chevy Bolt, we’re instructed, contains a stamped piece of metal.
Maybe it was due to the eye that the teardown acquired on the time, however Tesla CEO Elon Musk did discuss with Munro about his findings. Apparently, one of many suggestions he made was for Musk to fireplace the one who had engineered the physique, which he was promptly knowledgeable had already occurred.
One of many different areas discovered to be ripe for enchancment doesn’t have as a lot with the automobile itself, however relatively its manufacture. Based on Munro and others interviewed for the piece, Tesla has too many individuals placing the autos collectively. Keep in mind these welds and rivets? Based on the analyst, that kind of becoming a member of isn’t suited to automation.
Bloomberg factors out that when the plant was working beneath the auspices of GM and Toyota, it produced as many as 450,000 autos a yr with a headcount of about four,400. Now, the identical facility is claimed to have about 10,000 staff. Tesla could have extra vertical integration happening, requiring extra fingers, however the distinction between the 2 situations does level to room for enchancment.
The excellent news is that the Tesla philosophy is one in all continuous enchancment. Not like different automakers, the Silicon Valley operation doesn’t produce separate mannequin years, preferring as an alternative to enhance its autos and manufacturing processes when it will possibly. Actually, it does this with its software program, bettering buyer’s vehicles years after they’ve been of their possession, and we will say that there was an enormous enchancment within the match and end of the Mannequin three because it first started restricted manufacturing.
Whether or not they can enhance their bodily product and processes whereas rising labor productiveness, resulting in earnings is the but unanswered query. Hopefully, we’ll quickly see a big optimistic step in that path when the corporate’s third quarter financials outcomes are introduced.