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THIS. I was very close to building a new home (2015), and I specifically asked the builder for an integrated solar system in the roof. He had no answer. Not to mention the potential for some cities to make solar/battery storage part of future building codes. It's early days still for the solar roof, but my wife (who absolutely hates the look of traditional solar panels) really likes the solar roof. So there's one data point.
You think they need to come down to cheaper than effectively paying you to have the roof?He had no answer, because not everyone is as passionate about solar as TMC members.
Costs must come down further if Solar Roof is to generate any meaningful demand.
That is exactly how the tiles are positioned when laid on the roof. That's all the test reflects.My first question is "Why is the tesla tile oriented as portrait, but the others are landscape"? Would that have any bearing on the results?
He had no answer, because not everyone is as passionate about solar as TMC members.
Costs must come down further if Solar Roof is to generate any meaningful demand.
You think they need to come down to cheaper than effectively paying you to have the roof?
Thanks for the nice summary.
About Takata airbag recall: In the first round, only 2012 cars were recalled in January. There weren't that many Model S sold in 2012.
Tesla Begins Sending Out Takata Airbag Recall Notices To Model S Owners
The increasing loss is more likely because of falling CPO prices, and increasing repair costs for the funky Model X doors. If it is due to airbag recalls, then that's going to increase a lot as cars from 2013,2014 etc. are recalled.
The problem is the upfront costs. 40-60k is a lot of upfront cash. I expect that the price will fall though as volume rises and manufacturing becomes more efficient.
Playing with the calculator and comparing what the blog says, the calculator's price includes labor.Does the roof cost include installation? If not, I suspect that would add some significant costs-- I doubt a local roofer can install these.
2. "This was primarily due to a $49.9 million increase in pre-owned vehicle sales" and "This was primarily due to the $53.0 million increase in costs of pre-owned vehicle sales" CPO basically had negative gross margin of around 6%.
Does the roof cost include installation? If not, I suspect that would add some significant costs-- I doubt a local roofer can install these.
Yes, you are right.I don't read it that way. The text speaks about increases from last quarter. But we don't know what revenue and sales was last quarter. We just know that profits was $3M less (or loss $3M more)
Thanks.cost estimate on Tesla's website includes installation.
I disagree, and please define meaningful demand. This may be where the confusion lies.He had no answer, because not everyone is as passionate about solar as TMC members.
Costs must come down further if Solar Roof is to generate any meaningful demand.
"...This was partially offset by $26 million in warranty reserve for the Takata airbag recall and equipment impairment charges"
(somewhat ambiguous)
Rough estimate of revenue:
Taking Tesla owners as the likely size of "immediate" demand (people who are doing quite well financially and like Tesla in general), assuming its about 120k (total accumulative sales around 150k but there are many families buying more than 1 cars in the past).
ASP per roof ~$60k.
Revenue = $7.2B