I haven't read this anywhere else but Barrons.com.
Tesla Motors: 180,000 Model 3 Orders and Counting
Global Equities Research’s Trip Chowdhry contends “Model 3 production will be a cake walk.” He explains why:
Model 3 is designed with “Production First” mindset – a very different mindset from that of Model X
More than 60% of Tesla Model 3 body is made of Steel, the remaining some plastic polymer and Aluminum – this makes manufacturing very simple and straight forward
Model 3 Roof is made of Complete Glass – this takes 1/10th the effort, with 1/100 of potential defects when compared to metallic roof – which makes production easy and fast
Tesla Model 3 Body is made of self contained modules (Manufactured at TSLA Lathrop Facility) – this makes assembly extremely simple and fast
Model 3 needs 1/3rd of the suppliers that Model S needed – Model 3 supply chain is 3x more efficient and simple vs. Model S – Hence supplier complexity is reduced by a factor of 3
Hence, delivering first Tesla Model 3 by 4Q’2017 is easily achievable
Tesla Motors: 180,000 Model 3 Orders and Counting
Global Equities Research’s Trip Chowdhry contends “Model 3 production will be a cake walk.” He explains why:
Model 3 is designed with “Production First” mindset – a very different mindset from that of Model X
More than 60% of Tesla Model 3 body is made of Steel, the remaining some plastic polymer and Aluminum – this makes manufacturing very simple and straight forward
Model 3 Roof is made of Complete Glass – this takes 1/10th the effort, with 1/100 of potential defects when compared to metallic roof – which makes production easy and fast
Tesla Model 3 Body is made of self contained modules (Manufactured at TSLA Lathrop Facility) – this makes assembly extremely simple and fast
Model 3 needs 1/3rd of the suppliers that Model S needed – Model 3 supply chain is 3x more efficient and simple vs. Model S – Hence supplier complexity is reduced by a factor of 3
Hence, delivering first Tesla Model 3 by 4Q’2017 is easily achievable