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Johan
Ex got M3 in the divorce, waiting for EU Model Y!
For reference, I found that "The entire NUMMI facility covers about 370 acres." And according to the same source from 2010 "Tesla is buying 210 acres". I don't know if they now own the whole 370 acres? So the Shanghai facility could be huge!
While clearly we should expect a green day today, I do expect some profit taking at some point before the Q3 report. The price was low enough for so long, there's going to be some people (short-term traders, weak longs) looking to exit or reduce their exposure. I'd also expect an increase in short interest in advance of the Q3 report now that the price is higher.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
I've read they basically have two floor levels in the Fremont factory, but I could be wrong.
(https://www.sfchronicle.com/file/178/7/1787-_16-0830 Tesla Master Plan Final copy.pdf)
As to the Shanghai factory, maybe it will be in the form of a cube, i.e. the same height as width and length? Isn't that the most volumetrically effecitve shape (unless it were a sphere but we're still on Earth and have to consider gravity). In that case it could become the Juggernaut Elon has dreamt of: raw materials in at the one end, very tight highly automated production in 3 dimensions, out the other end comes cars at a rate of 20 cm of car per second on a conveyor belt.
(In 2016 after Elon's talk about "volumetric density" of manufacturing i started thinking about the unit MMCPM (millimetres of car per minute) as a useful metric. Since then he has walked back somewhat, saying that full on automation wasn't really achievable as of today and for example listening to him explain in the recent factory tour video with Marques Brownlee that some things are just way better done by humans for now).
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Artful Dodger
"Neko no me"
500k/yr rate attained 2 to 3 years after production begins was the stated goal in July 2018.
Glad Tesla managed to buy the land, but at $170 per square meter it’s not really cheap. Is that a normal price for industrial plots in that area?
And the building needs to be pretty space efficient (multiple stories) to become a real GIGAfactory on an area that is smaller than the Fremont area. I hope they learned a lot from their experiences in Fremont and Nevada. They probably did.
And the building needs to be pretty space efficient (multiple stories) to become a real GIGAfactory on an area that is smaller than the Fremont area. I hope they learned a lot from their experiences in Fremont and Nevada. They probably did.
HG Wells
Martian Embassy
TO: Boss Short
I know you heard about Tesla buying that plot of land over in China for Gigafactory #3.
Here is how I think we should spin it.
Headline Shortsville Times
Tesla caught in PLOT with Chinese.
Your Partner in Crime
Chief Editor
Shortsville Times
I know you heard about Tesla buying that plot of land over in China for Gigafactory #3.
Here is how I think we should spin it.
Headline Shortsville Times
Tesla caught in PLOT with Chinese.
Your Partner in Crime
Chief Editor
Shortsville Times
jhm
Well-Known Member
Production hell
Distribution hell
Service hell
Distribution hell
Service hell
ValueAnalyst
Closed
"We expect construction to begin in the near future after we get all the necessary approvals and permits. From there, it will take roughly two years until we start producing vehicles and then another two to three years before the factory is fully ramped up to produce around 500,000 vehicles per year for Chinese customers."
Tesla makes Gigafactory 3 in China official, plans to start production in 2 years
This was on July 10, before the recent acceleration of plans.
Totally agree, for the purpose of workaround tariff, lost's of things can be shipped there to assemble Model 3 if they do have plan to assemble 3, not Y only.
I clearly remember when BMW build their first batch of cars in Chinese JV factory, they shipped cars and wheels separately to China, then bolt on wheels at the Chinese factory, voila, no tariff...
Not saying Tesla should do the same, but I think shipping welded/painted white body and battery modules there to assemble is not out of question, they don't even have to wait for the press and robots to be installed.
They could start to put things on ships and fly people in, GA line could be ready before parts arrive.
pyromatter
Member
Remember also, that a significant portion of that area in Fremont is staff etc. parking.... I would guess that in Shanghai there will be 80% less people coming to the factory on a daily basis by car. Rather they will be using public transport or Tesla busses them in.
So even if the land area in Shanghai is less than Fremont, there is a very good chance that the actual productive factory floor space will be equal to or higher.
ValueAnalyst
Closed
How Tesla will produce 10k/w on 210 acres is another question...
Fact Checking
Well-Known Member
Yeah, and I expect the next upcoming problem Tesla is going to face in 2019 to be:
"Cash storage hell"
Every time I see that Bloomberg "Are you a robot?" thing, I find myself questioning my own reality a little bit more...
(pulls out cell phone metal detector app and waves phone over arm)
jhm
Well-Known Member
What do you find problematic here? It's not clear that the problem or solution is a material change to prior guidance. It is obvious that the service network must scale with the size of the Tesla fleet. That should be news to no one with a functioning brain. What Misk is articulating is a desire to fill in geographical gaps. This is a matter of where the network will grow, not how much will be invested. Materiality is a question of how much, not where.
I read it: hell=disruption=innovation=advantage=$=ICEdown=WEbreathe
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