As a stockholder, I sure hope they are not doing this! I can't imagine what part wouldn't be cheaper to ship to the assembly point vs sending an almost entire car....
Technically, I’m a stockholder too… all of 11 shares, bought recently.
I’m just throwing out possibilities. But the fact of the matter is, I don’t know.
Based on this thread (
https://teslamotorsclub.com/tmc/threads/what-motor-does-your-2023-model-y-have.293314/), I know that, at least some of the motors from the MYP are made in Austin, but what about the rest of the subassembly (wheel, axle, sub-frame, suspension)? My MYP is such, motor from Austin, but with a VIN and final assembly in Fremont.
How much does it costs to ship an entire car from Austin to Fremont vs all the parts needed from Fremont to Austin? Then tack on the fact you now need someone, if not something to install those parts and/or software. Can those things, which differ from everything else in the plant, just get injected into the assembly line for that specific car?
When we buy a car, we get charged some $1300 as destination fee, which is effectively shipping an entire car… is that what they would pay to ship most of a car from Austin to Fremont? Does whatever they actually pay really cost more than the combined cost of shipping parts to then find either people to install it off the line or track it down a line? If they could do whole batches, then why is it no MYP has a final assembly plant of Austin?
Are you a cost benefit analyst of logistics and production lines? I’m not, that’s for sure.
Of course that was assuming most of the car was assembled. What is it that actually starts getting the VIN assigned? I would’ve thought it was the motor (engine in ICE), since it’s one of the more important parts. But as I mentioned, my motor is from Austin, but the VIN is from Fremont… so clearly not that. The only other thing I can think of is the battery, otherwise it’s the body of the car, which leads right back to “shipping an entire car.” Because everything else is bits and pieces added to that body.