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great points here.If there was an excess of 85 batteries an upgrade would make sense. If not, then a battery sold as upgrade is a new TMS not produced. As a business they would probably need to charge a lot for the upgrade to offset the profit opportunity lost on a new TMS sale. Even so, new vehicles on the road is probably strategically more important to TMC than upgrading vehicles. I suspect it is a phase and long-term they will find it profitable to sell upgrades of all types.
in the case of a pack failure where they have to replace the pack anyway, why not allow the owner to upgrade if they want?
If there was an excess of 85 batteries an upgrade would make sense. If not, then a battery sold as upgrade is a new TMS not produced. As a business they would probably need to charge a lot for the upgrade to offset the profit opportunity lost on a new TMS sale. Even so, new vehicles on the road is probably strategically more important to TMC than upgrading vehicles. I suspect it is a phase and long-term they will find it profitable to sell upgrades of all types.
He said they did try allowing upgrades in such cases for a short time. But their "failure rates" mysteriously tripled when they implemented the policy, so they felt compelled to disallow it.
Sure. But all that work is still a relatively low-margin side business for them. Can you share a source for TM not battery constrained? Was that part of the Samsung/Panasonic wrangling?
Great! Also let us know did you get a 60 A pack or later and new range charge.
I'm pretty certain it was during an earnings call discussing the supply chain. They weren't parts constrained (including batteries), they were assembly-line constrained. I.e. They're making as many cars per day as possible with current assembly processes.
I got a B pack. And, Not only is it brand spanking new, it's REALLY BRAND SPANKING NEW!!! (I'll explain in my conclusion post,,,)
I don't know about that one in the service center, but when I did my Tesla factory tour, all the forklifts I saw there were electric.Is the Hyster electric?