Elon Musk says āwe dug our own graveā with the Cybertruck as he warns Tesla faces enormous production challenges::Tesla CEO Elon Musk said Wednesday that the Cybertruckās unique design means the company faces immense challenges in scaling production.
āWhen youāve got a product with a lot of new technology or any brand new vehicle program, especially one that is as different and advanced as the Cybertruck, you will have problems proportionate to how many new things youāre trying to solve at scale,ā he added.
does it have new technology? i thought it was just like, shockingly ugly?
First you have to mass produce a lot of cannon balls, hire people and train them to throw the cannon ball perfectly so the broken window looks perfect.
Itās got a lot of new things to them
800v power train
Newer 4680 cells
~85% custom chip controllers (up from 60s on Y)
48v power electronics instead of 12v, which is fairly new to everyone and the supply chain isnāt as robust as the 12v one, but long term itās good for industry. (Edit Iāve heard talk of how they connect everything is going to be very different too, but nothing Iāve seen confirmed)
Folding the stainless steel at scale
9000T press, biggest one made
The wheels that can turn on front and back
New assembly method (excluding stainless steel part)
Iām sure thereās more they didnāt tell us.
It went from being a weird vehicle (love or hate it) to a new technology platform.
I did say āto themā
800v isnāt new either, others use it
Edit: stainless steel aside, I have a suspicion that the 48v stuff will cause the most problems. That seems like a lot of suppliers where 1 problem halts the line.
Pretty much the entire list seems like features that have existed for industrial applications.
Which, sure, is challenging to transition to a new company and scale up to consumer levels of production and down to consumer levels of cost. But I agree everything about this truck seems iterative.
An example of a thing which has been tried so many times, but which ultimately only increases complexity, expense, and rate of failure for very little gain.
āAh yes, let us take one of the most finicky vehicular systems outside of the engine itself and make it literally twice as complex!ā
And in return you getā¦ slightly reduced turning radius.
For a company with already terrible QC thatās a lot more things to go wrong for buyers unfortunately
I donāt think a lot of those things are where Tesla really struggles with quality thatāll impact the customer. Just production delays and cost.
Iād be pretty surprised if the power train is a problem as thatās their specialty.
Same with the electronics, those donāt usually have problems except the electronic door handles that the Cybertruck wonāt have.
Iāll be pretty surprised if the steel doesnāt cause QC problems, and Iām half expecting that massive windshield wiper to be a problem somehow.
Maybe the air suspension will be problematic, and probably the powered tonneau cover.
How is 48v better than 24v, for example? I donāt really know much about car electronics
Higher voltage allows for fewer amps. Higher amps creates more heat and requires thicker cables which cost more and add weight. So itās substantially less copper since the wires donāt need to be as thick.
I canāt give exact numbers, but going from a 12/24v to 48v wiring harness will reduce the harness weight. I donāt know if thatās on a linear scale or not in terms of reduction.
A thinner wiring harness would also be easier to manage and place, e.g more bendable, less space required to place it.
It also gives you more leeway if you do want to push more amps to something without having to get into the really really big unwieldy wires that are very difficult to shape.
24v would work, but I imagine the thought is, if we need to create a whole new supply chain for automotive parts at a different voltage, why go to 24v when we can go to 48v and get even more benefits? The process is already happening, others have some hybrid 48v usage.
Someone else could comment on this, but without knowing more, I would speculate that higher voltages would even allow some sort of shrinking of the components themselves since internally they wouldnāt need to support as high of amps either, but thatās just my speculation.
Edit: Just some hypothetical numbers. If a wiring harness is 150lbs and lets say 48v gets it to 50lbs, thatās a $375 cost savings in copper alone. Thatās also a ton less copper used/mined across the whole auto industry once transitioned. At 67 million cars a year, that would be 6,700,000,000 lbs of copper saved per year.
ok i work in a kind of tangential industry and can kind of answer this probably
in general the higher the voltage the smaller the current, which youāre generally happy about because your 1) electrical losses and 2) cable/wire diameter are both proportional to current
the tradeoffs being 1) it gets harder and more important to isolate the circuit (e.g. your wire insulation that prevents the 12V bus from shorting out to the vehicle chassis now needs to be thicker) and 2) all the stuff people make for cars (i dunno, windshield wiper motors, radiator fans, whatever) is currently for 12V
in general this move probably makes sense, provided theyāre able to figure out their supply chains, and if tesla can position themselves as being like the first company to figure out a bunch of these 48V components at scale thatās probably going to be really good for them. they did a kind of similar thing with the charging infrastructure if i understand currently, like now the tesla charging cable is the de facto north american standard
So here is some information on where the 48v standard is coming from. https://www.microcontrollertips.com/what-is-the-ideal-ethernet-choice-for-automotive-applications-faq/
itās new to Tesla but not automotive.