Tesla Model 3 adventure-style innovation skips the important part of the manufacturing process "soft model"

As we all know, the Tesla Model 3 capacity is an important issue that everyone is most concerned about, from the capacity bottleneck to the delivery of the Tesla Model 3. The latest report on the Tesla Model 3 capacity is rapidly approaching 5,000 vehicles/week.

The capacity problem of Tesla Model 3 is suspected to have made a major breakthrough. Taiwanese suppliers and big industry have disclosed a lot of information, first focus on:

Tesla upgrades Model 3's component requirements guidance to 5,000 vehicles/week

And big industry mobilize the entire company to work overtime to respond to changes in Tesla's demand

In order to meet the needs of Tesla faster, the transportation of parts was changed from sea to air.

The above information came from the breaking of Shen Guorong, chairman of the Great Industry. Why do you say "again"? As early as the end of October this year, Shen Guorong broke the news to the media. Due to problems in the Model 3 production line, Tesla has cut the component demand guidance in December by 40%. Reduced from 5,000 vehicles/week to 3,000 vehicles/week. The target of 5,000 vehicles/week capacity scheduled for December was postponed to the end of the first quarter of next year, while 10,000 vehicles/week may be delayed until May or June.

In addition to the Model 3, the Model S/X reduction gearbox gear assemblies were from the industrial and industrial sectors. The company is also the only supplier of gearbox gear assemblies in Tesla's global supply chain, so their supply data actually has a strong credibility.

So how does Tesla achieve rapid production capacity in a short period of time? You may have forgotten how severe the situation was a month ago, followed by the Tesla semi-hanging Semi Trunk and the next-generation super-run Roadster 2 conference, which did not boost the stock price. As for the Model 3 mass production itself, this is the original words of Elon Musk:

Based on what we know now as we've gotten really into the details of some of the worst bottlenecks, we expect to achieve a producTIon rate of 5,000 Model 3 vehicles per week by late Q1 2018, so probably someTIme in March.

(According to what we have learned, we have learned some of the most serious technical bottlenecks. We judge that Q1 can achieve 5,000 vehicles per week in 2018, probably at some point in March.)

Today, just a month later, bug fixed. How did Tesla do it?

The official statement is the most convincing, let's first take a look at the Tesla Q3 earnings conference call, what Musk said:

. . .So when we put in – and there are three lines of module producTIon. Lines one, two, and three are essenTIally identical. Line 4, which will be the new design, will be at triple the effectiveness of – will be as good as The other three lines combined. So we're very confident about a future path of having incredibly efficient production of modules, and that this will not be a constraint in the future but, unfortunately, it just takes some amount of time.

(...) We run three battery module production lines first, and the efficiency of production lines 1, 2 and 3 is about the same. Production line 4 will adopt a new design, and the efficiency will be increased by 3 times - with the efficiency of the first three lines. The sum is equal. So we are very confident about the future battery module production efficiency, it will not become the bottleneck of the future. However, we still need a little time.)

Tips: The battery module production line problem is the biggest technical bottleneck of the Tesla Model 3 mass production.

do you understand? After the battery module bottleneck was exposed, Tesla Fire dropped the supplier responsible for the link and convened the best engineers from the company to invest in the development of the battery module automation line (Elon Musk) ), leading this small team is Elon Musk and Tesla CTO JB Straubel.

Just after they smoothed down the production line, they discovered a new design that improved the efficiency of the production line through technical means, and decided to switch to the new line of production lines (production line 4 and later).

In fact, it is innovation. But is there any problem in persisting in innovation after mass production? At least in traditional OEMs, it is important to strictly adhere to the manufacturing process to increase production capacity. Taking the above new scheme as an example, the Tesla battery module production line design team only found the theoretical possibility of improving the efficiency by 3 times. Such a new production line may have a large number of potential problems after being put into mass production. The production line is not without risk. This is also the main reason why Elon Musk has significantly delayed the production capacity of 5,000 vehicles per week until March next year.

Fortunately, the new design line did not show obvious technical bottlenecks after mass production.

Tesla is probably the most aggressive car company in the world in terms of “innovation and efficiency”. You might say that the Tesla team is so strong, why did the Model 3 encounter such a big trouble in the early stage of mass production? Let's review, the production bottleneck of the Model 3 battery module production line is so serious, why did it break out after the mass production started?

Model 3 skipped a very important part of the traditional car manufacturing process before mass production: soft mode.

The soft mold is generally the first hand-made prototype car, after the small batch sample car verification or trial mold, mainly used to verify the product structure and design rationality. Since most of the materials are silicone rubber or epoxy resin, the cost is relatively low, and these non-durable molds are discarded after mass production begins. Tesla Model 3 replaces soft-mode with computer simulation technology, because computer simulation technology can compress the simulation cycle to 1/3 of the traditional practice - the essence is to save time and improve efficiency.

As a result, everyone saw it: computer simulations masked a lot of problems. Model 3 broke out after mass production. In the end, Tesla relied on the strong execution of the management and core technical team to pull back a game. But at the point of improving battery module capacity, Tesla's choice is still adventurous innovation.

Fortunately, this Tesla gambling is correct, and the redundant repair time left for the new design line is meaningless. The natural thing brought to Wall Street is the unexpected mass production progress and the consequent increase in delivery and market value. Return to growth. In dealing with innovation, Tesla has a fundamental difference from traditional car companies and even a number of new car companies.

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