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Elon Musk says 'we dug our own grave' with the Cybertruck as he warns Tesla faces enormous production challenges
(www.businessinsider.com)
this post was submitted on 20 Oct 2023
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I did say "to them"
800v isn't 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.
In telecommunications at least, -48V is the standard. It will still be a massive issue but not impossible for suppliers to adapt (with delays). The biggest problem I see is the high cost associated with such low demand, unless more manufacturers start switching over.
48v is in automotive as well. Most of the cable manufacturers are using PoE Ethernet. Belden has product lines devoted to this. It vastly simplifies wiring all the systems of a car together.
AFAIK Tesla is the first mass auto manufacturer going 100% 48v.
Others have a hybrid approach
I can see that 48v head and tail lights would cause a problem. It makes sense to start that on a vehicle that won't see high volumes, since there wouldn't be many needed.
As another person said though, that also means it's going to be higher cost to start.
It's going to hurt by cost, and supply chain hiccups, but overall it'll be better for everyone. Not sure how long a complete automotive transition will take though
It should be a long while before a whole industry transfer. There isn't a whole lot of advantage for things like lights to switch over. This will likely happen first in very expensive vehicles where dropping a few hundred for a bulb is just how people roll. It's also going to be EV only since hybrid and ice cars will carry a 12v system.
That will be a big issue. I think the entire industry will switch, but it's not going to be immediate.
Once the CT is fully ramped, they'll probably start to see some of those costs come down a little, but 250k a year pales in comparison to the whole industry using something.
Teslas Gen 3 platform will add to that scale and help too, but it'll still be smaller than the industry.