tag:blogger.com,1999:blog-1399793419425111085.post9073540670621864132..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: EV Business Case - Tesla and BYDJosé Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-1399793419425111085.post-52271752764083697492016-05-01T10:36:58.396+00:002016-05-01T10:36:58.396+00:00Growing 50 % yearly requires large investments int...Growing 50 % yearly requires large investments into production and service centers. Tesla does not have money to grow any faster. They have already used money faster than they have earned.<br /><br />Fast growth easily causes quality issues. Tesla has had enough of those.<br /><br />Third limitation is battery supply. One MS uses as much cells as 2000 laptops. 50 000 cars -> Batteries for 100 000 000 laptops. I believe Tesla has used every battery Panasonic has been able to deliver. In 2013 Panasonic did not want to invest for new capacity because they did know if market would exists. Because of this Tesla cannot produce 400 000 cars in 2016. Now large car manufacturer might want to make 50000 Tesla MS like cars next year. They cannot simply order 350 million cells. Manufacturing capacity does not exist.<br /><br />Computer market has moved from laptops to tablets (and to thin laptops, that cannot use 18650 cells). So Panasonic had extra 18650 cells to sell. This lucky coincidence has enabled fast growth of Tesla motors.<br /><br />Now with 400 000 (?) reservations for Model 3, Elon will likely take risk and try to increase production even faster. Tesla motors will borrow even more. If something goes wrong and they have to undo and redo something they might run out of money.Anonymousnoreply@blogger.com