Tesla’s Mannequin three EV delays are well-known, together with within the firm’s personal earnings report and quarterly supply numbers. A contemporary report from CNBC on Thursday claimed that Mannequin three manufacturing was much more delayed than it appeared, with particular continued points round battery manufacturing.
CNBC additionally recommended that the corporate is “not shut” to mass-production of the batteries required for its $35,000 trim degree Mannequin three. Tesla initially responded to the information outlet pointing them to prior feedback made by Tesla CEO Elon Musk and CTO JB Straubel relating to its present delays and manufacturing bottlenecks, however now the corporate has launched a extra in depth assertion, flatly refuting might of the claims made int he new report.
Tesla takes specific subject with claims that its high quality management employees lack mandatory expertise, or that it’s reducing corners that would lead to hazards associated to batteries. Tesla’s full assertion is included beneath:
That is an especially misinformed and deceptive article. To be completely clear, we’re on observe with the earlier projections for reaching elevated Mannequin three manufacturing charges that we supplied earlier this month. As has been effectively documented, till we attain full manufacturing, by definition some parts of the manufacturing course of shall be extra guide. That is one thing Elon and JB mentioned extensively on our Q3 earnings name, and it has no influence on the standard or security of the batteries we’re producing. As famous in our This autumn deliveries launch, in the course of the fourth quarter, “we made main progress addressing Mannequin three manufacturing bottlenecks, with our manufacturing charge growing considerably in the direction of the top of the quarter.”
Moreover, as is usually the case in manufacturing, some components of the manufacturing course of require the experience of workers with engineering or manufacturing expertise, and others don’t. We’ve created hundreds of recent high-quality jobs in Nevada in recent times. As we proceed to develop Gigafactory 1 and ramp Mannequin three manufacturing, we’ve been capable of educate new abilities to hundreds of recent workers, a lot of whom had no manufacturing expertise previous to becoming a member of Tesla. New hires on the module line obtain in depth coaching, together with security coaching, and be taught in regards to the significance of correct cell-to-cell spacing to allow them to determine such points within the manufacturing course of. Extra broadly, battery manufacturing – and the module line specifically – is overseen by our high engineering expertise, and plenty of of Tesla’s most senior management.
Lastly, the implication that Tesla would ever ship a automotive with a hazardous battery is totally inaccurate, opposite to all proof, and indifferent from actuality. It’s irresponsible to recommend as a lot based mostly on unnamed, nameless sources who’ve supplied no such proof and who clearly wouldn’t have an entire understanding of the in depth testing that every one batteries in Tesla autos are subjected to. As with Mannequin S and Mannequin X, which have effectively demonstrated security data, we keep a rigorous method to high quality and course of management for the Mannequin three battery. Much more importantly, to our information, there has not been a single security concern within the subject associated to Mannequin three batteries at any level over the six months of Mannequin three manufacturing.
As for the assertion about cells touching in Mannequin three batteries, that is extraordinarily deceptive and shows an entire lack of fundamental information about how our batteries work. Each battery in a Tesla car has hundreds of cells, the overwhelming majority of that are on the similar voltage potential as neighboring cells. Hypothetically, even when two cells of the identical voltage potential have been touching, there could be completely zero influence, security or in any other case – it might be as if two impartial items of steel touched. Regardless of this reality, all Mannequin three battery modules’ cell positions are measured twice in manufacturing to confirm course of management and high quality of outgoing components. Conversely, if at any level within the manufacturing course of cells are touching at completely different voltage potentials, they can’t be electrically interconnected. Over the course of the manufacturing course of, we conduct three completely different exams to make sure the appropriate variety of cells are electrically linked in Mannequin three modules. Moreover, the long run reliability of cell place is one thing validated by way of testing, together with shock and vibration, and excessive temperature and humidity testing, in addition to thermal biking endurance testing all through design and by way of sampling in manufacturing. All of this testing is designed to forestall touching cells from being put in in any of our autos, together with Mannequin three. Lastly, the protection points of our module design would proceed to operate even within the presence of touching cells, so the issues raised are additional unfounded.
These false claims are being made regardless that we now have a confirmed historical past of creating the most secure autos on the street, with Mannequin S and Mannequin X receiving 5-star security scores not solely general however in each subcategory. Though not but examined by NHTSA, Mannequin three has been designed and internally examined to have the identical end result. Information from NHTSA’s testing reveals that Mannequin S and Mannequin X have the 2 lowest chance of damage scores within the historical past of NHTSA testing. Moreover, over billions of miles of precise driving, Tesla’s autos have been roughly 5 instances much less more likely to expertise a fireplace than a standard gasoline car. In gentle of those information, it’s preposterous to recommend that an organization as dedicated to security as Tesla would permit untested or unsafe batteries to go in our autos.
Tesla’s Mannequin three manufacturing is probably going its greatest subject when it comes to analyst, stockholder and stakeholder strain. The automaker’s skill to ship its most inexpensive EV at scale, and to take action in due time, might be the most important purpose anybody has proper now to doubt its long-term success, so understandably it’s delicate in regards to the accuracy of reviews surrounding the product’s progress.
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