Giga Texas - Advanced Manufacturing
A fly through of Giga Texas shows its advanced manufacturing capabilities. This video shows some things that you have to look carefully at to see what they are doing because they are so fast.
First, there is a legion of robot arms that are welding the frames and sides of the car together on an assembly line. This is an important part of the manufacturing process - to get the frame of the car ready for everything else.
Next, is a machine that moves side panels along an assembly line to get ready to be stamped. This is important for finishing the sides of the car. At that point, the entire frame of the car is ready for windows, a windshield, tires, electronics, seats, flooring, and everything else.
At 39 seconds into the video, you have a brief moment to see a giant robot arm moving a metal frame. I speculate that this is the top part of the vehicle. Later on, you can see the car moving on the assembly line again, with more robot arms doing work.
On Investor Day, March 1st, 2023, we are going to see and hear about these advanced manufacturing techniques. It's interesting that Elon Musk said that Tesla has a 10% chance to succeed.
Giga Texas is not small. The factory is the product. Relative to production, prototypes are easy. Giga Texas is the most advanced car factory the earth has ever seen.
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What Will Be Made at Giga Texas?
What will Giga Texas produce when it is all built out? For starters, it is producing a standard range Model Y using 4680 batteries with 279 miles of range. The big question about these batteries is - can they be charged to 100% without issue, like the LFP batteries can be? This Model Y version costs about $5,000 less than the long range Model Y.
Investor day had an image showing a bunch of car castings and I believe that these are castings for the standard range Model Y with 4680 batteries. Tesla's goal will be to get the cost to build a Model Y so low, that many people will be able to afford it. I bet Tesla will even get the cost of the Model Y standard range lower to build than the standard range Model Y - unless Tesla can make some big improvements with Project Highland.
The second product Giga Texas will produce is the Cybertruck, which is what everyone is waiting for. The Cybertruck is touted as being a quad motor and having 500 miles of range. I believe the Cybertruck will be less than $80,000 and in order for Tesla to make a quad motor with that price point, they are going to have to master the manufacturing of it.
There is speculation that Giga Texas will build the next generation - the generation 3 platform Model 2 - but that remains to be seen. If Giga Texas is going to build a million Model Y standard range vehicles per year and a million Cybertrucks per year, there won't be much else for it to do. However, Tesla could build out more to produce the compact car, but it remains to be seen if Giga Texas will build it or not.
What do you think of Giga Texas and its advanced manufacturing? Would you get a Model Y standard range?
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Jeremy Johnson is a Tesla investor and supporter. He first invested in Tesla in 2017 after years of following Elon Musk and admiring his work ethic and intelligence. Since then, he's become a Tesla bull, covering anything about Tesla he can find, while also dabbling in other electric vehicle companies. Jeremy covers Tesla developments at Torque News. You can follow him on Twitter or LinkedIn to stay in touch and follow his Tesla news coverage on Torque News.