Turashobora kuba twiboneye umwanya wingenzi mumateka yimodoka kuva Henry Ford yatunganije umurongo wa Model T yakozwe mu binyejana bishize.
Hariho ibimenyetso byinshi byerekana ko muri iki cyumweru ibirori by’abashoramari ba Tesla bizatangiza ibihe bishya mu nganda z’imodoka.Muri byo, ibinyabiziga byamashanyarazi ntabwo bihendutse cyane gukora no kubungabunga kuruta ibinyabiziga bya lisansi na mazutu, ariko kandi bihendutse kubikora.
Nyuma yumunsi wubwigenge bwa Tesla 2019, Umunsi wa Batteri 2020, Umunsi wa AI 2021 na AI umunsi wa II 2022, Umunsi w abashoramari nuheruka mumurongo wibikorwa bya Live byerekana ikoranabuhanga rya Tesla La itera imbere nicyo bazana muri gahunda zizaza.ejo hazaza.
Nkuko Elon Musk yabyemeje kuri tweet hashize ibyumweru bibiri, umunsi w'abashoramari uzegurirwa umusaruro no kwaguka.Igice cya nyuma cyubutumwa bwa Tesla bwo kwihutisha inzibacyuho zimashanyarazi.
Kugeza ubu ku isi hari imodoka zirenga lisansi na mazutu.Numurongo wa miliyari urekura imyuka ihumanya ikirere duhumeka burimunsi.
Imiyoboro ya miliyari imwe isohora imyuka ya dioxyde de carbone mu kirere cy’isi, ikaba irenga 20 ku ijana by’ibyuka bihumanya ikirere ku isi.
Niba inyokomuntu ishaka kwirinda kanseri itera imyuka ihumanya ikirere mu mijyi yacu, niba dushaka kugabanya ikibazo cy’ikirere no gushyiraho umubumbe ushobora guturwa, dukeneye kuvana miliyari za gaze hamwe n’umwotsi wa mazutu mu mihanda yacu.Mubakureho vuba bishoboka..
Intambwe yambere yumvikana kuri iyi ntego ni ukureka kugurisha agasanduku gashya k’uburozi, kazongera ikibazo gusa.
Mu 2022, imodoka nshya zigera kuri miliyoni 80 zizagurishwa ku isi yose.Abagera kuri miliyoni 10 muri bo ni imodoka zose zikoresha amashanyarazi, bivuze ko mu 2022 hazaba izindi miliyoni 70 (hafi 87%) nshya zangiza lisansi na mazutu ku isi.
Impuzandengo yo kubaho kwizi modoka zinuka zangiza zirenga imyaka 10, bivuze ko imodoka zose za lisansi na mazutu zagurishijwe muri 2022 zizakomeza kwanduza imigi yacu nibihaha byacu muri 2032.
Niduhagarika guhagarika kugurisha imodoka nshya ya lisansi na mazutu, imijyi yacu niko izagira umwuka mwiza.
Intego eshatu zingenzi mukwihutisha icyiciro muriyi pompe zanduza ni:
Umunsi w'abashoramari uzerekana uburyo abakora ibinyabiziga binini cyane ku isi bateganya kugera ku ntego ya gatatu.
Elon Musk yanditse ku rubuga rwa tweet aherutse agira ati: “Igishushanyo mbonera cya 3, Inzira y’ingufu zirambye z’ejo hazaza h’isi izashyirwa ahagaragara ku ya 1 Werurwe.Ejo hazaza ni heza!
Hari hashize imyaka 17 Musk ashyize ahagaragara “master plan” ya mbere ya Tesla, aho yashyizeho ingamba rusange z’isosiyete yo gutangirira ku modoka zifite agaciro kanini, zifite umuvuduko muke maze yimukira mu modoka zihenze, nini cyane.
Kugeza ubu, Tesla yashyize mu bikorwa iyi gahunda nta nenge, iva mu modoka za siporo zihenze kandi zidafite imbaraga n’imodoka nziza (Roaster, Model S na X) zerekeza ku modoka zihenze kandi nini cyane Model 3 na Y.
Icyiciro gikurikira kizaba gishingiye ku rubuga rwa gatatu rwa Tesla, abasesengura benshi bemeza ko ruzagera ku ntego yavuzwe na Tesla ku cyitegererezo cy’amadolari 25.000.
Mu bashoramari baherutse kubona, Adam Jonas wa Morgan Stanley yavuze ko COGS ya Tesla (igiciro cyo kugurisha) ari 39,000 $ kuri buri modoka.Ibi bishingiye kumurongo wa kabiri wa Tesla.
Umunsi w'abashoramari uzareba uburyo iterambere rya Tesla ryateye imbere rizatera COGS kumurongo wa gatatu wa Tesla kugera kumadolari 25.000.
Rimwe mu mahame ngenderwaho ya Tesla mu bijyanye no gukora ni, “Ibice byiza ntabwo ari ibice.”Ururimi, bakunze kwita "gusiba" igice cyangwa inzira, byerekana ko Tesla yibona nka sosiyete ikora software, ntabwo ari uruganda.
Iyi filozofiya yinjira mubintu byose Tesla akora, uhereye kubishushanyo mbonera byayo kugeza gutanga moderi zitandukanye.Bitandukanye nabakora ibinyabiziga gakondo batanga amajana yikitegererezo, buri kimwe gitanga amahitamo adasanzwe.
Amatsinda yo kwamamaza agomba guhindura uburyo kugirango akore "itandukaniro" na USPs (Ingingo zidasanzwe zo kugurisha), bakeneye kumvisha abakiriya ko mugihe ibicuruzwa byabo byo gutwika lisansi ari ibisigisigi byikinyejana cya 19, bifatwa nkibya nyuma, bikomeye cyangwa "bigarukira ”.
Mugihe amashami gakondo yamamaza amamodoka yasabye byinshi "biranga" n "" amahitamo "kugirango bamenyekanishe ikoranabuhanga ryabo ryo mu kinyejana cya 19, ibyo byaturutseho byateje inzozi ishami rishinzwe inganda.
Inganda zagiye gahoro kandi zibyimba nkuko zahoraga zikenera gusubiramo imigezi itagira ingano yuburyo bushya.
Mugihe ibigo byimodoka gakondo bigenda bigorana, Tesla ikora ibinyuranye, igabanya ibice nibikorwa kandi ikoroshya ibintu byose.Koresha igihe n'amafaranga kubicuruzwa n'umusaruro, ntabwo kwamamaza.
Niyo mpamvu bishoboka ko inyungu ya Tesla kuri buri modoka umwaka ushize yarenze $ 9.500, inshuro umunani inyungu rusange ya Toyota kuri buri modoka, yari munsi y $ 1300.
Iyi mirimo ya buri munsi yo gukuraho ubudahangarwa no kugorana mubicuruzwa n’umusaruro biganisha ku bintu bibiri byagezweho mu musaruro uzerekanwa munsi y’umushoramari.Gutera hamwe hamwe na bateri imwe 4680.
Benshi mu ngabo za robo ubona mu nganda zimodoka barimo gusudira hamwe amagana hamwe kugirango bakore icyitwa "umubiri wera" aricyo kintu cyambaye ubusa cyimodoka mbere yo gushushanya hamwe na moteri, ubwikorezi, imitambiko., Guhagarikwa, ibiziga, inzugi, intebe nibindi byose birahujwe.
Gukora umubiri wera bisaba umwanya munini, umwanya n'amafaranga.Mu myaka mike ishize, Tesla yahinduye iki gikorwa ateza imbere imashini ya monolithic akoresheje imashini nini yo gutera inshinge nini cyane ku isi.
Gukina byari binini cyane kuburyo abahanga mu bikoresho bya Tesla bagombaga gukora amavuta mashya ya aluminiyumu yemerera aluminiyumu gushonga gutembera mu bice byose bigoye byububiko mbere yuko ikomera.Iterambere rwose ryimpinduramatwara mubuhanga.
Urashobora kubona Giga Press ikora kuri Tesla ya Giga Berlin Fly muri videwo.Saa 1:05, urashobora kubona robot ikuramo igice kimwe cyinyuma cyinyuma ya Model Y hepfo ya Press ya Giga.
Adam Jonas wo muri Morgan Stanley yavuze ko abakinnyi bakomeye ba Tesla bakinnye ibintu bitatu by'ingenzi byateye imbere.
Morgan Stanley yavuze ko uruganda rwa Tesla rwa Berlin rushobora gukora imodoka 90 mu isaha, buri modoka ifata amasaha 10 yo gukora.Nibyo inshuro eshatu amasaha 30 bifata kugirango ubyare imodoka ku ruganda rwa Zwickau rwa Volkswagen.
Hamwe nibicuruzwa bigufi, Tesla Giga Presses irashobora gutera umubiri wose umunsi wose, burimunsi, bitabaye ngombwa ko usubiramo ibintu bitandukanye.Ibyo bivuze kuzigama amafaranga menshi ugereranije nabanywanyi bayo basanzwe batwara ibinyabiziga, bishimangira ingorane zo gusudira ibice amagana mugihe cyamasaha kugirango bakore ibice Tesla ishobora kubyara mumasegonda.
Mugihe Tesla yapimye monocoque ibumba umusaruro wose, igiciro cyimodoka kizagabanuka cyane.
Morgan Stanley yavuze ko gukina gukomeye ari ugusunika ibinyabiziga bikoresha amashanyarazi bihendutse, hamwe no kuzigama amafaranga yavuye mu bikoresho bya batiri byubatswe na Tesla 4680, bizatera impinduka zikomeye ku giciro cyo gukora ibinyabiziga bikoresha amashanyarazi.
Hariho impamvu zibiri zingenzi zituma paki nshya ya 4680 ishobora gutanga amafaranga menshi yo kuzigama.Iya mbere ni umusaruro wa selile ubwazo.Batare ya Tesla 4680 yakozwe hifashishijwe uburyo bushya bwo gukora kanseri.
Ikiguzi cya kabiri cyo kuzigama kiva muburyo ipaki ya bateri ikusanyirijwe hamwe kandi ihuza umubiri nyamukuru.
Mubyitegererezo byabanjirije, bateri zashyizwe imbere muburyo.Ipaki ya batiri nshya mubyukuri bigize igishushanyo.
Intebe yimodoka ihindurwamo kuri bateri hanyuma ikazamurwa kugirango yemererwe kuva hepfo.Ubundi buryo bushya bwo gukora bwihariye bwa Tesla.
Ku munsi wa Batiri ya Tesla 2020, hatangajwe iterambere ry’umusaruro mushya wa batiri 4680 hamwe n’ibishushanyo mbonera byahagaritswe.Tesla icyo gihe yavuze ko uburyo bushya bwo gukora no gukora bizagabanya igiciro cya batiri kuri kilowati 56% naho ikiguzi cy’ishoramari kuri kilowati kuri 69%.GWh.
Mu kiganiro giherutse, Adam Jonas yavuze ko Tesla miliyari 3.6 z'amadolari na 100 GWh Nevada yo kwagura byerekana ko imaze kugera mu nzira yo kuzigama amafaranga yahanuye mu myaka ibiri ishize.
Umunsi w'abashoramari uzahuza iterambere ryose ry'umusaruro kandi urashobora gushiramo amakuru arambuye yuburyo bushya buhendutse.
Mu bihe biri imbere, ibiciro byo kugura, gukora no kubungabunga ibinyabiziga byamashanyarazi bizagabanuka cyane, kandi ibihe bya moteri yaka imbere bizarangira.Igihe cyagakwiye kurangira mu myaka mirongo ishize.
Twese dukwiye gushimishwa nigihe kizaza cyukuri cyimodoka zamashanyarazi zihenze cyane.
Abantu batangiye gutwika amakara menshi mugihe cya revolution ya mbere yinganda mu kinyejana cya 18.Hamwe n’imodoka zaje mu kinyejana cya 20, twatangiye gutwika lisansi nyinshi na mazutu, kandi kuva icyo gihe umwuka mu mijyi yacu wanduye.
Uyu munsi, ntamuntu uba mumijyi ifite umwuka mwiza.Nta n'umwe muri twe wari uzi uko byari bimeze.
Ifi yamaze ubuzima bwayo mu cyuzi cyanduye irarwaye kandi itishimye, ariko yizera gusa ko ubu ari ubuzima.Gufata ifi mu cyuzi cyanduye ukayishyira mu cyuzi cy’amafi gisukuye ni ibyiyumvo bidasanzwe.Ntiyigeze atekereza ko azumva ameze neza.
Igihe kimwe mugihe kitarambiranye, imodoka ya lisansi iheruka guhagarara kumwanya wanyuma.
Daniel Bleakley numushakashatsi numuvugizi wa cleantech ufite amateka yubuhanga nubucuruzi.Afite inyungu zikomeye mu binyabiziga byamashanyarazi, ingufu zishobora kongera ingufu, inganda, na politiki rusange.