Projected Sales of Upcoming Compact Car: Double Model 3/Y
Tesla has committed their latest long-term strategy to writing, devoting much of the Investor Day presentation last month to the Master Plan Part 3. In the procedure, interesting facts were uncovered.
The EV builder presented a highly technical report on their website, which explains the underlying assumptions, sources, and computations regarding their Master Plan Part 3 that was publicized on March 1. Even though this file mainly discusses the battery tactics and durability of the group, it does comprise a few thrilling details about upcoming products.
One of the most notable news items to come out of Tesla recently is the teaser of three new vehicles in the “Batteries for Transportation” chapter. The automaker has alluded to a compact vehicle, which is widely believed to be the $25,000 entry-level car, as well as an entry in the commercial/passenger vans segment and a bus.
In the supplied record, Tesla outlines particulars regarding battery power and formulation concerning their current and future vehicles, such as the 3 exemplified.
Rumor has it that the petite version, assumed to be designated “Model 2” or possibly “Model Q”, is set to have a 53kWh battery bank with lithium iron phosphate (LFP) composition. Tesla declares that the lower power dispersion of this battery mode makes it appropriate for mundane-mileage vehicles while those requiring further distances must utilize higher power density fabrics (high nickel).
By utilizing high concentrations of nickel, Tesla means securing cathodes with minimal to no cobalt content. Nickel Manganese battery cells are either currently being produced or undergoing development both internally, from suppliers, and within research groups.
Tesla has forecasted that their compact electric vehicle, said to potentially be a miniaturised version of the Model Y, could attain a whopping 42 million sales. These would almost double up the projected figures for their bestselling line, the Model 3/Y. Though no period is given for when these sales are anticipated to take place.
Tesla is supposedly forecasting a yearly production rate of 4 million Model 2s, with Giga Berlin and Giga Shanghai each supplying a further 2 million units. It is said that the remaining two million will be produced at the newly inaugurated Gigafactory in Mexico.
Proceeding to the second fresh design, Tesla declares that the commuter/passenger van will necessitate a High Nickel battery pack with an output of 100 kWh. They envision this model has the opportunity for 10 million sales, making it the third most successful variant in Tesla’s collection after the small EV and the Model 3/Y.
It is possible that the industrial/transport van could be the groundwork of the robotic ride service Tesla has spoken so much of previously, or at least an offshoot.
Lastly, Tesla’s Master Plan Part 3 identifies a Bus with a 300-kWh LFP battery pack as having great sales potential: up to one million units.
A fascinating realization is the power storage stated for the Cybertruck- 100 kWh utilizing High Nickel constitution. This evidently isn’t extensive enough to allow a drive range of 500 miles; however, considering the amount of times Tesla has changed its opinion regarding the Cybertruck up until now, we can not state confidently that the 100-kWh pack is definite.
Certainly, it is likely that the battery packs showcased on each model are not the single most mini ones attainable.
Source: Tesla Master Plan Part 3