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Elon Musk says 'we dug our own grave' with the Cybertruck as he warns Tesla faces enormous production challenges
(www.businessinsider.com)
this post was submitted on 20 Oct 2023
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In telecommunications at least, -48V is the standard. It will still be a massive issue but not impossible for suppliers to adapt (with delays). The biggest problem I see is the high cost associated with such low demand, unless more manufacturers start switching over.
AFAIK Tesla is the first mass auto manufacturer going 100% 48v.
Others have a hybrid approach
As another person said though, that also means it's going to be higher cost to start.
It's going to hurt by cost, and supply chain hiccups, but overall it'll be better for everyone. Not sure how long a complete automotive transition will take though
That will be a big issue. I think the entire industry will switch, but it's not going to be immediate.
Once the CT is fully ramped, they'll probably start to see some of those costs come down a little, but 250k a year pales in comparison to the whole industry using something.
Teslas Gen 3 platform will add to that scale and help too, but it'll still be smaller than the industry.