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Why Tesla Model Y 3rd Series is the key to becoming the world's best-selling vehicle



15th March 2019 by Paul Fosse



  Tesla Model Y

At the Tesla Model Y event, I was focused on two things. First, that it is not difficult to manufacture. Second, that it has 3 rows of seats.

Easy to Build

To be easy to manufacture, Tesla did not have to implement any of the hard-to-process features, such as the Model X Falcon gull-wing doors. Not a lot needs to be said about that. From the view of the car and driving in the car it is obvious that it is very, very similar to the model 3 (which I own). The battery and engines are probably the same, the steering wheel and the 15-inch screen and software seem to be the same (with minor changes). The radio and climate control seems to be identical. The autopilot hardware seems to be the same.

During the test drives, I was told that the front 5 seats were the same as the model 3, with different mounting parts used to lift the seats. Even parts that differ significantly, such as the front fenders and doors (since the dimensions are different), look the same for the occasional viewer.

Earlier call found that model Y and model share 3 ~ 76%. their parts. It seems that the 24% of the parts that are unique to the Model Y are not very different. For example, the doors differ significantly in size, but they do not differ in style. This significantly reduces the chance that the Model Y will send the company into the production hell. It also means that it is very likely that Tesla can make the two cars on the same production line, if they choose. In this way, they could easily respond to changes in relative demand between Model 3 and Model Y. In the US, they might have separate production lines just because Tesla Fremont's factory is probably out of production space, but in China and China. Tesla will be able to decide on future gigafactors, parts of the production line or possibly the entire production line to share.

Why did Tesla have 3 rows of seats?

Photo from Wikipedia

Why do I have 3 rows? Sitting for the Model Y is so important? Take a look at all the other vehicle manufacturers that Tesla competes with. Ford, GM, Toyota, Honda, Nissan, BMW, Mercedes-Benz, Lexus and Volkswagen. How many different vehicle models are made by each of them when you include their US, European factories and Asian and Latin American operations? I would guess that the larger companies (like the ones mentioned above) produce nearly 100 different car models and the smaller brands luxury brands like Lexus and BMW at least 20 or 30 different cars and SUVs.

Only Tesla now makes 4 car models (and does not make the model Y of course yet), and will add the pickup and the roadster in a few years after the commercial release of the Model Y. The company will also add a smaller, cheaper car or a crossover a few years later if everything goes as planned. In the next 3 or 4 years, Tesla will have about 7 models.

Elon recently stated in a podcast with ARK Invest that he estimates that they will build about one million cars in 2021 (the S, 3, X, Y.) and Roadster should be in full production) and in the year 2023 about 3 million vehicles per year (the pickup and maybe a cheaper car should be in production). Tesla wants to become one of the largest vehicle manufacturers in the world, but it is obvious that no other 95 vehicles will be designed in the next year or two. Every vehicle that Tesla develops has to serve a broad market. It appears that Tesla has committed to 4 major versions of Models 3 and Y.

  1. Value model with competitive range
  2. Long range model with industry-leading range and better performance
  3. Four-wheel drive model with even better performance
  4. Performance model with stunning performance at a reasonable price

Comparison of the Tesla model Y with the SUVs from Toyota and Lexus

Screenshot from Toyota.com

The Model Y value model is competitive with the -HR and RAV4. The Long Range and AWD models will be competitive with the Highlander and the 4Runner. It's just too small to compete with the Sequoia or Land Cruiser. Toyota does not have an SUV that is competitive with the Model Y Performance. With the announced versions of the model Y, Tesla competes very well with all versions of the four Toyota vehicles.

Screen Capture by Lexus.com [19659012] Comparing the Model Y with the Lexus Series aligns the value model with the UX and NX. The Long Range and AWD models will compete with the RX and GX. Once again Lexus has nothing that can compete with the Model Y performance from afar.

This example thus shows that Tesla with 3 versions of a single vehicle (based on an existing model) Tesla for various SUVs from Toyota and 4 different types covers Lexus SUVs and also produced a performance model that is about twice the acceleration of one of the Toyota – and Lexus SUVs, so that the many performance cars of the two brands are severely restricted.

You can see how Tesla saves a lot of money I've designed so many different cars – one car is incredibly good and then it competes with hundreds of other cars.

Why consumers want 3 rows of seats

I have 3 kids (my youngest is 19) and many other parents with 2 or 3 kids. Why do you need room for 7 people when a 5-seater can cover the whole family? Two answers are obvious to me.

First of all, so that my children do not kill each other. When I transported my three children on a longer journey, they became grumpy. I put one on the front seat, one in the second row and one in the third row. With each child in a different row, they fought much less.

The second reason is to transport many children to school or sport or whatever in a carpool. Most families have two working parents, and if a parent brings 6 children to school by car, that's a very good thing. I helped organize a lot of carpooling and we loved parents who had cars that could hold more children. I did some carpooling on my Nissan Leaf, but sometimes we had to send two cars to pick up all the kids we needed back home. When we used our Honda Odyssey with 8 seats, we could always bring all the children in the car without having to send two cars.

Model Y 3rd Series

Screenshot by Tesla Reveal Video from Tesla.com

Photo from my test drive with Model Y

Photo from my test drive with Model Y. You can see that as the seats the 2nd row are set, between the 2nd row and the 3rd row only about 2 inches of space is available. The driver said that the adjustment mechanism for the 2nd row seats had been deactivated.

They did not let us ride in the 3rd row at the unveiling event, but I took a quick look at it and it's pretty small. I'd say it should be competitive with other mid-size SUVs like the Toyota Highlander, but not nearly as comfortable as big SUVs like the Sequoia or the 3rd row of a minivan.

I had the opportunity to speak to Franz von Holzhausen about the 3rd row. I told him that I feel that this is an important feature of the Model Y's success. I asked him two specific questions about the seats. I asked if the second row was adjustable so people in the third row could have more room (I wanted to confirm what I had heard from the Model Y driver). I also asked if he had designed them so they could keep child seats. The answer was yes to both questions. Although I would have liked more details, Franz was very busy and I am grateful that he had time for these two questions. He probably had to be careful about what he said.

Conclusion

I am glad that my two biggest worries were resolved in the revelation. If Model Y had been a radical departure from Model 3, it would be another project of the Bet the Company project. I am confident that it is easy enough that Elon can delegate a little more responsibility and not feel the need to participate in the introduction of the car. I think Elon's input is valuable, but he takes a heavy toll on his life, and he can not work 120 hours a week without a lot of bad things happening.

The Model Y could be a great success without the 3rd row seating, but it would have left a huge gap between people who needed more seating but could never afford the Model X. Tesla would leave millions of potential sales on the table for many years until they could develop a vehicle between the Model Y and the Model X. Model X. The space you can create in such a small transition is a testament to the wisdom to design an electric car to be electric from day one and not to attempt to insert an electric drive train into a vehicle designed for a gas or diesel powertrain. 19659008] A few days ago I was looking for the best-selling vehicles in the world and it looks like it's driving between the Toyota Corolla and the Ford F-150 at about a million vehicles a year. With Tesla's ability to compete with hundreds of other crossovers on all world markets, and Tesla's plans to expand Gigafactory 1 and 3 to produce about a million cars a year, Tesla seems to have the opportunity to model Y. to make a world-wide sale of cars, at least up to their cheaper "Model 2", which addresses an even larger target market […]


Tags: Tesla, Tesla Model Y, Tesla Model Y Seats


About the Author

Paul Fosse I have been a software engineer for over 30 years and have first worked on EDI software and just recently started developing data warehouse systems in the telecommunications and healthcare industries. Incidentally, I also had the opportunity to start a software consulting firm and to manage the portfolio for multiple investment trusts. In 2010, I was interested in electric cars because gas became expensive. In 2015, I started reading CleanTechnica and was interested in Solar, mainly because my oil and gas investments in my investment trusts were a threat. Tesla investor. Tesla reference code: https://ts.la/paul92237[19659045((((sid){varjsfjs=dgetElementsByTagName(s)[0]; if (d.getElementById (id)) return; js = d.createElement (s); js.id = id; js.src = "http://connect.facebook.net/en_US/all.js#xfbml=1"; fjs.parentNode.insertBefore (js, fjs);} (Document, & # 39; script & # 39 ;, & # 39; facebook-jssdk & # 39;)))
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