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< Cybertruck: A Glimpse into Tesla's Future Platform >
1. The Arrival of the Tesla Cybertruck
- Tesla officially launched the Cybertruck in November, commencing deliveries.
- The pickup truck market, drawing attention globally including in Korea, is targeted, particularly for high market share in the US.
- A crucial strategic model competing with the Ford F-Series to capture the pickup market.
2. Unique Design Choices
- External Steel Plate: Adoption of stainless steel plates with high strength and durability. Rust-proof, eliminating the need for painting.
- Angular Exterior: Due to processing difficulties with steel plates, the design is simple and angular instead of complex curved lines.
- Exoskeleton Structure: The external steel plate forms the main frame of the vehicle, streamlining internal components and optimizing space.
3. Key Features of the Cybertruck
- Performance and Specs:
- Maximum vehicle weight of 3.5 tons, 0-100 km/h acceleration in under 3 seconds.
- Maximum towing capacity of 6.35 tons, with a payload capacity of over 1 ton.
- Durability:
- External steel plates highly resistant to bullets and impact, with excellent ballistic performance.
- Superior shock absorption compared to regular vehicles, providing stable driving.
- Energy Efficiency:
- Elimination of the painting process significantly reduces energy consumption in manufacturing.
4. The Future Platform Implied by the Cybertruck
- Revolution in Production Process: Eliminating energy- and cost-intensive painting and curved press processing from traditional car manufacturing.
- Cost Reduction: Strengthening cost competitiveness in mass production through these production process innovations.
- Easing Entry Barriers for EVs: Opening the possibility of producing cheaper electric vehicles, creating a new strategy for Tesla to compete with BYD.
5. Comparing BYD and the Cybertruck
- Highlighting the importance of affordable and practical EVs like those made by BYD.
- If the Cybertruck applies low-cost platform technology, it could compete with BYD on an equal footing.
- The idea for half-price EVs, and the Gen 3 platform, likely stem from the process innovation ideas of this Cybertruck.
Shadows in the Chinese EV Market
- Market Oversaturation: Approximately 70 electric vehicle manufacturers are competing in China. A recession in 2024 could lead to a shake-out of weaker manufacturers.
- BYD's Lead: BYD is creating a formidable dominance both globally and within China based on price competitiveness and electrification technology.
- Battle for Technological Dominance: BYD secures price competitiveness through internal technology like lithium iron phosphate batteries and vertical integration.
The Key: Price Innovation and Cost Reduction
- BYD’s greatest strength is the ideal balance of price and performance.
- Through the Cybertruck, Tesla is trying to establish competitiveness in the half-price EV market by removing painting and other traditional cost drivers.
< Summary >
The Tesla Cybertruck uses a stainless steel exoskeleton structure to eliminate the painting process and implement innovative production efficiencies. This reduces costs and demonstrates the possibility of half-price EVs and a Gen 3 platform in the global EV market, hinting at Tesla's future strategy to compete with cost-competitive rivals like BYD. China's EV industry is showing rapid growth but is also overcrowded, with a likely restructuring towards top-tier companies.
- Crafted by Billy Yang
- [Related Articles at Next-Korea.com]
- BYD Electric Vehicles vs. Tesla: The Next-Generation Hegemony War
- Tesla's Secret Half-Price Electric Vehicle Project
*YouTube Source: [이효석아카데미]
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