Michaelsully13
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Without needing to paint the cybertrucks will this save half a day of production?
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The speed up of the production line might actual be more of a cost savings than the paint itself.Without needing to paint the cybertrucks will this save half a day of production?
It would save a few hours of the body being hung on a rack to dry. Otherwise not a ton of active time on the assembly line. Maybe 10 minutes?Without needing to paint the cybertrucks will this save half a day of production?
Matt like, likes to say like, like a lot.The speed up of the production line might actual be more of a cost savings than the paint itself.
The cost of the paint and cost of painting is only a small part of cost saving of eliminating painting / paint-shop.
The biggest issue is that painting is a huge speed (time) bottleneck of the production line.
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Tesla Cybertruck Can Reach 50% Margins - CLIP
Sep 9, 2022
Farzad Mesbahi
guest speaker Matt Smith - Good Soil Investment Management
Matt (@8:53): I think it's important to note like I'm just going back to the 50% margin thing though like how can they even do that like that the elimination of a paint job is a really really big deal in the cost of goods sold ( COGS ). So my brother actually works for the company that does like paint filtration to automotive suppliers and so he's like familiar with that and it one it's like almost always the limiting factor to your production rate in your factory.
So like a couple years ago on one of the earnings calls Elon was talking about how annoyed he was that like the production rate was so slow. He's like if you think about like how fast these cars are coming off the line it's like granny and her walker could actually go faster than we're getting out new cars. He's like we should really be pumping them out (so fast) where we need to take into account the wind resistance of the parts going through the assembly line that should be the limiting factor.
Which is like that sounds aggressive right but I think he's got a point so like if you're eliminating like not only a huge like cost of the painting and the huge limiting factor in your production rate but just like a massive footprint for the paint facilities so that's like a huge elimination of costs that I think it's hard to like because there's gonna be more raw materials like the weight of the Cybertruck can be a lot heavier so the cost is gonna have to be made up on non-material components.
The hours can affect active time too.It would save a few hours of the body being hung on a rack to dry. Otherwise not a ton of active time on the assembly line. Maybe 10 minutes?
I think there will be some time invested in polishing/ buffing the steel to a consistent finish, otherwise it would probably look odd with markings from assembly.
They say that a Model Y, depending on the factory, comes off the line every 90 seconds. But it takes on the order of 10 hours to make. Saving 5 hours by not performing all those tasks will increase the production rate, yes, but once they start rolling off the line we probably won’t notice so much. It may speed up the production ramp, and would surely reduce down time.Without needing to paint the cybertrucks will this save half a day of production?
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Musk believes that by today’s standards, this procedure is just too slow, slower than your nan (grandmother) taking a leisurely stroll in the park actually.
“Some of the fastest car factories produce a car maybe every 25 seconds,” said the CEO of Tesla. “That sounds fast. But if you think of a five-meter long car, including gap, and a 4.5 meter car with a half meter gap or something, that’s only 0.2 meters per second ( 0.72 km/h ).
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“Why shouldn’t it at least be jogging speed?”
He asked rhetorically, “Companies should start caring about the aero drag in the factory, which that’s maybe around 20 miles or 30 miles an hour, or call it 30 kilometers an hour, 40 kilometers an hour … Stuff should be moving at that speed.”
Elon says fastest auto assembly lines today produce a car about every 25 seconds (about 0.72 km/h ) and Elon thinks that based on first principles, 20 km/h to 30 km/h should be achievable.They say that a Model Y, depending on the factory, comes off the line every 90 seconds. But it takes on the order of 10 hours to make. Saving 5 hours by not performing all those tasks will increase the production rate, yes, but once they start rolling off the line we probably won’t notice so much. It may speed up the production ramp, and would surely reduce down time.
The fastest production I saw was 54 seconds per vehicle (per line). Every single operation has to take place within the cycle time. In other words, everything from snapping the door panels into place to installing the glass roof to installing each wheel has to take less than the cycle time to complete. At GM, we had some double stations where we had 3 crews that spent double the cycle time with each vehicle installing, in one case, the cross-body wiring harness (there were 27 different harnesses of which each truck used one). Anyway, this double station gave the crew 108 seconds to finish their operation to keep up with the line that produced one vehicle every 54 seconds.Elon says fastest auto assembly lines today produce a car about every 25 seconds (about 0.72 km/h ) and Elon thinks that based on first principles, 20 km/h to 30 km/h should be achievable.
Every 90 seconds is about 3 times slower than the current fastest auto assembly lines and over 20 times slower than the minimum speed Elon wants to achieve. 20 times faster line speed would significantly lower costs.
I think to reach the speeds Elon wants painting bodies has got to go.
Body panels made from carbon fiber or other plastic type that has the color as part of the material will have to be used to reach those speeds.
You can fool 90% of the people 50% of the time if you fool me twiceNumbers are always difficult to understand.