Lee, Tesla has been pulling lots of stuff in-house, specifically to
avoid supply chain issues, AND because generic parts waste time,
materials, and construction effort. It's massively reduced the number
of hoses, wires, brackets, and wasted space.
They also offer very few variations - specifically because of the added
costs.
On 10/17/2023 1:48 PM, Lee Hart via EV wrote:
It's going to be incredibly difficult to find *real* numbers.
For one thing, carmakers outsource the production of a great many
components and subassemblies. There will be no way to account for the
labor the subcontractors put into these assemblies.
For another, all cars (EVs and ICEs alike) are getting increasingly
more complex, and offered in a bewildering number of styles and
options. The newer the vehicle, the more complicated it is. That's
bound to increase labor per vehicle as well.
Yet another is that the legacy carmakers have had decades to optimize
their automation for producing common parts for their ICEs to get
their labor content down. This hasn't happened yet for EV parts.
If a carmaker chooses to make his own batteries (or tires, or wiring
harnesses, etc.), his labor cost is going to go up. But he may do it
anyway, because he can't find a reliable subcontractor, or because the
total cost of doing it himself (parts and labor) is still cheaper than
the low bidder's price.
Lee
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