share_log

German automation talent powers Musk's battery move to Europe

German automation talent powers Musk's battery move to Europe

德國自動化人才為馬斯克的電池遷移到歐洲提供
路透社 ·  2019/11/14 14:00

By Edward Taylor
   FRANKFURT, Nov 14 (Reuters) - To unclog bottlenecks last year at his Tesla Inc plant in California, Elon Musk flew in six planeloads of new robots and equipment from Germany to speed up battery production for its Model 3.
   Now the Tesla CEO is trying to tap that German automation ecosystem directly with Tuesday's announcement that the electric carmaker will build a European car and battery factory near Berlin.
   So far, Musk has failed in his plans to create a factory so highly automated that it allows Tesla to make cars more efficiently than much bigger rivals. As a result, the automaker has struggled to meet production goals and been hit with defections of key staff members to rival firms.
   The new German factory is designed to help change all that.
   "Everyone knows German engineering is outstanding for sure. You know that is part of the reason why we are locating Gigafactory Europe in Germany," Musk said at a prestigious German car awards ceremony in Berlin late on Tuesday.
   BMW has a factory in Leipzig, where it builds its i3 electric vehicle and it will source battery cells from a factory in Erfurt run by China's Contemporary Amperex Technology Ltd (CATL) . .
   VW is retooling a plant in Zwickau to build 330,000 electric cars and German engineering giant Siemens AG , which has an industrial and technology hub in Berlin, last week said it met with Musk to discuss projects in the area of advanced manufacturing and car charging.
   German carmakers and suppliers are tapping in to a 1 billion euro ($1.10 billion) fund set up by Germany to increase battery cell production and are further aided by a government-funded research facility to increase battery cell development know-how. 
  
   PRODUCTION GOAL
   Tesla has yet to meet its goal of building more than 500,000 Model 3 cars by 2018. That goal was set back in 2016 and since then Tesla's production guru, Peter Hochholdinger, a former Audi production expert, quit to joined rival Lucid.
   This year Tesla expects to deliver 360,000 to 400,000 cars, a target that includes selling all models.
   By contrast, the Volkswagen brand delivered 6.24 million cars last year and is readying its global production network to build 22 million electric cars by 2028.
   To ramp up manufacturing, Tesla started making its Model 3 in a tent, but the California-built cars often failed to meet German quality standards.
   In August, German car rental company Nextmove walked away from a 5 million-euro ($5.55 million) order for 85 Tesla Model 3 electric vehicles, following a dispute over how to fix quality issues.
  
   POTENTIAL FOR AUTOMATION
   Although Tesla has chosen a high-cost location, there is higher potential for automation with electric cars since they are less complex to build than combustion engined vehicles.
   A combustion engined car has 1,400 components in the motor, exhaust system and transmission. By contrast, an electric car’s battery and motor has only 200 components, according to analysts at ING.
   While the average combustion engine takes 3.5 hours to make, and the average transmission requires 2.7 hours of assembly, an electric motor takes only about 1 hour to assemble, consultants at Alix Partners said in their Global Automotive Outlook study.
   "Personnel is not a high cost factor in the production of electric cars," Evercore ISI analyst Arndt Ellinghorst said.
   Today the biggest cost factor is still battery packs, which amount to between 30% and 50% of the cost of an electric vehicle.
  
   QUALITY VS SCALE
   By adding the "Made in Germany" quality, Tesla could significantly boost sales of its electric cars, which are already class-leading.
   On Tuesday Tesla's Model 3 was awarded the "Golden Steering Wheel" by Germany's Auto Bild magazine, with jury member Robin Horning saying the Model 3 had beaten the new BMW 3 series and the Audi A4 in "mid and premium class" category.
   Volkswagen Chief Executive Herbert Diess congratulated Musk on winning the prize.
   "I want to congratulate you. With all this competition in Germany it is a great achievement," he said at the awards ceremony. "I thank you for pioneering, for pulling us and pushing us. Elon is the innovator."  ($1 = 0.9074 euro) 
  
/><^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Reuters Insider-Tesla picks Germany for first European factory

Germany welcomes Tesla's Berlin move as boost to e-car shift

Brexit drove Tesla to pick Berlin over Britain for new factory -
report
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>
(Reporting by Edward Taylor in Frankfurt, Joern Poltz in
Munich, Jan Schwartz in Hamburg and Ilona Wissenbach in
Stuttgart
Editing by Ed Tobin and Matthew Lewis)
((Edward.Taylor@thomsonreuters.com; +49 69 7565 1187;)

愛德華·泰勒著
路透法蘭克福11月14日電-為了解決去年特斯拉公司(Tesla Inc.)位於加利福尼亞州的工廠的瓶頸問題,埃隆·馬斯克從德國空運了六架新機器人和設備,以加快Model 3的電池生產。
現在,這位特斯拉首席執行官正試圖直接利用德國的自動化生態系統,週二宣佈,這家電動汽車製造商將在柏林附近建立一家歐洲汽車和電池工廠。
到目前為止,馬斯克創建一家高度自動化的工廠的計劃失敗了,這座工廠使特斯拉能夠比規模大得多的競爭對手更高效地製造汽車。因此,這家汽車製造商一直在努力實現生產目標,並受到關鍵員工叛逃到競爭對手公司的打擊。
新的德國工廠旨在幫助改變這一切。
週二晚些時候,馬斯克在柏林舉行的享有盛譽的德國汽車頒獎典禮上表示:每個人都知道德國的工程技術非常出色。你知道這是我們將GigaFactory Europe設在德國的部分原因。
寶馬在萊比錫有一家工廠,在那裏生產i3電動汽車,並將從埃爾福特的一家工廠採購電池,該工廠由中國的寧德時代有限公司(CATL)運營。。
大眾正在茨維考的一家工廠重新裝備,以生產33萬輛電動汽車,德國工程巨頭西門子股份公司上週表示,它與馬斯克會面,討論先進製造和汽車充電領域的項目。西門子在柏林擁有一個工業和科技中心。
德國汽車製造商和供應商正在利用德國設立的10億歐元(約合11.億美元)的基金來增加電池產量,並得到政府資助的研究設施的進一步幫助,以增加電池開發技術。

生產目標
特斯拉尚未實現到2018年生產超過50萬輛Model 3汽車的目標。這一目標設定在2016年,自那以後,特斯拉的生產大師、前奧迪生產專家彼得·霍奇霍爾丁格辭職加入了競爭對手Lucid。
今年,特斯拉預計將交付36萬至40萬輛汽車,這一目標包括銷售所有車型。
相比之下,大眾品牌去年交付了624萬輛汽車,並正在準備其全球生產網絡,到2028年生產2200萬輛電動汽車。
為了擴大生產,特斯拉開始在帳篷裏生產Model 3,但加州製造的汽車往往達不到德國的質量標準。
今年8月,德國汽車租賃公司NextMove放棄了一份價值500萬歐元(555萬美元)的85輛特斯拉Model 3電動汽車的訂單,原因是雙方就如何解決質量問題存在爭議。

自動化的潛力
儘管特斯拉選擇了一個高成本的地點,但電動汽車的自動化潛力更大,因為它們比內燃機汽車製造起來更簡單。
一輛內燃機汽車在發動機、排氣系統和變速器中有1400個部件。相比之下,根據荷蘭國際集團分析師的説法,電動汽車的電池和發動機只有200個部件。
Alix Partners的顧問在他們的全球汽車展望研究中表示,內燃機平均需要3.5小時製造,變速器平均需要2.7小時組裝,而電動馬達組裝只需要大約1小時。
Evercore ISI分析師Arndt Ellinghorst表示:“在電動汽車的生產中,人員不是一個高成本因素。”
今天,最大的成本因素仍然是電池組,佔電動汽車成本的30%到50%。

質量與規模
通過增加“德國製造”的品質,特斯拉可以顯著提振其電動汽車的銷售,而電動汽車已經處於行業領先地位。
本週二,特斯拉的Model 3被德國《汽車畫報》雜誌授予“金方向盤”,評審團成員羅賓·霍寧表示,Model 3擊敗了新款寶馬3系和奧迪A4,獲得了“中高檔”獎項。
大眾汽車首席執行官赫伯特·戴斯祝賀馬斯克獲獎。
他在頒獎典禮上説:“我想向你們表示祝賀。在德國舉辦這麼多比賽,這是一項偉大的成就。”“我感謝你們開拓進取,推動我們前進。埃隆是創新者。”(1美元=0.9074歐元)

/>Reuters Insider-特斯拉選擇德國作為第一家歐洲工廠

德國歡迎特斯拉在柏林的舉措,稱其為電動汽車轉型的助推器

英國退歐促使特斯拉選擇柏林而不是英國建設新工廠-
報告
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>
(Edward Taylor在法蘭克福報道,Joern Poltz在
慕尼黑,簡·施瓦茨在漢堡,伊洛娜·維森巴赫在
斯圖加特
編輯:Ed Tobin和Matthew Lewis)
(edward.taylor@thomsonreurs.com;+49 69 7565 1187;)

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論