German automation talent powers Musk's battery move to Europe

德国自动化人才推动马斯克电池迁往欧洲

2019/11/14 14:00  路透社
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;)
爱德华·泰勒(Edward Taylor)著
路透法兰克福11月14日电--为了畅通去年加州特斯拉(Tesla Inc)工厂的瓶颈,埃隆·马斯克(Elon Musk)从德国运来六架新机器人和设备,以加快Model 3的电池生产。
现在,特斯拉首席执行官正试图直接利用德国的自动化生态系统,周二宣布,这家电动汽车制造商将在柏林附近建立一家欧洲汽车和电池工厂。
到目前为止,马斯克计划建立一个高度自动化的工厂,使特斯拉能够比更大的竞争对手更有效率地制造汽车,但他的计划失败了。其结果是,这家汽车制造商一直在努力实现生产目标,并遭到关键员工叛逃到竞争对手公司的打击。
新的德国工厂旨在帮助改变这一切。
周二晚些时候,马斯克在柏林举行的一个著名的德国汽车颁奖典礼上说:“每个人都知道德国的工程技术是非常出色的。你知道这是我们将Gigafactory欧洲公司设在德国的部分原因。”
宝马在莱比锡有一家工厂,在那里生产i3电动汽车,并将从中国当代安培科技有限公司(CATL)在埃尔福特的一家工厂采购电池。好的。
大众正在对茨维考的一家工厂进行改造,以生产33万辆电动汽车。德国工程巨头西门子公司(Siemens AG)上周表示,该公司与马斯克会面,讨论先进制造和汽车充电领域的项目。西门子在柏林拥有一个工业和技术中心。
德国汽车制造商和供应商正在利用德国设立的10亿欧元(约合11亿美元)的基金来增加电池电池的产量,并进一步得到政府资助的研究机构的帮助,以增加电池电池的开发技术。

生产目标
特斯拉尚未实现到2018年生产超过50万辆Model 3汽车的目标。这一目标是在2016年设定的,自那以来,特斯拉的生产大师、前奥迪生产专家彼得·霍霍尔丁格(Peter Hochholdinger)辞职加入了竞争对手Lucid。
特斯拉预计今年将交付36万至40万辆汽车,这一目标包括销售所有车型。
相比之下,大众品牌去年交付了624万辆汽车,并正在准备其全球生产网络,以期在2028年之前生产2200万辆电动汽车。
为了加快生产,特斯拉开始在帐篷里生产Model3,但加州制造的汽车经常达不到德国的质量标准。
今年8月,德国汽车租赁公司NextMove放弃了一份500万欧元(约合555万美元)的85辆特斯拉Model3电动汽车的订单,此前该公司就如何解决质量问题发生了争议。

自动化的潜力
虽然特斯拉选择了一个成本较高的地点,但电动汽车的自动化潜力更大,因为电动汽车的制造比内燃机汽车更简单。
一辆燃烧引擎汽车在发动机,排气系统和变速器中有1,400个部件。相比之下,根据荷兰国际集团(ING)的分析师,电动汽车的电池和电机只有200个组件。
Alix Partners的顾问在其“全球汽车展望”(Global Automotive Outlook)研究中表示,虽然制造内燃机平均需要3.5小时,平均变速箱需要2.7小时的组装时间,但一台电动马达仅需约1小时的组装时间。
Evercore ISI分析师Arndt Ellinghorst表示:“人员不是电动汽车生产的高成本因素.”
今天,最大的成本因素仍然是电池组,这相当于电动车成本的30%到50%。

质量VS规模
通过增加“德国制造”的质量,特斯拉可以显着提高其电动汽车的销售,这些汽车已经是一流的。
周二,特斯拉的Model 3被德国“Auto Bild”杂志授予“金色方向盘”奖,评审团成员罗宾·霍宁表示,Model 3击败了新的宝马3系列和奥迪A4,属于“中级和高级”类别。
大众首席执行官赫伯特·戴斯祝贺马斯克获奖。
他在颁奖典礼上说:“我想祝贺你。在德国有这么多比赛,这是一项伟大的成就。”“我感谢你的开拓性,谢谢你拉动我们,推动我们。埃隆是创新者。”(1美元=0.9074欧元)

/>路透社内幕-特斯拉选择德国作为第一家欧洲工厂

德国欢迎特斯拉在柏林的举措,以推动电动汽车的转变

英国退欧促使特斯拉选择柏林而不是英国建新工厂-
报告
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>
(爱德华·泰勒法兰克福,Joern Poltz报道
慕尼黑,简·施瓦茨在汉堡,伊洛娜·威森巴赫在
斯图加特
埃德·托宾和马修·刘易斯编辑)
((edward.taylor@thomsonrecrips.com;+49 69 7565 1187;)

免责声明:中文翻译由腾讯翻译君提供支持,富途对翻译信息的准确性或可靠性所造成的任何损失不承担任何责任。

风险提示:上文所示之作者或者嘉宾的观点,都有其特定立场,投资决策需建立在独立思考之上。富途将竭力但却不能保证以上内容之准确和可靠,亦不会承担因任何不准确或遗漏而引起的任何损失或损害。