According to a report by Business Insider on November 27, Tesla... (The sentence is incomplete and lacks context. It's unclear what "Red Star Capital Bureau" refers to on November 29th.) Former global sales chief of the company, now a general manager at General Motors Board member Jon McNeill revealed that Tesla had learned valuable lessons by disassembling electric vehicles from Chinese manufacturers, and cited relevant examples.
According to reports, McNeil did not disclose which Chinese electric vehicles Tesla disassembled during his tenure, but he stated that he recently saw BYD , a top Chinese electric vehicle manufacturer, during a teardown conducted in conjunction with General Motors . This has elevated the technology of reusing parts to a new level.
The report states that McNeil worked at Tesla from 2015 to 2018. During his tenure, Tesla 's Model 3 was in the "production hell" phase of ramping up mass production, and teaser images of the Model Y had just been released. He recalled that Tesla had disassembled several Chinese electric vehicles and adopted similar practices in some models, including the reuse of parts, that is, using the same components as much as possible in different models.
He said this approach was later reflected in the Model 3 and Model Y.
The report mentioned that RJ Scaringe, CEO of another American electric vehicle company, Rivian, revealed that his company had disassembled a Chinese Xiaomi car. The company's Xiaomi SU7 model was praised for its "highly vertically integrated" technology platform.
Business Insider previously reported that Ford Motor Company... CEO Jim Farley also stated this month that he was deeply shocked after disassembling electric vehicles from Tesla and Chinese automakers. This "shocking" realization that these companies had far surpassed him prompted him to undertake a comprehensive overhaul of Ford Motor Company .
“Their vehicles offer far better value for money than I’ve seen in the West,” Farley said.
In this interview, Farley stated that when his team disassembled competitor electric vehicles, they discovered that these cars had over 1,000 meters less wiring than a previous Ford electric vehicle. This meant that these cars would not only be lighter than Ford's vehicles but also wouldn't require the more expensive batteries that Ford used. .
Farley stated that while wire length isn't a critical issue for gasoline-powered car production, it is crucial for electric vehicles because one of the main costs of electric vehicles is the battery , and longer and heavier wires mean a more expensive battery is needed.
"(So) we not only need a new department, but also a new way of corporate and business governance—because the two (gasoline cars and electric cars) are fundamentally different," Farley said.
Later, when discussing Ford's development prospects, Farley mentioned China again.
“In China, the world’s largest motor vehicle market, half of the cars are electric vehicles, half,” Farley exclaimed, adding that the Chinese government is fully supporting the development of electric vehicles.
Furthermore, according to a previous report by Red Star News, as early as 2023, UBS Group Analyst Patrick Hummel disassembled BYD's "Seal" and released a report stating that, relying on China's complete domestic industrial chain, BYD has a huge cost advantage compared to Western automakers such as Tesla, and that China's new energy vehicles... The automotive industry will bring about "disruptive" changes to the global market landscape.
(Article source: Red Star Capital Bureau)
