It's an interesting read, and goes into more details about the "machine that builds the machine" concept that Musk has talked about recently. It gave me more confidence that Tesla might achieve a real leap forward in terms of productivity.
Density of automation equipment is all well and good, but it comes at a price of being difficult to maintain. If a tool or a robot breaks in some way (and any FMEA will tell you about the myriad of ways that can happen) then people will need to get into the cell and fix it. If you need to remove a robot, gripper or fixture - well, that's going to be difficult if you've landlocked everything by packing the machinery in so densely.
Vision systems for handling are great idea, but they are a nightmare to set up and to keep clean, especially in a welding shop.
Robots that repair the looms of robots around them. Fantasy, and it will continue to be fantasy for a good while yet.
[1] https://www.bloomberg.com/news/articles/2017-02-09/tesla-emp...
Musk may have been inspired by this plant. http://www.businessinsider.com/tesla-factory-like-ford-plant...
[1] http://insideevs.com/wp-content/uploads/2013/03/tesla-info.j...
Which is why they tend to move to larger modular components. Things like seats arrive preassembled and simply need to be inspected and installed. Inspection can happen off the assembly floor and managed without disrupting production.
> You have to trust that the 3rd party supplier is meeting the required spec in manufacture and that the parts are damaged in transit.
You don't have to rely on 3rd parties to run an assembly plant. Your assembly plant can be fed by your own manufacturing facilities. But if you do rely on 3rd parties, it's definitely possible and companies like Apple do it with great success.
The quality of passenger cars is so, so much higher now than prior to the use of these methods. It seems like they've got the quality control processes taken care of to some extent.
Auto production lines usually produce about a car a minute. 500,000 cars a year is about two production lines running two shifts. In 2005, the NUMMI plant, which is where Tesla is now, produced 400,000 cars with 4,700 employees. Tesla is talking about reaching 9,300 employees. They do more than final assembly there, but still, that's a high headcount for an auto plant. Ford's Kentucky truck plant also produces about 400,000 units a year with about 4,500 employees.
[1] http://www.autonews.com/article/20160504/OEM02/160509943/2-t...