Re:Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag
by hef19898 on Thursday April 25, 2019 @11:33AM
(#19749201)
True. Couple of things on that.
Yes, the existing supply chain is not geared towards EVs (which is serious problem in terms of chanel masters and such). Still the knowledge and tools and processes and people are there. Combine that with the fact that an EV is actually less complex an ICE powered car incumbents, I assume, should be able to switch easily (biggest issues being internal struggles keeping them from executing as a lot of powerful people in these companies have to loose a lot). Still, the basis is there as is the purchasing power and the aftermarket activities and such.
As far as Tesla is concerned, they have production hell and delivery hell. On top of that I suspect they have a kind of procurement hell as well with Panasonic as one the most important suppliers. Together that results in Supply Chain hell. So while Tesla's SC is geared towards EVs im not sure on the execution side.
Yes, the existing supply chain is not geared towards EVs (which is serious problem in terms of chanel masters and such). Still the knowledge and tools and processes and people are there. Combine that with the fact that an EV is actually less complex an ICE powered car incumbents, I assume, should be able to switch easily (biggest issues being internal struggles keeping them from executing as a lot of powerful people in these companies have to loose a lot). Still, the basis is there as is the purchasing power and the aftermarket activities and such.
As far as Tesla is concerned, they have production hell and delivery hell. On top of that I suspect they have a kind of procurement hell as well with Panasonic as one the most important suppliers. Together that results in Supply Chain hell. So while Tesla's SC is geared towards EVs im not sure on the execution side.
But this is just my outside point of view.