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UBS Declares That "Tesla Has Won The Race And Leads The Championship" With EVs | CleanTechnica
UBS found that the motor in the Model 3 was likely “moderately more expensive” than the analysis team had estimated. Specifically, they found that a shift to silicone carbide in the inverter resulted in a 10% increase in semi content in the powertrain. All told, the UBS investigation found that a Standard Range Tesla Model 3 would likely have to be sold at a loss of $6,000 per vehicle based on what they knew at the time. (We have since learned from an Elon Musk email to employees that the car would cost Tesla approximately $38,000 to make, for a loss of $3,000.)

In other words, Tesla still has its work cut out for it to bring a $35,000 Model 3 to market. When Tesla surprised everyone with a Limited Edition Mid-Range (LEMR) Model 3 in October, Musk said that part of the reason the company was releasing the LEMR was that Tesla could do so and make money on it now versus waiting until around February for work on the Standard Range version to wrap up. The public purpose of doing so was to allow more early Model 3 reservation holders the chance to get a Model 3 and the full $7,500 EV tax credit before it is cut in half on January 1, 2019. There’s also speculation that Tesla needed to offer the lower-priced model in order to stimulate more demand before shifting deliveries to Europe, China, Japan, and beyond.
UBS also found that the Tesla Model 3 had been built with significantly less high-voltage wiring compared to the Chevy Bolt EV — 80% less wiring, to be exact. That’s largely a function of Tesla having learned from its previous vehicles and leveraging that expertise in designing the Model 3. Having already hit its cap of 200,000 vehicle deliveries in the US alone, Tesla is clearly the leader in electric vehicle design and manufacturing amongst American automakers.
UBS sees autonomous driving as a foundational item on the checklist for modern cars and found that Tesla is far ahead of the pack relative to its peers. The analysts found that the Model 3 has better connectivity and computing power — and, funny enough, that doesn’t even take into account Tesla’s third-generation of hardware (HW3), which Tesla designed completely in house.
Elektromobilität  Tesla  Model_3  UBS  Banken  Analyse  PROs 
december 2018 by snearch

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