Under the guidance of elon musk and his enterprise matrix, the new energy industry is booming all over the world.
All this originated from the first chapter of the Secret Grand Plan released by Musk in 2006, and many extraordinary ideas were later realized.
More than ten years later, on March 2, 2023 (Beijing time), elon musk released the third chapter of "Secret Grand Plan", which brought more wonderful plans, and the future of new energy has jumped to the page.
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What exactly does the third chapter of "The Secret Master Plan" say?
At this investor conference, elon musk officially released the third chapter of the Secret Grand Plan, which is very, very rich in content.
However, the secret grand plan is a plan for new energy in the future.
In this plan, elon musk described the cycle of using new energy in the future, from the choice of sustainable energy, to the storage of energy, to the manufacture of electric vehicles and robots.
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The Road Choice of Sustainable Energy
What is certain is that electric energy will be the mainstream in the future.
But where does electricity come from to be sustainable?
At present, the main power sources in the world are thermal power, wind power, hydropower and nuclear power.
Elon musk's answer is: wind and solar energy!
"If by 2030, the installed capacity of wind power and solar power generation will increase by three times compared with 2022, the output of power and energy storage batteries will increase by 29 times, and the output of electric vehicles will increase by 1 1 times, then by 2050, the earth's energy will be sustainable 100%."
Tesla will release a white paper, pointing out a clear path for the earth to use sustainable energy. In the future, Tesla will even provide sustainable fuel for airplanes and ships.
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Energy storage plan
Having solved the source of energy, the next step is to store energy.
In the era of fossil fuels such as gasoline or diesel, a very mature industrial chain and storage mode have been formed.
Solving the problem of electric energy storage, just like building a gas station, can realize the large-scale commercial operation of electric energy, thus realizing the closed loop of clean energy use.
Elon musk proposes to invest 10 trillion US dollars, and realize energy storage scale of 240TWH and renewable power scale of 30TW in the future.
Please note that the units of these figures are astronomical figures.
Other key points are that Tesla's demand for large-capacity battery energy storage is huge, and the compound annual growth rate of related businesses has reached 60%. The next generation of permanent magnet motors will not use rare earth materials at all.
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Planning and Reform of Electric Vehicles
Since the huge power supply is planned, it needs huge demand to digest.
Tesla not only calculated the future demand of electric vehicles according to the energy planning, but also upgraded the production and manufacturing of electric vehicles in all directions.
The 85 million electric vehicle fleet is Tesla's goal, and they also hope that all cars in the future will be driven by pure electricity and be self-driving.
Moreover, the manufacturing method of the next generation of electric vehicles will usher in subversive changes, and the body will be simplified from hundreds of parts to several integral die-casting blocks.
With the rapid development of production efficiency, the assembly cost can be reduced by 50%, and the vehicle cost will be greatly reduced.
By the end of 2022, the cost per vehicle of Model 3 has been reduced by 30%, and it can be reduced in the future.
In addition, the electric pickup Cyberpunk Cybertruck will be launched this year, and Tesla will use 48V in all low-voltage parts of electric vehicles in the future.
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What other noteworthy information is there?
Optimus, a humanoid robot, is a new business that Elon Musk is very optimistic about. He even thinks that the robot business may surpass cars in the future.
The latest version of Optimus Prime has been able to complete relatively fine movements, and even Optimus Prime can make robots.
Another message is that Tesla charging piles will be gradually opened to all electric vehicles in the future.
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Where are consumers most concerned about?
You have to sigh the whole press conference, Elon? Musk is indeed a great entrepreneur.
Because the height and pattern of his thinking far exceeds that of ordinary automobile manufacturers, he has no ambition to earn 100 million yuan first, nor has he calculated to sell nipple music through high-tech algorithms. How does the earth move towards the road of completely renewable energy? What Musk wants to achieve.
Energy and energy storage are far away from ordinary consumers. What they are most concerned about is actually the electric car that is closely related to life.
Unfortunately, there was not much news about the legendary Model Q at this conference. We can only make a bold guess through Tesla's subversive manufacturing model: new cars will definitely be cheaper.
After all, the new Model 3 car is close to 200,000, and the Model Q positioning is lower. There is no reason to be expensive. Just wait patiently.
Another regret is that hardware 4.0 did not appear, only revealed that the new system will have more than 7000 parts, using liquid cooling to dissipate heat.
In the future, Tesla will develop itself in all directions, and even go deep into the design software and simulation software of motor electronic control equipment.
Therefore, Tesla will have more and more advantages in software in the future. Perhaps, hardware 4.0 will be launched simultaneously on the release date of Model Q.
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What inspiration did the congress bring us?
On June 5438+ 10, Tesla reduced its price, which violently shook the new energy market in China.
Why does Tesla say it will fall when it falls?
In fact, the objective reason is very simple, because Tesla sales are not as good as expected.
But don't forget, the essential reason for the price reduction is that the gross profit margin of Tesla bicycles is close to 30%, which is six or seven times more than that of traditional manufacturers. This is profiteering.
In addition to being a leading intelligent software and hardware company, Tesla's other core competitiveness is its superior manufacturing capability and its derived ultra-low cost.
For example, Tesla creatively applied integral casting. After Y-die casting, the number of floor parts is reduced from 70 to 1~2, and the manufacturing time is shortened from 1-2 hours to 45 seconds -2 minutes.
In addition, 4680 CTC technology integrates the battery pack into the joint between the car body and the seat, which reduces the vehicle weight by 10%, increases the cruising range by 14%, reduces the number of parts by 370, and reduces the unit cost by 7%.
Manufacturing, low cost, this is the most familiar word in China manufacturing industry.
It is hard to imagine that the "pioneer of new energy vehicles" is actually low-cost.
At the beginning of the development of China's automobile industry, independent brands mainly depended on low cost to survive in the cracks, and the production line and labor force were very cheap.
Up to now, we have a world-class factory, a world-class machine tool, and even a black light factory that only needs a little manpower and can run 24 hours with only machines.
However, no one ever wants to simplify body parts, reconstruct production mode and reduce costs on a large scale through technology rather than cheap labor. This is the power of Tesla.
At this press conference, Tesla said: The assembly method of the first generation electric vehicle platform can improve the operating efficiency by 44% and the space-time efficiency by 30%, and the ultimate goal is to build a car in 45 seconds.
Concluding remarks
Judging from the number of brands, production and sales, China's new energy vehicles are indeed ahead. But looking back at all kinds of hoops at our new energy vehicle launch conference, it is a bit funny in front of Tesla.
Everyone uses the batteries of contemporary Amperex Technology Co., Ltd., 8 155 chips, big refrigerators and big color TVs. Of course, this practice also has certain market significance, but it is mostly low-level involution, which is difficult to bring about a particularly revolutionary breakthrough.
On the other hand, Tesla has truly looked up at the starry sky and kept his feet on the ground.
This article comes from a promise author. Journey to the west, and the copyright belongs to the author. Please contact the author for any form of reprint. The content only represents the author's point of view and has nothing to do with the car reform.