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Discussion Starter #1
Elon Musk announced after Tesla's Q4 2020 earnings that Cybertruck production will be starting next year instead of this year.

Which means that GM should have a production advantage with the Hummer.


Recently, Tesla CEO Elon Musk warned that there will be challenges to bring the Cybertruck to production on time since it requires new manufacturing methods.

The CEO continues to set the stage for a potential delay in the timeline.

Yesterday, in a conference call following the release of Tesla’s Q4 2020 earnings, Musk said that if Tesla is “lucky,” they could do “a few deliveries” at the end of the year

If we get lucky, we’ll be able to do a few deliveries toward the end of this year, but I expect volume productions to begin in 2022.

The CEO commented on the status of bringing the vehicle to production:

We finished almost all of the Cybertruck engineering. So we’re no longer iterating at the design center level or design level. We’ve got the designs fixed. We will soon order the equipment necessary to make the Cybertruck work. We’re actually going to be using even bigger Tesla machines for the rear body of Cybertruck because we’ve got, obviously, it’s a bigger vehicle and you’ve got a long truck bed. So we’ll be using an 8,000-ton casting press for the rear body casting as opposed to 6,000-ton for Model Y.

Tesla has been ordering a lot of big casting machines lately and we recently reported on them taking delivery of one at Gigafactory Texas, where they plan to build the Cybertruck.
 

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Elon Musk announced after Tesla's Q4 2020 earnings that Cybertruck production will be starting next year instead of this year.

Which means that GM should have a production advantage with the Hummer.


Recently, Tesla CEO Elon Musk warned that there will be challenges to bring the Cybertruck to production on time since it requires new manufacturing methods.

The CEO continues to set the stage for a potential delay in the timeline.

Yesterday, in a conference call following the release of Tesla’s Q4 2020 earnings, Musk said that if Tesla is “lucky,” they could do “a few deliveries” at the end of the year

If we get lucky, we’ll be able to do a few deliveries toward the end of this year, but I expect volume productions to begin in 2022.

The CEO commented on the status of bringing the vehicle to production:

We finished almost all of the Cybertruck engineering. So we’re no longer iterating at the design center level or design level. We’ve got the designs fixed. We will soon order the equipment necessary to make the Cybertruck work. We’re actually going to be using even bigger Tesla machines for the rear body of Cybertruck because we’ve got, obviously, it’s a bigger vehicle and you’ve got a long truck bed. So we’ll be using an 8,000-ton casting press for the rear body casting as opposed to 6,000-ton for Model Y.

Tesla has been ordering a lot of big casting machines lately and we recently reported on them taking delivery of one at Gigafactory Texas, where they plan to build the Cybertruck.
Tesla has actually been guiding this since the last quarterly report. They just strengthened the language this qtr. GM and Rivian will likely be in production before Cybertruck.
 

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Tesla has actually been guiding this since the last quarterly report. They just strengthened the language this qtr. GM and Rivian will likely be in production before Cybertruck.
Rivian and GM should have a nice head start on Tesla. With this delay I wonder if Ford is going to beat them to production too with the electric F-150.
 

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Rivian and GM should have a nice head start on Tesla. With this delay I wonder if Ford is going to beat them to production too with the electric F-150.
I know nothing about Ford's plans. The prototypes I have seen, seem look like they just stuffed batteries into a regular F150 where they could and ran with it. I will wait until they show something official to judge them.
 

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FYI: Ford is not supposed to come out until June 2022 for the electric truck (at least according to some sources) - so I think it's Rivian, Hummer, Cybertruck and then Ford in order of anticipated production. Your chance of finding one "sitting on a lot" in 2022 is probably zero though given that Rivian has admitted they will be supply constrained, Hummer has sold out of Edition One, Cybertruck supposed has 600,000 orders or something like that and Ford will be pretty late in the year. Even Lordstown says they have 100.000 preorders! Sounds like manufacturers won't be able to catch up for a few years - if orders turn into sales!
 

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I have a fairly early Rivian order, 10137, and still have to wait until at least mid 2022 to get 400 mile range plus removable roof. That is why I also put in a Hummer reservation, but am wait listed for Edition 1. Rivian did a bait and switch on the longer range pack, and that has upset several reservation holders. All deliveries this year will be 300 mile range only.
 

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Discussion Starter #7
FYI: Ford is not supposed to come out until June 2022 for the electric truck (at least according to some sources) - so I think it's Rivian, Hummer, Cybertruck and then Ford in order of anticipated production. Your chance of finding one "sitting on a lot" in 2022 is probably zero though given that Rivian has admitted they will be supply constrained, Hummer has sold out of Edition One, Cybertruck supposed has 600,000 orders or something like that and Ford will be pretty late in the year. Even Lordstown says they have 100.000 preorders! Sounds like manufacturers won't be able to catch up for a few years - if orders turn into sales!
It's going to be interesting to see how GM, Rivian, Ford, and Tesla all navigate production given the global semiconductor shortage. GM seems to be good so far.

 

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It's going to be interesting to see how GM, Rivian, Ford, and Tesla all navigate production given the global semiconductor shortage. GM seems to be good so far.

True. I wonder how this affects Tesla as they claim to have a more advanced electronics system than anyone else - some say years ahead of others. Given that, I would think that they need the latest chip foundries to make their chips which then makes them compete with game systems and the latest phones. I understand that most car companies don't use the bleeding edge for their products, but even the tiniest/least complicated chip not being available could affect most OEM's ability to finish the car.

Long term most U.S. companies should be ok as both TSMC and Samsung are interested in investing billions in new fabs here, but that is still years away.
 

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It's going to be interesting to see how GM, Rivian, Ford, and Tesla all navigate production given the global semiconductor shortage. GM seems to be good so far.

True. I wonder how this affects Tesla as they claim to have a more advanced electronics system than anyone else - some say years ahead of others. Given that, I would think that they need the latest chip foundries to make their chips which then makes them compete with game systems and the latest phones. I understand that most car companies don't use the bleeding edge for their products, but even the tiniest/least complicated chip not being available could affect most OEM's ability to finish the car.

Long term most U.S. companies should be ok as both TSMC and Samsung are interested in investing billions in new fabs here, but that is still years away.
I do not think Tesla is affected, they use central processing for their systems, much different than traditional OEM who have many processors all over the car for different functions. To me, this is the genius of Tesla, 1 computer runs all the functions and is interchangeable between models. A typical new car from Audi might have 20 or more CPU's running different single functions.
 
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