鴻海有機會幫特斯拉造車嗎? - 特斯拉

By Agatha
at 2022-10-19T13:25
at 2022-10-19T13:25
Table of Contents
Twitter @Elonmusk:
https://bit.ly/3yR0Eag
劉董和特斯拉招手:
https://bit.ly/3S89asd
特斯拉目前造車都來自於超級工廠,
目前有5座:美州*3、上海*1、德國*1
如果委託鴻海造車,除了可以將低成本,也可拉高產能,進一步擴大市佔。
降低成本原因:
1.特斯拉超級工廠成本過高,以德廠為例,建廠費用就要100億美元(這還不含人事成本
)
2.鴻海OEM有材料垂直整合優勢,基本上車用零件40-50%由鴻海提供,直接壓低成本
3.時間成本,省去建和當地政府談判時間(行政、環評、人事),以德國超級工廠為例,
從19年宣佈蓋廠到22年啟用就花了三時間,這三年用來直接賣車就可賺多少?
而未來電動車的營利模式,很大一部份來自於車用軟體應用,所以市佔非常重要,而馬斯
克
有沒有可能最終採取OEM方式和鴻海合作?
這樣一來產地直接多了泰國、印度、印尼,
規避了和當地政府簽約、法規、購地、廠房、人事..等諸多問題和時間成本。
----
Sent from BePTT on my iPhone 13 mini
--
https://bit.ly/3yR0Eag
劉董和特斯拉招手:
https://bit.ly/3S89asd
特斯拉目前造車都來自於超級工廠,
目前有5座:美州*3、上海*1、德國*1
如果委託鴻海造車,除了可以將低成本,也可拉高產能,進一步擴大市佔。
降低成本原因:
1.特斯拉超級工廠成本過高,以德廠為例,建廠費用就要100億美元(這還不含人事成本
)
2.鴻海OEM有材料垂直整合優勢,基本上車用零件40-50%由鴻海提供,直接壓低成本
3.時間成本,省去建和當地政府談判時間(行政、環評、人事),以德國超級工廠為例,
從19年宣佈蓋廠到22年啟用就花了三時間,這三年用來直接賣車就可賺多少?
而未來電動車的營利模式,很大一部份來自於車用軟體應用,所以市佔非常重要,而馬斯
克
有沒有可能最終採取OEM方式和鴻海合作?
這樣一來產地直接多了泰國、印度、印尼,
規避了和當地政府簽約、法規、購地、廠房、人事..等諸多問題和時間成本。
----
Sent from BePTT on my iPhone 13 mini
--
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