HOT Next Gen Roadster what we know so far

garsh

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Is this actually playing out though? Hasn’t Ford shut down some plants because of part shortages?
 
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iChris93

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Yeah, that seems worse than Tesla’s maybe slowed production.
 
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JasonF

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Is this actually playing out though? Hasn’t Ford shut down some plants because of part shortages?

I believe legacy auto suppliers have a much higher production capacity, and will catch up much quicker. That's based on my understanding about how their parts chain works, though, so it could be I'm wrong, and the shortages for those parts will continue until they can add more manufacturing capacity (build more factories), and those shortages will also continue for 3-4 years.

Tesla, though, definitely will have to add more manufacturing capacity (build more factories) to catch up, since their existing capacity was barely able to keep up before the pandemic started. They just don't have the spare capacity to ramp up.
 

TrevP

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That’s why they built a factory in China (currently exporting some production to Europe) and are building 2 new massive factories in Berlin and Austin