Model Y – 2022 is your year.
2022 is the year that the Model Y will become the car to own. Its anticipation for international deliveries has been growing as 2021 ended. There have been several items that point to the Model Y being the car that outsells them all.
USA
The Model Y has been for sale and delivered in the United States for over a year. By all reports, the vehicle has been nothing but a marvellous vehicle to drive. One of the greatest selling features is its ability to be an amazing family vehicle. The fact that it falls into the class of an SUV makes it unique.
With the imminent conclusion of the Berlin and Austin factories, the ramp of sales for Model Y will only increase in 2022.
Model Y will be the first vehicle to be produced out of these new factories.
Commission of these factories is due to occur in the coming weeks/ days which will allow the Model Y ramp to happen very quickly.
Model Y – Evolution
Tesla has made no secret of the fact that the Model Y will be the first vehicle to use the new 4680 Battery Cell.
In 2019 Tesla was granted a patent for the new battery structural pack.
Structural Battery Pack
This structural battery pack, inclusive of the 4680 cells, is a revolution. The first real innovation made on battery technology for many years.
New technology, with the introduction of the 4680 cells, helps to show that using first principles to help stagnant technologies move forward is still possible.
Tesla outlined at their battery day presentation several innovations inclusive of the new 4680 cells. These innovations when combined should improve the range, power and efficiency of the new Model Y. There are huge expectations for the use of these new battery cells.
Recently they updated the Model Y owners manual which referenced the Structural battery pack.
To rethink the battery, you also have to rethink the infrastructure that makes it function.
Demand
The Model Y’s importance to Tesla has never really been cemented till now.
The new factories of Giga Austin and Berlin will help this along when they start production of the Model Y
The introduction of these new vehicles to the Market will increase both supply and demand.
Currently, the Model Y is only for sale in the USA, China, and Europe inclusive of the UK. The introduction of the new factories will hopefully allow for greater sales across the globe.
Demand for Tesla vehicles is at an all-time high. This has been seen with timelines for deliveries growing significantly, not just with the Model Y, but with the whole Tesla Fleet.
Initially, the Model Y will be delivered to the already existing customers to hopefully improve the delivery timelines once the new factories get up to production speed.
Once they have achieved this there are a couple of questions that need to be asked.
- How long will the timeline be to catch up to demand that already exists?
- What territories are next?
- When is Australia ordering going to open?
- Most importantly, where is the next Giga/Tera Factory going to be located?
These questions are important as they help to give customers a better idea about what to expect. As demand grows people will want more information to reference and rely upon. Not everyone wants to wait months for a vehicle.
I have written about the average person wanting to be able to make a difference. People will struggle to choose the change if they must wait for an extended time. So, the answer to these questions is paramount.
Battery day and the future
As was outlined by Tesla over a year ago on their battery day, the introduction of the 4680 cells will be a game-changer for the production of the Tesla Vehicles starting with the Model Y.
The 4680 cells and the structural battery pack are to be introduced to the Model Y. This would explain the initial production out of Austin and Berlin of the Model Y as a priority.
As seen in the images below the comparison of the battery packs between 2170 battery cells and battery pack and the 4680 cells and structural battery pack are significantly different but are contained in the same space-occupying area.
We are yet to see what the introduction of the 4680 cells will do for this vehicle however it cannot be dismissed that the changes that are being made are looking towards a future of greater distance, more performance, better efficiencies, and reduction in the cost of vehicles.
Past verse Future
Panasonic Partnership
Tesla has made no secret of the fact that they will require large quantities of battery cells in the future. The partnerships they have been building for many years like the one with Panasonic will only help to strengthen the production and deliveries of these cells.
It will make sure that the production of both cells and Tesla vehicles will continue to progress even during the difficult times we see ourselves in currently.
Tesla has also shown, that with their own production of their 4680 cells they can be part of the Giga factories. Inclusion of the production of cells in the car production facilities would be a game changer.
Austin and Berlin are just the start of this realization and the fact that the Model Y is being produced as the first vehicle is no accident. Elon Musk has said many times that the Model Y is the car that will outsell all other Tesla’s. The fact that these vehicles are the first ones coming out of Berlin and Austin just reinforces this fact.
Model 3
An article recently published by the Tesmanian website highlighted that in Australia the Model 3 has become one of the best-selling vehicles across the board. This is incredible considering the Australian political landscape until recently has not been very supportive.
Australia has always been a progressive country, just look at the uptake of mobile devices. I believe once the market shifts to support Electric vehicles in a much more progressive way the people of Australia will make that transition very rapidly.
This is all good for the Model Y and why many of us from the Tesla community keep asking when we can order the Model Y in Australia and in New Zealand.
Hyundai
It is inevitable that car companies who are starting to double down on EV’s will shut down and transition their workforce towards the EV marketplace. Hyundai has done just this, and I don’t believe this will be the last time we hear of other companies doing the same.
The only concern would be if they laid off a lot of people. Transitioning people to work in a new field can be challenging but also exciting and can bring out some fresh and interesting ideas.
Tesla Mission
Tesla has always been driven by there mission to transition the world to sustainable energy. Elon himself has been alarmed at the changes that need to occur and the fact that the world is dragging its feet. It stands Tesla out amongst the other companies who say they are the competition. Tesla is driven by a greater vision than just selling cars, solar or batteries. They are driven to make the world better. Plain and simple.
The recent video they published as shared by the Tesla owners club outlines some of the achievements the company has achieved. Not only do they have a mission, but they continue to strive to meet this mission in everything they do.
Australia not far away
In the middle of last year, Hong Kong was given the opportunity to order and receive the Model Y. At the time we speculated what the price and features would be that Australia could expect. We had also hoped that the ordering for Australia to start soon.
But alas nothing happened. However, 2022 is the year of the Model Y. There is no doubt that the introduction of the new Giga factories will take the pressure off the current factories producing the Model y and could open the doors for orders in Australia and New Zealand to begin.
Regardless of what happens the Model y based upon the new structural battery pack, the 4680 battery cells, the multiple locations of manufacturing and the innovation that is yet to happen to improve these vehicles will make the Model Y not only the car for 2022 but also the car most wanted, most bought and most desired across the globe.
Not a bad place to be for Tesla at all.
Dave
