tesla keizai society presentation handout

8/12/2019 Tesla Keizai Society Presentation Handout

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Copyright 2013 Tesla Motors, Inc.

Tesla MotorsKurt Kelty

Director, Supply Chain for PowertrainBatter Technolo


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LIGHTNINGCAR\MgmtPresentations\GS Prepared

Managment PresentationforTesla\Tesla_Management

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Tesla Roadster Sport

Zero-emissions electric powertrain

0-60mph acceleration: 3.7s

Quarter mile acceleration: 12.7s Driving range: 394km (EPA-defined test cycles)

Carbon fiber body, aluminum chassis

Full Federal Motor Vehicle Safety Standards (FMVSS) compliant

Tesla Roadster


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Tesla Motors1stVehicle

Focused ValueCreation

Lead theWay Forward

6

2400 shipped

4+ years & 34+ million customer miles Tesla Brand EV leadership, innovation & excellence

Proved EVs are a superior ownership experience

Proven performance, reliability, value & safety


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Performance0-60mph; 4.3 s(Performance)

Range 265 miles for 85 kWh

Starting Price for 60 kWh $62,400

Started Production June 2012


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Model SMost Awarded Car of 2013 10


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Model SBetter By Design

BatteryPack

Powertrain

611


7/21 Copyright 2013 Tesla Motors, Inc.

Innovative Interior

Maps

&Audio

Browser

VehicleControls

13

2x Interior Space 7 Passengers

Storage Up Front 17-inch Touchscreen

Upgradable Software

Remote Vehicle Monitoring

Customizable Instrument Cluster



5 million ft2/ 200+ acres

400,000+ unit historicalcapacity

$42MM purchase price

Equipment purchased atattractive prices

Assembly at 20,000vehicles on single shift

Body in White

Material Handling

Press Shop

Paint Shop

Plastics

Offices

Final Assembly

Planned Model S Facilities Future Programs

Tesla Factory

Fremont, CA

Fremont Facility: Expansion


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Body Center



Paint Center



Assembly Center



Quality Audit



Model XA New Vehicle Category

Falcon Wing Doors Deployed

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Working with Japanese Suppliers



Teslas Suppliers in Japan

Old Japan Companies major suppliers to the auto industry Panasonic

Denso

New Japan Companies

Less involvement to date, probably due to:

Lack of visibility of capabilities Speed that Tesla operates

Communication

Languages: Japanese staff at Tesla

Regular face to face visits

Engineer stationed in Japan

Video conferences:



What makes Japanese Suppliers Great Partners?

Understanding of the core technology Ask a questionget an answer

Extremely important for making improvements

Commitment are solid

delivery promises are kept

Quality control Very few problems

When problems occur huge effort to solve

Integrity



Challenges for Japanese suppliers

1. Speed!from concept to production takes too long

2. InefficienciesBureaucratic sales organizations, Elevator ladies

3. Risk AversionMore risk need to be taken in development and business, overreliance on trading companies, use of L/C

4. CostNeed to buy more subcomponents from non-Japanese suppliers


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tesla keizai society presentation handout

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