Tesla Semi Update / Toyota's Absurd EV Claims / Stellantis Considering NACS ⚡️
发布时间 2023-06-13 21:10:17 来源
摘要
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00:00 - New Camera Views
1:01 - Other Updates
1:23 - Channel Announcement
2:11 - HW4 and Radar Pictures
2:52 - Tesla Semi Update
5:10 - Tesla China Sales
6:13 - Model Y Best Selling SUV
6:51 - Tesla FSD in China
7:54 - Berlin Producing All Colors
8:07 - Martin Viecha Fighting FUD
8:54 - 2024 Polestar 2
9:42 - The Toyota Cover Up
12:32 - Stellantis Considering NACS
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#TeslaSemi #Toyota #Stellantis
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But now today after the update we've got camera cabin and main camera which is Ford. Then we go to wide so this is using the sort of the camera right at the top here. And then we go to narrow. So each one of those cameras which we've never been able to see before. Then the left door pillar. So that's the B pillar out of there. The left fender which is the repeater camera the right camera which is at this side and. Then the right fender so the right repeater seeing backwards and then of course the review so that's something to be new in this release.
现在更新了之后，我们有了摄像头车舱和主摄像头，它是福特的。然后我们切换到宽角镜头，使用在这里顶部的相机。然后我们切换到窄角。所以每一个这些摄像头我们以前从来没有看过。接下来是左前柱，也就是B柱，左边翼子板，这是重复器相机，右边的相机在这边，然后是右侧翼子板，所以右侧相机可以看到后面，当然还有回顾，这是这个版本中的新功能。
Welcome to electrified. It's your host Dylan Loomis. Quick shout out to my newest patrons Jonathan Z Sean L and Bracken F. Thank you for choosing to support the channel. As far as I can tell right now, it looks like with the new software update in the camera previews, you cannot actually preview these while in motion. But I would not be surprised if that feature comes in the future. Also with this software update, along with the service mode changes, we already talked about Tesla has brought back the trip duration in terms of minutes when it comes to the odometer and Tesla Europe shared this video saying you can now adjust the screen layout with one tap in the model s and x. Pretty nice and also at least in this case looking pretty snappy.
欢迎来到Electrified。我是您的主持Dylan Loomis。先快速感谢我的最新赞助人Jonathan Z、Sean L和Bracken F。感谢您选择支持本频道。目前来看，在相机预览中，软件更新后您无法在运动中预览。但如果这个功能在未来推出，我也不会感到惊讶。此外，随着这个软件更新以及服务模式的改变，我们已经谈到了特斯拉将行驶时间（以分钟为单位）列入里程表，特斯拉欧洲则分享了这个视频，称您现在可以通过简单的点击在Model S和X中调整屏幕布局。非常棒，而且从这个例子中可以看出，效果不错。
So apparently I should be taking more days off because the last two times I had to do so, we got the Ford Nax announcement and this time around we get the GM Nax announcement. Now there are so many implications and things to think about here. I've been thinking about this now the past few weeks. I'm going to start doing more deep dive videos on the topics that deserve it that will be released on the weekends. So maybe think about throwing on the notifications for when those start to come out and in the comments today let me know what topics you would like to see a deep dive research based video on and like the ones that you're interested so I can get a sense of what you guys are into. I love the news during the week. Nothing will change there. But I do miss doing the deeper dive videos where this channel actually began. So keep an eye out for those on the weekend.
显然，我应该休息更多的日子，因为最近两次我不得不这样做时，我们收到了福特纳克斯的公告，这次我们收到了通用纳克斯的公告。现在有很多涉及和需要考虑的事情。我已经考虑了几个星期了。我将开始制作更多研究深度的视频，这些视频将在周末发布。因此，请考虑打开通知以了解它们何时开始发布，并在今天的评论中让我知道您想在深度研究的哪些主题上看到视频，如果你感兴趣的话，请给它们点赞，这样我就能了解你们喜欢的东西。我喜欢每周的新闻。那里不会有任何变化。但我确实想念深入探讨视频的制作，这也是本频道的开端。因此，请密切关注周末发布的视频。
This one isn't news. We've known now that the model s and x are being delivered with pestle is new hardware for chip and the new project Phoenix HD radar as well. We also heard that some model wise also had the new hardware for but that that is not going to be in all Model wise at least for a few months presumably due to camera shortages that go with the new hardware for but in case Some of you were doubting that Tesla was actually bringing back an HD radar here are some pictures to prove they have and yes this would be news if we were being told that the hardware for model wise did have this radar. But so far that is not the case. It's still just the model s and x with the new HD radar.
这并不是新闻。我们现在已经知道Model S和X正在使用新的硬件芯片和新项目Phoenix HD雷达进行交付。我们还听说一些Model 3也配备了新的硬件，但这至少在未来几个月内不会在所有Model 3上使用，可能是与新硬件相配的相机短缺造成的，但如果有些人怀疑特斯拉是否真的会推出HD雷达，那么这里有一些图片证明了他们已经推出了，如果我们被告知Model 3的硬件也带有这种雷达，那将会是新闻。但是到目前为止，仍然只有Model S和X配备了新的HD雷达。
Elon is speaking at an energy event in Austin today and we get word that he said he doesn't see higher volume production for the semi until late 2024 reason being battery supply constraints, which is perfect timing because just last week what did we say back when we got that other blurb that Tesla execs were saying they are no longer battery supply constrained. I just reminded everybody that does not mean that's going to stay the case into perpetuity and a few days later Here we are. Elon also called on the nation's largest energy providers to invest in more power generation forecasting electricity demand would triple by around 2045 saying the future is not like the past the future is a massive increase in electricity demand and it's going to take everything that we've got just to keep up with it.
今天艾隆将在奥斯汀的一场能源活动上发言，我们获悉他说半挂车的高产量生产要到2024年底才能实现，原因是电池供应限制。恰好上周，特斯拉高管表示他们不再面临电池供应限制，但我提醒大家这并不意味着这种情况会永远持续，几天后的今天就发生了这种情况。艾隆还呼吁全国最大的能源供应商投资更多的电力发电，预计电力需求到2045年将增长三倍，未来不同于过去，未来将会出现电力需求的大幅增长，我们需要尽力满足需求。
So of course, it's pretty vague wording here. They're not talking about volume production like they do with a cars, which is a 5,000 unit per week mark. That's because back on the q3 call last year Elon said we're tentatively aiming for 50,000 units in 2024 for the Tesla semi in north america 5,000 units per week is roughly 250,000 units per year. So the way I would interpret this for now Tesla semi production most likely staying in the single digits per week for the foreseeable future.
当然，这些措辞还是比较含糊的。他们并未像对待汽车那样提到量产，汽车的量产标准是每周5,000辆。这是因为去年Q3电话会议上，埃隆表示，我们初步计划在2024年在北美生产50,000辆特斯拉半挂车。每周5,000辆大约是每年25万辆。所以目前我对此的理解是，特斯拉半挂车的生产在可预见的未来很可能仍然保持单个数字每周的规模。
Honestly though, I'm not that surprised. We're still waiting on the gig in Nevada expansion which is mainly for Tesla semi production and increased to 4680 production. That of course is not done yet and we haven't really had any updates since the actual announcement. We know the legacy or megapack one production that was taking place at gig in Nevada is now done. So they are presumably underway shifting things over to semi production, but no updates.
老实说，我并不感到太惊讶。我们仍在等待内华达州工厂的扩建，主要是为了特斯拉半挂车的生产和增加4680电池的生产。当然，这项工作还没有完成，自声明以来我们并没有收到任何更新。我们知道在内华达州工厂正在进行的传统或巨型电池组生产现在已经完成。所以他们可能正在转向半挂车生产，但我们没有得到任何更新。
To find a silver lining, this of course will give Tesla more time to work on the product continue to iterate it before it actually reaches more volume production.
寻找一线希望，这当然会给特斯拉更多的时间，以便在其达到更大规模的生产之前，继续进行产品迭代。
Going back to Tesla's master plan part three where they have the short range and long range semi truck The long range 800 kilowatt hour battery back in the short range 500 kilowatt hour. There they will be using LFP cells with the long range of course high nickel cells. And just a reminder also on that q3 call last year Elon said the semi does not use 4680s. It's been using 2170s
回顾特斯拉的第三个母公司计划，他们有短程和长程半卡车。长程卡车拥有800千瓦时的电池组，短程卡车拥有500千瓦时的电池组。在长程卡车中将使用LFP电池，当然，高镍电池在短程卡车中使用。提醒一下，去年第三季度的电话会议上，埃隆说半卡车不使用4680电池，而是使用2170电池。
We get the latest Tesla weekly insured data 16400 units Troy was expecting 14 500 so this is a big win Plugging that data into the table if you wanted to compare it to the same week in quarter one that number was 17 132 but cumulatively from week one to week 10 in quarter one we were at 88138 and over the same time period in quarter two now we're at 110 763 the previous record high for domestic deliveries in china was in quarter one that number 137 499 that means we only need another 28,000 or so units over the last three or so weeks remaining in quarter two to set a new domestic delivery record Which seems pretty easy based on the numbers we're seeing right now Bear in mind toward the end of the quarter the last two or three weeks do tend to dip a little bit Even still at the current pace on track for a new record quarter
我们获得了最新的特斯拉每周保险数据，总计16400辆。特洛伊原本预期14500辆，所以这是一个大胜利。如果你想将这个数据与季度一的同一周进行比较，那么数字是17132。但从第一周到第十周的累计数据，季度一我们达到了88138，而在季度二的同一时间段，我们已经达到了110763。中国国内交付的先前记录是在季度一，数量为137499。这意味着，在季度二的最后三周左右，我们只需要再交付约28,000辆车，就可以创下新的国内交付记录。根据我们现在看到的数字，这似乎相当容易。请记住，季度末的最后两到三周往往会稍微下降一点。即使如此，按照当前的速度，仍可以实现创纪录季度的目标。
Also year to date through may the model y sold 152.4,000 units retail in china Up 87 percent year over year and was also the best selling SUV in china during that time Year to date the model y was followed up in second place by the BYD song plus and in third by the BYD 1 plus and you can certainly handpick some model three sales data that would suggest a slow down or a bit of an Osborne effect as people await for the project island model y cannibalizing whatever you want to argue But zooming out in china again year to date the model three is still the best selling premium sedan in china
截至5月底，Model Y在中国零售销售了152.4万辆车，同比增长87％，并且在这期间也是中国最畅销的SUV。截至目前，Model Y紧随其后的是BYD宋PLUS，第三位是BYD 1号PLUS。虽然你可以挑选一些Model 3的销售数据表明其放缓或对待即将推出的Project Island Model Y产生一定的负面影响，但总体而言，在中国市场上，截至目前，Model 3仍然是最畅销的高端轿车。
And we've heard the reports that some government entities in china are now deepening ties and warming up to the idea of fsd in china But there are still some hurdles so just keep these things in mind china still has concerns about national security and where and how tesla is Processing all of this data. It's gathering from its fleet only 19 entities are qualified to maintain and provide navigational map data in china Tesla is not yet among them tesla will likely need to use a local provider meaning tesla will most likely have to set up a local supercomputer center Even if tesla is granted a permit to collect data in china It'll likely be forced to process it locally sending that information back to the united states sounds like a no-no
我们已经听到报道说，中国政府的一些机构现在正在深化与 FSD 的联系，并且对在中国实现 FSD 的想法感到渐渐认可。但是，仍有一些障碍需要克服，所以要记住这些事情。中国仍然担心国家安全以及特斯拉从其车队收集的数据在何处以及如何处理。在中国，只有 19 家机构有资格维护和提供导航地图数据，特斯拉尚未列入其中。特斯拉可能需要使用本地供应商，这意味着可能需要在中国设立本地超级计算机中心。即使特斯拉被允许在中国收集数据，它很可能会被迫在本地处理数据，将信息发送回美国听起来就不可行了。
And as elon has said previously 90 of the software capabilities of fsd can be used anywhere in the world Only 10 has to be localized. We're certainly headed in the right direction for tesla's fsd expansion into china But there may be a few extra hurdles around the data gathering and processing side that may delay things at least a bit
正如埃隆之前所说的，自动驾驶全自动驾驶（FSD）的90%软件功能可以在全球任何地方使用，只有10%需要本地化。我们肯定朝着特斯拉进入中国的FSD扩展方向迈进了一步，但可能会在数据收集和处理方面遇到一些额外的困难，这可能会延误事情至少一点。
It took about 15 months, but giga brilin with the world's most advanced paint shop is now producing model wise in all five colors white black quicksilver midnight cherry red and now deep metallic blue
大概花费了15个月的时间，但是具备全球最先进喷漆工作室的Giga Brilin现在正在生产所有五种颜色的车型，包括白色、黑色、银色、午夜樱桃红色以及现在加入的深金属蓝色。
Martin vica has kind of been on one lately this time around he said People argue all of the electricity from charging or ev comes from coal. He says no it doesn't in the EU Most electricity comes from nuclear hydro wind and solar and the trend is difficult to argue with the carbon footprint of your ev Declines every year and for the first time as of 2022 when it comes to the share of electricity generation as a percent Wind and solar has finally overtaken gas for the cherry on top He said if you charge your model three solely with coal for 17 years the average lifetime of a us vehicle You would still have a lower lifetime carbon footprint than the same size gas car This includes the manufacturing phase of an ev the science is settled here
马丁·维卡最近一直在说一个话题，他表示有人认为电动车的充电能源全部来自燃煤，但他并不认同。在欧盟，大部分电能来自核能、水力、风能和太阳能，这一趋势难以争辩。电动车的碳足迹每年都在下降，在2022年时，风能和太阳能在发电比例中的占比首次超过天然气。更妙的是，他表示，如果使用燃煤为特斯拉三型充电17年，即美国车辆的平均使用寿命，电动车的碳足迹仍然比同等尺寸的汽油车低。这包括电动车的制造阶段。这里的科学已经得出了结论。
The 2024 model of the pole star two will be slightly more expensive But it does get some new motors some new inverters and some longer range the pole star two rear wheel drive now starts at 51,300 dollars that vehicle will get 320 miles of range and do zero to 60 in 5.9 seconds The dual motor all-wheel drive variant will start around 55,000 and get 276 miles of range and do zero to 60 in 4.3 seconds It will have the 360 degree cameras which most of us wish tesla would just do But you will have to pay for a package to get a heat pump which comes standard in a tesla model three Deliveries of the new pole star two start in august and it will qualify for the $7,500 federal tax credit if you lease it
2024年款的Polestar Two车型会略微贵一些，但它会配备全新的电机、逆变器和更远的续航里程。Polestar Two后轮驱动车型现在的起价为51,300美元，该车可行驶320英里并在5.9秒内完成0-60英里加速。双电机四驱车型的起价约为55,000美元，可行驶276英里并在4.3秒内完成0-60英里加速。它将装配360度摄像头，大多数人都希望特斯拉也可以这样做。但您需要购买一个套餐才能得到一个热泵，该泵在特斯拉Model 3车型中是标配的。新的Polestar Two将于8月开始交付，并且如果您租赁该车，可以获得7500美元的联邦税收抵免。
Feast your eyes on the latest from Toyota. Set to roll out solid state battery EVs as soon as 2027, their CTO said, "We found quality material. We'll keep up with the rest of the world and definitely put it to practical use." Not only that, but Toyota also said it aims to launch next-generation lithium-ion batteries in 2026 with longer ranges and faster charging. And back to solid state, stating a technological breakthrough that will allow them to mass-produce these solid-state batteries and commercialize them between 2027 and 2028, and for that more efficient lithium-ion battery, they're touting 621 miles on the high end of the EV market. And for their solid-state cars, they're saying 1200 kilometers, which is 745 miles that would charge in 10 minutes. Unsurprisingly, Toyota did not detail expected costs or required investment for these plans.
请欣赏丰田最新的动态。据他们的首席技术官称，丰田计划在2027年推出采用固态电池的电动汽车，并表示：“我们找到了高质量的材料。我们将跟上世界其他地区的步伐，并肯定会将其投入实际使用。”此外，丰田还表示，他们计划在2026年推出下一代锂离子电池，其续航里程更长，充电更快。关于固态电池方面，据说他们已取得了技术突破，能够在2027年至2028年之间大规模生产这些固态电池并商业化，而更高效的锂离子电池的续航里程为621英里。至于固态汽车，他们声称其续航里程为1200公里，即745英里，仅需10分钟即可充电。毫不意外的是，丰田并没有详细说明这些计划的预期成本或所需投资。
Toyota is also touting its new Eddicated architecture and a new manufacturing technique. They'll have self-propelling assembly lines, meaning cars under production would drive themselves through the process. They also plan to use giga casting to cut production costs. Who would have thought? I find it pretty interesting that all of these new revolutionary game-changing technologies are announced by Toyota the day before they have their annual shareholder meeting. Where their board is facing intense pressure from a group of institutional investors because Toyota has been delaying this EV rollout relative to other automakers. I think they're reporting that a key O Toyota will be ousted from the board are overblown as just last year he earned a 96% approval rate at the annual shareholder meeting. But a growing number of investors in Toyota are becoming more vocal in disapproval of Toyota's plans.
丰田也在宣传其新的"Eddicated"架构和新的制造技术。他们将拥有自主装配线，意味着正在生产的汽车将会自行通过生产流程。他们还计划使用"giga casting"来削减生产成本。谁能想到呢？我觉得很有趣的是这些革命性的、具有变革性的新技术都是在丰田年度股东大会前一天宣布的。在这次股东大会上，由于丰田一直相对其他汽车制造商推迟了电动汽车的推出，他们的董事会面临着来自一群机构投资者的巨大压力。我认为人们对丰田即将被驱逐出董事会的报道太过夸大其词了，因为去年他在股东大会上获得了96%的支持率。但越来越多的丰田投资者正在公开表达对丰田计划的不满。
Let's take a quick walk down memory lane. Toyota to launch solid-state battery EV in 2022. Here we are in 2023. That didn't happen. This was 2017. Here's another one: Toyota to make over 10 battery EV models in the early 2020s back in 2017. I could go on and on but just one more for good measure: Toyota eyes long-range electric vehicles by 2020. Scroll down to find this was back in 2016. Let's just say I'm not holding my breath here. Even though yes, Toyota has nearly a thousand patents in the solid-state world, that does not mean it's going to translate into commercial production at scale. This really just feels like a matter of Toyota trying to drive the narrative for this week to cover up some of the not-so-great headlines. And Toyota has shown us it has a rich history of overpromising when it comes to EVs and under delivering.
让我们快速回顾一下过去。丰田最初计划在2022年推出固态电池电动汽车，但现在已经是2023年了，这一计划并未实现。而在2017年，丰田曾声称将在2020年前推出超过10款电池电动汽车 （BEV)，此外还有丰田在2016年表示预计于2020年推出长续航里程的电动汽车。然而，这些计划似乎并没有得到很好的实现。尽管丰田在固态电池领域拥有近千项专利，但这并不意味着它能够将这些专利转化为商业生产规模。实际上，这很可能只是丰田试图引导当前的话题，以掩盖一些不太好的头条新闻。在电动汽车方面，丰田已经展示了一段过度承诺、欠缺实现的历史。
Here we have Stellantis saying today that it continues to evaluate Tesla's charging standard after Ford and GM made their moves. "At this time, we continue to evaluate the knack standard and look forward to discussing it more in the future," saying, "our focus is to provide the customer the best charging experience possible." This one feels like just a matter of time. If you're thinking to yourself, "What EVs does Stellantis even have in the North American market?" I don't blame you. It's because the rollout really hasn't started yet. But over the next year or so, it's supposed to start with the Ram and Jeep EV. The Ram 1500 Rev pickup truck is slated for late 2024, and last we heard, the Jeep Wagoneer S is supposed to be open for reservations in North America later this year. What they're evaluating at this phase is anybody's guess.
在今天，Stellantis表示他们仍在评估特斯拉的充电标准，在福特和通用汽车之后。他们说：“目前，我们仍在评估充电标准，并期待在未来进一步讨论，我们的重点是为客户提供最佳充电体验。”这个问题似乎只是时间问题。如果你在想：“Stellantis 在北美市场上到底有哪些电动汽车？”我不怪你。因为推出真正还没有开始。但在接下来的一年左右，这将从Ram和Jeep EV开始。Ram 1500 Rev皮卡预计于2024年底上市，据我们上次听说，Jeep Wagoneer S预计今年晚些时候可以在北美预订。他们在这个阶段评估的具体内容目前还不确定。
You can find me on Twitter at Dylan Loomis 22. Hope you guys have a wonderful day. Please like the video if you did, and a huge thank you to all of my Patreon supporters.
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