Tesla, once the originator of the new car-making force, has become a company with the help of FSD intelligent driving, high-performance flat wire oil-cooled motors, self-developed cylindrical batteries, integrated die-casting and other technologiesThe representative of technological leadership in the hearts of the public
And when the time comes to 2024, how is Tesla performing today? In the extremely competitive domestic new energy vehicle market,Tesla is still ahead, worthy of the title of the originator of the new force?
Motor technology.Tesla used to be the leader in mass production of new energy passenger car motor technology, and now we are familiar with flat wire winding, oil cooling technology, etc., which were first developed and put into mass production.
While leading the industry standard, Tesla also relies on advanced motor technology to refresh many people's understanding of high-performance electric vehiclesFor example, the Model 3 Performance, its handling and performance are not inferior to the more expensive BMW M4
Here is a quote from the lap record of the Cult of Keyboard Cars, which costs less than half the price of the original BMW F82 M4The original Model 3 Performance's measured 000 acceleration score is 364s, the fastest lap of RESSET is 5758s；The measured 000 acceleration of the M4 is 449s, the fastest lap time of RESSET is 5733s。
But now, Tesla has clearly changed its mind when it comes to the development of new motorsFrom the pursuit of technological leadership, it has become the pursuit of low cost and high stability, while tending to be conservative, let it return to mediocrity in technological leadership.
For example, the *** 4D series motor, which has just been registered in the Ministry of Industry and Information Technology some time ago, is a new generation of motors that will gradually replace the 3D series in the futureIn 4D, the original 10-layer flat wire design was reduced to 8 layersAt present, most new energy vehicles use 6 layers of flat wire motor windings, and a few high-performance motors such as Zhiji LS6 have 8 layers.
In addition to Tesla, at present, only Changan Qiyuan uses 10-layer flat wire winding technology for its motors. Fewer flat wire windings make it easier to produce and process the motor, but theoretically it will also increase the heat dissipation pressure of the motor, and also affect the performance and top speed performance of the motor.
In addition, the 4D motor has further improved the level of integration, but at the cost of eliminating the removable oil filter and using a new housing packaging process, althoughThe cost of the motor was reduced to $1,000, and also reduce the cost of later maintenance, but if a single component in the motor is damaged, there is a high probability that the entire motor must be replaced.
At present, the power of the 4D series motor is the same as that of the current performance version of the motor 3D6, which is 220kW. Although this may indicate that the 4D series has been upgraded in terms of heat dissipation technology, butIf 4D continues to insist on 10 layers of flat wire winding, is there a chance that it will get stronger performance?
Power battery.The 4680 battery is strongly promoted by Tesla, which can better take into account the battery specifications of energy density, production cost, and safety performance.
Compared with today's mainstream domestic mainstream square shell batteries, 4680 batteries have advantages in high power output, heat dissipation, internal resistance, energy density, cost, etc., andIt is very suitable for the trend of chassis, body and battery integration
Compared with cylindrical batteries, especially the 2170 battery that Tesla mainly used before, the capacity of the 4680 battery has been increased by 5 times, the output power has been increased by 6 times, and the battery life has been increased by 16%, which is also quite significant.
Thus, in addition to obtaining orders from Tesla,The 4680 battery has also been recognized by LG, Samsung, Panasonic and other battery manufacturers at the technical level at the technical level at the technical leveland have invested in the process of self-development.
But while the theoretical upper limit of 4680 is high,Today's mass-produced 4680 batteries have not yet met the expected standards
For example, the energy density, at that time, Tesla said that the energy density of the monomer of 4680 could reach 300wh, but at presentThe monomer 4680, produced by Tesla's Texas factory, has an energy density of 244Wh
As a comparison, the 2170 battery used by Tesla has a single energy density of 260Wh, which is domesticThe Kirin battery produced by CATL has a monomer energy density of 255Wh
There is also production capacity, Tesla's 20 million 4680 batteries rolled off the assembly line in October last year, and it took about 4 months to get the 10 million 4680 batteries off the assembly line, with a production rate of 2.5 million per month.
Convert that,It is equivalent to the annual output of 4680 at this stage of 30 million, which can meet 240,000 cybertrucks in useToday, the number of orders for the Cybertruck has long exceeded 2 million.
To put it simply, the current 4680 battery cannot meet the needs of Tesla and consumers in all aspects, so Tesla has stopped the 4680 battery on the North American version of the Model Y on the one hand, and on the other handContinue to rely on all kinds of "foreign aid".
This includes CATL and BYD. For example:Some of the Model Y's exported from Shanghai to Europe use 60 kWh CATL batteries, while some of the Model Ys produced in Germany use 55 kWh BYD blade batteries
Smart cockpit.A few years ago, Tesla relied on a highly integrated central control screen and voice control, which made everyone feel the shock of the intelligent cockpit for the first time, and thus led the trend of the development of the intelligent cockpit.
This is indispensableAdvanced domain-controlled electronic and electrical architecture and consumer-grade cockpit chips with higher computing powerallows consumers to intuitively and quickly control more functions in the car with the help of a large screen.
For example, electrical and electronic architecture,Tesla not only integrated many scattered and independent functional modules into several control domains with higher computing power for integrated management, but also matched the control domains according to the installation location of the functional modules for the first time, which further improves the degree of integration, which has also become the choice of all car companies today.
There are also cockpit chips, although the consumer-grade cockpit chips used by Tesla do not meet the vehicle-grade standards in terms of stability, but at least they solve the urgent need of insufficient computing powerBYD has also used consumer-grade Snapdragon chips
And judging from the recently launched new cars, Tesla has not made any more works that amaze everyone, but has returnedSome actions were made to try to change the habits of consumers
For example, the function lever behind the steering wheel has been eliminatedThe turn signal function has been transferred to the multi-function button on the steering wheel；And also eliminated the shift lever and turned aroundUse the center console to touch shifts, and D is in front and R is in the back.
To some extent, this change can be regarded as "trend-setting", but it is difficult to say whether such a cockpit is intelligent and can meet everyone's expectations for the cockpit.
Intelligent driving.It is no exaggeration to say that FSD is the core of Tesla's intelligence and technological leadership, and the technical content of FSD is not only the blockbuster content of Tesla AI Day every year, but also the focus of attention of many domestic car companies.
For example, mainstream technologies such as BEV+Transformer architecture and occupancy network occupy the networkAfter Tesla's first official announcement, domestic car companies will quickly follow up, which shows Tesla's influence on the intelligent driving industry
However, despite Tesla's strong strength, domestic intelligent driving is not vegetarian, after the rapid development in recent yearsIntelligent driving technologies such as Xpeng and Huawei have achieved an effect that is not inferior to FSD in terms of scope of use and actual experience
For example, Xpeng XNGP, as of January 1, XNGP has been able to be used in 243 cities in China, and does not require high-precision maps and prior information assistance, which is very close to human driving.
There is also Huawei, in addition to the ability to "open the whole country without a map", Yu Chengdong also opened Wenjie M9 on the third day of the Lunar New Year, and is using ADS 20 case drove back to Shenzhen from his hometown in Anhui, andIt means "nothing to do, it's easy".
In contrast, the actual performance of FSD in the United States is somewhat **, judging from the previous live broadcasts of some bloggers on the Internet and even Musk himself, the driving performance of FSD is somewhat unanthropomorphic.
Also, one thing is the most importantFSD does not yet have access to the countryAs a result, its progress began to gradually lag behind domestic car companies, and even became a stepping stone for many people in China to compare intelligent driving technology.
Summary.Excluding the Cybertruck that has not been in the domestic market for the time being, nowIt is difficult for domestic Tesla to reflect its advantages at the technical level；In addition,The Model 3 has a four-year facelift cycleIt is even more like the traditional car companies in Europe and the United States, and there is no momentum of new domestic forces to roll to the end.
If there is no bright enough new technological achievements, Tesla will really be sorry for the title of the originator of the new force, and the technological leadership accumulated over the years will no longer exist.