Due to the capacity bottleneck, the Model 3 production did not meet expectations. Tesla urgently approached Samsung LG for foreign aid and met with the executives of Samsung SDI and LG Chem. However, there are also reports that Tesla will cooperate exclusively with Panasonic, but this is probably only a matter of expediency. Whether it can maintain long-term cooperative relations in the future is difficult to draw conclusions. Since Tesla announced its third-quarter sales and production performance report, it has been questioned by many parties because its production and delivery of the new entry-level model Model 3 is less than 20%. Recently, according to Korean media reports, Tesla's US headquarters executives have recently met with executives from Samsung SDI and LG Chem's two battery factories. The content of the interview mainly involved various specifications of the lithium batteries of the above two companies, and the quality control of the Tesla electric vehicles. In this regard, some analysts who did not want to be named told reporters that, in light of the previous production situation, it may be that Tesla has experienced a tight production capacity in the battery supply of the Model 3 model. The "Korea trip" may be Tesla intends to expand the signal of external supply cooperation for lithium batteries. However, he said that as Tesla's exclusive supplier of lithium battery technology, Panasonic is sure to "not to be outdone", and the battery plant will be put into production soon, and the production capacity will increase significantly. Therefore, even if Tesla wants to seek new suppliers, I am afraid that it will temporarily cope with the capacity crisis and will not achieve long-term cooperation. From the third quarter production and delivery data released by Tesla earlier this month, it is far from meeting the company's announced plan to achieve “mass production†in September. Tesla has publicly responded that its car plants in California and Nevada's battery plants are already operating at high loads, but due to capacity bottlenecks, Model 3 production may take longer to meet expectations. According to recent media reports, Tesla's US headquarters sent executives to meet with executives from Samsung SDI and LG Chem. During the talks, I talked about the various specifications of the lithium batteries of the two companies and the quality control details for the use of electric vehicles. However, in the process, Tesla did not submit formal procurement advice. Such news has also been seen by many insiders as a signal that Tesla will expand the external cooperation of lithium batteries. The reporter noted that as early as last year there were rumors that Tesla would use Samsung SDI as its second lithium battery supplier. But at that time, Musk responded that Tesla and Panasonic had exclusive cooperation in the supply of lithium batteries for Model 3, and other cooperation news was inaccurate. It is understood that since 2008, Panasonic has been Tesla's exclusive lithium battery technology supplier. In the two years of 2013 and 2014, Panasonic supplied Tesla with nearly 200 million lithium batteries. Up to now, the two sides are still cooperating to build a large lithium battery factory in Nevada, USA. In response, some analysts said in an interview that at present, because the lithium battery super factory that Tesla and Panasonic are working on is still in the process of construction, there may be a shortage of supply of Model 3 lithium batteries. In order to alleviate the pressure on production capacity, Tesla wants to solve the problem by purchasing lithium batteries in cooperation with Samsung and LG. However, he also mentioned that the lithium battery plant under construction has a huge production capacity. At present, both parties have begun to adjust the construction of the second phase of the plant. If the second phase of the project is completed, the maximum capacity can reach 1.5 times, and there will be no supply pressure on the battery. Therefore, he believes that if Tesla is looking for a new supplier, it should prepare for the release of the capacity of Model 3, but this is probably just a matter of expediency. Whether it can maintain a long-term cooperative relationship in the future is difficult to draw conclusions. While the Tesla Model 3 was popular, its slow delivery schedule has been questioned. According to the data, Tesla produced a total of 25,336 new cars in the third quarter, of which Model 260 was only 260. Based on this calculation, only 3 Model 3s were produced per day. This progress has clearly fallen behind previous expectations. The reporter noted that in his second quarter earnings report, according to the current preparations, the company is convinced that in the third quarter, the production of Model 3 will reach 1,500 or more, and by the end of 2017, the weekly output will reach 5,000. At the same time, it is planned to increase the production capacity of Model 3 cars to 10,000 vehicles per week at a certain time in 2018. Based on this calculation, the current completion is less than 20% of the plan. As a result, a number of investment institutions, including Goldman Sachs and Bernstein, issued reports challenging the delivery of Tesla Model 3, profit margins and product quality. On October 30, UBS reiterated its “sell†rating on Tesla shares, and Tesla is expected to encounter more problems in Model 3 production. Group analysts said: "Model 3 production is not up to expectations, not only will damage the credibility of Tesla's future goals, but also increase Tesla's recent risks." He believes that the market should not ignore Tesla in Model 3 The fundamental challenge that has been faced in profitable, fixed energy storage batteries and solar energy business, and said that "the company ultimately needs to raise funds." At the same time, the analyst lowered Tesla's financial performance forecast, adjusted this year's loss per share forecast from 5.3 US dollars to 6.4 US dollars, and adjusted the 2018 earnings per share forecast from 1.6 US dollars to 3.3 US dollars. Shenzhen ChengRong Technology Co.,Ltd. , https://www.laptopstandsupplier.com