Making cars are very complicate tasks, from understanding what your customers want to design/engineer thousands of parts that fit well together to testing and then find good suppliers at good price ...
Most established car manufactures are very good at engineering the car and they have good relationship with suppliers for many years, so they usually don't have much problem to produce their cars at the volume they can sell. The only problem established car companies may have is designing a car that their customers love to own.
Newer company like Tesla has opposite problems, they can design a car that their customers love to own but they just can't make enough of them. They have their own problem with assembly lines, and they also have problem with suppliers. If they can't even make 80-90k model S and X this year how can they make 500,000 cars in 2018 ? If their suppliers can't satisfy the sub 100k parts on time this year how do they make 500k parts in 2018 ?
The way Tesla is doing the last 2 quarters in not meeting their own goal of 40,000 model S and X, they will not be able to even make 200,000-300,000 cars in 2018.
Most established car manufactures are very good at engineering the car and they have good relationship with suppliers for many years, so they usually don't have much problem to produce their cars at the volume they can sell. The only problem established car companies may have is designing a car that their customers love to own.
Newer company like Tesla has opposite problems, they can design a car that their customers love to own but they just can't make enough of them. They have their own problem with assembly lines, and they also have problem with suppliers. If they can't even make 80-90k model S and X this year how can they make 500,000 cars in 2018 ? If their suppliers can't satisfy the sub 100k parts on time this year how do they make 500k parts in 2018 ?
The way Tesla is doing the last 2 quarters in not meeting their own goal of 40,000 model S and X, they will not be able to even make 200,000-300,000 cars in 2018.