A 2nd Factory for the $25k Tesla / The Semiconductor Excuse / Porsche Taycan Sales ⚡️

Welcome to Electrified, it's your host the Alumis Quick Shadow to my newest patrons, Sue M. Thank you for choosing to support Electrified. Apologies for the missed upload yesterday, and just in case you're new, if I ever don't upload without giving a heads up in a prior video, always check the community tab, usually outpost updates on there, had a friend in need yesterday, had to be there for him, so back on track today.

欢迎来到《电气化》，我是你的主持人Alumis Quick Shadow，向我最新的支持者Sue M.表示感谢。感谢你选择支持《电气化》。对于昨天错过的上传我深感抱歉。如果你是新观众，如果我没有在之前的视频中提前告知不会上传，一定要查看社区选项卡，通常我会在上面发布最新进展。昨天有个朋友需要帮助，所以必须在那里帮他，今天我重新回到正轨了。

Plenty of debate out there in the Tesla community what to do with supercharging cables when they're not working properly, do you wrap them around the stall, do you put them on the ground, do you put them back into the holder? Well, Tesla charging now saying non-functional cables can be placed directly back in the dock, their monitoring systems will detect a failed charging session in Tesla service, will resolve as soon as possible, that's well and good, the only problem with it is the next coming customer doesn't know that that cable isn't working. And in case you didn't know, yes through your mobile app you can actually report certain cables that are not working. But honestly, I'd love to hear from you guys, what do you think the right strategy is? The cable wrap, the cable on the ground, or just plug it right back in.

在特斯拉社区里有很多关于超级充电电缆出现故障时应该怎么处理的讨论。你是把它们绕在充电桩上，还是放在地上，还是放回接线架上？嗯，特斯拉现在表示，非功能性的电缆可以直接放回充电桩中，他们的监控系统会检测到充电会话失败，并在特斯拉服务中尽快解决问题，这样很好。唯一的问题是下一个前来充电的顾客不知道那根电缆已经坏了。而且，如果你不知道的话，你可以通过手机应用程序报告某些不工作的电缆。但老实说，我很想听听你们的意见，你认为什么才是正确的策略？电缆卷起来，放在地上，还是直接插回去？

I'd bet you didn't click on this video expecting to see a cardboard Cybertruck, but here it is from SC Robinson, this just from a consumer packaging event down in the Dallas Fort Worth area, thought it was pretty cool.

我打赌你不会点击这个视频时想看到一辆纸板制成的Cybertruck，但事实就是如此。这是来自SC Robinson的作品，仅是达拉斯-沃思堡地区的一个消费品包装活动中的展示。我觉得这个创意非常酷。

I'd put this one in the rumor mail for now, it's coming from some unknown sources, but Michael is telling us that Tesla UK is set to offer 0% APR on PCP deals with Model 3 and reading through the comments, it's only Model 3 not for Model Y, supposed to actually start tomorrow on Friday. In the UK, PCP is personal contract purchase and simple takeaway, it's kind of like a lease here in the United States. From a leasing dot com article this summer, PCP agreements typically have a fixed APR of between 5 and 10%. So if this is true, it would be a very nice incentive for Model 3 vehicles in the UK, another lever that Tesla has to pull and it can continue to get more creative working with the banks as they prove their demand. And I guess I have to say it, but sure it could be clearing the way for Project Highland.

我暂时会把这个消息放在传闻的邮件中，因为它来自于一些未知消息源，但是迈克尔告诉我们，特斯拉英国将为Model 3的PCP交易提供0％的年利率。从评论中看，这个优惠只适用于Model 3，而不是Model Y，据说实际上将在明天星期五开始。在英国，PCP是个人合同购买，类似于美国的租赁方式。根据今年夏天的一篇来自Leasing Dot Com的文章，PCP协议通常有固定的5%至10%的年利率。所以如果这是真的，对于英国的Model 3车辆来说，这将是一个非常不错的优惠，特斯拉有更多的杠杆可以与银行合作，以满足他们的需求并继续创新。我想我不得不说，这可能为高地计划铺平了道路。

Sometimes in life it's really the little things and this time around Tesla is bringing all of the windshield wiper controls onto the steering wheel onto the scroll buttons. So now you can adjust the speed of the windshield wipers directly from the wheel without having to activate the wipers first via the stock. So this lets you adjust the speed of the wipers, turn them off or set them to auto right from the wheel. To adjust these settings, just go to the display tab and right here you'll find the scroll wheel function drop down option.

有时候生活中真正重要的是一些微小的事情，而这一次特斯拉将所有雨刷控制都放在方向盘的滚轮上。因此，现在你可以直接从方向盘上调整雨刷的速度，而无需先通过控制杆启动雨刷。这样你就可以通过方向盘来调整雨刷的速度、关闭它们或将其设置为自动模式。要调整这些设置，只需进入显示选项卡，在这里你会找到滚轮功能下拉选项。

Remember last summer when Elon was asked about adding airplay to Tesla vehicles, he said we'll discuss this in other improvements with Tesla audio engineering. Back to the present and maybe that feature has arrived. Not a Tesla app saying Tesla is starting to implement airplay to allow higher quality streaming of audio and maybe video right to your vehicle from your iPhone. This feature should allow for a lossless or higher quality streaming because with Bluetooth streaming you do have some quality limitations.

还记得去年夏天Elon被问及是否会为特斯拉汽车添加AirPlay功能，他回答说会在其他特斯拉音频工程改进中讨论此事。现在回到现实，也许这个功能已经到来了。一款名为特斯拉应用的应用显示，特斯拉正在开始实施AirPlay功能，以允许通过iPhone直接向您的汽车进行更高质量的音频和可能的视频流媒体。这个功能应该可以实现无损或更高质量的流媒体，因为通过蓝牙进行流媒体会有一些质量限制。

This right here has kind of been the theme over the past week but just wanted to provide another data point this time from S&P Global Mobility. The semiconductor shortages seem to mostly be in the past. S&P GM has estimated that in 2021 more than 9.5 million units of global light vehicle production was lost as a direct result from the semiconductor shortages and another 3 million units in 2022. And through the first half of this year so far that number is down to 524,000 globally. S&P astutely pointed out though that does not mean we're out of the woods now for good because geopolitical trade risks still remain. And looking at the S&P's global sales and production chart you can see that it seems like 2020 may be the trough in terms of both production and sales but they are expecting a nice recovery over the next 5 plus years. My biggest question with this chart is how will autonomy impact the years in this range. Global light vehicle sales reached 93.8 million back in 2018 and S&P is forecasting 83.6 million units globally this year. And they're predicting we don't get back to that 93 million unit mark until 2027 which of course the higher that number the easier it is for Tesla to sell 20 million vehicles per year. S&P's executive director said we're now in a position where the auto industry has adapted to a constrained supply as a result is much less likely to be hit by significant disruption.

这里一直是过去一周以来的主题，但我想提供另一个数据点，这次是来自标普全球流动性的数据。半导体短缺似乎大部分已经过去了。标普全球流动性估计，2021年因半导体短缺导致全球轻型车生产损失了超过950万辆，2022年又损失了300万辆。而到目前为止，今年上半年全球范围内的损失已降至52.4万辆。然而，标普敏锐指出，这并不意味着我们现在完全摆脱了困境，因为地缘政治贸易风险仍然存在。通过查看标普全球销售和生产图表，可以看出，2020年可能是生产和销售的低谷，但他们预计未来5年以上将会有一个很好的复苏。我对这张图最大的疑问是，自动驾驶将如何影响这段时间的销售情况。2018年全球轻型车销量达到了9380万辆，标普预测今年全球销量将达到8360万辆。他们预测到2027年才能恢复到9300万辆的水平，当然，该数字越高，特斯拉每年销售2000万辆车的目标就越容易实现。标普的执行董事表示，我们现在处于汽车行业已经适应了供应紧张的位置，因此不太可能受到重大干扰的情况下。

Headlines like this from a consumer facing brand will never get old. In the first 5 months of this year Americans registered twice as many new Tesla model wise as last year. During that timeframe overall electric vehicles made up 7% of new car registrations. Here's a quick dunking goal update sadly this hoop is set to 9.5 feet but you gotta start somewhere and I still don't trust my Achilles 100% yet. Don't forget when it comes to exercise and getting your heart rate up getting those endorphins flowing just find an activity you like. And if you want to take it a step further maybe up your recovery with AG1 the sponsor of this video.

这样的消费品牌头条永远不会过时。今年前五个月，美国人注册了两倍于去年的特斯拉新车型。在这段时间里，电动汽车总体上占新车登记的7%。这是一个快速的灌篮目标更新，可惜篮框的高度被设定为9.5英尺，但你得从某个地方开始，而且我对我的跟腱还没有完全信任。切不要忘记，当涉及到锻炼和提高心率，让那些内啡肽流动起来，只要找到一项你喜欢的活动就行了。如果你想更进一步，也许可以通过AG1 这个视频的赞助商来提高恢复能力。

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在过去的两年里，对我来说已经是一段艰难的健康之旅，因为这个可能影响到我的肌腱健康的寄生虫，但我们正在学习如何与之抗争。AG1的故事很简单，每份饮料中含有超过75种维生素、矿物质和益生菌。它只需几秒钟就可以准备好，确保我们每天获得基本的营养，无论我们的职业、家庭、朋友、旅行等有多忙。如果你经常旅行，AG1的旅行包尤其方便。作为一个在健身界度过多年的人，我对AG1这个公司很信任，尤其是在Huberman等人的顾问委员会上。如果你有能力，并且也许你们中的一些人正在寻找减少咖啡因摄入的方法，我认为至少值得尝试一下AG1。所以，如果你想支持这个频道，更重要的是保护自己的健康，你可以点击下面的链接了解更多信息，还能获得5个旅行包和一年的免费维生素D3K24的供应。祝你愉快。

We get an update on the discussions between Tesla and India. We heard Elon say that he really likes Narendra Modi and they're going to open up shop there as soon as possible but what is that shop going to look like. Right now the negotiations are centered around the supply chain. Tesla wants to set up their own with their own suppliers. India is pushing to use some Indian based suppliers. A government official said we asked them Tesla about their specific needs and urged them to consider sourcing their needs from the Indian ecosystem. These companies have a well oiled system of their suppliers. These are initial talks so are hopeful of making some headway. Tesla however maintained its preference for an all in house approach emphasized its reliance on a specific set of quality standards that can only be replicated through existing partners. Remember, there are many Tesla suppliers sometimes to the 3rd, 4th, 5th and 6th level that Tesla works so closely with they actually are making custom parts specifically for Tesla. Tesla designs them and has them manufactured by these companies. So Tesla can't necessarily just set up a whole new supply chain from the Indian ecosystem because they'd have to go through that entire process over again when they've already done it once. This right here is a key feature that differentiates Tesla from the rest. Their suppliers are not just standard off the shelf type of suppliers, over time they've really become more like partners that they work very closely with. Reuters is adding in these discussions Tesla is considering setting up a factory with an annual capacity to produce 500,000 units per year and they're also looking at using India as an export base to ship cars to countries in the Indo-Pacific region. Go ahead and pause the screen if you want to read through some of the countries that are classified in this Indo-Pacific region. And they said the starting price for the vehicle that would be manufactured at that factory would be under $25,000 which is still $12,000 more expensive than the top selling EV in the country. So maybe things are shaping up to have Gig in Mexico paired with Gig in India to be the first two factories that are mass producing Tesla's next gen more affordable vehicle both for that local market and also serving as an export hub similar to Giga Shanghai.

我们获得了有关特斯拉和印度之间讨论的最新消息。我们听到埃隆说他非常喜欢纳伦德拉·莫迪，他们将尽快开设商店，但这个商店将是什么样子的呢？当前的谈判围绕供应链展开。特斯拉希望建立自己的供应链并拥有自己的供应商。印度则推动使用一些本土供应商。一位政府官员表示，我们向特斯拉询问了他们的具体需求，并敦促他们考虑从印度生态系统采购所需物品。这些公司拥有一个经过精心打造的供应商系统。这些只是初步谈话，我们对取得一些进展抱有希望。然而，特斯拉仍坚持全内部方法，并强调依赖一套只能通过现有合作伙伴才能复制的特定质量标准。请记住，特斯拉有许多供应商，有时甚至达到第三、第四、第五和第六级。特斯拉与这些供应商密切合作，他们实际上正在专门为特斯拉制造定制零部件。特斯拉设计这些零部件，并由这些公司制造。因此，特斯拉不能只是从印度生态系统中建立一个全新的供应链，因为他们已经经历了这个完整的过程。这正是区分特斯拉和其他公司的一个关键特征。他们的供应商不仅仅是标准的供应商，随时可以购买，而是随着时间的推移，他们变得更像是密切合作的合作伙伴。路透社补充说，这些讨论中，特斯拉正在考虑建立一个年产能达到50万辆的工厂，并且他们还计划将印度作为出口基地，向印太地区的国家出口汽车。如果你想阅读一下这个印太地区中的一些国家，请暂停屏幕。他们表示，在那个工厂生产的车辆的起始价格将低于25000美元，仍然比该国销量最高的电动汽车贵12000美元。也许事情正在发展，使得特斯拉在墨西哥和印度设立超级工厂，成为批量生产特斯拉下一代更实惠车型的首两个工厂，既满足当地市场需求，又作为一个出口中心，类似于上海超级工厂。

And today India's revenue secretary said any duty waiver for Tesla is not under active consideration from the Department of Revenue. So Tesla's goal of testing the Indian waters with imports still seems pretty unlikely.

今天印度的财政秘书表示，财政部并未积极考虑对特斯拉的任何关税豁免。因此，特斯拉通过进口在印度市场进行试水的目标似乎仍然相当不可能实现。

Earlier this week on Tuesday Texas was supposed to vote to make the NACS connector a requirement to get those federal funds flowing through the state. But after that pushback from some charging manufacturers and operators sounds like they're going to give them some more time to continue testing the NACS, the next potential vote could be August 16th. And yes, it could have fairly big implications for the rest of the states. We heard Washington and Kentucky have already considered doing the same with Kentucky's NACS requirement actually already in effect.

本周早些时候的星期二，德克萨斯本应投票决定将NACS连接器作为获取联邦资金的必要条件。但是在一些充电设备制造商和经营者的反对下，他们似乎会给予更多时间来继续测试NACS，下一次潜在的投票可能会在8月16日进行。是的，这可能对其他州产生相当大的影响。我们听说华盛顿和肯塔基已经考虑采取同样的措施，肯塔基的NACS要求实际上已经生效。

At the end of the day, if these charging companies want to have a business five years from now, they will get on board with the NACS.

到最后，如果这些充电公司想要在五年后继续经营业务，他们就必须与NACS合作。

Elon has just been announced as a keynote speaker for PG&E's upcoming event on July 25th. I hope we get a stream of this event because it could be pretty interesting. It aims to bridge the gap between the current energy system and the envisioned electrified and decarbonized future of California. Hopefully plenty of conversation on VPPs, vehicle to grid, net energy metering and things like that.

埃隆刚刚被宣布为PG&E即将于7月25日举办的活动的主题演讲人。希望我们能够直播这个活动，因为它可能非常有趣。该活动旨在弥合当前能源系统和加利福尼亚设想中的电气化和碳减排未来之间的差距。希望能有大量关于虚拟电力厂、车辆对电网充放电、净能计量等等的讨论。

To Ticon sales, in quarter to this year, 1,635. That compared to 2,524 in the same quarter last year. Zooming out, looking at the first six months of this year, 3,162 Ticons were sold, down 29% from the 4.4,000 it delivered the same time last year. This trend of year over year quarterly drops has now been extended to six quarters in a row. We'll be looking out further to global deliveries for the Ticon. Back in 2021, the number 41.2,000. In 2022, it dropped to 34.8,000. Now we have Porsche citing the falling numbers are due to disproportionately high parts unavailability and their CFO said they're in the midst of a very steep ramp up curve with its supplier. And the parts Porsche is referring to are primarily semiconductors. So I'm sure many companies will default publicly to saying this is still a problem, but over the next six months, we're going to find out what's really going on.

在今年第一季度，Ticon销量为1,635辆，与去年同期的2,524辆相比下降了29%。如果放眼整个今年上半年，Ticon的销量为3,162辆，较去年同期的4,400辆下降了29%。这一季度销量的同比下降趋势已经延续了六个季度。我们将进一步关注Ticon的全球交付情况。在2021年，交付量为41,200辆；而在2022年，交付量下降到34,800辆。如今，保时捷称销量下降主要是由于部件供应不足，其首席财务官表示他们与供应商正处于非常陡峭的快速增长阶段。保时捷所指的部件主要是半导体。因此，尽管许多公司公开都会将问题归咎于这一原因，但在接下来的六个月中，我们将会找出真正的原因。

Kia is planning to invest $200 million at its US factory in Georgia to kickstart production of their first EV for the states, the EV9. We don't yet have any pricing on it, but it's definitely a vehicle to watch as it's going to be a three row really full size SUV. Even that it's being produced in Georgia, it should qualify for the IRA credits as long as they price it properly. But only time will tell.

起亚计划在美国格鲁吉亚的工厂投资2亿美元，推动他们的首款电动汽车EV9在美国的生产。目前我们还没有关于其定价的任何信息，但这绝对是一款值得关注的车型，因为它将是一款拥有三排座椅且真正的全尺寸SUV。尽管它是在格鲁吉亚生产，只要价格定得合理，它应该有资格获得IRA（美国内部收入局）的税收抵免。但只有时间能够告诉我们答案。

Here's a technology adoption lifecycle chart that you don't always see with this gap here that's called the chasm that was coined by Jeffrey Moore in a business book. He explained the chasm simply as that phase where you get through most of the early adopters, people that are willing to buy anything these new tech companies or car companies put out. But to get to the other side of the chasm where you have everyday people just wanting a better vehicle to drive, you have to push through lower prices, continue to innovate, take its temporary loss, do what you have to do to get to the other side. And maybe this is some of what we're seeing with the lack of EV sales from anyone not named Tesla or BYD.

这是一个技术采用生命周期图表，在此我们可以看到一个被称为"鸿沟"的空白区域，这个概念由杰弗里·摩尔在一本商业书中提出。他简单地解释了"鸿沟"是指在产品推广过程中，经历早期采纳者阶段后，需要跨越的那个阶段，这些早期采纳者是那些愿意购买任何新科技公司或汽车公司推出的产品的人。但要达到另一侧的"鸿沟"，即普通消费者只想要更好的驾驶工具的阶段，你必须推出更低的价格、不断创新，承受短期损失，并采取一切必要措施来跨越"鸿沟"。也许这正是我们在除特斯拉或比亚迪以外的其他电动汽车销量不高的原因之一。

Farley said Blue Cruise 1.3 will start rolling out this summer in mockeys from the factory, and later this summer to existing Blue Cruise equipped mockeys via an OTA update.

法利表示，Blue Cruise 1.3将在今年夏季开始通过工厂发布，并在同年夏季通过OTA更新推送到现有的已配备Blue Cruise的模型车辆上。

AutoTrader did a new study using some Google search data to show us the cars that the world wants to buy. Of course, the red is Tesla, which was the most googled car for sale in 39 different countries.

AutoTrader进行了一项新的研究，利用一些谷歌搜索数据向我们展示了全球想购买的汽车。当然，红色代表特斯拉，它是在39个不同的国家中被搜索最多的出售汽车。

To my Canadian friends that are waiting their deliveries that have been continually pushed back, well good news, the strikes impacting the ports in BC have now ended. And maybe a few days or weeks to get things back to normal, but hopefully there's light at the end of the tunnel now.

给我在加拿大的朋友们，他们一直在等待的交付日期不断被推迟，好消息是，影响不列颠哥伦比亚港口的罢工现在已经结束了。也许还需要几天或几周让一切恢复正常，但希望现在能看到光明即将到来。

Don't forget, check out AG1 linked below if you haven't already. 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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