RE:RE:RE:RE:Big mistakes re: EV-AV coming from OEMs & tech titansWouldn't worry about manufacturing because magna is making the cars. They already contract manufacture for many premium Herman car cos..Only thing that worries me about Fisker is Will they sell out in the first year . 50k cars targeted in first year then ramping up in 2023.
Yasch22 wrote: I have mixed thoughts & feelings about Fisker, and please note I haven't followed them nearly as closely as some others here. E.g., Willma I believe is a great fan.
Positives:
-- I love the energy & passion of the husband & wife for their project.
-- the car designs look pretty good.
-- Fisker has actually done diligent prep work on their supply chain, as in securing batteries for the long term. Compare that to other major OEMs who seem to think everything will fall into place simply because their PR department has made announcements about it.
-- they've done deals to outsource production. That has its own positives & negatives. The positives are that Fisker has commitments from very big & respectable players in Tier 1 supply manufacturing.
-- Note: Fisker is much further ahead than Apple and all of its vague vapourware.
Negatives:
-- let's start in again on the deals with Magna & Foxconn. Outsourcing generally speaking is not as good as extensive vertical integration. Fisker can mitigate the negatives if they turn their manufacturers into full partners, and if they all adopt an "agile" approach to manufacturing. That is, where improvements can be made almost immediately instead of the usual Detroit system of stringing everything out over a year or longer.
-- designing prototypes is the easy part. Running an assembly line is fraught with peril.
-- Beware of any automotive start-up. They're all getting their great evaluations right now because of the halo effect from Tesla. Tesla is suddenly an amazing success story, and investors everywhere want to get in on the ground floor with each "new Tesla." You can be practically guaranteed that a lot of car start-ups are headed for grief in the next 3 to 7 years.
-- In general, start-ups are up against competition that is numerous, often massive, and in a lot of cases very well-funded. There are something like 50 seemingly viable companies fighting tooth and claw to gain or maintain their pieces of the mass market pie, though the bottom 15 to 20 are pretty small.