Post by
krisruna on Jan 19, 2023 3:37pm
Cannot understand
(1) Car gross margin was 28 % (now will be much lower).
Megapack gross is around 60%. 2 year backorder. Govt credit is 30 %
(2) Why TSLA do not 10 X Megapack production. Present factory very small building, very easy to make Megapack. Demand is > 100 X.
(3) Only possible reason may be "CATL provide Lithiun-Iron-Phosphate battery for Megapack". May be we are not getting more from them.In this case TSLA can quickly build its own battery production. 1 Megapack profit is more than 100 cars.
Comment by
krisruna on Jan 20, 2023 12:04pm
I found out - there is lack of Battery supply. CATL patent expires soon. After that TSLA can make LFP battery itself.