特斯拉新能源汽车供应链特斯拉研究报告

1、TeslasSupply Chain中国消费行业报告文档资料Contents01CURRENT STRATEGYCURRENT SUPPLY CHAIN STRUCTURE03SUPPLY CHAIN DRIVERSANALYSIS OF PROBLEMS05RECOMMENDED SOLUTIONS0204中国消费行业报告文档资料Contents01CURRENT STRATEGYCURRENT SUPPLY CHAIN STRUCTURESUPPLY CHAIN DRIVERSANALYSIS OF PROBLEMSRECOMMENDED SOLUTIONS中国消费行业报告文档资料Prod

2、uct01Luxury electric vehicles with the innovations02Middle class consumers who are 03interest and belief that EVs are the way of the future04growing presence in both Europe and AsiaTo accelerate the worlds Competitive Strategylatest smart technologies and transition to sustainable energyCustomer Bac

3、kgroundwilling to pay a premiumCustomer ProfileConcerned about the environment, sustainability, and has LocationConsumer base is primarily in the US, but there is a 中国消费行业报告文档资料Supply Chain StrategyResponsiveEfficient Aims to provide quick response, Introduction of lower priced high service level an

4、d delivery to customersMultiple price cuts in price-Products are sold at a premiumAllows for detailed customisation of productsModular parts shared across different product linesmanufacturing and R&D sites (Gigafactories) on multiple continentsalternative productssensitive marketsOnline sales only a

5、nd does not partner any retailers or dealershipsConstruction of larger scale 中国消费行业报告文档资料ContentsCURRENT STRATEGYCURRENT SUPPLY CHAIN STRUCTURESUPPLY CHAIN DRIVERSANALYSIS OF PROBLEMSRECOMMENDED SOLUTIONS02中国消费行业报告文档资料Supply Chain StructureDeep Vertical Integrationmost parts on siteSupply ChainNo pa

6、rtnerships with FeaturesRobust centralised information systemchain componentsexert greater control Plan to reduce reliance on suppliers and build Eliminates middlemen to lower costs and retailers/dealershipsover supply chainInformation is readily shared across all Tesla-owned supply 中国消费行业报告文档资料Tesl

7、as Network DesignProduct FlowSuppliersCustomer FlowFactoriesDC/WarehousesCustomersTesla-OwnedStorage at Distributor with Pickup/Carrier/Last Mile DeliveryInformation FlowRecyclingPlant中国消费行业报告文档资料ContentsCURRENT STRATEGYCURRENT SUPPLY CHAIN STRUCTURE03SUPPLY CHAIN DRIVERSANALYSIS OF PROBLEMSRECOMMEN

8、DED SOLUTIONS中国消费行业报告文档资料1. Teslas Facilities5 Factories On 301ContinentsFremont,CaliforniaGiga Nevada04Giga BerlinGiga BerlinGiga Shanghai03Giga New York0205Giga Shanghai中国消费行业报告文档资料Existing factoriesNew factory either in Texas or Oklahoma to serve eastern half of North AmericaNew factory in AsiaPl

9、ans to have a factory on every continent so that Cars can reach consumers faster Each facility could focus on meeting the legal criteria for fewer territories 中国消费行业报告文档资料Giga Nevada Produces batteries Designed with a functional focus Large-scale factory to achieve economies of scale to minimize cos

10、tUses innovative manufacturing, reduction of waste, optimization of co-located processes Focuses on EfficiencyaffordableEnables Tesla to make its vehicles more 中国消费行业报告文档资料2. InventoryInventory turnover Inventory to current assets ratio 15%Relatively lowRelatively highRetail-based Higher inventory n

11、eeded for retail-based business model ratio 6.1business model less efficient in clearing stock中国消费行业报告文档资料3. TransportationTeslas Top Vendors by CountrySuppliers to TeslaSea - TruckJapanSouthKoreaSupply chain may not be as responsive as many vendors being located overseas poses risk of higher lead t

12、imes and uncertainty. Tesla clearly favours efficiency and lower costs over responsiveness.GermanyChina中国消费行业报告文档资料4. InformationOrders are placed online by customers and order data is captured digitallycan be used for delivery planningHistorical order Customers can data can be used select preferred

13、 to forecast future delivery dates demand using online. analytics Consolidated data 中国消费行业报告文档资料5. SourcingPanasonicProcures most parts from suppliers, Material Groupmany of which are purchased from a single sourceTop Model S uses over 2,000 purchased parts sourced globally from over 300 suppliersLG

14、 ChemLithium-ion BatteryCopper FoilBTR New Surface Treated Spherical GraphiteVendorsSchuler-PressenPresses中国消费行业报告文档资料6. PricingUSD 81,190USD 38,690USD 91,190USD 41,190中国消费行业报告文档资料ContentsCURRENT STRATEGYCURRENT SUPPLY CHAIN STRUCTURESUPPLY CHAIN DRIVERSANALYSIS OF PROBLEMSRECOMMENDED SOLUTIONS04中国消

15、费行业报告文档资料Problem 1: Unresponsive Supply ChainsEfficient Volatility in supply chain due to heavy reliance for parts from single sourcesTesla only manufactures basic electrical components of the car such as the battery and electric motorIn 2021, Tesla had to temporarily halt for two weeks in its Calif

16、ornia car-assembly plant due to a lack of parts中国消费行业报告文档资料Problem 2: Mismatch in Demand and SupplyThere seems to be a mismatch is the demand and supply of Tesla vehicles as evident in the excess inventory that Tesla had in Q4 2020 which had low demandThere were instances of Tesla overpromising its

17、production rate to customers but ended up not meeting themTeslas Model 3 unveiled in 2016 had been promised to over 400,000 drivers around the world that have paid $1000 up front to secure their vehicle, but production has been slow, as of the 4th quarter of 2018 only 55,840 had been delivered.中国消费行

18、业报告文档资料Problem 3: Vulnerability of Supply Chain due to Uncontrollable Factors Uncontrollable factors such as bad weather conditions such as severe snow storms affected ground transport which as a result affected the supply and delivery of car parts (Eg. Texas winter storm in February 2021 resulted i

19、n the closure of Teslas manufacturing plant in Texas for a period of time, resulting in delays in delivery) Political instability in countries where Tesla relies on for raw materials may add further threaten Teslas supply chain stability中国消费行业报告文档资料ContentsCURRENT STRATEGYCURRENT SUPPLY CHAIN STRUCT

20、URESUPPLY CHAIN DRIVERSANALYSIS OF PROBLEMS05RECOMMENDED SOLUTIONS中国消费行业报告文档资料Solution To Unresponsive Supply ChainRESILIENT SUPPLY CHAINIMPLICATIONS1.Increased supply chain management SUPPLIER DIVERSITY QUALITY SUPPLIERSSTRATEGIC ALLIANCESSource components Vet suppliers before Stronger negotiating coordinationfrom multiple engaging thempowersuppliersExploit data driven Constant supply of reduce reliance on culturehigh quality critical single supplierReward and componentspunishment systemcost2.Increased 中国消费行业报告文档资料Solution To