Supply Chain Matters

JANUARY 2, 2024

In our first posting of 2024 we highlight global EV automaker Tesla’s reported record Q4 and full year 2023 vehicle delivery performance this week. According to a company release , the EV automaker produced approximately 495,000 vehicles and delivered over 484,000 vehicles in the final quarter. million vehicles. million vehicles.

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Report Price Reduction Modeling Supply Chain Strategy 52

Supply Chain Matters

DECEMBER 29, 2023

Multiple published reports, including China based media, indicate that global wide electric vehicle producer Tesla has acquired land to be able to construct and produce this provider’s Megapack battery packs. According to reporting by Reuters , citing a separate government statement, Tesla paid the equivalent of $31.1 hectare (48.7

China 52

China Supply Chain Planning Software Supply Chain Planning Scenario Planning 52

Supply Chain Matters

OCTOBER 3, 2023

Supply Chain Matters highlights electric automaker Tesla’s disappointing Q3 production and delivery performance and the implications. Electric vehicle producer Tesla reported disappointing total production and vehicle delivery performance for the recent Q3-2023 period. BYD, Nio, SAIC and Tesla are reportedly all part of this probe.

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China Price Reduction Modeling Cost Reduction Strategies 59

Supply Chain Matters

JANUARY 25, 2023

Tesla Announces Added Investment in Gigafactory Nevada Electric auto maker Tesla has announced a reported $3.6 million light duty vehicles annually), as well as the company’s first high-volume Semi factory focused on the previously announced fully electric Class 8 combination truck. After the U.S. All rights reserved.

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Supply Chain Matters

JULY 5, 2023

Supply Chain Matters provides highlights and added perspectives to EV automaker Tesla’s reported production and customer delivery performance in Q2-2023. Most of these deliveries, upwards of 96 percent, were for the Tesla Model 3 and Model Y vehicles. The Q2 delivery performance represented a 10.2 That number represents an 8.8

Price Reduction 52

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Supply Chain Matters

APRIL 11, 2022

The Supply Chain Matters blog highlights recent manufacturing milestones achieved by electric auto and truck maker Tesla. Last week, Tesla CEO Elon Musk delivered the first vehicle produced at the EV maker’s new final assembly facility located just outside Austin, Texas. Tesla Q1-2022 Vehicle Deliveries. The newly opened $5.5

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Supply Chain Matters

APRIL 3, 2023

Supply Chain Matters highlights electric auto maker Tesla’s report of first quarter vehicle deliveries and production output which was reported yesterday. The Announcement Yesterday, Tesla released the EV automaker’s Q1 customer delivery and production performance report. million vehicles. All rights reserved.

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Logistics Viewpoints

JANUARY 15, 2024

The much-delayed Tesla Semi has finally hit the road. Since then, the PepsiCo’s Tesla Semi fleet has grown to almost 100 vehicles. The Tesla Semi is a battery electric Class 8 semi-truck built by Tesla. Unlike Tesla’s electric cars the Semi does not support an upgrade to Enhanced Autopilot. Tesla drivers had 23.54

Logistics Network Optimization Software 272

Logistics Network Optimization Software United States Study Just-in-Time 272

SCMDOJO

FEBRUARY 24, 2022

Traditional methods of manufacturing and moving goods have become less reliable, and in particular companies that have prioritized lower costs from overseas hubs have struggled mightily. The companies that were wise enough to see the calamity coming, however, made the necessary changes to avoid catastrophe.

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Supply Chain Design Supply Chain Planning Company Supply Chain 126

Supply Chain Brain

AUGUST 14, 2023

Of the 61 companies that constitute Tesla’s “storage battery” category, thirty-nine percent of them were Chinese, making China the organization's biggest supplier of lithium-ion battery materials.

Supply Chain Disruption 81

Supply Chain Disruption Company China Supply Chain 81

Supply Chain Matters

OCTOBER 21, 2022

In a prior published Supply Chain Matters commentary, we highlighted EV automaker Tesla’s Q3-2022 Vehicle Delivery Performance Exposing Business Model Challenges. In the case of Tesla , it is a business model that shuns a directly owned nationwide or global dealer and post-sales maintenance services facilities.

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Report Modeling Logistics Network Optimization Software Supply Chain Design Software 40

Supply Chain Matters

APRIL 25, 2024

Supply Chain Matters provides key highlights and added supply chain and production perspectives on Tesla ’s recent report of Q1-2024 financial performance. The best descriptor of what has occurred comes from a report by Bloomberg titled: Tesla Speeds Cheaper EV Plans, Calming Fears Over Strategy. percent compared to 11.4

Price Reduction 52

Price Reduction Cost Reduction Strategies Expense Reduction Inventory Reduction 52

The Logistics of Logistics

MARCH 6, 2024

Kyle is the CEO and co-founder of Two Boxes , a returns company that develops technology that enables 3PLs and merchants to improve in-warehouse return operations. Kyle is based in Denver and leads the company’s strategy, sales, partnerships, and operations functions. The company has secured $4.5 Silica, and Deloitte.

Inventory Reduction 222

Inventory Reduction Logistics Network Optimization Software Demand Planning Software Supply Chain Software 222

Logistics Viewpoints

OCTOBER 23, 2023

Elon Musk is not just the CEO of Tesla, the market leader in electric cars and trucks, he is also the CEO of SpaceX. At both Tesla and SpaceX, Musk put the design engineers in charge of production. Many companies don’t even know how to start these projects. We need to cut out as much of the machining as possible.” Musk smiled.

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Manufacturing Procurement Supply Chain Design SAP Procurement 259

Elementum

NOVEMBER 15, 2016

Tesla recently released solar tiles that offer an alternative to solar panels and traditional roofing shingles, providing an aesthetic and technical improvement to appeal to wider audiences. On October 28, Tesla CEO Elon Musk introduced the latest addition to its line of environmentally friendly products: solar roof tiles.

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Supply Chain Matters

JANUARY 25, 2024

Supply Chain Matters provides highlights of Tesla’s report of both Q4 and 2023 full year financial performance which were not well received. That especially included Tesla ’s reluctance to establish a specific output goal for the current year.

Report 52

Report Price Reduction Cost Reduction Strategies Automotive 52

Supply Chain Matters

OCTOBER 20, 2023

Electric automaker Tesla reported Q3-2023 financial performance this week and to state the obvious, the results were not well received by investors. The Tesla financial performance reportedly sparked a selloff of other EV automaker stocks including Fisker , Lucid , and Rivian. percent operating margin in the latest quarter.

Price Reduction 52

Price Reduction Cost Reduction Strategies Inventory Reduction Purchasing Skills 52

ThroughPut

JANUARY 28, 2020

The appointment marks a significant milestone for the Artificial Intelligence (AI) Supply Chain pioneer as Alla is the first female executive to take up a leadership role in the fast-growing company. At Tesla, Alla spent nearly eight years navigating through supply chain nuances while scaling production over 100x. ThroughPut Inc.

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Freight Plus

NOVEMBER 20, 2017

On Thursday, Tesla unveiled the newest edition to their fleet: the coolest semi since Optimus Prime. Tesla is entering the market just as the. Now, more than ever, time is crucial for every trucking operation and with only a 14-hour window to operate, long charge times and/or short ranges would leave Tesla in the parking lot.

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Supply Chain Design Just-in-Time 3PL Modeling 40

Resilinc

MAY 23, 2023

If you drive a car from Volkswagen-Audi, Honda, Ford, General Motors, Mercedes-Benz, Toyota, Tesla, Renault, NIO, or Stellantis—the parts in your car have a high risk of being sourced from companies linked to abuses in the Xinjiang Uygur Autonomous Region (XUAR) of China; the region targeted by the Uyghur Forced Labor Prevention Act, (UFLPA).

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Automotive Supply Chain Planning Manufacturing Procurement Company 62

QAD

OCTOBER 19, 2023

The Mice and the Gorillas Disruption typically happens to established specific phase companies. These mature companies, the “Gorillas”, have rigid processes that are very difficult to change because they involve employees, processes, suppliers, equipment and most importantly, thinking and perspective. What do your customers want?

Industrial 96

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Operations and Supply Chain Management

OCTOBER 18, 2018

According to a WSJ article published on Oct 17, 2018 ( Tesla Advances in China, Buying Land for a Factory ), Tesla has agreed to by a 210-acre site near Shanghai for $140 million. Tesla said it was “accelerating the construction of our Shanghai factory” in response to the U.S.-China China trade dispute. auto tariffs.

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China Global Company Manufacturing 40

The Logistics of Logistics

OCTOBER 30, 2023

The company centralizes data from multiple sources to manage inventory, simplify change management, and improve data quality. Some of its customers include Boeing, Airbus, Spirit AeroSystems, and Tesla. LeanDNA is used by manufacturers in a variety of industries, including automotive, aerospace, industrial, and medical.

Optimal Sourcing 241

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Supply Chain Brain

JANUARY 12, 2024

Tesla is one of the first companies in the world to disclose that Houthi militant attacks in the Red Sea caused the organization to suffer output disruptions.

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Company 90

Logistics Viewpoints

FEBRUARY 7, 2024

Now, more than ever, companies and countries are looking at their overall carbon footprint and trying to establish a path to be more environmentally friendly. And even looking at those companies that perform in the 75 th percentile, that number is not much higher. But long-haul trucking is also developing electric trucks.

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The Logistics & Supply Chain Management Society

MAY 21, 2021

Dave Lua, Senior Manager, APAC Trade at Tesla. Synopsis: Free Trade Agreements (FTAs) and resultant benefits have been an important tool for Companies to drive their Business Strategy in Asia. Apart from providing critical market access, FTA benefits also help companies diversify their supply chain.

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Asia Supply Chain Strategy Supply Chain Software Strategy 130

NC State SCRC

APRIL 4, 2016

Companies have outsourced so many of their processes, through “Business Process Outsourcing”, that many now just sit as marketing companies. Even automotive companies are now nothing more than assemblers, having the majority of their components built by tier 1 and tier 2 suppliers that must come together in assembly.

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Manufacturing Procurement Cost Reduction Strategies Trends Procurement Analytics 40

The Logistics & Supply Chain Management Society

MAY 21, 2021

Dave Lua, Senior Manager, APAC Trade at Tesla. Synopsis: Free Trade Agreements (FTAs) and resultant benefits have been an important tool for Companies to drive their Business Strategy in Asia. Apart from providing critical market access, FTA benefits also help companies diversify their supply chain.

Asia 130

Asia Supply Chain Strategy Supply Chain Software Strategy 130

Supply Chain Brain

MARCH 28, 2024

The smartphone company will look to challenge Tesla's status as one of China's most popular EV manufacturers.

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China Manufacturing Company 88

Supply Chain Brain

DECEMBER 25, 2023

The company paid $31.13 acre plot near an existing Tesla plant that currently produces Model 3 and Model Y vehicles. million for use rights to a 48.7-acre

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Company 82

Supply Chain Shaman

NOVEMBER 15, 2023

The lack of interoperability between decision support platforms is a problem for companies attempting to improve decisions from the channel to supplier bi-directionally through technology. FactSet reports that 66% of companies in Q3 2023 beat revenue guidance. The question is, how can a company not meet guidance?

Supply Chain Planning Software 386

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CH Robinson Transportfolio

MAY 30, 2017

Breaking into Global Markets, One Tesla at a Time | Transportfolio. When a 100-year-old toy company collaborates with a leading automotive and technology manufacturer, the possibilities are limitless. This includes the iconic red wagons, tricycles, or even better, their very own Tesla.

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Talking Logistics

NOVEMBER 17, 2017

Outside the courtroom, here’s the supply chain and logistics news that caught my attention this week: Tesla Reveals Semi Truck With 500-Mile Range (WSJ – sub. delivery companies dig deep to hire holiday season help (Reuters). Did you stay up late last night waiting for Tesla to reveal its truck?

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Supply Chain Matters

MARCH 28, 2024

Fisker Obtains Conditional Added Financing Earlier this month we highlighted that electric vehicle company Fisker had issued a going concern warning amid continued production and supply chain challenges. The company reported a cash balance of slightly over $325 million at the end of 2023. production based facilities.

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Supply Chain Matters

MARCH 14, 2024

As a comparison, Tesla sold 1.8 ” The company’s model line-up including EV ‘s have garnered positive brand and vehicle reliability ratings from Consumer Reports, above those of Tesla. What impressed us was that the auto maker reportedly sold 376,000 EV ’s in 2023, a 75 percent increase from the previous year.

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Supply Chain Matters

JANUARY 4, 2023

Electric auto maker Tesla announced both Q4 and full 2022 vehicle performance over this past weekend and the results appear to again be providing implications for changes in operations leadership. . However, the company fell short of its previously stated goal to investors for delivering 1.4 Q4 and Full Year 2022 Operational Results.

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Supply Chain Matters

JUNE 6, 2022

Hourly and salaried employees at electric auto maker Tesla are either concerned or confused on this Monday, after a series of contrasting communications from Founder and CEO Elon Musk. Tesla employees now have yet another challenge. On Thursday, Reuters reported that Tesla had plans to cut staff.

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