Australia's largest stock trading and investment forum Australia's #1 stock forum

AKE

Click for more information

0.00%

$9.83 allkem limited

I wonder if making the underbody as a single component might...

First 1963 Last

Share
Profile

Follow
IanR

40 Posts.

11

18/09/23

11:00

Post #: 69897680
Share

Originally posted by clivemax: ↑

Hi All,

Have we gotten through this sand kicking September, more sand below –

Gigacasting 2.0: Tesla reinvents carmaking with quiet breakthrough

AUSTIN, Texas, Sept 14 (Reuters) - Tesla (TSLA.O) has combined a series of innovations to make a technological breakthrough that could transform the way it makes electric vehicles and help Elon Musk achieve his aim of halving production costs, five people familiar with the move said.

The company pioneered the use of huge presses with 6,000 to 9,000 tons of clamping pressure to mold the front and rear structures of its Model Y in a "gigacasting" process that slashed production costs and left rivals scrambling to catch up.

In a bid to extend its lead, Tesla is closing in on an innovation that would allow it to die cast nearly all the complex underbody of an EV in one piece, rather than about 400 parts in a conventional car, the people said.

The know-how is core to Tesla's "unboxed" manufacturing strategy unveiled by Chief Executive Musk in March, a linchpin of his plan to churn out tens of millions of cheaper EVs in the coming decade, and still make a profit, the sources said.

While Tesla has said its unboxed model involves producing large sub-assemblies of a car at the same time and then snapping them together, the size and make-up of the modular blocks is still the subject of speculation.

Terry Woychowski, president of U.S. engineering company Caresoft Global, said if Tesla managed to gigacast most of the underbody of an EV, it would further disrupt the way cars are designed and manufactured.

"It is an enabler on steroids. It has a huge implication for the industry, but it's a very challenging task," said Woychowski, who worked for U.S. automaker GM (GM.N) for more than three decades. "Castings are very hard to do, especially the bigger and the more complicated."

Two of the sources said Tesla's previously unreported new design and manufacturing techniques meant the company could develop a car from the ground up in 18 to 24 months, while most rivals can currently take anywhere from three to four years.

The five people said a single large frame - combining the front and rear sections with the middle underbody where the battery is housed - could be used in Tesla's small EV which it aims to launch with a price tag of $25,000 by the middle of the decade.

Tesla was expected to make a decision on whether to die cast the platform in one piece as soon as this month, three of the sources said, though even if they do press ahead the end product could change during the design validation process.

Neither Tesla nor Musk responded to questions from Reuters for this story.

3D PRINTING AND SAND

The breakthrough Tesla has made centres on the how the giant molds for such a large part are designed and tested for mass production, and how casts can incorporate hollow subframes with internal ribs to cut weight and boost crashworthiness.

In both cases the innovations, developed by design and casting specialists in Britain, Germany, Japan and the United States, involve 3D printing and industrial sand, the five people said.

All spoke to Reuters on condition of anonymity because they are not authorised to speak to the media.

So far, automakers have shied away from casting ever-bigger structures because of the "gigacast dilemma": creating molds to make parts of 1.5 metres squared or more boosts efficiency but is expensive and comes with myriad risks.

Once a large metal test mold has been made, machining tweaks during the design process could cost $100,000 a go, or redoing the mold altogether might come to $1.5 million, according to one casting specialist.

Another said the whole design process for a large metal mold would typically cost about $4 million.

That has been deemed prohibitive by automakers - especially as a design might need half a dozen tweaks or more to achieve a perfect die from the perspective of noise and vibration, fit and finish, ergonomics and crashworthiness, the sources said.

But Musk's vision from the start was to find a way to cast the underbody in one piece, despite the risks, the sources said.

To overcome the obstacles, Tesla turned to firms that make test molds out of industrial sand with 3D printers. Using a digital design file, printers known as binder jets deposit a liquid binding agent onto a thin layer of sand and gradually build a mold, layer by layer, that can die cast molten alloys.

According to one source, the cost of the design validation process with sand casting, even with multiple versions, is minimal - just 3% of doing the same with a metal prototype.

That means Tesla can tweak prototypes as many times as needed, reprintinga new one in a matter of hours using machines from companies such as Desktop Metal (DM.N) and its unit ExOne.

The design validation cycle using sand casting only takes to two to three months, two of the sources said, compared with anywhere from six months to a year for metal mold prototypes.

TAILOR-MADE ALLOYS

The subframes in a car underbody are typically hollow to save weight and improve crashworthiness. At the moment, they are made by stamping and welding multiple parts together leaving a void in the middle.

To cast subframes with hollows as part of one gigacasting, Tesla plans to place solid sand cores printed by the binder jets within the overall mold.

Once the part has been cast, the sand is removed to leave the voids.

But despite that greater flexibility achieved in both the design process and the complexity of the large frames, there was still one more major hurdle to clear.

The aluminium alloys used to produce the castings behaved differently in sand and metal molds and often failed to meet Tesla's criteria for crashworthiness and other attributes.

The casting specialists overcame that by formulating special alloys, fine-tuning the molten alloy cooling process, and also coming up with an after-production heat treatment, three of the sources said.

And once Tesla is happy with the prototype mold, it can then invest in a final metal one for mass production.
The sources said Tesla's upcoming small car has given it a perfect opportunity to cast an EV platform in one piece, mainly because its underbody is simpler,

The kind of small cars Tesla is developing – one for personal use and the other a robotaxi – don't have a big "overhang" at the front and the back, as there is not much of a hood or rear trunk.

"It's like a boat in a way, a battery tray with small wings attached to both ends.

That would make sense to do in one piece," one person said.

The sources said, however, that Tesla still had to make a call on what kind of gigapress to use if it decides to cast the underbody in one piece - and that choice would also dictate how complex the car frame would be.

To punch out such large body parts fast, the people said Tesla would need new bigger gigapresses with massive clamping power of 16,000 tons or more, which would come with a hefty price tag and might need larger factory buildings.

Three of the five sources said one problem with presses using high clamping power, however, was that they cannot house the 3D printed sand cores needed to make hollow subframes.

The people said Tesla could solve these obstacles by using a different type of press into which molten alloy can be injected slowly - a method that tends to produce higher quality castings and can accommodate the sand cores.

But the process takes longer.

"Tesla could still choose high-pressure for productivity, or they could choose slow alloy injection for quality and versatility," one of the people said. "It's still a coin toss at this point."

Reference –

RUETERS. (14-09-2023) Gigacasting 2.0: Tesla reinvents carmaking with quiet breakthrough
https://www.reuters.com/technology/...carmaking-with-quiet-breakthrough-2023-09-14/

Expand

I wonder if making the underbody as a single component might have a negative impact on repairability; if the cost saving to Tesla might be more than offset by the increased cost in insurance / repair costs over the car’s lifetime. Could it be that even a relatively minor crash means you have to write the entire car off?

I once had a 1970s Volvo with a leaking sump gasket. The only was to replace it was to remove the entire engine - a huge amount of work. I guessed at the time that it was cheaper for them to make the car that way.

AKE Price at posting: $12.71 Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

SS1

Sun Silver to kick off drilling next week at 292Moz Maverick Springs silver-gold project

World Gold Council says market in want of catalyst; flags Asia sell-off risks. Then there's Trump

AHK

Ark Mines inks 1.5Bt Exploration Target for Sandy Mitchell REE play including NdPr; PFS due in Q4

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Has uranium run out of steam? An update on nuclear markets & developments ahead in FY25

There are more pages in this discussion • 138 more messages in this thread...

First 1963 Last

Add AKE (ASX) to my watchlist

SPONSORED BY