01/21/2020
Exhaust Notes vol 25-Analysis Of Tesla's Cybertruck
Part 2/2
In Part 1-EN Vol 24, we discussed the Mach E and explained why it isn't a bastardization of Mustang name. The more I think about it, the stronger my belief becomes that Ford has a total smash hit on their hands. I believe the Mach E is the first EV from a major automaker that Tesla should be worried about.
The Mach E is a crossover that takes everything people love about Teslas and adds the best qualities of the Mustang, which is Ford's most iconic asset. Quite frankly, i believe Ford has created a solid blueprint for how to transition an icon like the mustang to an EV future. Check out EN 24 to learn more.
Part 2, EN V. 25 is all about the Tesla Cybertruck. There are plenty of videos and articles about the cybertruck available online, many of which focus on only one aspect of the truck, such as its styling. There's also no shortage of opinion pieces about the truck, with some writers proclaiming it is the greatest vehicle in the history of the world and others still not convinced it was an elaborate prank.
This isn't one of those articles. My goal was to produce a comprehensive analysis of the cybertruck that is as objective as possible. I've had a couple of months now to learn as much about the cybertruck as possible and I've spent a lot of time thinking about the implications of such a vehicle. My conclusion is that the cybertruck has the potential to be one of the most revolutionary vehicles in the history of the automobile.
So what makes it so great?
I've identified 5 key areas-1.Platform, 2.Styling, 3.Powertrain, 4. Manufacturing and 5.Marketing/Branding- where the Cybrtrk is significantly different than traditional pickup trucks. I've broken down each area, explaining its advantages and disadvantages as well as a breif conclusion. Those conclusions are about the only thing brief about this. Hang in there, get you a cup of coffee it's going to be a long one. But after reading my analysis, hopefully you will know everything you need to know about Tesla cybertruck.
Platform
Tesla designed the truck to be a unibody, cut and folded from a single sheet of stainless steel. According to Elon Musk, the decision to go unibody was inspired by the design of fighter jets in which the wings and fuselage are both load-bearing. Mr. Musk compared traditional body-on-frame designs to biplanes, in which only the wings are load bearing. Like all Teslas, the cybertruck sits on a "skateboard" platform
According to Tesla, this approach improves structurally rigidity, allows for a lower center of gravity, decreases weight and eliminates many NVH issues inherent to body on frame pickups. Other benefits, such as better handling and reduced body roll are inherant benefits of using such a platform instead of body-on-frame, which is why most modern SUVs abs crossovers are now unibody.
While body on frame designs have traditionally been regarded as superior for off-roading, modern tech has negated most of the shortcomings of a monocoque. Same goes for the Cybrtrk's adjustable independent air suspension. Until recently, serious off road vehicles required solid axles, but modern independent suspensions are now often more capable than live axles for most off-road situations.
In addition to their superior ride quality, independent air suspensions can be adjusted to allow for varying ride heights and settings. The Cybrtrk can be raised or lowered a full 3 inches, depending on the situation. In its highest setting, the cybertruck has the highest ground clearance of any full-size pickup truck.
Conclusion- All other full size trucks currently on sale use a BOF design, just as trucks have used for over a century. If the Cybrtrk is as capable as Tesla claims, it will effectively make BOF platforms and solid axles obsolete.
Styling
The most controversial aspect of the Cybrtrk's design was the exterior atyling. While the truck we've seen lacked many features needed to be globally homologated, the overall design language shouldnt require many changes prior to production. The production Cybrtrk will have side mirrors(or possibly cameras), smaller, less knobby tires which can't exceed the width of the fender flares and road legal lighting at both front and rear.
But none of those changes are going to adress the most polarizing aspect of the design-the Pythagorean roofline. Tesla says the design was necessary because the thick stainless steel panels cannot be stamped like traditional body panels, leading to the planar design of entire truck.
The Cybrtrk won't require traditional paint because these panels don't rust. Instead, it'll be offered with vinyl wrapping. Tesla cab offer an infinite variety of colors as a result and owners can change the color of their cybertruck whenever they want, or remove the wrap all together to show off the stainleess steel bodywork.
The overall shape is is similar to the Toyota A-bat concept from awhile back, with high walls on each side of the bed which descend from the peak of the roof. The bed itself is hidden by a retractable cover that disappears into the body at the push of a button. The tailgate has an integrated ramp for loading cargo.
The interior is a slightly different take on Teslas signature minimalist theme, complete with a massive 17 inch tablet infotainment screen in the center. The dash is a faux marble that i don't expect to make production as is the case with the steering "wheel" used on the show truck. A folding front middle seat allows for up to 6 passengers.
Conclusion- slyling is subjective, so while i personally like it, you may need a bit more time to let it grow on you. As for the materials, I believe this is where the cybertruck is most revolutionary as you'll read in section 4.
3. Powertrain
The big news here is that Tesla cybertruck will be offered with the new "plaid" tri-motor Powertrain. Think of it as two rear axle mounted electric motors and one front axle mounted electric motor. This is the same setup that will be featured in the new Roadster as well as the Model S's which have been shattering electric sedan records on the Nurburgring recent.
In addition to the top-spec tri-motor option, there will be a dual motor and a single motor option as well. 0 to 60 times range from about six seconds all the way down to under 3 seconds for the top-spec tri-motor. As usual, those Motors will be fed into a one-to-one, one speed gearbox, as electric motors do not need drop gearing like internal combustion engines.
Tesla has quoted range for the top models are up to 500 miles and that's what they stacked battery setup. As of now, it appears this option will only be available on the trimotor but I expect to see it trickle down the lineup. Entry level trucks should get anywhere from 250 to 300 miles of range. As usual, batteries are of the lithium ion variety, with packs consisting of an arrangement of hundreds of smaller batteries in order to mitigate the obvious issues posed by having one giant lithium ion battery.
Conclusion- the single motor should be more than enough for 90% of Tesla buyers out there, but for those of you who demand a bit more, the dual motor should be more than enough. I don't see why anyone would need to try another set up, especially if Tesla offers a long-range package with the dual motor.
4. Manufacturing and materials
The big news as it concerns the cybertruck is the materials it will be made up as well as the manufacturing implications. Because the truck uses flat stainless steel body panels, they do not need to be stamped like traditional body work. This will save time and money, and I would anticipate the cybertruck maybe the first Tesla to be delivered on time as a result.
If you're not familiar with the stamping process, giant machines basically smash sheet metal under into various shapes and forms. Machines that do this are massive, extremely expensive both to own and operate. As an example, when Tesla purchased the old Toyota / GM plant, the stamping machines they purchased required 72 train cars to deliver.
The Cybrtrk uses what Elon Musk jokingly called "transparent metal" prior to head of design Franz von Holzhausen breaking both drivers side windows with ball bearings at the unveiling. People much smarter than me have attributed the weakened state of the glass to the sledge hammer strikes to the door earlier in the presentation. A video of the glass surviving the same test prior to the unveiling backs up that theory.
It isn't yet known where the Cybrtrk will be built, but Tesla will face several engineering challenges as a result of the design. The planar body panels must fit precisely at all stages of production, as their thickness will make corrections nearly impossible.
Then there is the design itself, which must be modified in order to meet regulations. Offhand, I noticed that rear view mirrors(which decrease range significantly) will have to be added, the wheels and tires are not a legal set up, the front bumper is too high for pedestrian safety standards and the third tail light aka the brake light must be on a static surface, meaning it cannot be on things like a tailgate or a trunk lid. Surprisingly, that's about it. Everything else appears to be legal. All very minor issues really.
Conclusion- Tesla has found a way to eliminate the two most time and money intensive processes of automotive Manufacturing- metal stamping and paint. Most EVs are sold at a loss, including Tesla. Tesla may have figured out a way to produce electric vehicles cheaply enough to make them profitable.
I have a suspicion that Tesla may be planning to build a much cheaper cybertruck for developing markets. The manufacturing costs should be extremely low compared to other vehicles, so by eliminating the air suspension, the retractable bed cover and other luxuries, perhaps Tesla could offer a sub 30K version of the cybertruck for developing markets, such as India.
I believe the cybertruck is only the beginning for this radical new approach to building a vehicle. It isn't far fetched to to envision Tesla's entire lineup of next generation models utilizing materials that do not require stamping or paint. Expect other automakers to follow suit.
5. Marketing/Branding
Most of the automotive press have when comparing the cybertruck to other full-size pickups and speculating as to how it will be received by traditional truck buyers. Many critics belive the radical design won't appeal to pickup buyers, as pickup styling has traditionally been conservative.
But i see the cybertruck appealing more to the type of people who buy a Toyota 4Runner, Range Rover, Land cruiser, Jeeps and even Raptors. These are what are often referred to as lifestyle vehicles, as they project a specific image- outdoorsy, youthful, active- in the minds of their owners.
But there's nothing wrong with that. In fact, all vehicles are lifestyle vehicles in a way. No one buys sports cars because they are practical. Vehicular styling wouldn't even matter if people didn't care what others thought of their choice of Transportation. Some believe this isn't as important in the truck world as in other segments, but again I do not feel like the Cyber truck needs to operate within the typical parameters of the segment.
Tesla famously spends no money on Advertising. So how does an electric vehicle company sell a pickup truck? More importantly, how does the truck fit within Tesla's brand? To answer that, first you must determine what the name of your company, Tesla in this case, means in the eyes of the consumer?
Their brand is "the company of the future, now." All of their vehicles main appeal is that you can have the future now. Listen to any of Elon musk's various talks or debuts and I guarantee you will hear numerous references to the future. This isn't an accident. This is what Tesla wants consumers to associate with their brand. Just like Ford wants you to think of "built Ford tough," Tesla wants you to think them as being the car of the future.
So while a pickup truck might not seem to be the most natural fit for an EV company, if you're a EV company whose positioned itself as the makers of the vehicle of the future, it seems like the Cyber truck couldn't be more on brand.
Conclusion- What you buy says a lot about you. Those who buy the Cyber truck will do so to make a statement, just like those who buy Hellcat Challengers and Porsches.
So that's my five point analysis of the Tesla cyber truck. I was going to post this sooner but I did not want to make quick conclusions. I've had a little bit of time to think about this and I'm still convinced today just as I was at the time of the debut that Tesla has hit home run. It'll be interesting to see the final form of the vehicle as it will almost surely face a few regulatory hurdles. As for now, we can only hope that what we seen is what we will get. Whether or not the Cyber truck is a crystal ball into the future of the segment is yet to be seen but make no mistake about it, the future of Tesla will be very much impacted by the success or failure of this revolutionary new truck.
With that said, I believe the future is bright for Tesla
***the following is a few corrections from EN reader Greg Milligan. as usual, the point of this page is to provide the best information possible, and occasionally my readers provide such good feedback that i feel it should be included. This is one of those examples.
"Couple of points...'As usual, those motors will be fed into a one-to-one, one speed gearbox, as electric motors do not need drop gearing like internal combustion engines'.
This is completely incorrect.
No production EV uses a 1:1 final drive.
Electric motors spin at high speed quite efficiently, unlike internal combustion, and always use drop gearing.
Most use a reduction of around 10:1, including Tesla.
It is a one speed transmission, because an electric motor will give full torque from zero to full speed, usually in excess of 10,000rpm.
You also say that most EVs, including Tesla, are sold at a loss.
That is also untrue.
Tesla the company mostly operates at a loss, as they have a huge R&D cost while developing a new model.
History shows however, that when they pause to regroup before launching into the next model development, they have a quarter or two of company profit, something impossible if they were selling the vehicles at a loss.
This is why Tesla started at the top, in the luxury segment where profit margins are high and have been working downwards.
Tesla are selling their cars for a profit.
Otherwise, great article"