pt19713
Well-Known Member
The bigger issue is internal at Ford, and not the consumer, and that has to do with the battery pack size and cost. To give the consumer the range needed (270-300 miles), Ford needed the larger battery pack to get to that goal at the expense of the cost and weight. For the first few years, it's not an issue since it can be priced accordingly factoring in the Federal subsidy, but once that dries up, Ford will want to improve the efficiency and reduce the cost. That battery pack can't be cheap. On the 3/Y, the 78 kWh pack costs $18k to replace (which includes labor), so I'd imagine a 100 kWh pack would be $24k, give or take. As far as internal cost, I'd imagine the cost of the battery itself for Tesla is around $6k, around $8k for Ford. At 60,000 units a year, if Ford can reduce the cost of the battery pack by $2k, that's an annual saving of $120 million. Doesn't seem like much for Ford now but if the volumes ramp up, the difference will add up quickly.We all knew the MYLR was going to be more efficient than the MME Ext AWD because the Tesla is lighter and has an uglier but more aerodynamic design (think Prius). But that efficiency difference is negligible and the electricity savings will never cover the (current) price difference.
By contrast, the range difference due to the bigger battery may be significant depending upon driving habits.
Terrible rollout aside, Ford knocked it out of the park with the MME itself and it could seriously threaten Tesla’s market share once Ford can start producing them in meaningful quantities. It is the better car in most regards.
In a few years when Ford gets the efficiency better, they may size down the battery pack, or leave it as is if they can reduce the cost by higher volume/economy of scale. My best guess is they'll keep the pack size the same and yield higher range from efficiency improvements. MME owners will get the experience the same thing Tesla owners go through, which is deciding to buy now, or wait for future improvements and changes.
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