Is Musk's "great truck" just electric?

In July 2016, Tesla CEO Elon Musk unveiled the second part of his Master Plan, which includes highly-regarded passenger car models Model 3 and Model Y, and also includes a small bus. A pickup truck and an electric truck. Today (April 14th), on the eve of the New York International Auto Show, Musk announced a major product announcement on Twitter, stating that it will release its first electric suspension truck in September this year, saying that the truck will be “Seriously Next level”. In addition, he has not forgotten to boast of Tesla Semi (Tesla truck program name) team, saying they have done a great job.

â–² Tesla Trucks to Ship SpaceX Rockets

In the next few months, Tesla has added an additional focus beyond Model 3.

At the same time, he also revealed that Tesla will announce the electric pickup type within the next 18-24 months, while the next sports coupe will adopt the open-top design.

After the announcement of a series of products, Tesla's stock price rose, breaking through 307 US dollars per share, a rise of more than 3%.

In addition to the new product plan and rising stock prices, what exactly does "Seriously next level" mean in Musk's tweet? What great work has the Tesla Semi team accomplished?

From the analysis of foreign media, the current "next level" may include "electricalization" and "autopilot".

First look at the "electricity", Tesla itself is the main starting electric car, in the electrical control of the motor has a profound technical reserves. At the same time its Gigafactory is also actively developing battery technology while trying to reduce the cost of the battery.

In addition, Tesla has also laid out the layout for power exchange technology. Although the earlier power-selling business launched for passenger cars was not effective (the cost was high and users did not pay for it), it did not mean that it was not feasible for electric trucks. Business model. Perhaps Tesla in the future wants to spark sparks between trucks and swaps.

Of course, the requirements for motor performance of electric trucks are obviously higher than that of ordinary passenger cars, and the cruising mileage problem will also become a top priority. So what breakthrough Tesla Semi has achieved in electric control of electric trucks is worth looking forward to.

In fact, as early as in a forum in 2016, Tesla CTO JB Straubel clarified the company's role in the truck industry. At that time, because its truck project was still relatively secretive, it did not disclose too much detail about the product. However, he said, "The Tesla technology reserved for cars can be completely transplanted to the development of electric trucks. Therefore, building an electric truck is not necessarily difficult for Tesla."

For a closer look, Straubel’s automotive technology reserves, in addition to electrification, should also include its autopilot technology.

Many people in the industry believe that trucking is a very good scenario for the commercialization of autopilot technology. Believe Tesla also saw this, it is likely to carry the relevant autopilot technology in its electric truck. This may be an important part of the "next level" in Musk's mouth.

In fact, the biggest operating costs in the long-distance transportation industry lie in the cost of employing drivers and fuel costs. If Tesla's trucks are both electrified and self-driving, they will, in a sense, cut the current maximum cost of trucking. This will be a revolution in the long-distance transportation industry.

But it should also be understood that Musk had previously told the media that truck drivers are still necessary at least for the next few years. According to this statement, it is understood that the initial version of the Tesla truck should not be fully automated and may go through a more conservative phase.

Tesla should also be clearly aware that before its truck product has yet to be launched, its rivals are already standing.

In terms of electrification, Tesla’s co-founder, Ian Wright, created the Wrightspeed and Nikola Motor, respectively. The former developed large-scale electric garbage trucks, while the latter wanted to launch trucks using hydrogen/natural gas fuel cells. .

At the Hannover Motor Show in September last year, Daimler, the world's second-largest truck manufacturer, demonstrated an all-electric truck Urban eTruck that can travel 124 miles on a single charge. In February of this year, Daimler said that the car will be tested on the road.

â–² Daimler Urban eTruck

In addition, BYD's electric trucks have also entered the United States. For example, its pure electric garbage trucks for long-distance transport are jointly developed by BYD and Iowa Waste Industry Equipment Manufacturer Wayne Engineering.

In terms of self-driving trucks, Uber's Otto and Silicon Valley start-up Embark are all engaged in R&D. Even if they don't build cars, they will still be Tesla's electric truck competitors. Of course, domestic companies such as Tucson Interconnect and Baidu are also conducting research and development in self-driving trucks.

All of the above discussion is based on Tesla's launch of the electric truck in September this year will carry the relevant autopilot technology, but currently there is no official information to confirm this. At the same time, no one can conclude that apart from motorization and autopilot, the "next level" in Musk's mouth won't have anything new.

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