cmwade77
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Re: Any chance the 2018 is a "one off"?

Fri Apr 13, 2018 4:51 pm

I actually wouldn't be at all surprised if Nissan took a page out of Tesla's book and the 2019 Leafs are all identical and you simply pay a fee to unlock extra features.

This is actually the cheapest option and gives them a longer term revenue stream. After all the biggest problem with getting manufacturers to make more electric vehicles is they don't make money off the maintenance, so this would give them an opportunity to make some money that could replace that revenue stream.

LeftieBiker
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Re: Any chance the 2018 is a "one off"?

Fri Apr 13, 2018 6:15 pm

I really don't see how putting a 60kwh battery in a Leaf S is the cheapest option for Nissan. The difference in battery costs far outweighs any savings in manufacturing costs.
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jjeff
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Re: Any chance the 2018 is a "one off"?

Sat Apr 14, 2018 5:55 am

LeftieBiker wrote:I really don't see how putting a 60kwh battery in a Leaf S is the cheapest option for Nissan. The difference in battery costs far outweighs any savings in manufacturing costs.

I would tend to agree, it's not just like software where it literally costs nothing to already have the feature in your download and the cost to enable that feature is what you pay for. Still, I wonder if it actually saves Tesla money or is it just easier to mask the loss in a car that sells for $70k than one like the Leaf that sells for half that.......I'm guessing the more reasonable priced model 3 will not be that way?
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ColdCanuk
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Re: Any chance the 2018 is a "one off"?

Sun Apr 15, 2018 5:57 pm

LeftieBiker wrote:I really don't see how putting a 60kwh battery in a Leaf S is the cheapest option for Nissan. The difference in battery costs far outweighs any savings in manufacturing costs.


That offers a giant assumption about: warranty costs, manufacturing costs, etc.

It may turn out that the difference between the two packs is outstripped by simplifications of plant production. More options generally means more tooling expense, JIT expenses, etc.

It's just not that cut and dry.

LeftieBiker
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Re: Any chance the 2018 is a "one off"?

Sun Apr 15, 2018 6:23 pm

The cost to Nissan of the individual cells is pretty cut and dried, at least for the immediate future.
Last edited by LeftieBiker on Sun Apr 15, 2018 10:24 pm, edited 1 time in total.
Scarlet Ember 2018 Leaf SL W/ Pro Pilot
2009 Vectrix VX-1 W/18 Leaf modules, & 3 EZIP E-bicycles.
PLEASE don't PM me with Leaf questions. Just post in the topic that seems most appropriate.

ColdCanuk
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Location: Oakville, Ontario

Re: Any chance the 2018 is a "one off"?

Sun Apr 15, 2018 7:34 pm

LeftieBiker wrote:The price of the individual cells is pretty cut and dried, at least for the immediate future.


Nothing in supply chain management is ever cut and dried. Capacity to order ratio sets pricing, as does relationships, and other agreements.

I remember years ago when working as a buyer for an OEM negotiating hard-drives and getting prices of 250MB drives for 10% more than a 120MB harddisk drive. Yet to the general public, everyone assumed there was a "Cost per megabyte" at the time.

That's simply not how manufacturing works. It's a function of input costs, plus fixed costs over what the market will bear out. It could very well be that the difference in price between a 60kwh pack and a 40kwh pack is the same all costs considered. It may also be the opposite.

I'm just saying, unless you're the CFO of Nissan you have no way of knowing. Even if you are the CFO of Nissan, it's likely hard to tell.

LeftieBiker
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Re: Any chance the 2018 is a "one off"?

Sun Apr 15, 2018 10:23 pm

When I wrote "price" in haste, I meant "cost to Nissan." I'll go change that, and make you happy.
Scarlet Ember 2018 Leaf SL W/ Pro Pilot
2009 Vectrix VX-1 W/18 Leaf modules, & 3 EZIP E-bicycles.
PLEASE don't PM me with Leaf questions. Just post in the topic that seems most appropriate.

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