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Comment(4)
company said factories run below capacity then why want to expand. rising material n labour costs meant the car cannot reduce the car price, which discouraged new lower income buyer. price of car had to maintain at current level in order to stay profitable . cybertruck n semi trailer truck delay until 2023 or never because it's too costly to produce.
Tesla FTW
The supply chain issue is not only for $Tesla(TSLA.US)$ but also affects others. So all are equally facing the same problem.
However, despite the same condition with others, Tesla managed to stand out from the rest, proven for two years.
Maybe the next area to be disrupted by Tesla will be the supply chain management and chips production.
The supply chain business is heavily controlled by (oligopoly of some) big players that can set the price and hold ransom businesses but not showing significant improvement, despite the two-year timeline going away.
MOB
Reason For Report