15. March 2019 by Paul Fosse
At Tesla Model Y revealing the incident, I was focused on 2 things. First, it is not difficult to produce. Second, it has three seats.
Easy to produce
To be easy to produce, Tesla did not need to introduce any difficult to produce features, such as falcon wing doors to model X. Not a lot has to be said about it. It is obvious to look at the car and ride in the car that it is very, very similar to model 3 (which I own). The battery and engine are probably the same, the steering wheel and 15 inch display and software appear to be the same (with minor changes). The radio and climate controls seem to be the same. The autopilot hardware seems to be the same.
I was told on the test rides that the front 5 seats were the same as model 3, with different mounting equipment to raise them. Even parts that are completely different, such as the front fenders and the doors (because the dimensions are different), look the same to the informal observer.
It was stated on a previous conversation that model Y and model 3 share ~ 76% of their parts. It appears that 24% of the parts unique to model Y are not very different. For example, the doors are clearly different in size, but they are not different in style. This reduces the chance that model Y will send the company to hell production. It also means that it is very likely that Tesla can produce the 2 cars on the same production line if they choose to do so. It will allow them to respond easily to changes in the relative demand between model 3 and model Y. They may have their own lines in the United States, just because there is probably no room to produce more cars in the Tesla Fremont factory, but in China and in The future gigafactories, Tesla can choose to share parts of the production line or perhaps the entire production line.
Why Tesla had to contain 3 seterases
Photo from Wikipedia
Why do I think having 3 rows of seats is so important for model Y? Look at all the other car manufacturers that Tesla is competing with. Ford, GM, Toyota, Honda, Nissan, BMW, Mercedes-Benz, Lexus and Volkswagen. How many different car models do each of them produce if you include their US operations, European factories, and Asian and Latin American operations? I guess the larger companies (like the 5 mentioned above) are close to 100 different car models, and the smaller brands the luxury brands like Lexus and BMW make at least 20 or 30 different cars and SUVs.
Only Tesla makes 4 vehicle models now (and of course it doesn't even model Y yet), and will add pickup and roadster in a couple of years after model Y's commercial release. The company will also add a smaller, cheaper car or crossover a few years after that if everything goes as planned. So, for the next 3 or 4 years, Tesla will have around 7 models.
Elon stated on a recent podcast with ARK Invest that he is guessing that they will make about a million cars in 2021 (S, 3, X, Y, and Roadster will be in full production) and about 3 million vehicles a year in 2023 (the pickup and perhaps a cheaper car should be in production). Tesla wants to become one of the world's largest vehicle manufacturers, but it's obviously not going to design another 95 cars in the next year or two. So, every vehicle that Tesla creates must serve a wide market. It seems that Tesla has settled on 4 main versions of model 3 and model Y.
- Competitive range value model
- Cross-country model with industry-leading range and better performance
- All Wheel Drive model with even better performance
- Reasonable Inexpensive Performance Performance Model
Tesla Model Y Comparison To Toyota & Lexus SUVs
The Model Y Valuation Model will be competitive with C -HR and RAV4. Long Range and AWD models will be competitive with Highlander and 4Runner. It's just too small to compete with the Sequoia or Land Cruiser. Toyota does not have an SUV that is competitive with the Model Y Performance, so with model Y versions announced, Tesla competes very well with all versions of the four Toyota cars.
Lexus.com screenshot  Model Y comparison to the Lexus array, the value model will receive the UX and NX. Long Range and AWD models will compete with RX and GX. Once again, Lexus has nothing extremely competitive with the Model Y Performance.
So this example shows how with 3 versions of a single car (based on an existing model), Tesla covered for different Toyota SUVs and 4 different Lexus SUVs and also produced a performance model that is about twice as fast as all Toyota and Lexus SUVs, so it will cut heavily into the many cars the two brands do.
You can see how Tesla saves a lot of money designing so many different cars – it designs a car to be incredibly good and uses it to compete with hundreds of other cars.
Why consumers want 3 rows of placement
I have 3 children (my youngest is 19) and know many other parents with 2 or 3 children. Why do you need to accommodate 7 when a 5 seater can cover the whole family? Two answers are obvious to me.
First of all, to prevent my children from killing each other. When I transported my 3 children on a longer trip, they would be grumpy, so I put one in the front seats, one in the second row and one is 3rd row. With each child in another row they fought much less.
The second reason is to transport many children to school or sports or in a car pool. Most families have two working parents, and if a parent can take 6 children to school in the car, it is very good. I helped organize many carpools and we loved parents who had cars that could hold more children. I did some carpooling in the Nissan Leaf, but sometimes we had to send two cars to get all the kids we had to come home. When we used our Honda Odyssey with room for 8, we could always get all the kids in the car without sending two cars.
Model Y 3. Row
Tesla Reveal Video Screenshot from Tesla.com
Photo from my model Y test trip
Photo from my model Y test trip. You can see that the way other seat seats are set, there are only about 2 inch spaces between 2nd row and 3rd row seats. The driver said the 2nd-seat seat adjustment mechanism had been disabled.
They didn't let us ride in the 3rd row at the revelation event, but I got a quick look at it and that's pretty little. I want to say that it should be competitive with other medium-sized SUVs such as the Toyota Highlander, but not even as comfortable as large SUVs such as the Sequoia or a minivan's third row.
I got a chance to talk to Franz von Holzhausen on 3rd row. I told him I felt it was an important feature that was crucial to the success of model Y. I asked him two specific questions about seating. I asked if the second row was adjustable so that people in the third row could have more space (I wanted to confirm what I had heard from the model Y driver). I also asked if he had designed them so that they could hold baby seats. The answer was yes to both questions. Although I would have liked more details, Franz was very busy and I am grateful that he had time for the two questions. He probably had to be careful about what he said too.
I am glad that my two main concerns were resolved in the disclosure. If model Y had been a radical departure from model 3, it would have been another "bet company" project. I'm sure it's easy enough that Elon can delegate a little more responsibility and not feel the need to get involved in much deployment of the car. Even though I think Elon's input is valuable, it takes a lot of life and he can't work 120 hours a week for long without many bad things happening.
Model Y could be a great success without the third row of seats, but it would have left a huge gap for people who needed more seats but could never afford model X. Tesla would leave millions of potential sales on the table in many years until they could design a vehicle between Model Y and Model X. The room you can create in such a small crossover is a testament to the wisdom of designing an electric car to be electric from day one and not try to shoehorn an electric powertrain for a vehicle designed for a fuel for gasoline or diesel.  A few days ago, I looked up the best-selling vehicles in the world, and it seems to be moving back and forth between the Toyota Corolla and Ford F-150 about one million vehicles a year. With Tesla's ability to compete with hundreds of other world market transitions and Tesla's plans to expand Gigafactory 1 and 3 to produce about a million cars a year, Tesla appears to have a chance to make Model Y the best Selling car in the world, at least for their cheaper "Model 2" addresses an even bigger target market takes over.