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junko.yoshida
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Re: Gigafactory investment
junko.yoshida   8/1/2014 3:30:31 AM
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@Gerry, exactly. That's why some executives in Panasonic are more cautious than others.

boblespam
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Re: Gigafactory investment
boblespam   8/1/2014 3:09:53 AM
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It's nice to see that external big companies are heavily investing in US factories. That must be a result of a succesfull local politic - along with private interests of course -

Sometime I envy you, US guys !

Weapon
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Re: Gigafactory investment
Weapon   8/1/2014 12:41:28 AM
The biggest issue with Plasma technology was that economies of scale was against it. Plasma was great for TVs but not so great for PC monitors. On top of that there was the lighting market which benifited from LED. So it was too tempting for manufacturers to go in on LED. The power consumption was also another important factor.

In comparison, Batteries are more straight forward. There is no real competing technology other than other lithium ion batteries. If there is an improvement to anode or cathode, generally the process stays the same.

To add to that, Tesla is covering half the cost and Tesla and SolarCity are supplying you guaranteed demand.

 

rick merritt
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Re: Gigafactory investment
rick merritt   7/31/2014 11:20:44 PM
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Tesla's battery pack was its key innovation. If EVs finally take off (slowly), the company could morph into a key component supplier.

What are the lessons of A123 Systems demise that Tesla/Panasonic must learn?

gfcorbett
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Re: Gigafactory investment
gfcorbett   7/31/2014 10:58:51 PM
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Junko:

As you know, Panasonic lost its posterior on plasma technology.  This may follow the same example.

Time will tell.

Best regards,

Gerry

Susan Rambo
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Re: Gigafactory investment
Susan Rambo   7/31/2014 10:43:36 PM
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If the Gigafactory becomes successful or even "gigasuccessful" then Panasonic will be happy they got in when they did -- which is stating, of course, the obvious. I hope it works out.

junko.yoshida
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Gigafactory investment
junko.yoshida   7/31/2014 9:46:08 PM
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For Panasonic, which is eager to transform itself from a AV manufacturer  (TVs, DVDs and smartphones) to an industrial company (read "automotive"), the partnership with Tesla presents a very attractive opportunity.

And yet, how much Tsuga wants to share his company's future with Musk 's big dream (and big talk) remains a question. Whatever decision Tsuga makes will define what Panasonic will become (or won't become) in the next five years.

 

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