I have a tendency to write really long posts, sorry. Different version (with funny responses here:
Model3OwnersClub )
This time I will shine some light from philosophical way of understanding cars.
Smaller pack has to give out around 215 mile range. 55kWh pack should be appropriate from many angles:
first of all, we all know that Model S came out (initially) with 40 (SF limited), 60 and 85 packs. 40 died immediately.
60 did not die. It is still here. And there is a reason. It is good enough for many. I'm sure Tesla learned that the range
people get from 60kWh pack (now limited to 60kWh, not actually 60kWh) is comfortable for many. Even for rich customers.
To get the same range number (above 200miles in most scenarios) little less is needed for a smaller vehicle.
I read most posts here and
here and I'm happy to see my personal estimations coincide.
55kWh marketed number.
This pack would give promised range, even slightly more. Why definitely
not 50kWh? Risk of getting "up to 200 mile vehicle" status.
Why definitely
not 60kWh? Because this will give much better range than 60kWh Model S. And who want's that?
Should I remind everybody Model 3 audience is for low-mid up to mid-class? As a reservation holder, 55kWh is exactly
what I personally would want. No more and no less (thinking about depreciation).
Ok we now almost know (90-95% probability) that cheapest Model 3 will give out 215-225 miles out of 55kWh marketed pack.
What would be the upgrade option? Again, this time (compared to first link post) let's look at it not as mathematicians.
What are the options for Model S and X? First they had 25kWh upgrade. Considerable amount of range. Now it is 15kWh software,
15kWh physical, and 10kWh more as expensive flagship. Absolute maximum that evolved with years.
Would it be reasonable to offer 10kWh bigger pack? No. It is a small number even for Model3. Price difference is not that noticeable
and same with range. Especially if we start with 55kWh pack. 65kWh is too little.
How about
80kWh? No. Definitely not. It will require lots of space. That means Model 3 will be built around huge pack.
Who will buy 80kWh packs? Model 3 is not designed to be as long-trip friendly as Model S/X. Model 3 is smaller not because
it makes it cheaper to produce but because Model S/X are not appropriate for huge chunk customers around the globe.
Maybe it is hard to understand if you have never lived in heavily populated area in EU or CH or something similar.
Model S is very American vehicle. Big and fluffy. Comfortable to drive. Like a ship. But it doesn't fit into garages, parking spots.
Ideal for wealthier people who have their own garage, their own parking spot at work. Their own private driveway.
So maybe Model 3 should have
3 battery options? 55-65-75 I don't think so. Production should be as efficient as possible.
Vehicle itself must be designed around the biggest pack (weight, dimensions). Why?? Less than 20% buy the biggest pack.
I'm sure biggest battery pack is far from top priority for Model3 overall design.
Also, even with battery prices going down sharply, 80kWh will not be cheap and not light (in 2017-2018).
And lastly, 80kWh might already push the limits of Model 3. Look what happened with Model S. From 85 to 90. From 90 to 100.
I expect little less on Model 3 (optimal pack design from 2017, aka no wasted space). Having 80kWh option in 2017 will be way too early.
How about
75kWh? That is almost awesome. But it is still way too much range. Also problems with vehicle weight, suspension,
tire dimensions. Also having a 80kWh option 2-4 years later will not be spectacular if 75kWh was available from the start.
How about
70kWh? That sounds reasonable. It is 15kWh more. In range it is like 20kWh more on Model S/X.
That is a huge step. In addition, adding front motor with different gearing will extend range even more.
Which might result in Model 3 be advertised as "200-300 mile affordable EV".
This was my guess as soon as I heard "at least 215miles with AWD optional" from Mr Musk.
And lately, somebody saw Model 3 70D. That seems just about right.
But like I mentioned in the other post, 2 different packs doesn't mean only 2 ranges. Due to AWD and rim options there will be more.
All things combined should work in a harmony. Mr Musk (and most of us) agree, that having more and more range doesn't
help a lot. 50-150 miles more range isn't helping if you have lousy charging options while having 1000 mile trip. (khm.khm 50kW)
Model 3, as a vehicle, has more priority in metro-life than Model S/X. It's also true for BMW 3 series compared to 5-7.
This means vehicle overall dimensions are more important than range. Having a vehicle designed for 80kWh pack is
not reasonable, especially if more than 50% of the sales are opting/happy with 200 mile range.
In conclusion.
Model 355 as a base - will kill all Nuts and Bolts.
Model 355D as one of the most loved version in many parts of the world (snow). As a bonus better range than 220mi.
Model 370 - preferred by long distance travelers (or taxi), more frunk space. I personally think this will be rare selection.
Model 370D - ultimate choice for mid-class customers who want excellent performance for less money than Model S60.
Model P370D - the most powerful version. Will require bigger tires in the rear. Expensive.
As a second level prediction I expect model preference distribution something like 25% 35% 10% 20% 10%.