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Tesla Model Y wiring efficiencies questioned in latest Munro teardown
Sandy Munro took the opportunity to show the Tesla Model Y’s new wiring structure, however, the Detroit automotive veteran noted to be “kind of disappointed” in some of its design.
“What I see here is a nice application of the wire troughs and candy striping…But unfortunately, there’s just as many wires; the wires are just as long,” Munro said.
In July 2019, Tesla published a patent that aimed to improve the wiring, power, and communications systems for its vehicles by reducing the amount of wires found within a car. The idea for a new wiring architecture was needed as many miles of cables can be located within a vehicle, all of which need to be installed by humans and not by machines. The installation of these power lines can take a significant amount of time when needed in excessive lengths. Thus, Tesla maintained it would be decreased from 1.5 kilometers of wire in the Model 3 to just 100 meters in the Model Y.
A Tesla vehicle’s wiring system is responsible for powering everything from turn signals and interior lights to the vehicle’s charging system. It consists of both 12-volt and 400-volt wiring, and the length of wiring needed varies from vehicle to vehicle. However, one thing remains consistent: efficient wiring is crucial for faster production speeds. However, a reduction of wiring also can contribute to reducing the vehicle’s weight as miles of power cords can be present within a car’s power infrastructure.
Reducing the wiring is something Tesla worked on when developing the Model 3, as the Model S contained around three miles of wiring to power its various systems. Tesla halved this amount of wiring with the Model 3 but aimed to decrease it even further when the Model Y was announced. Munro claimed he did not see less wiring, only a more organized wiring architecture. The new design is still an improvement from the Model 3.
Munro then suggests other strategies that Tesla could have used to increase the effectiveness of its wiring systems without using excessive amounts of wires. One of these strategies is called “communications over power,” or, more commonly, Power Line Communication (PLC). Munro explains this system reduces the number of wires by allowing for the implementation into a single power line, instead of many separate lines that all have different functions.
One of the most significant differences between the design of the Model 3 and Model Y was supposed to be its wiring system. In a video from Tesla owner-enthusiast TeslaRaj, the Model Y owner’s manual shows a single track wiring system, where the Model 3 had two tracks. The new single-track system could hint toward the overall design improvements in the Model Y wiring architecture.
Tesla’s wiring design was improved through a more organized harness setting within the Model Y. While the amount and length of the wiring system appeared to be the same according to Munro, these initial changes could end up being a catalyst to a more efficient and less puzzling architecture. Of course, fewer wires would be a dramatic step toward manufacturing efficiency, but this should come with time as Munro’s suggestions just might be accounted for in future Tesla vehicles.
Watch Munro Live’s breakdown of the Model Y wiring architecture below.
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
