地铁志愿者
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Innovusion产能爬坡的不确定性
截至到7月5日，Innovusion的第一万台激光雷达下线，这一万台肯定不是月生产量，年内et5和es7即将交付，再加上已经开始交付的et7，保守估计在初期蔚来对Innovusion激光雷达的需求量至少要一万+，这还是保守估计，如果et5真如很多人预测那样月销2万，et7+es7总数接近一万的话，对Innovusion激光雷达的月需求量瞬间拉升到接近2万的数量…
就看Innovusion的产能是否能迅速爬坡了，这决定着蔚来整体新车型的交付速度。
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