It is also likely that a new line, or a retro fitted lin, can take care of Tesla's further production advancements that save cost and improve outout speed.There's plenty they can do. For example, from my understanding, the current RWD Y has the premium sound system while the RWD 3 does not. It's the ONLY thing that disappoints me about my car and when my lease is up I want to get a different Tesla with the premium sound system. Also, cloth seats. Maybe manual liftgate/trunk and manual folding seats? Cheaper wheels? It's all a few bucks here and there but at scale I'm sure it adds up. But the big thing they can do would be either a smaller battery or an LFP battery (if they can get one from within the US as not to pay tarriffs). GM will have LFP in the Boltium next year... If Tesla wants to start selling a cheaper Y now they can just use a smaller NCM pack for now then start selling them with an LFP pack later. They'll probably also software-limit it to slower acceleration and offer a performance boost software upgrade later. After all, I don't think it's much cheaper to make it slower with the motor technology they have, but even the cheapest Teslas on offer now are faster than almost every other similarly priced car. Our Equinox EV is much slower than my Tesla and even that is plenty fast enough so Tesla can offer a slower car if they wanted to. I think a Standard Range 3 would make sense. I would have happily saved a few thousand bucks for less range, the lowest I've got in my Tesla is like 17% and I supercharged for 8 whole minutes haha. In my Prologue I was regularly down to under 10%.
I imagine the "Model 2" or whatever they call it, will have an industry low cost to manufacture.