First analysis and thoughts | Sam

What are the steps to make a part?

HandmadePartly automatedAutomated (but slow)

Where does the money go?

Carbon fiber cost is spread across material, labor, machine time, curing, QA, and scrap risk. The biggest cost areas: material, manual layup, curing, QA, machining, and scrap.

How much of the cost is manual labor?

Manual labor is one of the largest controllable cost and time drivers. From the analysis: manual steps are 50–75% of production time and 30–50% of final part cost. Fully removed, final part cost could theoretically fall by 30–50%, before robotics, R&D, facilities, maintenance, and automation overhead.

What happens if machines work 5× faster?

If machines perform manual steps 5× faster than humans, and manual labor is roughly 60% of total production time, total cycle time falls by about 48–50%, roughly 1.9× higher throughput.

Calculator

Result

~48%
Cycle time reduction
~1.9×
Throughput increase
Current timeline100%
Automated timeline52%
Manual work (compresses)Cure / machine time (partly fixed)

Glass fiber or carbon fiber?

Glass fiber is cheaper and good enough for many applications. Carbon fiber is more expensive, but wins when weight, stiffness, strength-to-weight, fatigue, or dimensional stability matter. We can consider starting with glass fiber, and move to carbon where the performance justifies the cost.

Glass fiber / GFRP

Carbon fiber / CFRP

What is still made by hand?

← Already automatedStill manual → High opportunity ↑↓ Low opportunity
High opportunityMediumLower

What does the $20B carbon fiber market look like?

What does the ~$70B glass fiber market look like?

What unlocks if carbon fiber gets 50% cheaper?

Carbon advantage
Buying region
Material replaced
Post-reduction cost
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