Zoltec, promotes two things that lead them to believe they are the low cost CF producer;
1. They designed in-house, their production line process and equipment specifications and then subcontract out to multiple equipment manufacturers, sections of the equipment to make, this keeps the CAPEX lower than traditional CF manufacturers and also reduces the time required to install a line.
2. Having in-house precursor supply helps keep the Raw Mat cost lower than buying on the open market, it also prevents from having shortages if there is any market shortage issues.
The Equipment required for the BMW project was a large weaving machine that can process Carbon Fiber. The equipment required was contracted out to the major specialized equipment manufacturers to make for this project that Zoltec originally was a partner on with BMW. Unfortunately, Zoltec could not close and secure the deal with BMW and get the supply contract, SGL (A German CF supplier) won the award and I am sure their total CF costs are the same or very close to Zoltec's.
This company makes very little in house machinery if any at all.