Tesla, the world’s largest electrical automotive producer, revealed that its potential annual manufacturing output barely elevated, and as of the top of Q2, it stands at greater than 2,025,000 items (25,000 greater than on the finish of Q1).
The change is related to the Giga Berlin plant, the place the capability is estimated at 375,000 (in comparison with 350,000 beforehand). The estimated capability in different factories stays on the identical stage as three months in the past.
It is price noting that Tesla’s manufacturing in Q2 reached a brand new file of 479,700 (up 86 p.c year-over-year), which if repeated 4 occasions, could be greater than 1.9 million a 12 months.
It is anticipated that in 2023, Tesla will ship round 1.8 million autos. In the meantime, Tesla’s cumulative manufacturing exceeded 4.5 million items.
Based on Tesla’s CEO Elon Musk, in the course of the third quarter, manufacturing may decelerate barely, as a result of some factories will likely be upgraded.
On this publish, we’ll stroll via Tesla’s EV manufacturing crops to see what’s new at every of the websites and what the progress is like because it pertains to the Tesla Semi Class 8 all-electric truck and the Tesla Cybertruck pickup.
Tesla’s Fremont manufacturing facility has the potential to provide as much as 550,000 Mannequin 3/Mannequin Y a 12 months, and as much as 100,000 refreshed Mannequin S/Mannequin X. There isn’t a change in comparison with Q1.
In April 2023, there was a report that the corporate is constructing a brand new battery pack meeting line on the website. We do not know the small print.
Tesla Manufacturing facility in Fremont, California
Tesla Fremont Manufacturing facility: Mannequin S & X normal meeting
Tesla’s first gigafactory is a lithium-ion battery cell plant, which makes 2170-type cylindrical battery cells in partnership with Panasonic, in addition to different merchandise (drive items, energy electronics, power storage methods, and elements). In June we heard that Panasonic intends to extend manufacturing on the website by about 10 p.c.
In early 2023, Tesla formally introduced a $3.6 billion funding on the website to additionally produce the all-new 4680-type cylindrical battery cells (100 GWh per 12 months with a possible for extra) and Tesla Semi electrical vans (doubtlessly roughly 50,000 Tesla Semi per 12 months).
The Tesla Semi’s standing is “Pilot manufacturing” (no change right here), described additionally as restricted manufacturing by Tesla’s CEO Elon Musk. The earlier standing was “Early manufacturing” within the Q3 2022 monetary report and “In growth” within the Q2 2022 monetary report.
Thus far, the corporate in all probability delivered a two-digit variety of Tesla Semis.
Tesla Giga Nevada (Tesla Gigafactory 1)
Tesla Giga Nevada: Growth Plans (Tesla This autumn 2022 report)
The Tesla Giga Shanghai plant has the potential to provide over 750,000 Mannequin 3/Mannequin Y per 12 months (no change right here). The plant stays the corporate’s export hub.
“Since our Shanghai manufacturing facility has been efficiently operating close to full capability for a number of months, we don’t anticipate a significant enhance in weekly manufacturing run fee. Gigafactory Shanghai stays our primary export hub.”
Tesla Giga Shanghai (Tesla Gigafactory 3)
Tesla Giga Shanghai: Physique Store (Tesla This autumn 2022 report)
Tesla Giga Berlin in Grünheide close to Berlin, Germany produces the Tesla Mannequin Y (powered by 2170-type cylindrical battery cells) since March 2022, and in Q2, began manufacturing of the Normal Vary model.
In March, the corporate introduced that the manufacturing fee reached 5,000 Tesla Mannequin Y items per week. The capability is now estimated at 375,000 yearly (in comparison with over 350,000 beforehand).
“Our manufacturing facility in Germany produced customary vary Mannequin Y autos in Q2 for the primary time. Constructing off momentum from its success in Q1, Mannequin Y was the best-selling automobile of any type in Europe year-to-date (based mostly on the newest out there knowledge as of Could).”
In some unspecified time in the future sooner or later, the corporate intends to start out manufacturing of a brand new model powered by 4680-type cylindrical battery cells.
Tesla Giga Berlin (Tesla Gigafactory 4)
Tesla Giga Berlin: Tesla Mannequin Y paint store (Tesla This autumn 2022 report)
Tesla Giga Texas in Austin began manufacturing of the Tesla Mannequin Y in April 2022. This model of the Mannequin Y is supplied with 4680-type cylindrical cells and a structural battery pack.
Nonetheless, as a result of the provision of 4680-type cells was restricted, the plant later began manufacturing of the “legacy” model with 2170-type batteries and non-structural batteries.
Based on the corporate, in Could 2023, the plant achieved a manufacturing fee of 5,000 Mannequin Y (all variations) per week.
In December 2022, the provision of 4680-type cylindrical battery cells elevated to 1 million items per week, which is sufficient for greater than 1,000 electrical vehicles (a 3rd of the plant’s manufacturing). In June 2023, Tesla revealed that the ten millionth 4680-type battery cell was produced on the Giga Texas website (on high of Tesla’s Kato Highway pilot facility in Fremont, California).
“We now have made notable progress on yield enchancment of our 4680 cell manufacturing traces. We proceed constructing capability for cathode manufacturing and lithium refining within the U.S.”
Tesla Giga Texas (Tesla Gigafactory 5)
Tesla Giga Texas: 4680 cell manufacturing (Tesla Q1 2023 report)
The manufacturing facility is now making ready to start out manufacturing of the Tesla Cybertruck pickup.
“At Gigafactory Texas, along with the continued success of the Mannequin Y ramp, we’re additionally engaged on tools set up for Cybertruck manufacturing, which stays on monitor for preliminary deliveries this 12 months.”
The Tesla Cybertruck will enter manufacturing in Texas in mid-2023. In July, we noticed the primary RC (launch candidate) unit constructed on the website. The Tesla Cybertruck’s present standing is “Tooling.” Quantity manufacturing is anticipated no sooner than 2024.
Tesla Giga Texas: The primary Cybertruck RC (launch candidate) unit
Tesla Giga Texas: Manufacturing line, constructing Cybertruck RC (launch candidate) items
In March 2023, Tesla introduced that its sixth gigafactory plant will likely be inbuilt Santa Catarina municipality close to Monterrey (Nuevo Leon), Mexico.
The plant will likely be used for next-generation electrical autos – doubtlessly a mass market, reasonably priced electrical automotive, with annual manufacturing counted within the hundreds of thousands per 12 months.
Car manufacturing may doubtlessly begin in 2025.
Manufacturing websites (autos/battery methods)
Tesla’s complete put in manufacturing capability is greater than 2,025,000 per 12 months (as much as 650,000 on the Tesla Manufacturing facility, over 750,000 on the Giga Shanghai, over 375,000 at Giga Berlin, and over 250,000 Giga Texas).
- Tesla Manufacturing facility in Fremont, California
- Mannequin S/X (capability of as much as 100,000 yearly) Mannequin S since mid-2012, Mannequin X since late 2015
- Mannequin 3/Y (capability of as much as 550,000 yearly now), Mannequin 3 since mid-2017, Mannequin Y since January 2020
- Whole output of as much as 650,000 S/X/3/Y
- Tesla Gigafactory 1 in Nevada
- associated to lithium-ion cell, module and pack manufacturing, power storage merchandise and drive items/energy electronics
- close by, there’s additionally a Tesla Semi pilot facility
- Semi standing: “Pilot manufacturing” (undisclosed capability, manufacturing since This autumn 2022)
- 4680-type cylindrical battery cell to be produced sooner or later (100 GWh/12 months)
- Tesla Gigafactory 2 in New York
- Associated to photo voltaic, some power storage merchandise and charging tools
- Tesla Gigafactory 3 in Shanghai, China
- Mannequin 3/Y (capability of over 750,000 yearly)
Mannequin 3 since late 2019, Mannequin Y since December 2020
- Mannequin 3/Y (capability of over 750,000 yearly)
- Tesla Gigafactory 4 in Berlin-Brandenburg, Germany, Europe
- Mannequin Y (capability of over 375,000 yearly)
Mannequin Y since March 2022
- Mannequin Y (capability of over 375,000 yearly)
- Tesla Gigafactory 5 in Austin, Texas
- Mannequin Y (capability of over 250,000 yearly)
Mannequin Y since April 2022 - Cybertruck: “tooling”
unveiled in late 2019 - 4680-type cylindrical battery cells (undisclosed fee)
- Mannequin Y (capability of over 250,000 yearly)
- Tesla Gigafactory 6 in Santa Catarina municipality close to Monterrey (Nuevo Leon), Mexico
- Introduced on March 1, 2023
- Tesla Kato Highway pilot facility in Fremont, California
- associated to Tesla’s 4680-type cylindrical battery cells
goal: 10 GWh/12 months cell manufacturing
- associated to Tesla’s 4680-type cylindrical battery cells
- Tesla Megapack manufacturing facility in Lathrop, California
- Tesla Megapack manufacturing facility in Shanghai, China
- Unassigned fashions
- Roadster: “in growth”, unassigned
doubtlessly will likely be assigned to the Fremont Manufacturing facility (our guess) - “Robotaxi and Others”: “in growth”, unassigned
- Roadster: “in growth”, unassigned
