Tesla posted blockbuster manufacturing and supply figures within the first half of 2023. However manufacturing may decelerate in Q3, as CEO Elon Musk instructed throughout the Q2 earnings name final week. And the primary indicators of this slowdown have emerged on the Fremont manufacturing facility in California.
Despite the fact that Tesla maintains a goal of 1.8 million deliveries this yr, manufacturing facility upgrades will trigger summer time shutdowns, mentioned Musk. The corporate is probably upgrading the manufacturing traces for the refreshed Mannequin 3, additionally unofficially often called Venture Highland – we’ve seen a number of spy pictures of the prototypes round California not too long ago.
Rumors instructed that the up to date Mannequin 3 can be manufactured at Gigafactory Shanghai, however a Chinese language digital newspaper reported that Tesla China denied these claims. If that’s the case, we’d wish to hold our eyes on the Fremont manufacturing facility as a result of that’s the one different facility that manufactures the electrical sedan, apart from Gigafactory Shanghai.
Drone footage of the Fremont facility shared by a YouTuber additionally signifies that operations have slowed down. Logistics tons seem abandoned, and entrances to these tons appear to be shut, whereas haulers are nowhere in sight, as per Teslarati. There’s minimal exercise within the casting and manufacturing sections as properly.
At present, Tesla is constructing the pre-production Cybertruck for validation and certification. The model expects low-volume manufacturing to start out in the direction of the top of this yr, whereas manufacturing will scale up in the beginning of 2024. It’s doable that Tesla could possibly be retooling the Fremont manufacturing facility for the electrical truck as properly.
Experiences surfaced in Could 2023 that the corporate would demolish a number of tools, instruments, and utilities, on the Fremont manufacturing facility. Tesla hasn’t confirmed any of the aforementioned speculations.
The Mannequin 3 offered like hotcakes within the US in 2022, bested solely by its crossover sibling, the Mannequin Y. Within the first half of 2023, mixed gross sales of the Mannequin 3 and Mannequin Y have shattered Tesla’s personal information.