Tesla, the world’s largest all-electric automobile producer, as soon as once more elevated its potential annual manufacturing output, lately exceeding 2,350,000 items, in accordance with Q3 monetary report.
That is a rise of 325,000 in comparison with the earlier report (Q2 2023). The year-over-year enhance amounted to roughly 450,000.
This time, the change is related to the Giga Shanghai plant, the place the put in capability elevated by 200,000 (from over 750,000 to over 950,000 per yr), and with the Giga Texas plant, the place the Tesla Cybertruck’s put in capability was estimated at over 125,000 items per yr.
After all, the put in manufacturing capability and the precise manufacturing quantity are two various things. Tesla’s manufacturing in Q3 amounted to 430,488 (up 18 % year-over-year) – so lower than in Q2, however the firm explains that it “introduced down a number of manufacturing strains for upgrades at varied factories, which led to a sequential decline in manufacturing volumes”.
The typical manufacturing quantity through the previous two quarters (Q2-Q3) amounted to over 450,000, which signifies that the corporate should not have any issues with reaching its annual purpose of 1.8 million automobiles in 2023. In the meantime, Tesla’s cumulative EV manufacturing (since 2008) reached 5 million items on September 17, 2023.
On this publish, we are going to stroll by Tesla’s EV manufacturing vegetation to see what’s new at every of the websites.
Tesla’s Fremont manufacturing facility has the potential to provide as much as 550,000 Mannequin 3/Mannequin Y a yr, and as much as 100,000 refreshed Mannequin S/Mannequin X. There isn’t a change in comparison with Q2, however we’re conscious that the plant is present process upgrades.
Tesla Manufacturing facility in Fremont, California
Tesla Fremont Manufacturing facility: Mannequin S & X common 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 programs, and components).
Manufacturing of 2170-type batteries is anticipated to extend by about 10 %. The plant will probably be considerably expanded by a $3.6 billion funding to deal with manufacturing of the 4680-type cells (100 GWh per yr with a possible for extra) and Tesla Semi electrical vehicles (doubtlessly roughly 50,000 Tesla Semi per yr).
The Tesla Semi’s standing is “Pilot manufacturing” (no change right here), described additionally as restricted manufacturing by Tesla’s CEO Elon Musk.
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 950,000 Mannequin 3/Mannequin Y per yr (200,000 greater than beforehand reported). We assume that the change to 950,000 items is extra of a proper replace fairly than a bodily improve, because the gross sales knowledge already indicated that the plant can produce multiple million items yearly. The plant stays the corporate’s export hub.
Tesla famous: “Apart from scheduled downtime in Q3, our Shanghai manufacturing facility has been efficiently operating close to full capability for a number of quarters, and we don’t count on a significant enhance in weekly manufacturing run charge.”
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 has produced the Tesla Mannequin Y (powered by 2170-type cylindrical battery cells) since March 2022.
In March, the corporate introduced that the manufacturing charge reached 5,000 Tesla Mannequin Y items per week. The capability is now estimated at 375,000 yearly (no change).
Sooner or later sooner or later, the corporate is anticipated to begin 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. The positioning produced two variations of the automobile – one, geared up with 4680-type cylindrical cells and a structural battery pack, and the “legacy” model with 2170-type batteries and non-structural batteries (much like the Fremont plant).
In keeping with the corporate, in Could 2023, the plant achieved a manufacturing charge of 5,000 Mannequin Y (all variations) per week.
Apparently, in September, the 4680-type model of the Mannequin Y was faraway from the web configurator.
It was speculated that it occurred as a result of restricted availability of the 4680-type battery cells, that are wanted for the upcoming launch of the Tesla Cybertruck, however there could possibly be different causes.
By the way in which, in October, 4680-type battery manufacturing on the plant reached a cumulative degree of 20 million items. We estimated that it could be about 1.8 GWh in complete.
An important factor is that the Tesla Cybertruck’s standing modified from “tooling” to “pilot manufacturing” and buyer deliveries of the primary automobiles are scheduled for November 30, 2023. The estimated put in annual automobile capability is over 125,000.
Tesla famous: “At Gigafactory Texas, we started pilot manufacturing of the Cybertruck, which stays on observe for preliminary deliveries this yr. We predict the Mannequin Y manufacturing charge in Texas to develop very steadily from its present degree as we ramp extra provide chain wants in a cost-efficient method.”
Tesla Giga Texas (Tesla Gigafactory 5)
Tesla Giga Texas: 4680 cell manufacturing (Tesla Q1 2023 report)
In March 2023, Tesla introduced that its sixth gigafactory plant will probably be in-built Santa Catarina municipality close to Monterrey (Nuevo Leon), Mexico.
The plant will probably be used for next-generation electrical automobiles – doubtlessly a mass market, inexpensive electrical automobile, with annual manufacturing counted within the hundreds of thousands per yr.
Initially, we heard that automobile manufacturing would possibly doubtlessly begin in 2025, however a latest report means that it could be later. Building is anticipated to begin in 2024.
Manufacturing websites (automobiles/battery programs)
Tesla’s complete put in manufacturing capability is greater than 2,350,000 per yr (as much as 650,000 on the Tesla Manufacturing facility, over 950,000 on the Giga Shanghai, over 375,000 at Giga Berlin, and over 375,000 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 Complete 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 may be 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/yr) Tesla Gigafactory 2 in New York Associated to photo voltaic, some power storage merchandise and charging gear Tesla Gigafactory 3 in Shanghai, China Mannequin 3/Y (capability of over 950,000 yearly)Mannequin 3 since late 2019, Mannequin Y since December 2020 Tesla Gigafactory 4 in Berlin-Brandenburg, Germany, Europe Mannequin Y (capability of over 375,000 yearly)Mannequin Y since March 2022 Tesla Gigafactory 5 in Austin, Texas Mannequin Y (capability of over 250,000 yearly)Mannequin Y since April 2022 Cybertruck standing: “Pilot manufacturing” (capability of over 125,000 yearly)unveiled in late 2019 4680-type cylindrical battery cells (undisclosed charge) Tesla Gigafactory 6 in Santa Catarina municipality close to Monterrey (Nuevo Leon), Mexico Introduced on March 1, 2023 Tesla Kato Street pilot facility in Fremont, California associated to Tesla’s 4680-type cylindrical battery cellstarget: 10 GWh/yr cell manufacturing Tesla Megapack manufacturing facility in Lathrop, California Tesla Megapack manufacturing facility in Shanghai, China Unassigned fashions “Subsequent Gen Platform”: “in growth”, unassigned Roadster: “in growth”, unassignedpotentially will probably be assigned to the Fremont Manufacturing facility (our guess)