Tesla closed the 12 months 2023 because the world’s largest all-electric automobile producer, which could not be the case in 2024 attributable to BYD’s surge.
The corporate’s potential annual manufacturing output is estimated at over 2,350,000 models, in accordance with the This fall monetary report (no change in comparison with its Q3 report).
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Tesla EV manufacturing
In 2023, Tesla produced greater than 1.84 million all-electric vehicles (up 35% year-over-year). This 12 months, the amount would possibly exceed 2 million for the very first time.
In line with Tesla, after the scheduled world manufacturing unit shutdown in Q3, world manufacturing reached a report annualized run charge of practically 2.0 million automobiles in This fall.
In different phrases, there’s a massive likelihood that in 2024 Tesla will produce greater than two million electrical vehicles, in comparison with 1,845,985 in 2023.
On this submit, we are going to stroll via Tesla’s EV manufacturing vegetation to see what is going on on at every of the websites.
Tesla’s Fremont manufacturing unit has the potential to provide as much as 550,000 Mannequin 3/Mannequin Y a 12 months, and as much as 100,000 Mannequin S/Mannequin X. There is no such thing as a change right here in comparison with the earlier quarter.
In line with Tesla, in 2023 the manufacturing unit produced a report variety of practically 560,000 electrical vehicles. Tesla states:
“Earlier than Tesla bought the Fremont manufacturing unit, the report output of the earlier proprietor was practically 430,000 automobiles made in a single 12 months. In 2023, the Tesla Fremont manufacturing unit produced practically 560,000 automobiles due to our ~20,000 Fremont-based workers.”
Tesla Fremont Manufacturing unit produced practically 560,000 automobiles in 2023, an all-time report
Tesla Manufacturing unit in Fremont, California
Tesla Fremont Manufacturing unit: Mannequin S & X normal meeting
Tesla’s first gigafactory was its lithium-ion battery cell plant, which makes 2170-type cylindrical battery cells in partnership with Panasonic, in addition to different merchandise (drive models, energy electronics, power storage programs, and elements).
Manufacturing of 2170-type batteries is predicted to extend by about 10 p.c. The plant can be considerably expanded by the use of a $3.6 billion funding to deal with manufacturing of the 4680-type cells (100 GWh per 12 months with a possible for extra) and Tesla Semi electrical vans (probably 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.
Tesla Giga Nevada (Tesla Gigafactory 1)
Tesla Giga Nevada: Growth Plans (Tesla This fall 2022 report)
The Tesla Giga Shanghai plant has the potential to provide over 950,000 Mannequin 3/Mannequin Y per 12 months. The plant stays the corporate’s export hub and accounts for about half of the overall manufacturing capability.
Tesla famous: “Shanghai resumed regular charge manufacturing in This fall, rebounding from the scheduled downtime in Q3. Manufacturing of the up to date Mannequin 3 ramped to full pace in lower than two months.”
Tesla Giga Shanghai (Tesla Gigafactory 3)
Tesla Giga Shanghai: Physique Store (Tesla This fall 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 models per week. The capability is estimated at 375,000 yearly (no change).
Tesla famous: “Mannequin Y manufacturing in Berlin continued to develop in This fall, reaching each a report weekly manufacturing charge and a sequential enhance in complete manufacturing quantity for the seventh consecutive quarter.”
In some unspecified time in the future sooner or later, the corporate is predicted 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 fall 2022 report)
Tesla Giga Texas in Austin began manufacturing of the Tesla Mannequin Y in April 2022. The location produces two variations of the automobile—one outfitted with 4680-type cylindrical cells and a structural battery pack and the “legacy” model with 2170-type batteries and non-structural batteries (just like the Fremont plant).
In line with the corporate, in Could 2023, the plant achieved a manufacturing charge of 5,000 Mannequin Y (all variations) per week.
Curiously, in September, the 4680-type model of the Mannequin Y was faraway from the net configurator.
Since This fall 2023, the manufacturing unit has additionally produced Tesla Cybertruck pickups, powered by the 4680-type battery cells: “At Gigafactory Texas, we started manufacturing of the Cybertruck and delivered the primary models to clients. We anticipate the ramp of Cybertruck to be longer than different fashions given its manufacturing complexity.” The estimated put in annual automobile capability is over 125,000.
By the best way, in October 2023, 4680-type battery manufacturing on the plant reached a cumulative degree of 20 million models. We estimated that it could be about 1.8 GWh in complete.
In line with Tesla CEO Elon Musk, the Cybertruck output shouldn’t be restricted by the 4680-type cell availability. The 4680-type battery manufacturing is “forward of the ramp, with weeks of completed cells stock.” A further 4 battery manufacturing traces can be prepared later this 12 months.
Tesla famous additionally that the next-generation automobile can be produced on the Gigafactory Texas (from the second half of 2025): “In 2024, our automobile quantity progress charge could also be notably decrease than the expansion charge achieved in 2023, as our groups work on the launch of the next-generation automobile at Gigafactory Texas.”
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 can be in-built Santa Catarina municipality close to Monterrey (Nuevo Leon), Mexico.
The plant can be used for next-generation electrical automobiles—probably a mass market, reasonably priced electrical automobile with annual manufacturing counted within the thousands and thousands per 12 months.
Initially, we heard that automobile manufacturing would possibly probably begin in 2025, however a current report means that it could be later. Building is predicted to begin in 2024. The primary manufacturing website for the mannequin can be Texas (within the second half of 2025), so Mexico would possibly observe in 2026.
Manufacturing websites (automobiles/battery programs)
Tesla’s complete put in manufacturing capability is greater than 2,350,000 per 12 months (as much as 650,000 on the Tesla Manufacturing unit, over 950,000 on the Giga Shanghai, 375,000 at Giga Berlin, and over 375,000 Giga Texas).
Tesla Manufacturing unit 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 models/energy electronics close by, there may be additionally a Tesla Semi pilot facility Semi standing: “Pilot manufacturing” (undisclosed capability, pilot manufacturing since This fall 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 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 (capability of over 125,000 yearly)Cybertruck since This fall 2023 Subsequent Era Platform EV – from H2 2025 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 Subsequent Era Platform EV Tesla Kato Highway pilot facility in Fremont, California associated to Tesla’s 4680-type cylindrical battery cellstarget: 10 GWh/12 months cell manufacturing Tesla Megapack manufacturing unit in Lathrop, California Tesla Megapack manufacturing unit in Shanghai, China Unassigned fashions “Subsequent Gen Platform”: “in improvement”, to be produced in “numerous” places together with Texas Roadster: “in improvement”, unassignedpotentially can be assigned to the Fremont Manufacturing unit (our guess)
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