Tesla, the world’s largest electrical automotive producer, revealed that its potential annual manufacturing output barely elevated, and as of the tip of Q2, it stands at greater than 2,025,000 models (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 similar stage as three months in the past.

It is price noting that Tesla‘s manufacturing in Q2 reached a brand new document of 479,700 (up 86 p.c year-over-year), which if repeated 4 instances, can 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 models.

In keeping with Tesla’s CEO Elon Musk, in the course of the third quarter, manufacturing may decelerate barely, as a result of some factories can be upgraded.

On this put up, we’ll stroll by means of Tesla’s EV manufacturing vegetation 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 is no such thing as 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 web site. We do not know the small print.

Tesla Manufacturing unit in Fremont, California

Tesla Fremont Manufacturing unit: 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 models, energy electronics, power storage methods, and elements). In June we heard that Panasonic intends to extend manufacturing on the web site by about 10 p.c.

In early 2023, Tesla formally introduced a $3.6 billion funding on the web site 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 improvement” within the Q2 2022 monetary report.

To date, 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 fall 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 working close to full capability for a number of months, we don’t count on a significant improve in weekly manufacturing run charge. Gigafactory Shanghai stays our predominant export hub.”

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 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 charge reached 5,000 Tesla Mannequin Y models per week. The capability is now estimated at 375,000 yearly (in comparison with over 350,000 beforehand).

“Our manufacturing facility in Germany produced commonplace 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 form in Europe year-to-date (based mostly on the newest out there knowledge as of Might).”

Sooner or later sooner or later, the corporate intends 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. This model of the Mannequin Y is supplied with 4680-type cylindrical cells and a structural battery pack.

Nevertheless, as a result of the availability of 4680-type cells was restricted, the plant later began manufacturing of the “legacy” model with 2170-type batteries and non-structural batteries.

In keeping with the corporate, in Might 2023, the plant achieved a manufacturing charge of 5,000 Mannequin Y (all variations) per week.

In December 2022, the availability of 4680-type cylindrical battery cells elevated to 1 million models 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 web site (on high of Tesla’s Kato Highway pilot facility in Fremont, California).

“We have now made notable progress on yield enchancment of our 4680 cell manufacturing strains. 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 getting ready to begin 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 observe 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 web site. 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) models

In March 2023, Tesla introduced that its sixth gigafactory plant can be inbuilt Santa Catarina municipality close to Monterrey (Nuevo Leon), Mexico.

The plant can be used for next-generation electrical autos – doubtlessly a mass market, reasonably priced electrical automotive, with annual manufacturing counted within the tens of millions 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 unit, over 750,000 on the Giga Shanghai, over 375,000 at Giga Berlin, and over 250,000 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
  • 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 models/energy electronics
  • close by, there’s additionally a Tesla Semi pilot facility
  • Semi standing: “Pilot manufacturing” (undisclosed capability, 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 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
• 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: “tooling”
    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 Highway pilot facility in Fremont, California
  • associated to Tesla’s 4680-type cylindrical battery cells
    goal: 10 GWh/12 months cell manufacturing
• Tesla Megapack manufacturing facility in Lathrop, California
• Tesla Megapack manufacturing facility in Shanghai, China
• Unassigned fashions
  • Roadster: “in improvement”, unassigned
    doubtlessly can be assigned to the Fremont Manufacturing unit (our guess)
  • “Robotaxi and Others”: “in improvement”, unassigned