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Tesla has issued a new voluntary recall on the Tesla Semi, within the type of a software program replace to make sure that the facet door warning system works correctly.
The recall itself isn’t an enormous deal – it’s only a software program replace to alter how a warning exhibits on display screen – however what it does inform us is a bit of one thing about how Tesla Semi manufacturing goes.
Tesla issued its first Tesla Semi recall again in March, associated to a faulty parking brake module provided by Intellipark techniques. A number of different truck traces with the identical brake module have been recalled, so this wasn’t solely a Tesla-specific situation.
That recall coated automobiles produced between November 30 and February 28, a complete of 35 automobiles. This roughly matches the 36 automobiles that Tesla’s first buyer, PepsiCo and its subsidiary Frito-Lay, have been mentioned to be deploying.
At the moment’s new recall covers 36 automobiles – only one off from the final recall, and precisely matching the beforehand reported variety of deployments.
And in response to the recall paperwork this time round, the recall covers vehicles produced between November 30 and March 15.
So, that covers 15 extra days price of truck manufacturing, and one extra truck produced in that time-frame.
The recall states that Tesla seen the software program’s violation of FMVSS guidelines on June 1, and had a repair obtainable which it started to deploy on June 6.
Which leaves us questioning – have been vehicles produced after March 15 on a more recent software program model already, and the older vehicles simply haven’t been up to date? Or are there extra vehicles produced after March 15, which is able to get the up to date software program, however for some purpose usually are not coated within the recall notification? Or has Tesla truly simply produced zero vehicles since March 15?
In any of those instances, it appears to be like like Tesla Semi manufacturing goes fairly slowly – if it’s going in any respect.
On Wednesday, we reported on the newest replace from Tesla on Semi manufacturing, and famous that supply quantity was nonetheless an enormous query. We’ve heard about deliveries to Pepsi and Frito, and have seen numerous images and movies of them driving round on public roads, however haven’t heard about deliveries to some other purchasers.
On this week’s replace, Tesla mentioned that quantity manufacturing probably gained’t begin till the top of subsequent 12 months, citing battery provide constraints (which we’ve heard earlier than).
However as lately as late 2022, Tesla’s plan was to succeed in 50,000 vehicles per 12 months by 2024, a quantity that appears fairly unlikely given this week’s manufacturing replace.
Tesla does reportedly have a line able to producing 5 Semis per week, and in its final quarterly report, it mentioned that that is the “pilot manufacturing” line for Semi, however didn’t specify any numbers for Semi manufacturing in its Q1 numbers. From what we will tease out of in the present day’s recall replace, it appears that evidently this pilot line should still be working properly below even its pilot capability.
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