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Tesla closed the 12 months 2023 because the world’s largest all-electric automotive producer, which could not be the case in 2024 on account of BYD’s surge.
The corporate’s potential annual manufacturing output is estimated at over 2,350,000 models, based on the This autumn 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 automobiles (up 35% year-over-year). This 12 months, the quantity may exceed 2 million for the very first time.
In response to Tesla, after the scheduled world manufacturing facility shutdown in Q3, world manufacturing reached a file annualized run price of practically 2.0 million autos in This autumn.
In different phrases, there’s a large probability that in 2024 Tesla will produce greater than two million electrical automobiles, in comparison with 1,845,985 in 2023.
On this publish, we are going to stroll by Tesla’s EV manufacturing crops to see what is going on on 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 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 response to Tesla, in 2023 the manufacturing facility produced a file variety of practically 560,000 electrical automobiles. Tesla states:
“Earlier than Tesla bought the Fremont manufacturing facility, the file output of the earlier proprietor was practically 430,000 autos made in a single 12 months. In 2023, the Tesla Fremont manufacturing facility produced practically 560,000 autos because of our ~20,000 Fremont-based workers.”
Tesla Fremont Manufacturing facility produced practically 560,000 autos in 2023, an all-time file
Tesla Manufacturing facility in Fremont, California
Tesla Fremont Manufacturing facility: 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, vitality storage techniques, and elements).
Manufacturing of 2170-type batteries is predicted to extend by about 10 %. The plant shall be considerably expanded by means 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 vehicles (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: Enlargement Plans (Tesla This autumn 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 entire manufacturing capability.
Tesla famous: “Shanghai resumed regular price manufacturing in This autumn, 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 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 price 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 autumn, attaining each a file weekly manufacturing price and a sequential improve in whole manufacturing quantity for the seventh consecutive quarter.”
Sooner or later sooner or later, the corporate is predicted to start out 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 produces two variations of the automotive—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 (just like the Fremont plant).
In response to the corporate, in Might 2023, the plant achieved a manufacturing price of 5,000 Mannequin Y (all variations) per week.
Apparently, in September, the 4680-type model of the Mannequin Y was faraway from the net configurator.
Since This autumn 2023, the manufacturing facility 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 prospects. We count on 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 way in which, in October 2023, 4680-type battery manufacturing on the plant reached a cumulative stage of 20 million models. We estimated that it is perhaps about 1.8 GWh in whole.
In response to 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.” An extra 4 battery manufacturing traces shall be prepared later this 12 months.
Tesla famous additionally that the next-generation automobile shall be produced on the Gigafactory Texas (from the second half of 2025): “In 2024, our automobile quantity progress price could also be notably decrease than the expansion price 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 shall be inbuilt Santa Catarina municipality close to Monterrey (Nuevo Leon), Mexico.
The plant shall be used for next-generation electrical autos—probably a mass market, reasonably priced electrical automotive with annual manufacturing counted within the tens of millions per 12 months.
Initially, we heard that automobile manufacturing may probably begin in 2025, however a latest report means that it is perhaps later. Building is predicted to start out in 2024. The primary manufacturing web site for the mannequin shall be Texas (within the second half of 2025), so Mexico may comply with in 2026.
Manufacturing websites (autos/battery techniques)
Tesla’s whole put in manufacturing capability is greater than 2,350,000 per 12 months (as much as 650,000 on the Tesla Manufacturing facility, over 950,000 on the Giga Shanghai, 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 - Whole output of as much as 650,000 S/X/3/Y
- Mannequin S/X (capability of as much as 100,000 yearly)
- Tesla Gigafactory 1 in Nevada
- associated to lithium-ion cell, module and pack manufacturing, vitality storage merchandise and drive models/energy electronics
- close by, there’s additionally a Tesla Semi pilot facility
- Semi standing: “Pilot manufacturing” (undisclosed capability, pilot manufacturing since This autumn 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 vitality storage merchandise and charging tools
- 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
- Mannequin 3/Y (capability of over 950,000 yearly)
- Tesla Gigafactory 4 in Berlin-Brandenburg, Germany, Europe
- Mannequin Y (capability of over 375,000 yearly)
Mannequin Y since March 2022
- Mannequin Y (capability of over 375,000 yearly)
- 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 autumn 2023 - Subsequent Technology Platform EV – from H2 2025
- 4680-type cylindrical battery cells (undisclosed price)
- Mannequin Y (capability of over 250,000 yearly)
- Tesla Gigafactory 6 in Santa Catarina municipality close to Monterrey (Nuevo Leon), Mexico
- Introduced on March 1, 2023
- Subsequent Technology Platform EV
- Tesla Kato Highway pilot facility in Fremont, California
- associated to Tesla’s 4680-type cylindrical battery cells
goal: 10 GWh/12 months cell manufacturing
- associated to Tesla’s 4680-type cylindrical battery cells
- Tesla Megapack manufacturing facility in Lathrop, California
- Tesla Megapack manufacturing facility in Shanghai, China
- Unassigned fashions
- “Subsequent Gen Platform”: “in improvement”, to be produced in “numerous” places together with Texas
- Roadster: “in improvement”, unassigned
probably shall be assigned to the Fremont Manufacturing facility (our guess)
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