Tesla Shanghai, Berlin and Austin Production and Timelines

Tesla produced 35,478 cars in March and this is an annualized rate of 425,736 cars. They produced over 10,000 Model Y cars and Tesla should ramp to over 25,000 Model Y’s per month from China. Tesla should be able to reach 500,000 to 600,000 cars in 2021. If Fremont produces 500,000 to 600,000 cars as well then those two factories could reach 1 to 1.2 million cars in 2021.

Tesla Berlin is targeting July 2021 for factory completion and Tesla Austin is targeting June, 2021 for test production. Those factories should have significant deliveries in the fourth quarter of 2021 and some production in the third quarter. Berlin and Texas could have combined production of 40,000 to 110,000 cars in 2021.

Tesla appears to have ordered and is installing 9 gigapresses. Each gigapress should be able to help produce 170,000 cars per year.

SOURCES- Teslarati, Tesla Daily
Written By Brian Wang, Nextbigfuture.com (Brian owns shares of Tesla)

2 thoughts on “Tesla Shanghai, Berlin and Austin Production and Timelines”

  1. I would expect Elon to want to double the number of GF constructions. Hyperscaling.
    Eventually you need to reach a state where you can plan to plateau. There's no sense building capacity for producing 20 mil cars a year if the current demand is 10 mil cars a year (or whatever the numbers might be by then).

    When you start reaching plateau levels, a better use of resources would be in redesigning the factories that make the factories.
    Eventually reach a state where you can "push" new factories almost like pushing an IOS update. Here are the new plans for the GF and we can rebuild them all in about 2 weeks using local materials.

    Reply

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