Tesla China Model Y Production Surge

Teslarati reports that local sources in Shanghai say that Tesla Giga Shanghai is already producing 1,600 Model Y vehicles per day. In August, Giga Shanghai reportedly started producing 1,000 Model Y units per day, officially exceeding its Model 3 production of 800 units per day.

Tesla will be celebrating the 300,000th car-produced YTD on September 29. This would indicate over 45,000 cars produced in September.

1800 cars per day (1000 Model Y and 800 Model 3) would be 54,000 cars in thirty days if every day had that production.

2400 cars per day (1600 Model Y and 800 Model 3) would be 72,000 cars in thirty days if every day had that production.

If Tesla is able to produce at or near 72,000 cars per month from China and 48,000 cars per month from Fremont in the fourth quarter then this would be 360,000 cars plus any new production from the Berlin and Austin factories. This would put the production of 1 million Tesla cars back as a possibility for 2021.

It would also mean that China and Fremont producing at this fourth quarter level would mean 1.4 million cars in 2022 plus whatever Berlin and Austin produce. 2 million cars Tesla in 2022 would be possible.

SOURCES – Teslarati
Written by Brian Wang, Nextbigfuture.com (Brian has shares of Tesla)

6 thoughts on “Tesla China Model Y Production Surge”

  1. My biggest question is how many new power plants will need to be built whenever 20% of the cars are EVs, and then when 40% of the cars are EVs. ICE cars don't put pressure on the grid, but millions and millions of EVs will. Which utilities are starting the construction of plants to keep up with the demand?

  2. I suspect that such a calculation would depend on all sorts of assumptions that may or may not be accurate.

    • How far each car drives per day
    • What time of day they get recharged
    • Where do they get charged? Suburbs? City? Industrial areas?
    • Fast charge (less efficient) or trickle charge.
    • How much cargo, passengers? What driving style? This affects energy usage.

    SOmeone probably has the current numbers (boom, boom) but any serious expansion of EV numbers pushes into different parts of the population, with different usage behaviour.

  3. While both cars from both factories had issues in certain places, the British chap in the Youtube video above found the gaps on the Fremont, CA cars to be slightly better overall. Of course, it could be the case of really good day in the California plant and a really bad day in the Chinese plant.

  4. Does anyone know if Chinese Tesla’s are equipped exactly like other Tesla’s? Example: Same interior materials, or do they allow clothe interiors and other small money saving changes here and there?

  5. This is great news!

    By the way, is there anyone on here that knows how many pure EVs the US grid can support with its current structure? Which utilities are ahead of the curve? Which utilities are moving too slowly? I keep reading conflicting reports.

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