Tesla Next Generation 4 Million Car Per Year Production Plan and FSD Coming to China

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There are reports (rumors) from China that Tesla is planning a next generation low-priced high volume car with initial production capacity of 4 million vehicles.

36 Krypton learned from several industry insiders that Tesla is planning a grand production capacity map for its new low-priced models.

　　“This low-priced model is a small Model Y.” The source told 36 Krypton, “Tesla is building an annual production capacity plan of up to 4 million vehicles.”

　　According to 36 Krypton, this is an early production capacity strategy, and Tesla is passing it on to the industry chain: 4 million production capacity will be distributed in global factories, of which, the super factory in North America will undertake 2 million vehicles, and the Berlin factory in Germany and Shanghai Lingang factories each undertake 1 million vehicles. Among the North American factories, the Monterrey plant in Mexico will be the main production capacity of this new model.

　　Regarding the above information, 36 Krypton sought comments from Tesla’s official channels in China, but as of press time, no response has been received.

　　In Germany official agency documents saying that Tesla has submitted an application for a change to the factory, planning to increase the annual production capacity from 500,000 vehicles to 1 million vehicles.

Tesla FSD Coming to China

5 thoughts on “Tesla Next Generation 4 Million Car Per Year Production Plan and FSD Coming to China”

  1. Tesla wading into the low end in China is a fool’s folly. There are over a dozen lowend EV manufacturers in China alone, building everything from small SUV’s and sedans down to ubiquitous “kei-car” class subcompacts. FSD hasn’t yet gotten cheap enough for the low end, which would be Tesla’s defining differentiator. Existing chinese battery makers provide power options that are not great but “good enough”.

  2. It is slowly happening, but it is happening.

    Tesla builds Gigafactories, expands Gigafactories, reduces manufacturing lines, reduces parts, reduces time to manufacture, reduces costs, increases quality, increases overall profits.

    People keep screaming “but,… but,… Margins!”

    Think for a moment…

    Would you rather have a $9000 margin on a million vehicles, or a $7000 margin on 5 million vehicles?

    Think it through…

  3. This is not the way.
    Cheap, low-margin mini-vehicles for the off-shore masses will squeeze profits, do little to advance crucial battery tech, and expose critical manufacturing technology outside of the core western world countries.
    Tesla needs to part-pivot to hybrids with larger body sizes and multiple functionalities as with larger SUVs, other varieties of pick-ups, and recreational vehicles. Pure EVs will marginalize and fracture among companies as various regions and states refuse to go all-in on anti-ICE leglislation post-2030. California and other snowflake-blue states will lose valuable industry, retail, and consumer value with ruthless, full-on anti-ICE legislation. Compromise and variety of EV approaches will prevail – limiting propulsion types will reduce overall market share.

    • No. We have enough resource-intensive and resource-wasting large vehicles plowing our highways, creating secondary issues of safety, increased energy use, pollution and accelerated infrastructure wear. We need to tone down vehicle size and weight, and return to a consumer vehicle landscape of the 1990s. It served us perfectly once before, and will again.

    • Perhaps you’re not keeping up with current events. ICE cars are essentially dead in the EU, with every major manufacturer already announcing an end to production BEFORE the EU government had any discussions on the matter. Same for US manufacturers and Asian manufacturers. A reduction in mass production will touch all affiliated industries, destroying their economies of scale. Oh, and the world’s 4th largest economy laughs at you.

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