{"id":172243,"date":"2021-08-03T23:17:35","date_gmt":"2021-08-04T06:17:35","guid":{"rendered":"https:\/\/www.nextbigfuture.com\/?p=172243"},"modified":"2021-08-03T23:17:35","modified_gmt":"2021-08-04T06:17:35","slug":"up-to-8-cost-improvement-from-tesla-berlin-and-austin-in-2022","status":"publish","type":"post","link":"https:\/\/www.nextbigfuture.com\/2021\/08\/up-to-8-cost-improvement-from-tesla-berlin-and-austin-in-2022.html","title":{"rendered":"Up to 8% Cost Improvement from Tesla Berlin and Austin in 2022"},"content":{"rendered":"

Colin Rusch of Oppenheimer is ranked 17th out of 7616 analysts and he indicates that Oppenheimer research predicts that Tesla Berlin and Tesla Austin will be able to generate 5-8% cost improvement in 2022.<\/p>\n

Tesla Q2 2021 financials showed that they had their highest automotive margins ever.<\/a> This was in spite of not producing only low volumes of the refreshed higher margin model S. The Plaid model S sells for $129,900 instead of about $50,000 for the Model 3 and Model Y.<\/p>\n

This third quarter should see about 10,000 Model S made instead of 2000. This should see the auto margin increase from 28.4% to 30-31%.<\/p>\n

Berlin and Austin will not produce in significant volumes until Q1 of 2022. A 5-8% margin increase would be 36-39% from Q3 or if it was from Q2 would be 33.4-36.4%.<\/p>\n

The quarterly number of cars produced should nearly double by Q2 2022. The revenue increase to $20 billion and an overall auto margin increase to 33% would mean $6.6 billion of auto gross profit in Q2 2022.<\/p>

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Operating expenses at $2 billion would mean about $4.6 billion in income.<\/p>\n

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