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First, the bad news (at least for customers and fans): the Tesla Semi arrives a year later than initially announced; Instead of this year, as the last one was called, the electric semi-trailer will only go into production in 2021. This was announced by CEO Elon Musk in a conference call about Tesla’s trade numbers in the first quarter of 2020. But viewed positively The change means that 2021 will be full of new Tesla products. Because in addition to the Semi, the Tesla Cybertruck should also be available to first-time customers by the end of the year. And in China and Europe, preparations are underway for the production of the local Model Y, which will also be delivered in 2021.
There are no locations for Tesla Semi yet
The corona virus crisis is also making its mark on Tesla, for example, in the form of a cash outflow of around $ 900 million in the first quarter. However, traditional manufacturers are sometimes much more affected, and unlike them, Tesla remains in its usual offensive mode. “We continue to expand Model Y capacity at full speed in Giga Berlin and Giga Shanghai,” Musk said at the conference. Many other companies would cut their investments, but Tesla is doing the opposite: “We press the pedal completely with new products and the expansion of the company.”
However, the upcoming Semi delay was only worth a note in the quarterly report: “We are postponing our first Tesla Semi deliveries to 2021,” he said without explanation. At the 2017 launch it was said it should come in 2019, then there was talk of limited semi-production before the end of this year, now it became 2021. The place where the electric truck is built is still fully open; the production of the quarterly report only indicates “in progress”.
More specific Cybertruck and Model Y plans
Cybertruck and Roadster also have the same status. But while the extreme Tesla sports car probably won’t come in 2021, CEO Musk has already given details for the cyber truck factory. It will be built in the center of the USA. USA And it will produce together with the Model Y stainless steel truck for the US east coast. USA Maybe in May he could name the location, Musk said now, in late July at the latest.
That sounds different from what it sounds to the Semi, and the same applies to Model Y from Europe and even more from China. In Germany, Tesla is known to be planning its European Gigafactory near Berlin, which will initially produce Model Y. The start date was given by the Brandenburg state government in the summer of 2021, and Tesla now writes that the project ” it’s still on schedule. “
Tesla’s capacity will soon be 1 million / year
Progress in Shanghai, in turn, is already intensively documented by drone flights. Another one of similar dimensions is being built here alongside the previous Gigafactory building for the production of Model 3. In the quarterly report, Tesla confirmed that it was intended for Model Y. Also for China, the start of the electric crossover is only mentioned in 2021, but expansion there should be completed before the new building in Germany. The third new Gigafactory for Cybertruck and Model Y in the United States, in turn, would have to be built at least as fast as the first phase of the China factory if Tesla harvesting really arrives before the end of 2021.
Big plans at Tesla, whose concrete implementation has already started on three continents. Currently, the company has an annual production capacity of 690,000 electric cars in Fremont and Shanghai. And from sometime in 2021, Tesla is said to be “a truly global manufacturer with large factories in North America, China and Europe with a capacity of more than 1 million units per year,” according to CEO Musk.