Tesla’s planned production of 8,000 Model 3s and 14,000 Model Ys a week at its Shanghai plant in mid-May was delayed due to the impact of the new crown pneumonia epidemic, two people familiar with the matter said earlier. Since mid-June, the Shanghai plant has produced a total of 17,000 Model 3 and Model Y vehicles per week.
Tesla did not immediately respond to a request for comment, but Chief Executive Elon Musk said at the Qatar Economic Forum on Tuesday: “Our constraints are more on raw material supply and expanding production.” He “We’re ramping up capacity as fast as possible,” it added.
Production at Tesla’s Shanghai plant in the second quarter may have fallen by more than a third from the first quarter of this year, as the impact of production disruptions caused by the outbreak was more severe than Musk expected.
According to calculations by the China Passenger Car Association, last year Tesla made cars in China accounted for about half of its global deliveries (936,000), and these cars were not only sold in the Chinese market, but also exported to Europe, Australia and other overseas markets. market.
According to Tesla’s website, Australian customers will now have to wait until the first quarter of 2023 for Model Y deliveries, while European customers won’t be able to pick up the car until the fourth quarter of this year at the earliest, while Chinese buyers have waited about 100 percent for a domestic Tesla vehicle. 10 to 24 weeks.
Musk admits: Tesla’s new factories in Berlin and Texas have limited capacity and huge losses
On June 23, in an exclusive interview published Wednesday, local time in the United States, Tesla CEO Elon Musk (Elon Musk) admitted that the company is located in two new factories in Texas and Berlin, Germany. are sinking into huge losses as battery supply shortages and port problems make it difficult for them to ramp up production quickly.
In an interview with Tesla’s official recognition organization “Tesla Owners Club of Silicon Valley”, Musk said: “Berlin and Texas factories are now huge money melting pots. With the huge roar of machines, we even The sound of money burning can be heard.”
Musk also said that Tesla has been working to rapidly ramp up production of the Model Y SUV in Texas, but capacity is limited because the vehicle uses the company’s newly developed 4680 batteries, which the company is working on increasing battery capacity. encountered great challenges.
To meet high demand for its cars, Tesla said in an April letter to shareholders that it would continue to produce Model Ys using conventional 2170 batteries in Austin. But Musk revealed that the tools to produce the battery were “stuck in a Chinese port.”
Musk, however, is optimistic about the future, saying: “These issues will be resolved soon, but it will take a lot of attention and it will take more effort to get this plant to ramp up production than it took to build it in the first place. “
To Musk’s relief, the Berlin plant is “slightly better” because the models built there use 2170 batteries from the start.
Musk acknowledged that the closure of the Shanghai factory “brought a lot of difficulties.” The shutdown affected not only vehicle production at Tesla’s Shanghai plant, but also its California plant, which also uses many Chinese-made auto parts, he said.
The latest leaked internal memo shows that Tesla plans to suspend most production at its Shanghai plant for the first two weeks of July to conduct field upgrades and increase production.
“The last two years have been an absolute supply chain disruption nightmare, and we’re not out of it yet,” Musk said. Tesla’s biggest concern, he said, was “how to keep the factory running so we can continue to pay our employees. without going bankrupt.”
Musk warned earlier this month that he had a “very bad feeling” about the economic situation and that Tesla would need to cut about 10% of its workforce and “suspend all hiring globally.” Earlier this week, he said Tesla would cut 10% of its salaried workforce within three months.
Earlier this year, Tesla began production at its factories in Berlin and Texas, which are critical to increasing Tesla’s vehicle production. Musk said he expects Tesla to start production of the Cybertruck, an electric pickup truck that has been delayed several times, by mid-2023. (small)