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Tesla posted blockbuster manufacturing and supply figures within the first half of 2023. However manufacturing may decelerate in Q3, as CEO Elon Musk advised through the Q2 earnings name final week. And the primary indicators of this slowdown have emerged on the Fremont manufacturing unit in California.
Though Tesla maintains a goal of 1.8 million deliveries this 12 months, manufacturing unit upgrades will trigger summer season shutdowns, stated Musk. The corporate is presumably upgrading the manufacturing strains for the refreshed Mannequin 3, additionally unofficially often called Undertaking Highland – we’ve seen a number of spy photographs of the prototypes round California not too long ago.
Rumors advised that the up to date Mannequin 3 could be manufactured at Gigafactory Shanghai, however a Chinese language digital newspaper reported that Tesla China denied these claims. If that’s the case, we’d prefer to preserve our eyes on the Fremont manufacturing unit as a result of that’s the one different facility that manufactures the electrical sedan, apart from Gigafactory Shanghai.
Drone footage of the Fremont facility shared by a YouTuber additionally signifies that operations have slowed down. Logistics tons seem abandoned, and entrances to these tons appear to be shut, whereas haulers are nowhere in sight, as per Teslarati. There’s minimal exercise within the casting and manufacturing sections as nicely.
At present, Tesla is constructing the pre-production Cybertruck for validation and certification. The model expects low-volume manufacturing to begin in the direction of the tip of this 12 months, whereas manufacturing will scale up at the start of 2024. It’s attainable that Tesla could possibly be retooling the Fremont manufacturing unit for the electrical truck as nicely.
Experiences surfaced in Might 2023 that the corporate would demolish a number of gear, instruments, and utilities, on the Fremont manufacturing unit. Tesla hasn’t confirmed any of the aforementioned speculations.
The Mannequin 3 offered like hotcakes within the US in 2022, bested solely by its crossover sibling, the Mannequin Y. Within the first half of 2023, mixed gross sales of the Mannequin 3 and Mannequin Y have shattered Tesla’s personal information.
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