Tesla production sites by model assignment, capacity: October 2021 – .

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Tesla production sites by model assignment, capacity: October 2021 – .


It’s time to take stock of Tesla’s manufacturing infrastructure, which includes two electric car factories (one in California and one in China). Two new factories (in Germany and Texas) are under construction and are expected to go into production by the end of the year or early 2022.

The current installed potential manufacturing capacity exceeds 1 million units per year (although it requires scaling up to full capacity) – no major change from the Q2 2021 report.

The third quarter production rate was over 237,000, while 12-month production is over 800,000. The annualized production rate is close to EV 1 million.

Overall production appears to be limited by “external factors:”

“In the third quarter, we saw continued global supply chain, transportation and other manufacturing challenges. We continue to operate our production lines as close to full capacity as conditions allow. Although sequential growth remains our goal, the extent of growth will be determined in large part by external factors. ”

In addition, Tesla is building a new 40 GWh battery energy storage plant in California, which will only produce Tesla Megapack systems for utilities.

The Tesla factory in Fremont has the potential to produce up to 500,000 Model 3 / Model Y per year, plus up to 100,000 refreshed Model S / Model X (Model S is increasing, while production and deliveries of the model X have just started).

In the past 12 months, Tesla has produced more than 430,000 electric vehicles at Fremont, which is a historic record for the plant. The company intends to increase the volume to an even higher level. The majority of the Model 3 / Model Y production is destined for the North American market.

“… The Fremont plant has produced more cars in the past 12 months than in any other year, we believe there is room for continuous improvement. “

“Our Fremont plant has produced over 430,000 vehicles in the past four quarters and we believe there is room for continuous improvement. The production of the Model S continued to increase successfully in the third quarter and the production ramp of the Model X and the first deliveries began. ”

Tesla factory in Fremont, California
2021 Tesla Model X

According to the quarterly report, the Tesla Giga Shanghai factory has the potential to produce more than 450,000 Model 3 / Model Y per year (no change here). The factory remains the company’s export hub.

“Throughout the third quarter, China remained our main export hub. The production has accelerated well in China, and we are improving our efforts to further increase the production rate.

Tesla Giga Shanghai – Leading R&D Center (Tesla Q3 2021 Report)
Tesla Giga Shanghai - Giga presses (rapport Tesla Q3 2021) Tesla Giga Shanghai – Giga presses (rapport Tesla Q3 2021)

Tesla Giga Berlin, under construction at Grünheide near Berlin in Germany, is behind its original schedule, however, Tesla is hoping that production of the Model Y will begin by the end of the year.

The company is unlikely to receive final permit approval any earlier than December, while customer deliveries are now only expected in early 2022.

“Plant construction remains on track and equipment testing is well advanced. We expect to receive final permit approval before the end of this year. ”

Tesla Giga Berlin: Gigafactory Berlin-Brandenburg County Fair (October 10, 2021) Tesla Giga Berlin: Gigafactory Berlin-Brandenburg County Fair (October 10, 2021)
Tesla Gigafactory Berlin-Brandenburg County Fair in Germany (October 10, 2021) Tesla Gigafactory Berlin-Brandenburg County Fair in Germany (October 10, 2021)

Tesla Giga Texas, under construction in Austin Texas, is expected to begin production of the Model Y this year and the Cybertruck to follow.

“Gigafactory Texas is progressing as planned. We are in the process of commissioning equipment and manufacturing our first pre-production vehicles. “

“We continue to target our first production Model Y builds in Berlin and Austin before the end of the year. The pace of the respective production ramps will be influenced by the successful introduction of many new products and manufacturing technologies in new locations, continuous sourcing- chain challenges and regional approvals.

The company said it is making progress in industrializing Cybertruck.

Tesla Giga Texas (Gigafactory 5) - Exterior (Tesla Q3 2021 report) Tesla Giga Texas (Gigafactory 5) – Exterior (Tesla Q3 2021 report)
Tesla Giga Texas (Gigafactory 5) - Office space with factory view (Tesla Q3 2021 report) Tesla Giga Texas (Gigafactory 5) – Office space with factory view (Tesla Q3 2021 report)
Tesla Giga Texas (Gigafactory 5) - Model Y Quality Control (Tesla Q3 2021 Report) Tesla Giga Texas (Gigafactory 5) – Model Y Quality Control (Tesla Q3 2021 Report)

Tesla installed manufacturing capacity

  • Total of more than 1,050,000 per year (up to 600,000 at the Tesla factory and over 450,000 at the Gigafactory 3)

Production sites

  • Tesla factory in Fremont, California
    • Model S / X (capacity up to 100 000 annual) Model S since mid-2012, Model X since late 2015
    • Model 3 / Y (capacity up to 500 000 annually now), model 3 since mid-2017, model Y since January 2020
    • Total output up to 600,000 S / X / 3 / Y
  • Tesla Gigafactory 1 au Nevada
    • related to the production of lithium-ion cells, modules and packs, energy storage products and drive units
  • Tesla Gigafactory 2 to New York
    • Linked to solar and certain energy storage products
  • Tesla Gigafactory 3 in Shanghai, China
    • Model 3 / Y (capacity of more than 450,000 annually)
      Model 3 since late 2019, Model Y since December 2020
  • Tesla Gigafactory 4 in Berlin-Brandenburg, Germany, Europe
    • In construction
    • production should start in 2021 (first model Y)
    • Model Y « construction »
    • Model 3 previously “in development”, now no information
  • Tesla Gigafactory 5 à Austin, Texas
    • In construction
    • Model Y: “Construction”, an additional production site in the United States
    • Cyber ​​truck: “In development”, unveiled at the end of 2019, production after the Model Y
  • Tesla Megapack factory in Lathrop, California
    • related to Tesla Megapack energy storage systems
  • Unassigned models
    • Semi: ” in development “. Delayed to 2022 (Semi was slated to be produced in Texas, according to Q2 2020 call, but not yet awarded)
    • Roadster: “In development”, will probably be assigned to Fremont Factory (our guess)
    • “Future product” – not disclosed: “in development”, not assigned
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