The information points of this earnings conference call are :
factory capacity:
l Berlin factory and Texas factory production continue to climb, among which the single-week output of the Berlin factory has exceeded 1,000 vehicles;
l Fremont factory and Shanghai factory both refresh the highest monthly output;
l production capacity is planned to reach 1.9 million vehicles
l Product:
l Cybertruck It is expected to be delivered in the middle of next year;
l4680 battery: both energy storage and structure;
lFSD milestone: As of the end of the second quarter, more than 100,000 Tesla owners have used the fully autonomous driving capability (FSD) beta function in North America
Tesla's annual production, attracting much attention
In the second quarter of 2022, Tesla's production volume was 258,580 vehicles and 254,695 vehicles under multiple pressures such as shutdowns, global supply chain interruptions, labor shortages, and logistics. Compared with the first quarter's production volume of 305,407 and 310,048, Tesla's production and delivery fell for the first time on a month-on-month basis, but it was still growing year-on-year.
Shanghai factory sales in June were 78,906 units, a year-on-year increase of 138%. The Fremont plant also set a production record, with the plant producing a total of 2 million cars as of July 20.
Fremont Factory - has produced 2 million cars
Tesla's two major super factories in Berlin and Texas opened in March and April, and entered production.
The next generation of 4680 battery production equipment has been installed in the Texas Super Factory, and the commissioning is carried out simultaneously, and the production capacity is continuing to climb. In Germany, the production efficiency of the Berlin Gigafactory increased strongly at the end of the second quarter, and produced more than 1,000 Model Ys equipped with 2170 batteries in a single week, and production is expected to continue to increase in the second half of the year.
Berlin Super Factory - Model Y Paint Workshop
Tesla reiterated at the Q2 financial report meeting that in the next few years, automobile delivery volume will achieve an average growth of 50%, that is, 1.5 million cars are planned to be produced in 2022. According to statistics, Tesla's cumulative sales in the first half of 2022 were 564,000 vehicles, which means that Tesla's global sales in the second half of the year will only achieve its goal.
Tesla's latest production capacity planning table was released in the financial report, and it was calculated that there was an annual production capacity of about 1.9 million vehicles.
It is understood that the complete vehicle production workshop of Model 3 in Shanghai factory will be suspended from July 18, and workers will have more than 15 days off; the production workshop of Model Y will also renovate the production line and increase production capacity in July.
Currently, Tesla's Shanghai factory produces more than 900 Model 3 and more than 1,600 Model Ys per day. After the expansion, it is expected to produce approximately 1,200 Model 3 and more than 2,000 Model Ys per day. That is, after the expansion of the Shanghai factory is completed, the monthly production capacity will be increased to 96,000 vehicles, with an annual production capacity of over 1.1 million vehicles, and it is still the leader in Tesla's global production.
Shanghai Super Factory - Exterior
For Tesla's two new factories, Musk said, "The factories in Berlin and Austin are now huge money-burning furnaces, and the sound of money burning is like the roar of wild beasts. The super factories in Berlin and Austin are now losing billions of dollars because those factories are spending huge, but there is almost no output."
rule out the epidemic factors in the second half of this year. The author roughly estimates that the Shanghai factory (500,000) + the Fremont factory (300,000) can contribute 800,000 in the second half of the year. So as long as the Berlin factory and the Texas factory achieve a total of 200,000 vehicles, the annual target of 1.5 million vehicles can be achieved.
Tesla has been put into production in two super factories in Texas and Berlin for nearly a quarter, but its production capacity has not been able to climb rapidly, and the future output trend is currently unreasonable.
Tesla FSD, pure visual solutions and other related contents
Tesla's fully autonomous driving capability (FSD) has ushered in a new milestone.As of the end of the second quarter, more than 100,000 Tesla owners have used the fully autonomous driving capability (FSD) beta function in North America. Through the mileage accumulated by car owners using urban road conditions under supervision, they continue to grow at an unprecedented scale, continuously accumulate fleet data, improve and expand the system.
vehicle software, Tesla's latest vehicle is equipped with a pure visual solution, which can tighten the seat belt early in most frontal collision accidents in . Tesla has also expanded the user interface customization content in with the V11 version software update. Users only need to press a lightly to activate functions such as defrost, front wiper and seat heater, making travel more convenient. In terms of
super charging stations, as of the first half of 2022, Tesla has built and opened more than 1,200 super charging stations and more than 700 destination charging stations in mainland China, covering more than 370 cities and regions, making charging a truly lifestyle.
The Tesla Cybertruck, with a mountain of orders, will be produced at the Texas factory and is expected to be officially delivered to in the middle of next year.
In the second half of the year, in addition to Tesla's production performance, Tesla AI Day in 2022 is more worth looking forward to. It is expected to announce the specific progress and explanation of its purely visual perception autonomous driving and humanoid robots.
Author: Wang Yingping
Source: First Electric Network (www.d1ev.com)
