Tesla kicks out the radar, will launch Tesla Vision in the USA; Tesla Semi deliveries will begin later this year

27 April 2021, 03:24:43

Tesla's Q1 2021 report contains several interesting pieces of information. But first things first - let's talk about production and deliveries. In the first quarter, Tesla has produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. The new Model S and Model X have been "exceptionally well received", with the new equipment installed and tested in Q1 and Tesla in the early stages of ramping production.

In Fremont, Model Y production continued to ramp successfully and is approaching full capacity. In Texas, the factory buildout continues to progress quickly, remaining on track to start production and deliveries late this year. Equipment is being moved into the building and is in the process of commissioning them in certain areas.

Model Y ramp in Shanghai is progressing well. The Shanghai factory is expected to continue to increase quarterly production output through the year. Gigafactory Shanghai will continue to expand further over time. Tesla Semi deliveries will also begin in 2021.

In Europe, the buildout of Gigafactory Berlin is continuing to move forward, with production and deliveries remaining on track for late 2021. Machinery for paint, stamping, castings, etc., continues to be moved into the building. In the meantime, import volumes to Europe will be increased.

Tesla will switch to Tesla Vision in the US market soon. This will be the final variant of what's now the V9 version of FSD City Streets beta. The developers believe that a vision-only system is ultimately all that is needed for full autonomy. Tesla's AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD team is fully focused on evolving to a vision-based autonomous system.

In Q1, Tesla managed to deal with global chip supply shortage issues by pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.

News related to Tesla

The Global Battery Alliance (GBA), the world's largest multi-stakeholder organization to establish a sustainable battery value chain by 2030, today launched the proof of concept for its Battery Passport at the World Economic Forum’s Annual Meeting in Davos. The Battery Passport is key to facilitating the rapid scaling of sustainable, circular, and responsible battery value chains to meet the targets of the Paris...

18 January 2023

According to Digitimes Research reported by Digitimes Asia, the global sales of electric vehicles have reached 9.78 million units in 2022. The projected growth for this year is 49% to 14 million units sold globally. Of those, 9 million are expected to be sold in China only. Even now, China's share of the global EV sales is higher than 60%. For comparison, Europe sales account for 24% of the total sales, and USA...

11 January 2023

The latest Coutnerpoint research of the EV market noted down that Tesla is clearly leading the US EV market, and ts Q3 2022 "eclipsed the next 15 brands combined." The overall US EV sales grew by almost 52% YoY during Q3 2022 despite macroeconomic headwinds. BEV sales grew by more than 78% YoY during Q3 and constituted over 80% of the total US EV sales. Tesla sales in the US grew by more than 56% YoY during the...

5 January 2023

Tesla has announced its fourth-quarter results for 2022. In this period, the company has produced over 439,000 vehicles and delivered over 405,000 vehicles. In 2022, vehicle deliveries grew by 40% YoY to 1.31 million while production grew by 47% YoY to 1.37 million. Tesla continued to transition towards a more even regional mix of vehicle builds which again led to a further increase in cars in transit at the end of...

3 January 2023

In a short press release announcement, Tesla revealed it will host its 2023 Investor Day on March 1. The event will be live-streamed from the brand's Gigafactory Texas, with the option for some of its institutional and retail investors to attend in person (details to follow). The investors will be able to see Tesla's most advanced production line as well as discuss long-term expansion plans, the generation 3...

3 January 2023

Europe's passenger EV sales increased by 16% YoY in Q2 2022, according to the latest research from Counterpoint's Global Passenger Electric Vehicle Model Sales Tracker. Battery electric vehicles (BEVs) accounted for 55% of total EV sales during the quarter. Germany, with a 28% share, remained the European EV market leader, followed by France with 16%, and the UK with 14%. Among other European nations, Spain and the...

14 October 2022

Market research agency Counterpoint reports that the global passenger EV sales grew 61% YoY to reach 2.18 million units in Q2 2022. In total EV sales, battery electric vehicles (BEVs) accounted for almost 72%, and plug-in hybrid electric vehicles (PHEVs) for the rest. China remained the market leader in EV sales, followed by Europe and the US. China's EV sales increased by almost 92% YoY in Q2 2022 to reach 1.24...

29 August 2022

Yesterday, LG Energy Solution said that it will invest 730 billion won in its Ochang facility to expand the production capacity of cylinder batteries. 580 million won of those will go to the site's second factory, increasing the 4680 batteries' annual capacity by 9 GWh. The rest of the investment will be used in the first factory for increasing by 4 GWh the annual capacity of the 2170 batteries. The production...

14 June 2022

Korean news outlet The Elec reports that according to its sources Samsung SDI is testing at least two versions of 4680 cylinder batteries which it started developing for Tesla. One of the variants follows the original specification announced by the brand. Another variant has a lower than 80 mm height - between 40 and 60 mm, while retaining the 46 mm diameter. The change in height is to make Samsung SDI's batteries...

1 June 2022

The first quarter of 2022 was another record quarter for Tesla by several measures such as revenues, vehicle deliveries, operating profit, and an operating margin of over 19%. In terms of revenues, automotive ones for Tesla have increased by 87% YoY to $16.861 billion with automotive gross profit increasing by 132% YoY. The operating income improved to $3.6B in Q1, resulting in a 19.2% operating margin. In Q1 of...

21 April 2022

NHK reports that Panasonic plans to build a plant in the USA to build 4680 batteries for Tesla. According to the media's sources, the Japanese company ponders on buying land in Oklahoma or Kansas. The latest Tesla gigafactory is in Texas, which borders Oklahoma state. A week ago, Panasonic officially said that it will commence producing batteries for Tesla in two years in its Wakayama factory. There's no official...

4 March 2022

Panasonic today announced that its Energy Company will establish a production facility at its Wakayama Factory in western Japan to manufacture the 4680 lithium-ion battery cells for electric vehicles (EVs) in order to expand its business globally. To contribute to the rapid adoption of EVs, Panasonic has been working to enhance its line-up of automotive lithium-ion batteries. Currently, Panasonic is developing the...

28 February 2022

The zero-emission Audi Q4 e-tron has risen to the top amid a stellar field of all-electric finalists to earn the coveted honor as Green Car Journal's 2022 Green Car of the Year. It's joined by an exceptional field of winners in five additional Green Car Awards categories including the Lucid Air, Chevrolet Bolt EUV, Hyundai IONIQ 5, BrightDrop EV600, and Tesla Model S Plaid. All-electric vehicles, the environmental...

5 November 2021

Tesla produced 206,421 and delivered 201,250 vehicles in Q2 of 2021. The number of Model 3 and Model Y units produced is 204,081 and the delivered - 199,360. The corresponding accumulative figures for the Model S and Model X are 2,340 and 1,890, respectively.

2 July 2021