Tesla's Berlin factory has limited production capacity and only produces black and white Model Y for the time being.

Tesla's Berlin factory has limited production capacity and only produces black and white Model Y for the time being.

Tesla's Berlin factory has limited production capacity and only produces black and white Model Y for the time being. It is reported that European customers who want to order different colors of Model Y will not be able to deliver electric vehicles from Shanghai Super Factory until March 2023 at the earliest. Tesla's Berlin factory has limited production capacity and only produces black and white Model Y for the time being.

Tesla Berlin factory has limited production capacity, and only produces black and white Y 1 for the time being. Tesla once again fell into "productivity hell". In the first half of this year, Tesla Berlin plant and Austin plant were put into production one after another, but the output after production was worrying! The factory in Berlin, Germany only produces about 65,438+0,000 cars per week. You know, the capacity planning of the Berlin factory is 450,000 cars! Before production, it is said that a car can be built in 45 seconds! The reality of Tesla Berlin factory is that the production capacity is less than 5000 vehicles a month!

The situation of Austin factory (located in Texas, USA) is also not optimistic, because it is difficult to increase the output of 4680 batteries, and the supply of facilities for manufacturing 2 170 batteries is blocked, making it difficult to increase the output.

Tesla's production capacity is basically equal to sales. I believe no one will object to this conclusion. However, Tesla's daily surge in orders is not directly proportional to the slow increase in production. It is precisely because of this change that BYD surpassed Tesla in the first half of this year and won the title of global new energy vehicle sales.

Model Y manufactured by Tesla Berlin factory.

In the first half of 2022, BYD sold more than 640,000 new energy vehicles, while Tesla delivered 564,000 vehicles.

On May 3 1 day, Musk said in an interview with Tesla owner Silicon Valley in Austin, Texas: "The factories in Berlin and Austin are now huge money melting pots. They seem to be really making a huge roar, which is the sound of burning money. "

Then in the middle and late June, Tesla CEO Musk once again said that Tesla's new car factories in Texas and Berlin, Germany are causing "billions of dollars in losses" due to battery shortage and blocked supply of battery manufacturing tools.

Let's take a look at Tesla's factory in China. On July 20 18, Tesla signed an investment agreement with the Shanghai Municipal Government and the Shanghai Port Management Committee. 20 19 1 1, Tesla Giga entered trial production in Shanghai. It only took 10 months to set up the factory!

In June 5438 +2020 10, Model 3 manufactured by Shanghai factory began to be delivered to social users. In 20021year, the annual output of Shanghai factory was144,000 vehicles, while in 20021year, Tesla delivered 936,200 vehicles, of which Tesla Shanghai factory contributed more than half of the delivery, which was 484/kloc-0,000 vehicles.

In the first half of 2022, Tesla delivered 564,000 cars. 65438+10-June, the cumulative delivery volume of Tesla Shanghai factory was about 294,800 vehicles, an increase of over 50% year-on-year. So far this year, more than half of Tesla's deliveries have come from Tesla's Shanghai factory! You know, due to the epidemic in Shanghai this year, the output of Tesla's Shanghai factory in April was only 65,438+0,000 vehicles. If there is no epidemic, the delivery volume of Tesla Shanghai factory in the first half of this year is expected to exceed 350,000 vehicles.

Compared with the excellent performance of Tesla's Shanghai factory, the performance of the Berlin factory and the Austin factory, which have high hopes, is slightly "lame".

Before July 4th, there were only two shifts in Tesla Berlin Super Factory, and the working hours started at 6: 30am or 2: 30pm. It is difficult to recruit workers in the Berlin factory.

You know, Tesla plans to increase the sales of its electric vehicles to 20 million vehicles per year in 2030, and deploy 1500GWh energy storage equipment! According to the global automobile sales of 810.05 million vehicles in 20021year, Tesla wants to seize nearly 25% of the global automobile market.

But as far as the current increment is concerned, it is more like "Arabian Nights".

Tesla is using various methods to increase production. According to foreign media reports, Tesla Berlin Super Factory began to implement three shifts on July 4, and continued to recruit workers and raise their wages in order to increase production.

It is reported that the weekly production capacity of the super factory in Austin, Texas will be increased to 5,000 vehicles after July, and the Model 3/Y vehicle production workshop of Tesla Shanghai factory will stop production from July 18, and workers will have more than 15 days off. At present, Tesla Shanghai factory produces about 2500 cars every day. It is estimated that about 3,200 vehicles can be produced every day after the expansion, and the monthly production capacity is nearly 65,438+10,000 vehicles.

It is not enough for Shanghai to be a "paradise". Tesla needs at least 20 "Shanghai Super Factories" if it wants to achieve 20 million vehicles/year sales in 2030.

At present, Tesla has four vehicle manufacturing plants around the world, namely, fremont Super Factory in California, Austin Super Factory in Texas, Shanghai Super Factory in China and Berlin Super Factory in Germany. In addition, there are two factories, the Nevada factory is responsible for the main production of power batteries Powerwall and Powerback. New york factory mainly produces solar roofs, which are used together with Powerwall and Powerback.

In June this year, Elon Musk said at an internal meeting that Tesla's next North American factory is not necessarily in the United States, but may be in Mexico or Canada, and the location of the fifth vehicle manufacturing factory will be announced at the end of this year.

The production capacity of Tesla Berlin factory is limited, and only black and white Y2 is produced for the time being. According to foreign media reports, or limited by production capacity, Tesla Berlin's new super factory can only produce black or white Model Y electric vehicles at present, and European customers who want to order other colors of Model Y will not be able to deliver them until March next year.

According to reports, European customers who want to order different colors of Model Y will not be able to deliver electric vehicles from Shanghai Super Factory until March 2023 at the earliest. If Tesla customers choose to order black or white Model Y, it is expected to be delivered on 10 this year.

Foreign media said that Tesla Model Y was put into production at the Berlin factory in March 2022, but it is not clear whether it has only the option of black or white appearance from the beginning, or the recent new changes.

It is worth noting that Elon Musk, CEO of Tesla, promised in 2020 that "the spray booth of the Berlin factory will be the most advanced spray booth in the world, with amazing colors at various levels."

With the continuous expansion of Tesla's German factory, the company has employed 5,000 employees so far. Tesla's German factory only produces Model Y, and will also produce Model 3 ~ in the future.

Tesla will give its factory a final annual production capacity of 500,000 vehicles, but in order to upgrade the German factory and establish a shift system in the near future, Tesla will close the factory for 65,438+00 days next week. Tesla's goal is to roughly double its productivity from August.

It is reported that the weekly output of this factory is 65,438+0,000 vehicles. By the end of this year, the processing plant can produce 3000 cars a week. In the future, when the factory's output reaches full capacity, Tesla is expected to employ 654.38+0.2 million people. In addition, the Tesla Super Factory currently located in Berlin, Germany, has given employees a salary increase of 6%~

Tesla produced 258,580 vehicles in the second quarter and 305,407 vehicles in the first quarter. On the whole, Tesla produced nearly 560 thousand electric vehicles in the first half of this year!

If all goes well, this year's output is expected to exceed 6.5438+0 million units, and this year's production pressure still comes from the Shanghai factory. However, with the acceleration of production and the increase of the number of employees in the Berlin factory, the Berlin factory will share the pressure from the Shanghai factory in the later period, and the output will be greatly improved ~

The production capacity of Tesla Berlin factory is limited, and only black and white Y3 is produced for the time being. At present, Tesla's new super factory in Berlin can only produce Model Y electric cars with black or white appearance. European customers need to wait until March next year to order Model Y in other colors.

Earlier, Ford had a similar strategy when it planned to start producing Model T cars. Ford told his team: "Any customer can paint the car in any color he wants, as long as it is black."

According to foreign media reports, the Tesla Berlin factory currently only produces black or white Model Y electric SUVs.

According to the report, European customers who want to order different colors of Model Y will have to wait for the electric cars produced by Shanghai Super Factory, and the earliest delivery time will be March 2023. If Tesla customers choose to order black or white Model Y, they are expected to receive the car in June 5438+10 this year.

According to reports, since March this year, there have been problems in the painting workshop of Tesla Berlin Super Factory, which is why Berlin Super Factory can only produce black or white Model Y at present.

Due to the increasing output and the production bottleneck caused by the limited production capacity of the factory paint workshop, Tesla had to close the Berlin Super Factory for two weeks in July this year to optimize the production process. The company hopes to double the current automobile production.

After optimizing the factory production process, Tesla Berlin Super Factory will be re-operated in three shifts, and the body only needs to stay in each production workshop for 45 seconds instead of the previous 90 seconds. These adjustments will also apply to the paint shop.

In the second quarter, Tesla delivered 254,695 electric vehicles worldwide, which is in line with the estimates of Wall Street analysts.

Tesla still expects that the global annual output will increase by 50% this year, and a large part of it will come from the capacity growth of super factories in Berlin, Germany and Austin, USA. However, it is reported that analysts believe that the two factories only produced about 6,000 cars in the second quarter.