Tesla has increased production of the Model Y to 1,000 units per day at its Shanghai plant after a four-day rebuild break, according to a local observer. This means that the production rate for the Model Y in Shanghai is now higher than for the Model 3 at 800 units a day.
The information comes from drone pilot Wu Wa, who has been monitoring the Gigafactory 3 in Shanghai, who says: “After four days of overhaul at Tesla’s Shanghai plant last week, the production capacity of Phase 2 Model Y has reached 1,000 units per day. This daily capacity has exceeded the number of Model 3s (at) 800 units per day. It can be said that the Y-type production has entered high-yield stage. As previously planned by Tesla, the main production of Q3 is for export.”
Wu Wa said most of the third quarter’s production will be for export and, indeed, Tesla has said in the past that Giga Shanghai was to become its major export centre. This was already evident in the July figures. Of 32,968 Teslas built in Shanghai, only 8,221 were sold in China. Of the 24,347 Teslas built in China, 16,137 Model 3 and 8,210 Model Y were exported.
With the four-day conversion period, the August figures are likely to be of limited value. We will find out in October, when the September figures are published, just how this is panning out with the 800 Model 3 a day and now the 1,000 Model Y – and just how many of these vehicles are being exported.
Of these, a certain number of the Model Y will also go to Europe. The first models of the Model Y that are to be delivered soon, come from Chinese production. Around the presentation of the European Model Y in Berlin last week, it was said that Tesla would probably have to rely on Model Y imports from China until 2022 – until Giga Berlin in Grünheide produces enough vehicles.
But the Teslas from Shanghai are not only exported to Europe: On the weekend, numerous Model 3s were reportedly loaded onto the transport ship, Triton Ace, in the port of Luchao, which is not far from the Tesla factory. This ship is due to dock in Singapore soon.
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