Hinrichs Zanegler, Tesla Semi advocate, predicts Tesla will produce and deliver between 500 and 1,000 semi’s before the high-volume line begins ramping up. He has investigated the supply chain of the Tesla Semi. Tesla is mostly getting supplier parts for the Tesla Semi. Tesla makes the battery packs, plaid motors, invertors and some other mainly electronic components.
Tesla could ramp up five prototype assembly lines using mainly tier 1 supplier parts. This would make the modest number of Semi. The high-volume facility will get built and ramped.
Tesla Semi Production Line Unpacked
Some observations about the Tesla Semi Prototype Production Line pic.twitter.com/05eQbKLR6r
— Zanegler (@HinrichsZane) March 20, 2024
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I have yet to see a Tesla Semi on the road, they seem impressive, but they really need to increase production, they will sell great, not nearly as much competition in that area.
Tesla lowered production at Giga Shanghai,… lots of competitors and less demand for model 3 and y.
After all those years after model 3 and y unveiling. They did not launch new interesting and even better vehicle, just refresh old ones a bit. That is not good for the long run. Now Cybertruck and semi still not mass produced a lot. They are not even close to model 2.
They are slow.