A very interesting set of rumors about the upcoming Tesla Semi electric truck was posted by Teslas enthusiast and investor Sawyer Merritt today.
According to the tweets (see at the bottom of this post), one of Tesla’s suppliers who is already engaged in the Model S/X/3/Y cars revealed that it started working on “stuff” related to Semi in Q4 2020.
The body of the Semi will be produced in the Tesla Factory in Fremont, California, but the final assembly is expected to take place at the Tesla Gigafactory in Nevada (initially) or Tesla Giga Austin in Texas (once it is completed).
“Whether final assembly will take place both in Nevada and Texas or eventually just switch to Giga Texas when the factory is done is unclear.”
Very interesting is the ramp-up roadmap:
About 350 vehicles will be produced by the end of August 2021. Then, the production rate will gradually increase to 100 per week by the end of 2021 and 500 per week by the end of 2022. Meanwhile, the company will introduce the sleeper cab version.


The projected annual production volume is:
As we can see, the production volume is expected to stabilize in 2023-2024 at 25,000 according to the rumor.
We can’t verify any of those numbers, but at least we have some data points to discuss and relate to. For sure, the first milestone of 2,500 units in 2021 would be pretty strong. No one has produced electric trucks of any type at such a high number in the U.S. yet.
This supplier starting working on Semi related stuff in Q4 2020 (based on the info I have). Per this supplier, the body will be built in Fremont CA, final assembly will be at Giga Nevada in 2021 & eventually Giga Texas in 2022.
— Sawyer Merritt 📈🚀 (@SawyerMerritt) February 4, 2021
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RC builds will start May 2021. Pilot prod will start in July 2021 & the start of prod will be Aug 2021 (for this suppliers parts). Cumulative builds of 350 by Aug 2021.
— Sawyer Merritt 📈🚀 (@SawyerMerritt) February 4, 2021
Volume Projections:
• 100/week by end of 2021
• 500/week by end of 2022
• Sleeper cab by the mid 2021
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I know the name of the supplier and their location. I have also seen some spreadsheets and presentations slides from this supplier so I believe the timelines, but as always (and especially with Tesla) things can change so take everything I just said with a grain of salt. 😊
— Sawyer Merritt 📈🚀 (@SawyerMerritt) February 4, 2021
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This article originally appeared on Inside EVs.