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Gigafactory locations and products

Discussion in 'TSLA Investor Discussions' started by Buckminster, May 1, 2020.

  1. avoigt

    avoigt Active Member

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    My new video is about the Giga Berlin presentation from Tesla in the Brandenburg Parliament

     
    • Informative x 3
  2. RubberToe

    RubberToe Supporting the greater good

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    Thanks @avoigt ,
    Will there be a light rail or equivalent stop close to the factory, and when will it open relative to the factory?

    Will there also be a heavy rail stop/terminal on the property for vehicle transport out, and raw material in? Will those be electric also?

    Will rail be the primary mode of sending out built cars, or will many also go out on trucks, similar to Shanghai?

    Will one of the stops be where the current freight unloading spot is?

    On my last trip to Germany I was surprised to see electrified heavy rail trains going right through the middle of the passenger station. Nothing like that in California, I was quite impressed. Almost missed my ICE train because I was exploring the whole station.

    RT
     
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  3. avoigt

    avoigt Active Member

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    #43 avoigt, Sep 7, 2020
    Last edited by a moderator: Sep 7, 2020
    They plan to relocate the Fangschleuse station more close to the factory to avoid a shuttle. That may take a long time for regulatory requirements but we will see. Tesla would like to have it asap.

    Tesla wants to do as much with rail as possible. I dont believe that goods trains are electric but passenger electric trains are quite common in Germany.

    Thats what Tesla prefers and if road is needed they intend to use their own Semi. For the transition period, I expect normal trucks.

    I don't know

    On my last trip to Germany I was surprised to see electrified heavy rail trains going right through the middle of the passenger station. Nothing like that in California, I was quite impressed. Almost missed my ICE train because I was exploring the whole station.

    RT

    Mod: fixed quoting.--ggr
     
    • Informative x 2
    • Helpful x 1
  4. Buckminster

    Buckminster Active Member

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  5. Buckminster

    Buckminster Active Member

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    • Like x 1
  6. Christine600

    Christine600 Supporting Member

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    Elon Musk Led Tesla In Talks With Karnataka Govt To Set Up R&D Centre In Bengaluru, India.

    “The first proposal is for an R&D centre and we have already had at least two rounds of discussions," an official was quoted as saying by Livemint. He added that the India head of Tesla and the industries commissioner of Karnataka are expected to meet again later this month.

    Bengaluru is already known as an R&D hub for sectors such as aviation, biotechnology, and information technology. The presence of one of the biggest electric car companies in the world will further boost its stature.

    Around a year ago, Elon Musk had expressed his intent to have a presence in India, although he had earlier blamed the restrictive government policy for the delayed entry into the world’s fourth largest automobile market.

    Source: Elon Musk Led Tesla In Talks With Karnataka Govt To Set Up R&D Centre In Bengaluru
     
    • Like x 1
  7. Buckminster

    Buckminster Active Member

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    Freemont (not strictly a Gigafactory)
    10 kWh 4680
    M3/MY - 2170 moving to 4680 in 2023?
    MS/MX - 18650 moving to 4680 in 2022? (Plaid 2021)
    Roadster - 4680

    Gigafactory Nevada (previously GF1)
    2170s (10% improved - new chemistry only following Pana deal)
    4680 cells from 2020/21
    Powerwalls - 2170s from Nevada then 4680s
    Powerpacks - 2170s from Nevada then 4680s
    Megapacks - 2170s from Nevada then 4680s
    Power trains for Freemont

    Gigafactory New York (previously GF2)
    Solar panels
    Solar roof

    Gigafactory Shanghai (previously GF3)
    4680s
    M3/MY - 2170 + Iron Phosphate (supplied)
    Moving to 4680s in 2023?

    Gigafactory Berlin (previously GF4)
    2170s (outsourced)
    M3/MY - 2170 (supplied)
    Moving to 4680s in 2023?

    Gigafactory Texas in Austin
    Will be producing 4680s cells only
    Cybertruck from 2021 with 4680s
    Semi from 2021 with 4680s
    MY (using 2170s from Nevada) from 2022
    M3?

    Gigafactory Bristol/London?
    4680s
    M3/MY - 4680s

    Gigafactory Guangdong?
    4680s
    Semi from 2022
    M2 from 2023

    Gigafactory Pennsylvania? (North East) Breaks ground 2024
    4680 cells only
    Semi? from 2025
    M2 from 2025

    Gigafactory Seoul?
     
    • Like x 2
  8. ggr

    ggr Expert in Dunning-Kruger Effect!

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    It's "Fremont".
     
  9. Buckminster

    Buckminster Active Member

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  10. Buckminster

    Buckminster Active Member

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    • Love x 1
  11. Buckminster

    Buckminster Active Member

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    https://twitter.com/elonmusk/status/1313854912212750346
    Berlin will use 4680 cell with structural battery pack & front & rear single piece castings. Also, a new paint system. Lot of new technology will happen in Berlin, which means significant production risk. Fremont & Shanghai will transition in ~2 years when new tech is proven.

    Fremont (not strictly a Gigafactory)
    10 kWh 4680
    M3/MY - 2170 moving to 4680 in 2022/3
    MS/MX - 18650 moving to 4680 in 2022/3? (Plaid 2021)
    Roadster - 4680

    Gigafactory Nevada (previously GF1)
    2170s (10% improved - new chemistry only following Pana deal)
    4680 cells from 2020/21
    Powerwalls - 2170s from Nevada then 4680s
    Powerpacks - 2170s from Nevada then 4680s
    Megapacks - 2170s from Nevada then 4680s
    Power trains for Freemont

    Gigafactory New York (previously GF2)
    Solar panels
    Solar roof

    Gigafactory Shanghai (previously GF3)
    4680s
    M3/MY - 2170 + Iron Phosphate (supplied)
    Moving to 4680s in 2022/3?

    Gigafactory Berlin (previously GF4)
    M3/MY - 4680s

    Gigafactory Texas in Austin
    Will be producing 4680s cells only
    Cybertruck from 2021 with 4680s
    Semi from 2021 with 4680s
    MY (4680s) from 2022?
    M3?

    Gigafactory Bengaluru (plus R&D facility)
    4680s
    M1? - 4680s
    Entering market in 2021 but with what? (TE only?)


    Gigafactory Bristol/London?

    4680s
    M3/MY - 4680s

    Gigafactory Guangdong?
    4680s
    Semi from 2022
    M2 from 2023

    Gigafactory Pennsylvania? (North East) Breaks ground 2024
    4680 cells only
    Semi? from 2025
    M2 from 2025

    Gigafactory Seoul?
     
    • Helpful x 1
  12. MC3OZ

    MC3OZ Active Member

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    Dave's video is really good ....

    2 points I definitely agree with:-
    1. Tesla can learn a lot in India
    2. Tesla wants to tap local Indian talent.

    My points in addition to Dave's are:-
    1. India is part of the mission.
    2. Indian talent will contribute to designing and making products for India.
    Starting now IMO is all about recruiting, training and developing local staff.

    it is possibly a 6-7 year plan progressing slowly in stages and developing the staff, the products, the factory, service and charging progressively. So it might start small and I think that would be wise, developing the local team will take time.
     
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  13. MC3OZ

    MC3OZ Active Member

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    In this context the Indian team definitely helps design Model 1.

    if Model 2 is 3 years away Model 1 is 6-7 years away.

    I'm thinking $15,000 is a good target for a Model 1, we need to consider fuel and maintenance savings, plus the longevity if an EV model.
    TCO is help by all of these factors....

    When I used the term Robo-taxi earlier, I should have said ride-share, in the Indian context the additional cost of the driver is not a major consideration. A local will know how to drive to local roads in their car or in someone else's car as a job.
    Regardless of what the locals can afford to own, more of them can afford to use a ride-share service.
    Fares help pay for the car.

    The tricky with India is find ways to make it work, don't give up early...

    What Tesla learns in India will be invaluable.
     
    • Helpful x 1
  14. Buckminster

    Buckminster Active Member

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    Some good guesstimates from Rob Maurer:
    upload_2020-10-8_13-32-57.png
     
  15. heltok

    heltok Active Member

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    Saw his video. I think he makes a big incorrect assumption in that all 4680 batteries would come from Tesla and that CATL etc won’t be supplying any 4680 LFP batteries.
     
    • Informative x 1
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  16. Buckminster

    Buckminster Active Member

    Joined:
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    Location:
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    Fremont (not strictly a Gigafactory)
    10 kWh 4680
    M3/MY - 2170 moving to 4680 in 2022/3
    MS/MX - 18650 moving to 4680 in 2022/3? (Plaid 2021)
    Roadster - 4680

    Gigafactory Nevada (previously GF1)
    2170s (10% improved - new chemistry only following Pana deal)
    4680 cells from 2020/21
    Powerwalls - 2170s from Nevada then 4680s
    Powerpacks - 2170s from Nevada then 4680s
    Megapacks - 2170s from Nevada then 4680s
    Power trains for Freemont

    Gigafactory New York (previously GF2)
    Solar panels
    Solar roof

    Gigafactory Shanghai (previously GF3)
    4680s
    M3/MY - 2170 + Iron Phosphate (supplied)
    Moving to 4680s in 2022/3?

    Gigafactory Berlin (previously GF4)
    4680s - first production line at scale
    M3/MY - 4680s

    Gigafactory Texas in Austin
    Will be producing 4680s cells only
    Cybertruck from 2021 with 4680s
    Semi from 2021 with 4680s
    MY (4680s) from 2022?
    M3?

    Gigafactory Bengaluru (plus R&D facility)
    4680s
    M1? - 4680s
    Entering market in 2021 but with what? (TE only?)

    Gigafactory Bristol/London?

    4680s
    M3/MY - 4680s

    Gigafactory Guangdong?
    4680s
    Semi from 2022
    M2 from 2023

    Gigafactory Pennsylvania? (North East) Breaks ground 2024
    4680 cells only
    Semi? from 2025
    M2 from 2025

    Gigafactory Seoul?

    Gigafactory Jakarta (batteries only)?
     
  17. Buckminster

    Buckminster Active Member

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    45 mins in, Jordan discusses potential sequence of vehicle/battery type from each Giga.

    2170s at Texas seems unlikely to me.

     
    • Like x 1
  18. Buckminster

    Buckminster Active Member

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    • Informative x 1
  19. Buckminster

    Buckminster Active Member

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  20. Buckminster

    Buckminster Active Member

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