Model Y - Gigafactory Texas Production

[Budshark]

Yeah. No surprises really.

Started test builds in Dec. Shipments to customers after validation (waiting for a timeline but I’m holding with March). 2170 and 4680 for Model Y with megacast (split between Texas and Berlin - I’m sure we will hear more about Fremont, China and whether Texas will use 2170s too). Pretty much confirms 4680 and 2170s are designed to be feature parity but should get more details tonight.

So far a big steady as she goes. No surprises except the facts are facts and the rumors are rumors. Shocking.

 

[ZenRockGarden]

Someone will absolutely put it more elegantly... my background is in composite engineering rather than metals .... but a few things... If it is going to be plug and play for the later 4680, it will be too tall to work the same way with the shorter batteries, and need more internal structure. It’s also true that if you weren’t going to make the interim pack as thick (not likely), given the same material used to construct the two versions, the later thick (4680) one would be substantially stiffer in torsion etc.
An interim 2170 pack built to 4680 structural pack size would have to have a fair amount more material in it to make its structural behavior similar. Tesla is clever and will figure out a way to hold the extra weight vs the 4680 version to a dull roar, but ... there’s no avoiding more weight, it’s pretty much a straight issue of physics.
In summation, more weight or ( less stiffness ) than 4680 is unavoidable but its unclear whether using this interim 2170 pack they than can beat the current weight without the front casting.

I think the simplest reason is that the 4680 battery casing is designed to carry structural loads, while the 2170 is not.

 

[advocate8]

I think the simplest reason is that the 4680 battery casing is designed to carry structural loads, while the 2170 is not.

yeah that is a more elegant way of putting it. meaning, if used in a filler version of structural pack the 2170 would need another layer of material etc. More a club sandwich than a sandwich

 

[907XCP]

Yeah. No surprises really.

Started test builds in Dec. Shipments to customers after validation (waiting for a timeline but I’m holding with March). 2170 and 4680 for Model Y with megacast (split between Texas and Berlin - I’m sure we will hear more about Fremont, China and whether Texas will use 2170s too). Pretty much confirms 4680 and 2170s are designed to be feature parity but should get more details tonight.

So far a big steady as she goes. No surprises except the facts are facts and the rumors are rumors. Shocking.

Exactly my thinking. I do not believe there will be a breakthrough in range/performance between MYs built with 4680s compared to 2170s, I still believe Tesla will leverage 4680s to increase production since they are cell constrained and will match 2170s range and performance by using fewer cells. Plus it will be a HUGE nightmare trying to sell two different Model Y batteries with different specs for the same trim level.

I think at the end of the day, Tesla may roll out 4680s to customers without their knowledge and people will probably not notice any meaningful difference unless you are a car enthusiast, you may notice slight improvement in vehicle handling due to increased rigidity.

 

[kithytom]

State of the art paint shop????

Brand new assembly???

 

[CRIMSON_DATE]

Texas Structural pack confirmed (from call) Deliveries to customers soon

 

[StatVirus]

He just said they're building 4680 Model Ys in Austin, to start delivery "very soon". Update - to be "delivered this quarter" (unclear if referring to Austin or Berlin).

 

[advocate8]

It did sound like he’s claiming they're stockpiling cars. But it can’t be many... also, may be some caveat he didn’t go into.

Heheheh FSD will happen "this year!” Traditionally he says next year.

 

[StatVirus]

It did sound like he’s claiming they're stockpiling cars. But it can’t be many... also, may be some caveat he didn’t go into.

He said they're currently building at both Texas and Berlin, but much more in Berlin (consistent with the photos that have been posted online).

 

[hold]

4860 battery is not the limiting factor!

first deliveries of 4860 vehicles will be this quarter

 

[rohilshah]

Does that mean everyone will be rejecting deliveries till Austin deliveries start?

There needs to be more clarification if Fremont will just not produce Ys anymore and just build 3s, Xs and Ss so customers can know what to expect and how the cars will be different in terms of range when compared to 2170? Will they come with a smaller pack to match the range of the 2170s?

 

[kabin]

4860 Fremont versus Austin not mentioned yet but would think it would happen simultaneously.

 

[kithytom]

super surpised they said Shanghai and Fremont are running at reduced capacity due to supply chain bottleneck! Imagine you have so many trucks and drivers but the port has little containers

so Berlin and Austin being online would not help production and therefore deliveries and thus revenue. what investors will say...

 

[StatVirus]

Does that mean everyone will be rejecting deliveries till Austin deliveries start?

We already know the answer to that question

 

[Ron J.]

Elon said production is not limited by 4680 availability but rather by other supply chain parts limitations (eg. chips) I think he was clear Gigatexas be begin delivering MYs this quarter with 4680 batteries.

Also Tesla is not currently working on the $25K car.

Have not yet been asked nor said if Fremont MYs will be same configuration as Austin MYs. I hope that does get answered.

 

[benboy12]

State of the art paint shop????
View attachment 760572

Brand new assembly???
View attachment 760575

New blue or just editing to make existing blue appear more vibrant?

 

[rohilshah]

We already know the answer to that question

I really wanted the car next month don’t wanna wait for another 6 months

 

[kabin]

Musk anticipates FSD profits will be a game changer. No plans to offer FSD license so it tracks the vehicle owner.

 

[kithytom]

New blue or just editing to make existing blue appear more vibrant?

just interior lighting or photographer editing I think. same shade of blue

 

[Stook02ss]

We already know the answer to that question

Yeah. Hell, I'll cancel and reorder if that's what it takes.