Model Y - Gigafactory Texas Production

[Ralbright]

Someone claims them to be covers to protect them from the construction dusts.. well the factory is still under construction.

I’d believe that if they weren’t currently building 100+k vehicles and leaving them in a field collecting dust in freemont….

 

[CRIMSON_DATE]

It's curious. If those MYs were completed they would be rolled onto a semi trailer and hauled away to complete the sale. But these are parked difficult for any semi to load, some were pushed out of the factory, and reportedly some vehicles had missing parts.

They can't legally sell any of them yet . Not until they pass certification. So no Vin can be assigned to anyone

 

[Stook02ss]

They can't legally sell any of them yet . Not until they pass certification. So no Vin can be assigned to anyone

And we know for certain they haven't passed certification?

 

[csrpenfab]

And we know for certain they haven't passed certification?

Other than the fact they are parked MY’s, nothing is certain. So much speculation going on here from armchair automotive experts.

 

[GooberGrape]

Your EDD will update in the next few weeks to a more closer date. Hang in there

Thanks 907XCP. Appreciate the comment.

 

[Mrbrock]

According to Elon at last month's quarterly earnings call, 4680 cells are not the limiting factor for how many MYs tjeu can now built. Rather it is the supply of computer chips. I think many on this forum are under estimating just how many 4680 cells are now be produced by the Kato Rd. battery factory as what info has come out of Tesla indicates that it can meet the needs for 4680 cells until the battery factory in Austin and the new Panasonic factory come online later this year.

4680s not being a limiting factor doesn’t mean they have a supply to match MY production ramp at Austin. It means they have backup supply of 2170 to meet production without 4680. If 4680 production was at full title to match MY production, don’t you think they’d be shouting that from every rooftop?

 

[ohmman]

“Have the intern park a bunch of Model Ys outside and cover them.”

“OK, why?”

“Just to watch the Internet guess.”

 

[ZenRockGarden]

4680s not being a limiting factor doesn’t mean they have a supply to match MY production ramp at Austin. It means they have backup supply of 2170 to meet production without 4680. If 4680 production was at full title to match MY production, don’t you think they’d be shouting that from every rooftop?

I think it's even more simple.

They have constraints on other chip parts required to make Model Y's so they are unable to ramp Austin faster than they can make 4680 batteries WHILE keeping Fremont going at full speed also making Model Y's.

 

[Mrbrock]

I think it's even more simple.

They have constraints on other chip parts required to make Model Y's so they are unable to ramp Austin faster than they can make 4680 batteries WHILE keeping Fremont going at full speed also making Model Y's.

Unlikely. They would have been downplaying Austin if this was the case. They have chip supply for whatever their plans are for Austin. And battery supply. Just not all 4680.

By all accounts, Reno is churning out 40GWh of batteries per year. That’s enough for 500,000 LR M3/MY. Fremont isn’t producing that much so the balance is tabbed for Austin. If they aren’t going to Austin, then they have a massive stockpile of 2170 cells/packs building up.

 

[Polymer]

4680s not being a limiting factor doesn’t mean they have a supply to match MY production ramp at Austin. It means they have backup supply of 2170 to meet production without 4680. If 4680 production was at full title to match MY production, don’t you think they’d be shouting that from every rooftop?

That could mean what you think it means..but that would be an awkward way of wording it don't you think? I guess we will see soon enough.

 

[Polymer]

My LR order date was Aug 6th. Adding every option except FSD, to include MSM when it wasn't free, has resulted in me sitting in the fast land for 196 days with no VIN and back to a month long EDD window.

And yet some people that have ordered in Dec have already received their LR.

 

[Stook02ss]

And yet some people that have ordered in Dec have already received their LR.

Really? People that ordered LRs in Decembre have already received them?

 

[Mrbrock]

That could mean what you think it means..but that would be an awkward way of wording it don't you think? I guess we will see soon enough.

Not awkward at all. Quite literal. 4680 production will not be a limiting factor to production ramp at Austin. If you ASSUME that all cars at Austin will be 4680 then yes, it is awkward wording but they have been quite open about having a backup plan for 2170s Austin and Berlin. And with the info from Kato Rd, if they want to produce anything more than 100 cars per week then they WILL be using 2170s. It is unlikely to ramp production of cells from 800 per day per machine to 82,000 per day per machine at the same rate the factory ramps production. Probably looking at close to 2 years for that capacity. And the car part of the factory will be ready within 12 months likely.

 

[bkp_duke]

Really? People that ordered LRs in Decembre have already received them?

HIGHLY dependent upon config and recipient's location. When you buy, you are not placed in a single line. For example, it's well-known that people California will get deliveries typically far sooner than other states, since Tesla has less distance (and cost) to ship the car.

Cars are also built in batches by color (interior and exterior).

 

[leaftoy]

HIGHLY dependent upon config and recipient's location. When you buy, you are not placed in a single line. For example, it's well-known that people California will get deliveries typically far sooner than other states, since Tesla has less distance (and cost) to ship the car.

Cars are also built in batches by color (interior and exterior).

I don't think people in CA get their deliveries sooner than average. If someone gets moved up during EOQ push, someone else will probably get moved down early in the quarter to compensate for it.

Also, where are we seeing these MYLR December order deliveries? Teslike spreadsheets shows couple of Europe deliveries for December MYLR orders. And couple of US folks with order to VIN under a week, so I am guessing inventory orders. Other than that all December orders being delivered are MYP. Sure someone in an area with not too many deliveries can get lucky if someone else with their specific config cancels/rejects and they are next in line in that area. But getting delivery so far ahead of schedule is a rare exception rather than a rule.

 

[Mateo83]

“Have the intern park a bunch of Model Ys outside and cover them.”

“OK, why?”

“Just to watch the Internet guess.”

I was confused why they hand pushed them. They aren't complete / Fully functional? Keeping miles down?

 

[BGOwner]

I was confused why they hand pushed them. They aren't complete / Fully functional? Keeping miles down?

They dont know how to plug them into chargers? Or left off the Charging port?

 

[auroraalyn]

Cutting down on delivery times is the number one priority for any business. The model y now has competition from the ioniqs, polestars, mach e, etc. They absolutely will lose business if they don't cut down delivery times. The LR buyer might not care about a few $1000s more for MYP, but the ride quality, lesser mpg puts them off. I for one opted for the LR for a better ride and more miles per charge. So even when I had the option to get the MYP sooner, I didn't because of these reasons, not price.

Well put. Exactly why I chose the LR as well

 

[scottf200]

Tweet: Tesla
Celebrating our one millionth 4680 cell in January
1:25 PM · Feb 18, 2022 · Twitter for iPhone

https://twitter.com/x/status/1494754912311418881

 

[StatVirus]

Well put. Exactly why I chose the LR as well

A lot of that “ride quality, lower range” argument is due to the Ubers - they are heavy and inefficient. You can remedy that by swapping them out, leaving you with the best of both worlds, IMO.