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S and X from Giga Texas, Berlin, and Shanghai

Which Tesla factory do you whish would manufacture your S/X

  • Good old Fremont

  • Giga Texas

  • Giga Berlin

  • Giga Shanghai


Results are only viewable after voting.

Tiger

Active Member
Oct 31, 2016
2,031
2,431
UN
If Tesla, encouraged by the implied demand for S/X refresh models, began manufacturing them also in other car Giga factories (namely Giga Texas, Berlin, and Shanghai for the time being) - which one would you want?

For fun factor, let's assume it would only speed up your delivery timeline.
 

ecarfan

Well-Known Member
Moderator
S and X are niche market vehicles due to their price. Yes, right now Tesla has an S/X order backlog but the production line shutdown this year to retool for the major hardware changes appears to have taken longer than planned and that is part of the reason for why delivery times are so far out (global chip shortages may also be a factor). Before the production line shutdown delivery waits were just weeks, not many months. Tesla had adequate production capacity to handle global demand. So I see no reason for Tesla to set up additional production lines in other countries when demand is huge for the Y and 3 as well as the Cybertruck and Semi (which are years behind schedule). Tesla can maximize profits by investing in Y/3/CT/Semi production lines, and battery cell production, which is exactly what it is doing.

Elon said last year that going forward the S/X will contribute very little to Teslas overall revenue and ultimately will be considered a very minor part of Teslas history (I’m paraphrasing, can’t find the exact quote right now). He’s not saying that they aren’t great cars or that they should not have been built, just that in the big picture they will only represent a very small part of Teslas success.

Profits from the Y/3/CT/Semi will be orders of magnitude larger than the S/X.
 
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It will make more sense to continue filling demand for S/X from Fremont, while dedicating most all other factories to the much higher volume 3/Y.

Next domestic production will probably also include the huge demand for the CyberTruck and Semi. These vehicles will be built in US to satisfy the local demand for such vehicles.

S/X are aspirational vehicles that people will be willing to wait for.
 
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Tiger

Active Member
Oct 31, 2016
2,031
2,431
UN
It will make more sense to continue filling demand for S/X from Fremont, while dedicating most all other factories to the much higher volume 3/Y.


S/X are aspirational vehicles that people will be willing to wait for.

No, it's just a missed opportunity - they could grab the market of all large suv:s the range rovers, expeditions, mb, bmw, lexus, jeep, ram, by streamlining the manufacturing to hit those price ranges.
 

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