From a business standpoint I don't think TM will be announcing a China factory until 2016 at the earliest. There is a huge amount of capital sitting in the GF1 and Model 3 ramp (relative to Tesla's size), and the execution timing can make or break the company. Trying to tackle a second production facility before those are set on their tracks increases the difficulty.
I think the high level plan is to focus on getting Model 3 into volume production by 2017, high volume by 2018, Fremont max by 2019. By 2016/2017 they will have a better picture as to whether they are ready to expand to resolve production facility bottlenecks in 2019, and can look around then for a factory elsewhere in the world. Two years should be enough time to get something up and running, considering it took about two years from NUMMI purchase to MS production, and they'll have experience bringing up massive factories from scratch by then. GF2/GF3 will be developed at the same time, possibly earlier depending on the stationary storage market.
As Africa's fortunes take off over the next few decades, it will be important to avoid another rise of the gasoline car, and hitting them with compelling electric cars built locally could do a lot to achieve that.
