But unfortunately there still are some uncertainties:
- Two suppliers are back to 50 and 60% of their previous production capacity, according to the report. Will this be a bottleneck limiting output of finished cars in the short term?
- Are they getting enough packs from GF1? And if so, will that cannibalize Model 3 production in Fremont (which for now probably has better margins) or even limit the acceleration of Model Y production? Carsonight, who seems to have good sources, indicated stable battery pack production, not a significant increase.
They're making packs locally. They're not buying from other suppliers for the fun of it. Tesla started local pack production in December. In January, for the Shanghai plant, Panasonic provided the cell supply for 1,545 vehicles/ 83.32 MWh, with LG Chem supplying for 1,050 vehcles / 54.39 MWh.
八万顷新能源汽车工作团队周报 2020年W6 一、行业信息 1)2020年1月,新能源乘用车批发4.3万辆,零售达到4.12万辆,相对于2019年1月份的走势大幅下降... - 雪球
People need to take what carsonight writes about China with a massive grain of salt. He openly has admitted that he has no clue what happens to GF1 packs once they leave the plant, and has no insights into China at all. Anything he says about China is purely his personal speculation, and he really should make more of an effort to point that out. :Þ
(Not to mention that last year he was claiming that Tesla was stockpiling excess GF1 packs in China)
Even what he says about GF1 production should be taken with a grain of salt. Remember what he was saying in Q1 '19?
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