View attachment 957391
That's interesting.
On the cars side that would be Phase 1 of 500,000 and Phase 2 + 3 of 500,000 to go to 1,000,000/year total.
However there has always been considerable ambiguity about the intended Phase 1 in-house battery manufacturing capacity, which so far is making nothing as the 4680 machinery apparently was sent to Austin instead.
The Phase 2+3 battery capacity of 50 GWh/yr would be consistent with 500k/yr vehicles at 100 kWh cells/vehicle. Tesla norms are about 80 kWh/vehicle so either they will be doing lots of bigger vehicles (vans ?); or the Phase2+3 cells will be backfilling Phase1 vehicles; or some cells will go into stationary storage.
Nevetheless there is still ambiguity about the Phase 1 battery capacity, and I think Phase 1 was originally intended to do 100GWh which was always oversized if it was just going to feed a 500k/yr vehicle line.
Tesla, Inc has put open its much-awaited sixth 'gigafactory' near Berlin in Germany, after a delay of over eight months. This is the first-ever giga-scale EV and battery manufacturing facility of the company in Europe, making it a significant milestone in terms of its expansion plans to dominate...
etn.news
"On the battery manufacturing front, the plant is said to have an annual capacity of up to 100 GWh to start with"
Tesla’s first full-scale battery cell factory, which is located at Tesla Gigafactory Berlin, will produce up to 250 GWh, according...
electrek.co
or
www.cleanenergywire.org
"I think it will possibly be the largest battery cell plant in the world. I think it will be the largest. It will be capable of over 100 GWh per year and possibly over time, it will be going over 200 to 250 GWh. I’m pretty confident that at that point, it will be the largest battery cell plant in the world."
Looking at the footprint/scale of the proposed A107+A108+A120 phase 2 +3 cell plants they seem about the same overall size as the phase 1 cell footprint.
The enlish translation text suggests that the newbuild is A120. If so then that for 50GWh suggests a huge as-yet-unused existing footprint for cell capacity. That is if they genuinely can now cram 50GWh/yr cell mfg into that footprint. Or is it just for pack assembly and with cell manufacturing elsewhere ? But that makes no sense as we know Tesla views the pack assembly stage as being a low value add stage by comparison with the cell mfg stage.
And the vehicle assembly lines are rather spacious. Either these vehicle production lines are going to have a lot of space around them, or the real future vehicle capacity is going to be a lot bigger.
All very curious.
