GhostSkater
Member
Anyone who can say what this means for the ramp?
Obviously good of course otherwise they wouldn’t have posted, but how does this number ‘fit’ in the ramp.
~ 6 GWh/year run rate, if that is from one line, it's a quarter of it's capacity, first phase is 100 GWh/year and second 200 GWh/year
Still a long way to ramp even close to those numbers but if Line 1 is smooth sailing with most challenges resolved, wouldn't be far off to 4x that by turning on the other 3 lines with learnings from 1
Another important point is that they might not be trying to ramp the lines, storing huge amount of cells is not feasible, and Tesla right now has no way to absorb 200 GWh worth of cells, hell, maybe even one line of 4680 is too much
250k/year Cybertrucks + 250k/year Model Ys requires 50 GWh/year, around that for 50k/year Semis, so the might be comissioning but not ramping fully until Semi + Cybertruck + 4680 Model Y is at those nameplate numbers
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