Cybertruck Production Advances to TOOLING Phase!

[Old Spice]

Reported by: https://driveteslacanada.ca/cybertr...n-development-to-tooling-as-production-nears/

Tesla Cybertruck moves from ‘in development’ to ‘tooling’ as production nears​

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October 19, 2022​

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Tesla published their Q3 2022 earnings this afternoon, and as usual included some exciting information in the shareholder deck. One piece that will be particularly interesting to the more than 1 million people waiting in line is that the Cybertruck is no longer “in development.”​

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In each quarterly shareholder deck Tesla provides an update on their installed production capacity at each of their factories, which now stands at close to 2 million units per year. Included in the table is the status of future vehicles as well, and for the first time the Cybertruck is now in the ‘Tooling’ phase.​

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The news is excellent for those curious about if Tesla would be able to maintain the production schedule on the Cybertruck, which as of the most recent update is scheduled to begin in mid-2023.​

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The tooling phase allows Tesla to start setting up the machines and production line before a vehicle enters full production.​

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Although this move does not cement that production will start soon, it is a good sign that Tesla is on track to meet its mid-2023 production goal.​

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In addition to the Cybertruck news, Tesla confirmed the Semi has entered “early production” in Nevada. The first deliveries of the electric class 8 truck are scheduled for December 1, 2022 with the first units going to PepsiCo.​

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Tesla did not provide a capacity number for production for the Semi, but it likely isn’t very high as they are using a temporary facility in Nevada before moving production to Giga Texas at some point in the future.​

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The shareholder deck still shows the Roadster, Robotaxi, and “others” are still in development. According to Elon Musk the Roadster is supposed to enter production next year.​

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Source: https://driveteslacanada.ca/cybertr...n-development-to-tooling-as-production-nears/​

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[Ogre]

I usually dial in to Rob for the numbers stuff then listen to the call.

Rob’s won’t have any Cybertruck news, but useful anyhow. I’ll post a link to the conference call below)



Link to earnings call will appear here soon.

https://ir.tesla.com/#quarterly-disclosure

 

[Ogre]

Posted the wrong link about, fixed it.

 

[Ogre]

Best news on the earnings report Cybertruck is now Tooling. Previously was In development like Roadster.

 

[Ogre]

Also, from the products section they are still indicating production starts once Model Y ramp is complete… which is likely sometime around the end of this year or early next quarter.

The pace of production ramps in Texas and Berlin-Brandenburg will be influenced by the successful introduction of many new product and manufacturing technologies in new locations and ongoing supply chain related challenges. Factory ramps take time, and Gigafactory Texas and Gigafactory Berlin-Brandenburg will be no different. We are making progress on the industrialization of Cybertruck. which is currentlv planned for Texas production subsequent to Model Y ramp. The initial phase of Tesla Semi deliveries is scheduled to begin in December 2022.

Basically everything still aiming towards first half next year production start. (Deliveries starting June-August)

 

[CyberGus]

Best news on the earnings report Cybertruck is now Tooling. Previously was In development like Roadster.

don't be such a tool

 

[greggertruck]

YUHHH. Something. Lets see what the call yields.

 

[greggertruck]

3x 4680's is cool, but where.. ¯\_(ツ)_/¯

But, yea, that's not bad news.

 

[Ogre]

Earnings are meh. Not great, not terrible, but not going to move the needle.

Hopefully there will be some good news on the earnings call that excited people.

I started another thread to focus on the Cybertruck news.

 

[Ogre]

3x 4680's is cool, but where.. ¯\_(ツ)_/¯

But, yea, that's not bad news.

Start of Q3 4680 production was pretty lethargic so it’s hard to say how interesting 3x is.

It’s good I guess? But since we don’t have the baseline, it’s hard to say how good. A number expressed in GWH would be better. Ideally split by location… or at least some indication that Texas was online and ramping up as opposed to still in test production.

 

[Crissa]

Not only three times what, but three times over what time periods?

-Crissa

 

[Ogre]

Not only three times what, but three times over what time periods?

-Crissa

It said sequentially. Presumably Q2 versus Q3?

Impression I got was Q2 production was quite low. I think at the beginning of the quarter the suggestion was something like enough for 100 cars a week. So maybe it’s up to 300 cars a week? Or since that was beginning of Q2 maybe 600 cars/ week?

There are hints in the slide deck that cell supply is not a problem right now, but that includes cells from all sources. Pretty sure we’re going to want 4680s for the Cybertruck.

 

[Crissa]

Yeah, but Tesla sometimes only counts the weekly output rather than the whole quarter.

-Crissa

 

[CyberGus]

FSD Beta is heading for wide release (basically everyone). This is a good sign that FSD will be highly functional as shipped in the Cybertruck.

 

[Ogre]

Musk adds during the earnings call.

In the final lap for Cybertruck. Building line at Texas right now

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