👷‍♂️ Tesla plans for 375K Cybertruck annual production (at least) and have first release candidates by late August! [supplier news 6/8/23]

ModelAZ · Jun 8, 2023

Supplier communication/report would seem pretty solid info to rely on so this is an exciting base volume production we're seeing Tesla telling suppliers to plan for!

Tesla plans for 375,000 Cybertrucks per year, will have release candidates by late August

Source: https://electrek.co/2023/06/08/tesla-plans-375000-cybertrucks-per-year-release-candidates-late-august/

Now, Electrek gets more details through communications that Tesla sent to suppliers for the Cybertruck program, which it calls “Project Everest,” internally and with suppliers.

Tesla has asked suppliers to plan to meet a base production volume of 375,000 Cybertrucks per year. For a base volume, it seems to be a bit more aggressive than what Musk communicated publicly at Tesla’s annual shareholder’s meeting, but Tesla has been frequently adjusting to target.

Earlier this year, it was about 100,000 units lower. Also, the number is planned for the production lines running at 85% efficiency. We also got some details on Cybertruck’s timeline for production.

According to communications to suppliers, Tesla is planning to have its first Cybertruck release candidates at the end of August.

Release candidates are built on the production line and are the last step before official start of production. Based on the current timeline, the official start of production is planned for early October.

It points to Tesla’s delivery event being only for employees and Tesla insiders, like it was for Tesla’s latest vehicle program to launch, the Model Y.

Paradox · Jun 8, 2023

The anticipation builds…

cvalue13 · Jun 8, 2023

cvalue13 · Jun 8, 2023

ModelAZ said:
Tesla has asked suppliers to plan to meet a base production volume of 375,000 Cybertrucks per year.

by which....

.... year?

CyberGus · Jun 8, 2023

Rutrow · Jun 8, 2023

cvalue13 said:

I've got rice to celebrate with!!!

BayouCityBob · Jun 8, 2023

Wow. I most definitely need to start making space in the garage. This is feeling very much like a Q1 delivery for us (~49k in line +/-).

radami1 · Jun 8, 2023

ModelAZ said:
Release candidates are built on the production line and are the last step before official start of production. Based on the current timeline, the official start of production is planned for early October.It points to Tesla’s delivery event being only for employees and Tesla insiders, like it was for Tesla’s latest vehicle program to launch, the Model Y.

That puts my delivery date to '24-'25. I'll be well into my 80s. Iwonder if I will be able to climb into the front seat

papajamaliciousness · Jun 8, 2023

Well for me this means we'll probably have a price in August. If the price is high and I win the lottery (which I don't actually play) I'm sure my place in line will jet forward. If the price is low then I have more time to stash a few acorns.

Trying to figure out how to buy a model 3 before the cybertruck comes out and still be able to buy a cybertruck. And also not get tied down with lots of new debt. And also somehow achieve some financial goals before retirement. Hmm... This may not compute...

Greshnab · Jun 8, 2023

papajamaliciousness said:
Well for me this means we'll probably have a price in August. If the price is high and I win the lottery (which I don't actually play) I'm sure my place in line will jet forward. If the price is low then I have more time to stash a few acorns.

Trying to figure out how to buy a model 3 before the cybertruck comes out and still be able to buy a cybertruck. And also not get tied down with lots of new debt. And also somehow achieve some financial goals before retirement. Hmm... This may not compute...

my plan is different buy a model Y NOW and pay it off.. when they reach my number the Y becomes my down payment on the CT

anionic1 · Jun 8, 2023

The limitation this year is the presses. That's why Elon stated 250,000. Per Idra and the cycle time of 2 min on the presses it comes out to about 250,000 . Maybe they were able to increase that. Also note that Elon gave an increment of 250,000 indicating that if they had 2 additional presses they could make another 250,000k. My guess is that its more likely Tesla is wisely adding some fluff to the first year demand to make sure suppliers are prepared as they ramp up. No one building anything in production would ask a supplier to provide the exact amount they intend to produce. there is always waste factor, and some fluff for issues.

Angel · Jun 8, 2023

papajamaliciousness said:
Well for me this means we'll probably have a price in August. If the price is high and I win the lottery (which I don't actually play) I'm sure my place in line will jet forward. If the price is low then I have more time to stash a few acorns.

Trying to figure out how to buy a model 3 before the cybertruck comes out and still be able to buy a cybertruck. And also not get tied down with lots of new debt. And also somehow achieve some financial goals before retirement. Hmm... This may not compute...

You're not alone, same here... without looking to get the Model 3 though..

cvalue13 · Jun 8, 2023

anionic1 said:
The limitation this year is the presses. That's why Elon stated 250,000. Per Idra and the cycle time of 2 min on the presses it comes out to about 250,000 . Maybe they were able to increase that. Also note that Elon gave an increment of 250,000 indicating that if they had 2 additional presses they could make another 250,000k. My guess is that its more likely Tesla is wisely adding some fluff to the first year demand to make sure suppliers are prepared as they ramp up. No one building anything in production would ask a supplier to provide the exact amount they intend to produce. there is always waste factor, and some fluff for issues.

I still get confused by these discussions that imply Elon has ever stated 2024 production

The question asked at roundup was eventual max production, period. The question was not 2024 max production.

It's possible Musk believes they'll reach max production in 2024, but noone's asked, and he's never said, if that's true.

And in the same vein: this story, and Electrek's information, places no metrics on the timing of these figures. For all we know, it could be 375K next month, or in 2030.

Mini2nut · Jun 8, 2023

375,00 annual production works out to 7500 Cybertrucks per week if operating at a 50 week production schedule to allow for holidays.

We are all still waiting for the final puzzle piece. Pricing.

It looks pricing will be revealed within the next 7- weeks if the delivery event is planned for the end of August.

Stahlycyber2022 · Jun 8, 2023

radami1 said:
That puts my delivery date to '24-'25. I'll be well into my 80s. Iwonder if I will be able to climb into the front seat

I know the feeling! I’m 64 and have stage 4 prostate cancer & bladder cancer with hopefully at least a 5 year life span…

👷‍♂️ Tesla plans for 375K Cybertruck annual production (at least) and have first release candidates by late August! [supplier news 6/8/23]

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