Tesla: Over 70,000 Vehicles Produced In China In December
(Edited)
This is a big number for a company that only started to ramp up the second line in March.
In this video I discuss how the big news out of China regarding the December sales figures puts 2 million vehicles within reach. We could see this plant produce well over 1 million vehicles in 2022. The numbers for Tesla are starting to get rather large and they still have 3 lines due to go live in the first half of 2022.
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BEER.Tesla is really like a Silicon Valley kind of company. They scale up like a software company. Don’t look at the profit, but look at how fast the numbers grow.
I think some of the big car companies still don’t realize just how much Tesla is a disrupting the market. They have only just started.
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STOPCheck out the last post from @hivebuzz:
Wow, that's a serious number if they can maintain that run rate. Are you invested in Tesla yourself? I have some Nio Inc myself, a rival, which has done very well for me, but that was been battered like all other stocks over the past few weeks.
Summary:
In this video, the speaker discusses the recent news about Tesla's production numbers in China and predicts that Tesla could produce 2 million vehicles in 2022. He breaks down his estimate for quarterly production, highlighting the potential contributions from Tesla's factories in Shanghai, Berlin, and Austin. The speaker emphasizes the importance of Tesla's expansion plans in different regions and expresses confidence in the company's ability to significantly increase production output in the coming year.
Detailed Article:
The video begins with the speaker addressing the recent news about Tesla's production numbers in China. He highlights the importance of the reported numbers and explains that Tesla's current production rate in China could potentially lead to an output of 840,000 vehicles for the year. The speaker then goes on to share his prediction that Tesla could produce 2 million vehicles in 2022, emphasizing the significance of Tesla's production capabilities and scalability.
The speaker breaks down his quarterly production estimates, starting with 300,000 vehicles in the first quarter, followed by increases to 400,000 in the second quarter, 550,000 in the third quarter, and 750,000 in the fourth quarter. He specifically mentions the potential contributions from Tesla's Shanghai factory, projecting that it could nearly double its production by the fourth quarter of the year.
Furthermore, the speaker discusses Tesla's expansion plans, highlighting the upcoming production lines in Berlin, Austin, and Shanghai. He mentions that the construction of the expansion at the Shanghai factory is already underway and estimates that it could be operational by May. The speaker expects significant contributions from these new lines in the second half of the year, particularly in the third and fourth quarters.
The speaker also emphasizes the importance of Model Y production, noting that the majority of the output in China is likely to be Model Y, which uses MegaPress for faster and higher scaling. He anticipates similar production scaling from Tesla's factories in Berlin and Austin once they become operational, potentially leading to exponential growth in Tesla's overall production output.
In conclusion, the speaker expresses confidence in Tesla's ability to achieve his predicted 2 million vehicle production target for 2022. He highlights the importance of timely operations at Tesla's factories in different regions and their potential to significantly boost Tesla's production numbers in the coming year.