Tesla has officially announced its anticipated new battery and semi factories in northern Nevada, along with a $3.6 billion investment to bring them to fruition. But are these actually new factories or just the completion of the Gigafactory Nevada in its originally planned size?
We reported about it this morning Nevada governor hints at plans for Tesla’s new factory, which should be officially presented today. Tesla has now launched one blog entry describes his progress on his previous investments in Nevada and the plans for this new investment.
Tesla says it has already spent $6.2 billion in Nevada and hired 11,000 people while creating 17,000 local construction jobs by building its Gigafactory there, and that the factory has produced:
- 7.3 billion battery cells (37 GWh+ annually)
- 1.5 million battery packs
- 3.6 million drive units
- 1 million energy modules (total 14 GWh+)
Those numbers are higher than Tesla’s original plan from 2014, which called for spending $3.5 billion on a factory to produce 35 GWh of batteries annually, which would then employ 6,500 people.
Since then, the EV market has grown rapidly, meaning 35 GWh is still not enough to meet global demand for Tesla’s EVs.
Today Tesla said:
We will invest more than $3.6 billion to continue expanding Gigafactory Nevada, adding 3,000 new team members and two new factories: a 100GWh 4680Ò cell factory (with capacity to produce enough batteries for 2 million light commercial vehicles per year) and our first large-volume semi-factory.
Tesla’s announcement is unclear as to whether those factories will still be on the same lot as its current Gigafactory, which is still about 60% complete judging by renderings compared to the building’s current state.
Judging by the new plaster, these new factories could be in the same building. Compared to the existing building which has an L shape and the original and new renderings of the building, filling in this L shape would complete the building to look more like the renderings:
The announcement mentions that part of the $3.6 billion will be spent on further expanding the Gigafactory, but also on building two new factories. Until now, electr reported that Tesla built a production line for the Tesla Semi in a new building near the Gigafactory Nevadaso we’re not sure if it will change plans and bring all this production under one roof, or continue to expand the new building nearby, or maybe both – maybe that Cells in 4680 format will be built in the main building and semi in the annex.
This announcement comes a day ahead of Tesla’s result report, which is certainly interesting timing. Tesla set a delivery record 405,000 vehicles delivered in Q4 and 1.3 million in 2022, although the Q4 number came in below expectations. Towards the end of the quarter, Tesla began offering discounts and has recently done so drastically reduce pricessignaling that demand needed a bit of a boost after more than a year of significant price hikes while demand for electric vehicles surged.
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