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Tesla Model 3 production in China factory undergoes first test trials
Leaked images and footage from the interior of Gigafactory 3 suggest that Tesla is already making the necessary preparations for trial production runs of its Made-in-China Model 3 in its massive Shanghai-based facility. The installation of manufacturing equipment and robots inside Gigafactory 3 is ongoing as well.
The recent Gigafactory 3 leaks were shared on Chinese social media platform Weibo by electric car enthusiast Battery King _ (电池王_). Overall, the images show a section of Gigafactory 3 that was largely complete, though it appeared that the floors and walls of the area are still bare concrete. The lighting appears to be done and the installation of manufacturing equipment is in full swing.
Most remarkably, the recent leaks include pictures of two partly-built Model 3 in an assembly line. It is unknown if the two electric sedans’ panels were stamped on-site or if the vehicles were only assembled at the facility from shipped components, but either way, the fact that Tesla is already beginning trial assemblies of the Model 3 in its China Gigafactory is nothing short of incredible.
Another noticeable aspect of the leaked video and images is the space that seemed to be available on the factory floor even with the Model 3 assembly line in place. Granted, the pictures were only taken at one section of an otherwise gargantuan facility and the tooling for the site is only partially complete, but it is not difficult to see the massive facility producing far more Model 3 than expected once it goes online.
Exceeding the expected initial output of Gigafactory 3 will likely be easier than expected, especially considering that Wall Street has given the facility a notably conservative production forecast. Back in July, for example, Morgan Stanley released an otherwise positive report on Tesla stating that the Shanghai-based site could go online as early as November.
Quite surprisingly, analyst Adam Jonas noted that based on their research, Morgan Stanley expects Gigafactory 3 to produce 35,000-40,000 Model 3 in 2020, with the facility ramping its output to 60,000 units annually in 2021. That’s only 673-769 Model 3 per week in 2020 and 1,150 Model 3 per week in 2021. Considering the size of Gigafactory 3, as well as the fact that 1,150 Model 3 per week is in the same ballpark as the output of the sprung structure-based GA4 in Fremont, Morgan Stanley’s estimate might end up being way off.
This is especially notable considering that Gigafactory 3’s substation is expected to go live as early as next month. Recent drone flyovers of the Gigafactory 3 complex show that the substation is already taking form and perhaps nearing completion within the next few weeks. Barring any unexpected delays, Gigafactory 3 could come alive at the end of September.
During Gigafactory 3’s groundbreaking ceremony last January, Elon Musk noted that trial production runs of the Model 3 could begin in the China-based site at the end of the year. Considering the speed of Gigafactory 3’s buildout, as well as the fact that the preparations for trial Model 3 production runs are already underway, Elon Musk’s estimate might actually prove conservative.
H/T Kelvin Yang, Ray4Tesla.
News
Tesla Semi factory receives giant production equipment
The massive machine was transported to the Semi factory using two diesel trucks and a triple trailer.
Tesla seems determined to kick off the production of the Tesla Semi sometime this year at its Nevada factory.
This was hinted at by the arrival of massive production equipment to the Semi’s manufacturing site near Giga Nevada.
New equipment
What appeared to be a massive stamping machine has been transported to the Giga Texas complex. Spotted by longtime drone operator and Tesla Semi advocate @HinrichsZane, the massive contraption is so large and heavy that a single semi truck and trailer were not enough to move it. Instead, the massive machine was shipped to the Semi factory using two diesel trucks and a triple trailer.
The machine was fully covered in the videos from Nevada, but based on its shape and size, it appears that it is a stamping press for the Class 8 all-electric truck. Tesla is a pioneer in the use of Megacasts in the automotive industry, so it makes sense for the company to use a Giga Press for the Semi’s production as well.
Ambitious goals
The Tesla Semi factory is expected to produce a whopping 50,000 units of the Class 8 all-electric truck annually when it is fully ramped. At that output, the facility would be one of the country’s highest-volume plants for semi trailers, electric or otherwise. In a video posted earlier this year, Dan Priestley, who leads the Semi program at Tesla, stated that the company is looking to achieve volume production over the coming quarters.
This should allow the Tesla Semi factory to mass produce the vehicle by 2026. Tesla CEO Elon Musk reiterated this timeframe recently, when he responded to a post on social media platform X about Microsoft co-founder Bill Gates being bearish about battery electric semi trucks. “Tesla Semi will be in volume production next year,” Musk said in his post, which also included a laughing emoji.
Check out the drone operator’s recent footage of the Tesla Semi factory in the video below.
Elon Musk
Elon Musk argues lidar and radar make self driving cars more dangerous
The CEO is not just stating that using sensors like lidar is unnecessary to achieve self-driving.
Elon Musk is taking a firmer stance in the vision vs lidar debate for autonomous driving. In his more recent comments, the CEO is not just stating that using sensors like lidar is unnecessary to achieve self-driving.
Musk is stating that using lidar actually makes self-driving cars more dangerous.
Uber CEO’s comments
During a recent interview, Uber CEO Dara Khosrowshahi shared his thoughts on the autonomy race. As per the CEO, he is still inclined to believe that Waymo’s approach, which requires outfitting cars with equipment such as lidar and radar, is necessary to achieve superhuman levels of safety for self-driving cars.
“Solid state LiDAR is $500. Why not include lidar as well in order to achieve super human safety. All of our partners are using a combination of camera, radar and LiDAR, and I personally think that’s the right solution, but I could be proven wrong,” the Uber CEO noted.
Elon Musk’s rebuttal
In response to the Uber CEO’s comments, Elon Musk stated that lidar and radar, at least based on Tesla’s experience, actually reduce safety instead of improving it. As per the Tesla CEO, there are times when sensors such as lidar and radar disagree with cameras. This creates sensor ambiguity, which, in turn, creates more risk. Musk then noted that Tesla has seen an improvement in safety once the company focused on a vision only approach.
“Lidar and radar reduce safety due to sensor contention. If lidars/radars disagree with cameras, which one wins? This sensor ambiguity causes increased, not decreased, risk. That’s why Waymos can’t drive on highways. We turned off the radars in Teslas to increase safety. Cameras ftw,’ Musk wrote.
Musk’s comments are quite notable as Tesla was able to launch a dedicated Robotaxi pilot in Austin and the Bay Area using its vision-based autonomous systems. The same is true for FSD, which is quickly becoming notably better than humans in driving.
News
Tesla Model Y L sold out for September 2025
This was hinted at in Tesla China’s configurator for the all-electric crossover.
It appears that the Tesla Model Y L has been sold out in China for September 2025. This was hinted at in Tesla China’s configurator for the all-electric crossover.
Model Y L deliveries
Since the Model Y L’s official launch earlier this month, Tesla has been pretty consistent in the idea that the extended wheelbase variant of its best-selling vehicle will see its first deliveries sometime in September. This was quite an impressive timeframe for Tesla, considering that the Model Y L has only been launched this August.
Nevertheless, both Tesla China’s Model Y configurator and comments from company executives have noted that the vehicle will see its first customer deliveries in September. “Tesla cars are fun to drive alone, whether you have children or how many children, this car can meet all your needs. We will deliver in September and wait for you to get in the car,” Tesla China VP Grace Tao wrote on Weibo.
October 2025 deliveries
A look at Tesla China’s order page as of writing shows that the earliest deliveries for the Model Y L, if ordered today, would be October 2025 instead. This suggests that the six-seat Model Y variant has effectively been sold out for September. This bodes well for the vehicle, and it suggests that it is a variant that may be able to raise Tesla’s sales numbers in China, as well as territories where the Model Y L could be exported.
Rumors of the Model Y L’s strong sales have been abounding. After the vehicle’s launch, industry watchers estimated that Tesla China has received over 35,000 orders for the Model Y L in just one day. Later estimates suggested that the Model Y L’s orders have breached the 50,000 mark.
Tesla Semi factory receives giant production equipment
Elon Musk argues lidar and radar make self driving cars more dangerous
Tesla Model Y L sold out for September 2025
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