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Tesla aims to produce 50K Tesla Semi in 2024, could become one of US’ largest truck makers
If there were one upcoming product that Tesla truly discussed during the Q3 2022 earnings call, it would be the Tesla Semi. Elon Musk and Tesla executives shared a lot of interesting tidbits of information about the Class 8 all-electric truck, such as its battery range when it’s fully loaded and the expected date of its first deliveries.
While answering questions from retail and institutional investors during the Q&A session, Musk mentioned that the Semi is already in early production. And since Tesla typically takes about a year to ramp up production of a new product, the company is currently looking to produce 50,000 Tesla Semi units per year in 2024.
“We’ll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant — we’re tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we’ll expand beyond North America. And these would sell — I don’t want to say the exact prices, but they’re much more than a passenger vehicle,” Musk said.
While a production target of 50,000 per year sounds conservative for a company like Tesla — which produces 20,500 vehicles per week in Gigafactory Shanghai this Q4 2022 — such an output would already be incredibly impressive. As could be seen in data from Statista, the US Class 8 trucking market is currently dominated by Freightliner, which sold over 71,000 units in 2020 and about 100,000 units in 2019.
Find more statistics at Statista
Following Freightliner in the No. 2 spot is Kenworth, which typically sells less than 50,000 Class 8 trucks per year. In 2019, for example, Kenworth sold about 42,000 units, and in 2020, the truck maker sold over 30,000 units. Assuming that Kenworth maintains its pace and Tesla succeeds in producing and potentially selling 50,000 Tesla Semi per year in 2024, it would make the EV maker the US’ second largest Class 8 truck maker.
That’s quite a feat, especially if one were to consider the fact that the Tesla Semi would likely be limited by the company’s battery supply in the near future. Elon Musk even noted during the Q3 2022 earnings call that the vehicle’s initial production would not involve the company’s 4680 battery cells. Once Tesla’s 4680 project hits its pace and production of the Semi gets optimized, it would not be surprising if the all-electric truck becomes the best-selling Class 8 hauler in the United States in the coming years.
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Tesla rival’s CEO makes shock suggestion to customers about Model Y
“The Model Y is a great car, and Tesla also announced a number of promotions yesterday, so you might want to consider it.”

Tesla rival Xiaomi is experiencing demand that is off-the-charts with its new YU7 crossover, which competes with the Model Y. The company’s CEO has stated that demand is truly outpacing what it can build, and that customers in limbo should consider the Model Y because “it’s a great car.”
The Xiaomi YU7 has already gained an incredible number of orders so far. Its launch a few months ago had consumers busting down doors to place an order before others, and demand has been so high that customers will wait, on average, between 56 and 59 weeks for delivery.
Within 18 hours, Xiaomi received about 240,000 orders, CarScoops reported. Some customers are truly interested in the vehicle, but cannot wait the extended period to take delivery as they might need a car now.
Xiaomi CEO Lei Jun said on social meida that there are other cars out there that would be suitable as a replacement to the YU7:
“If you need to buy a car quickly, other China-produced new energy vehicles are pretty good.”
He explicitly mentioned the Model Y, Xpeng G7, and Li Auto i8.
Regarding the Model Y, he said:
“The Model Y is a great car, and Tesla also announced a number of promotions yesterday, so you might want to consider it.”
The Model Y has been the best-selling car in the world over the past two years, and it still leads in many markets as the most sought-after EV. However, in China, there are so many formidable competitors that customers are seemingly going for whatever they can get to first.
Of course, a car is a car, but Tesla has gained a more notable reputation for its industry-leading tech and driver assistance systems, including City Autopilot, which has been used in China for a few months now.
Tesla China owners share first impressions of FSD-style “City Autopilot”
News
Tesla offers tasty Supercharging incentive as Q3 push continues

Tesla is offering a tasty Supercharging incentive on inventory Model 3 units in Canada as it continues to push sales in the third quarter.
In the United States, Tesla is preparing for the end of the $7,500 electric vehicle tax credit. While it is offering a multitude of incentives in the U.S. to help push sales of its vehicles before the credit goes away, it is not saving the deals for Americans exclusively.
Yesterday, the company announced it is now offering Free Supercharging for life on all Model 3 inventory in Canada, a massive incentive for those who would use the vehicle as a daily driver:
Unlimited road trips through Canada
Free Supercharging now on all Model 3 inventory 🇨🇦
— Tesla North America (@tesla_na) August 15, 2025
The deal would normally only apply to Superchargers located in Canada, meaning if a Canadian drove over the border into the United States and Supercharged, they would have to pay for it.
However, Tesla also confirmed that the charging deal would extend to the U.S. Canadians will be able to drive across the U.S. and Supercharge for free for the life of the vehicle.
Free Supercharging is such a great perk because the money an owner saves on charging factors directly into what they are saving if they were to own a gas car. While Supercharging and home charging are, on average, cheaper than filling up with gas, the savings are not massive.
When Supercharging is free, it can save consumers hundreds of dollars per month, especially if they plan to use the Tesla for their daily commute. Some people could fill their gas cars up two times a week to get to work, spending $80-$100 every five days on gas.
Tesla has been using incentives like this to push vehicles into customers’ hands. Q3 could be one of the best three-month spans in recent memory with the push it is making.
News
Tesla is preparing to take on autonomy’s final boss
India’s city streets are notorious for their complexity and congestion.

If there is any sign that Tesla is now confident about its self-driving program, it would be this. As could be seen on Tesla’s Careers page, the company is now hiring Autopilot Vehicle Operators in Delhi and Mumbai, India.
As far as real-world traffic is concerned, one could argue that India’s city streets are the final boss of autonomous driving systems due to their complexity and congestion.
Tesla job openings
As per Tesla in its recent job openings, Prototype Vehicle Operators will be responsible for driving an engineering vehicle for extended periods and conducting dynamic audio and camera data collection for testing and training purposes. In both its job listings for Mumbai and Delhi, Tesla noted that successful applicants will be gathering real-world data on the weekends and around the clock.
Considering the job openings in India, Tesla seems to be intent on rolling out its advanced driver-assist systems like FSD in the country. This is quite interesting, as Tesla is not hiring Prototype Vehicle Operators in other territories that recently launched, such as the Philippines. Perhaps Tesla intends to tackle FSD’s final boss of sorts before rolling out FSD in other territories.
FSD’s rollout
Tesla’s autonomous driving program uses the company’s Full Self-Driving system, which is currently available on vehicles in North America and China. Tesla, however, has a more advanced version of FSD called Unsupervised FSD, which is currently being used in vehicles that are part of the Robotaxi pilot in Austin and the Bay Area.
Elon Musk has also recently announced on X that Tesla will be releasing FSD V14 in the coming weeks. He also shared a number of improvements that can be expected from FSD V14. “The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less,” Musk wrote in his post.
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