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Nissan Ariya production stalls at ‘Intelligent Factory’ putting comeback in jeopardy

Credit: Nissan

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Nissan Ariya production has stalled at the company’s “Intelligent Factory” in Japan, as the high-tech manufacturing lines at the facility have been problematic, stalling the automaker’s potential comeback, which is now in jeopardy.

The Nissan Ariya is the company’s first new model in five years, and after being unveiled in 2020, there was an indication that the vehicle would reignite the company’s prowess as a major automaker.

However, a report from Reutersciting people familiar with the matter, said Nissan Ariya production is running behind schedule by at least one-third, which is preventing the vehicle from making its way to customers. Nissan has major plans to ignite its electrification plans, hoping to get 19 new EVs on the market by the decade’s end.

With Tesla already in the commanding lead of the sector, and other competitors like BYD, Rivian, Ford, and others offering competitive options, Nissan is falling further behind.

The Problems

Ariya production relies on highly-automated manufacturing lines, a strategy that Tesla once used and made Elon Musk admit he underestimated the importance of humans.

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Nissan’s “Intelligent Factory” manufacturing system has not been effective and has been “an extremely, extremely high challenge.”

Additionally, the paint line has become one of the biggest issues as problems have persisted with it.

Issues have also persisted outside of the factory itself, and suppliers have faced problems that have affected Ariya production. China-based supplier Wuxi Welnew Micro-Electronic had a fire in January at its factory where it builds components that Nissan uses. Output has been shifted to another facility to recover production volumes.

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Production Volume

Nissan targeted Ariya production to 400 units per day, according to the report, which is more than 100,000 units per year. However, the issues at the factory have fallen short and, over the next two months, production is expected to fall short of the nearly 9,000 cars it expects to build in a 30-day period.

Output forecasts have been adjusted from the 6,900 vehicles it expected to produce this month, the 5,200 it planned to build in April, and the 5,400 it wanted to produce in May.

The Ariya was supposed to hit showrooms in 2021, but those plans were derailed as the COVID-19 pandemic continued to affect the global chip shortage. Nissan pushed these plans back to 2022, but the company is still fighting to get units available.

Test units are present at some dealerships, including one in California, but the unit is not for sale.

The Ariya starts at $43,190, and will compete with all-electric crossovers like the Tesla Model Y, when it comes to market.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla adds new surprising fee to Robotaxi program

“Additional cleaning was required for the vehicle after your trip. A fee has been added to your final cost to cover this service. Please contact us if you have any questions.”

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Credit: Grok

Tesla has added a new and somewhat surprising fee to the Robotaxi program. It’s only surprising because it was never there before.

Tesla shocked everyone when it launched its Robotaxi platform and offered riders the opportunity to tip, only to tell them they do not accept tips. It was one of the company’s attempts at being humorous as it rolled out its driverless platform to people in Austin.

As it has expanded to new cities and been opened to more people, as it was yesterday to iOS users, Tesla has had to tweak some of the minor details of the Robotaxi and ride-hailing platforms it operates.

First Look at Tesla’s Robotaxi App: features, design, and more

With more riders, more vehicles, and more operational jurisdictions, the company has to adjust as things become busier.

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Now, it is adjusting the platform by adding “Cleaning Fees” to the Robotaxi platform, but it seems it is only charged if the vehicle requires some additional attention after your ride.

The app will communicate with the rider with the following message (via Not a Tesla App):

“Additional cleaning was required for the vehicle after your trip. A fee has been added to your final cost to cover this service. Please contact us if you have any questions.”

The cost of the cleaning will likely depend on how severe the mess is. If you spill a soda, it will likely cost less than if you lose your lunch in the back of the car because you had a few too many drinks.

This is an expected change, and it seems to be one that is needed, especially considering Tesla is operating a small-scale ride-hailing service at the current time. As it expands to more states and cities and eventually is available everywhere, there will be more situations that will arise.

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The messes in vehicles are not a new situation, especially in a rideshare setting. It will be interesting to see if Tesla will enable other fees, like ones for riders who request a ride and do not show up for it.

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Tesla Model Y sold out in China for 2025

Customers who wish to get their cars by the end of the year would likely need to get an inventory unit.

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Credit: Grok Imagine

It appears that the Model Y has been sold out for 2025 in China. This seems to be true for the four variants of the vehicle that are currently offered in the country. 

Tesla China’s order page update

A look at Tesla China’s order page for the Model Y shows a message informing customers that those who wish to guarantee delivery by the end of the year should purchase an inventory unit. This was despite the Model Y RWD and Model Y L showing an estimated delivery timeline of 4-8 weeks, and the Model Y Long Range RWD and Model Y Long Range AWD showing 4-13 weeks. 

As per industry watchers, these updates on the Model Y’s order page suggest that Tesla China’s sales capacity for the remainder of 2025 has been sold out. The fact that estimated delivery timeframes for the Model Y Long Range RWD and AWD extend up to 13 weeks also bodes well for demand for the vehicle, especially given strong rivals like the Xiaomi YU7, which undercuts the Model Y in price. 

Tesla China’s upcoming big updates

What is quite interesting is that Tesla China is still competing in the country with one hand partly tied behind its back. So far, Tesla has only been able to secure partial approval for its flagship self-driving software, FSD, in China. This has resulted in V14 not being rolled out to the country yet. Despite this, Tesla China’s “Autopilot automatic assisted driving on urban roads,” as the system is called locally, has earned positive reviews from users.

As per Elon Musk during the 2025 Annual Shareholder Meeting, however, Tesla is expecting to secure full approval for FSD in China in early 2026. “We have partial approval in China, and we hopefully will have full approval in China around February or March or so. That’s what they’ve told us,” Musk said.

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Tesla Full Self-Driving appears to be heading to Europe soon

For years, Musk has said the process for gaining approval in Europe would take significantly more time than it does in the United States. Back in 2019, he predicted it would take six to twelve months to gain approval for Europe, but it has taken much longer.

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Credit: Tesla

Tesla Full Self-Driving appears to be heading to Europe soon, especially as the company has continued to expand its testing phases across the continent.

It appears that the effort is getting even bigger, as the company recently posted a job for a Vehicle Operator in Prague, Czech Republic.

This would be the third country the company is seeking a Vehicle Operator in for the European market, joining Germany and Hungary, which already have job postings in Berlin, Prüm, and Budapest, respectively.

This position specifically targets the Engineering and Information Technology departments at Tesla, and not the Robotics and Artificial Intelligence job category that relates to Robotaxi job postings.

Although there has been a posting for Robotaxi Operators in the Eastern Hemisphere, more specifically, Israel, this specific posting has to do with data collection, likely to bolster the company’s position in Europe with FSD.

The job description says:

“We are seeking a highly motivated employee to strengthen our team responsible for vehicle data collection. The Driver/Vehicle Operator position is tasked with capturing high-quality data that contributes to improving our vehicles’ performance. This role requires self-initiative, flexibility, attention to detail, and the ability to work in a dynamic environment.”

It also notes the job is for a fixed term of one year.

The position requires operation of a vehicle for data collection within a defined area, and requires the Vehicle Operator to provide feedback to improve data collection processes, analyze and report collected data, and create daily driving reports.

The posting also solidifies the company’s intention to bring its Full Self-Driving platform to Europe in the coming months, something it has worked tirelessly to achieve as it spars with local regulators.

For years, Musk has said the process for gaining approval in Europe would take significantly more time than it does in the United States. Back in 2019, he predicted it would take six to twelve months to gain approval for Europe, but it has taken much longer.

This year, Musk went on to say that the process of getting FSD to move forward has been “very frustrating,” and said it “hurts the safety of the people of Europe.”

Elon Musk clarifies the holdup with Tesla Full Self-Driving launch in Europe

The latest update Musk gave us was in July, when he said that Tesla was awaiting regulatory approval.

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