Connect with us

News

Exclusive: Porsche’s electric heart beats in the Taycan’s Zuffenhausen factory

(Photo: Teslarati)

Published

on

Beside the red-bricked walls of Porsche’s headquarters at Zuffenhausen, an electric transformation is taking place. It is a transformation that echoes back to its earliest days, despite the company’s pedigree with the internal combustion engine. Tall, modern-looking buildings sit side-by-side with older factories and shops that have literally witnessed history. The faint sounds of heavy machinery are audible in the distance, a reminder that work in the historic site is ongoing.

“We’re building a factory within a factory within a city with residences close by, hardly any space, and this in high speed,” says Porsche representative of the project David Tryggvason, lightly pointing out that the timeframe of the project is very Porsche-like: Sporty.

Porsche is actively engaged in a massive construction project in its Stuttgart-Zuffenhausen site, roughly 120 miles from Frankfurt, with the company running full throttle as it prepares for the production of the Taycan. The result of these efforts could only be described as a rebirth of sorts, since the company that started with an electric car is now pushing itself to re-embrace all-electric vehicles, perhaps just as intended by its founder, Ferdinand Porsche, more than a hundred years ago.

Porsche’s Zuffenhausen site is located near residential and business areas. (Photo: Teslarati)

An electric transition

A lot is riding on the Porsche Taycan. During the company’s annual press conference, Porsche CEO Oliver Blume and Deputy Chairman of the Executive Board Lutz Meschke emphasized how all-electric vehicles like the Taycan and its lineup of hybrid cars are pertinent for the company’s future. In a statement, Meschke noted that by 2030, vehicles powered by an internal combustion engine would likely be the exception to the rule.

“One thing is clear: from 2030 onwards; there probably won’t be any vehicle model from Porsche without an electric variant. I actually presume that by 2025, we will have electrified significantly more than half of our entire model range. But the combustion engine will still be around in 2030. Our 911 will hopefully still be driving with them for a long time to come. Conventionally powered vehicles will at that point be the niche in our electric fleet,” he said.

Before it can produce a successful electric vehicle, Porsche needs to ensure that it has the facilities necessary to build a completely different type of car. The veteran automaker opted to construct several new facilities to accommodate the Taycan’s production, and it had to overcome numerous challenges to make the buildout possible. The Zuffenhausen site is a stone’s throw away from a residential neighborhood, and the site itself is split by a four-lane road. With space being scarce, Tryggvason notes that the company did the only thing it can do: it built up. Overall, building the Taycan is complex. Setting up the facility even more so. For the project manager, the challenges were worth it. “We believe in the product,” David said.

Advertisement
-->
One of Porsche’s buildings for vehicle production in Zuffenhausen. (Photo: Teslarati)

A high-stakes, collective effort

The company’s bet on the Taycan is evident in its investment for the vehicle and the actions of its own employees. Porsche is spending about 6 billion euros (around $6.81 billion) for the development of its electric mobility initiatives. Porsche Production 4.0, a campaign aimed at ushering in a new era of vehicle production, is also underway. Accelerating these developments is a deal that the carmaker struck with its employees, who agreed to forego a small part of their collective salary increase in exchange for their participation in the Taycan’s production and release.

David Tryggvason and Porsche Press Spokesman Jorg Walz later directed me to the roof of one of the new buildings, and I was able to get a pretty good view of the factory itself. They pointed out how the Taycan starts its life by having its electric motors, batteries, and axles assembled. The electric car’s body then gets put together, painted, and transported across a long conveyor system where it can go through final assembly and married to its electric drive unit.

A key to the successful production run of the Porsche Taycan is the company’s target of manufacturing the vehicle in a “smart, lean and green” manner. Examples of these include a flexi-line that uses automated guided vehicles for simpler assembly despite the expansive customization requests from Taycan buyers, optimizations in the use of resources and space, and an initiative to ensure that the entire production process of the all-electric car at Porsche’s Stuttgart-Zuffenhausen site is CO2-neutral. This is made possible through several programs such as the electrification of logistics vehicles, the use of waste heat in the paint shop, and a pilot trial that involves the adoption of nitrogen-absorbing facade surfaces, to name a few.

A render of the Taycan’s production line. (Credit: Porsche)

Race-bred batteries for a race-bred electric car

Not one to waste a rare opportunity to ask for details about the Taycan, I decided to ask a little about the electric car’s battery performance. Over the past year, several great electric vehicles were released by veteran carmakers such as Jaguar and Mercedes-Benz, but inasmuch as the machines themselves were impressive, their batteries left much to be desired. The I-PACE, for all its stunning interior and excellent design, is pretty much the electric equivalent of a gas guzzler. The Mercedes-Benz EQC seems to be the same.

Porsche uses pouch cells from LG Chem in the Taycan’s battery pack, which is expected to give the vehicle over 300 miles of range per charge under the NEDC standard. The company is aiming for ultra-fast 350 kW charging as well, thanks to its 800-volt technology, which was used first in Porsche’s LMP1 racecar 919 Hybrid. I asked how the Taycan’s battery holds up when charged continually with such a high rate of charge. Walz smiled and candidly stated “We’re very optimistic.”

After the annual press conference, I was able to sit in for an informal discussion of Porsche’s electrification with executive board member Detlev von Platen. The Porsche exec highlighted that the Taycan’s battery cells were closely developed by the company, thanks to its experience from its high-performance hybrid vehicles. Examples include the legendary Porsche 918 Spyder hypercar and the three-time Le Mans-winning Porsche 919 Hybrid racecar, both of which required some work in their batteries.

The Mission E sedan concept displayed in the Porsche Museum. (Photo: Teslarati)

“So we’re absolutely involved, deeply involved, in the development of the (Taycan’s battery) cells and the technology behind it. We haven’t started last year with the Taycan. We have worked since a long time already on battery technology from motorsport. Our prototypes like the 919 Hybrid was electrified. So I would say, in general terms, that we have started to work on battery technology at least ten years now,” Von Platen candidly said.

I was reminded of David Tryggvason’s overview of the Taycan’s components a couple of days before, when he remarked that some of the Porsche personnel who worked for the 918 Spyder hypercar also worked in the development of the Taycan. Upon hearing Von Platen’s description of Porsche’s work with batteries, I couldn’t help but agree with his point. Porsche has produced several iconic vehicles in the past, and the majority of them are powered by the internal combustion engine. Despite this, it is difficult to argue that the best cars the company has ever produced, such as the 919 Hybrid, are imbued with electric propulsion at their core. Beneath the roaring engines of the vehicles were electric motors and batteries that ultimately unlocked the cars’ real potential.

Advertisement
-->
Porsche’s first vehicle is an all-electric car. (Photo: Teslarati)

From the past to the future

An engineer at heart, Ferdinand Porsche started with an electric car at the end of the 19th century. He later dipped his feet in hybrid propulsion, before going ahead and gaining mastery of the internal combustion engine. From this perspective, the development of the Taycan feels like a homage to the company’s roots, and this is a big reason why Porsche is dead serious about the vehicle. In what appears to be a gesture to prove this, the Taycan is being built on the company’s most historic site, and it will be produced alongside the 911, a vehicle that can only be dubbed as the quintessential Porsche.

As I grabbed my travel gear and scurried to the remaining shuttle that was awaiting my presence, I looked back at Porsche’s headquarters one last time. There in the dark sky stood a marvel of orderliness in this ever-changing world. It was a moment that can only to be described as surreal, when the past breathes new life into the future. Seconds later, as I buckled myself down on the shuttle seat and gazed into a disappearing Zuffenhausen site, the sounds of whirring machinery and vehicles rolling off the factory floor can be heard in the distance. Beneath this orchestra of sounds were the rhythmic thumps of heavy equipment that continued to work tirelessly to build Taycan’s upcoming production facilities.

I couldn’t help but imagine that the sounds were representative of the electric heartbeat of a carmaker, coming to life once more.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

Advertisement
Comments

Elon Musk

Tesla CEO Elon Musk drops massive bomb about Cybercab

“And there is so much to this car that is not obvious on the surface,” Musk said.

Published

on

Credit: Tesla

Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.

The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.

The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.

Tesla shares epic 2025 recap video, confirms start of Cybercab production

Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.

It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.

Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”

As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.

Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.

It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.

Continue Reading

Investor's Corner

Tesla Q4 delivery numbers are better than they initially look: analyst

The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.

Published

on

Credit: Tesla Asia/X

Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear. 

Munster shared his thoughts in a post on his website. 

Normalized December Deliveries

Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.

“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.

For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.

Advertisement
-->

Tesla’s United States market share

Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States. 

“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter.  For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.

“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.

Continue Reading

Elon Musk

Tesla analyst breaks down delivery report: ‘A step in the right direction’

“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.

Published

on

(Credit: Tesla)

Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”

Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.

Tesla releases Q4 and FY 2025 vehicle delivery and production report

Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.

In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.

However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:

“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”

It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.

While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.

Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.

Continue Reading