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SF Motors set sights on EV mass production with latest R&D testing facility

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Santa Clara based electric vehicle startup SF Motors is opening up a new full-scale R&D center in Silicon Valley. SF Motors was founded in January 2016 after a large investment from Sokon Motors, a large Chinese automotive company. The company’s new 130,000 sqft research and development facility will be located in Milpitas, CA, roughly 6 miles away from SF’s headquarters.

The new facility, which is expected to be completed in Q4 ’18, will be capable of “small batch” manufacturing and development of manufacturing processes. The company is focusing on battery, powertrain, and autonomous vehicle development at the facility.

“Adding to our existing R&D labs, this new facility will conduct extensive design validation testing and small-scale manufacturing necessary to ensure a smooth transition to mass production of our batteries and electric powertrains, which are key components of our vehicles,” said SF Motors CTO Yifan Tang.

Yifan Tang joined SF Motors in February 2017. He was previously the technical lead on Facebook’s high-altitude long-range aircraft aimed at beaming internet across the globe. Before Facebook, Tang was VP of Drivetrain Engineering at Lucid Motors for three years and Principal Motor Technologist at Tesla for five years. During his time at Tesla Tang designed the motors for the Roadster, Model S, Mercedes B-Class/Toyota Rav4, and the prototype Model X AWD. Tang has a Ph.D. in electrical engineering from The Ohio State University and 35 U.S. patents.

In October 2017 SF Motors acquired Tesla co-founder Martin Eberhard’s battery module startup evINIT for $33M. Eberhard is now Chief Strategy Officer at SF Motors and the former CEO of evINIT, Mike Miskovsky, is Chief Development Officer. Eberhard served as the CEO of Tesla in its early years until late 2007.

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Closing the loop from R&D to Manufacturing

SF Motors’ CTO Yifan Tang tells Teslarati that the new facility will help “close the loop from R&D to manufacturing,” and help accelerate the company to mass production. Tang describes the new facility as a key part of SF Motors strategy as they push forward to mass production.

According to SF Motors, the company is already prepping manufacturing facilities in the U.S. and China. SF Motors purchased a 675,000 sqft plant in Indiana from AM General in November 2017. The company also has a massive factory in Chongqing, China, with nearly 8.4M sqft of manufacturing space that’s capable of producing 200,000 vehicles per year.

SF Motors’ new R&D Facility in Milpitas, California (Photo: Loopnet/McCarthy Creekside
Industrial Center)

SF’s Tang emphasized that the company’s abilities to produce small-batch trial production at their R&D facility will differentiate itself from other automotive manufacturers. The company plans to also produce battery cells at the facility and will test different cell configurations, modules, and battery pack sizes.

SF plans to produce a wide range of vehicles, and the ability to tweak cell chemistry along with module configurations will allow them to produce battery packs that are optimized for cost efficiency and performance.

The new R&D facility will house roughly 100 employees, but its proximity to the company’s headquarters allows the company to shift employees back and forth. “Drawing on our global business model and decades of manufacturing experience, locating this facility near our Silicon Valley headquarters will strategically ensure quality and efficiency as we prepare to bring our intelligent EVs to market,” Tang said in a press release.

SF Motors plans to start trial production of their vehicles at the end of this year.

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Update at 10:35 am PT: An earlier version of this article incorrectly stated that SF Motors was a subsidiary of Sokon Motors. Sokon Motors was a large initial investor in SF Motors, but does not wholely own the company. 

Christian Prenzler is currently the VP of Business Development at Teslarati, leading strategic partnerships, content development, email newsletters, and subscription programs. Additionally, Christian thoroughly enjoys investigating pivotal moments in the emerging mobility sector and sharing these stories with Teslarati's readers. He has been closely following and writing on Tesla and disruptive technology for over seven years. You can contact Christian here: christian@teslarati.com

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Elon Musk

Tesla Board Chair discusses what is being done to protect CEO Elon Musk

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Credit: xAI

Tesla Board Chair Robyn Denholm met with Bloomberg this morning to discuss a variety of topics, but perhaps one of the most interesting was her comments on what is being done to protect company CEO Elon Musk.

After the assassination of right-wing political commentator Charlie Kirk this week, there have been concerns about Musk’s safety, as well as that of other high-profile business leaders and political figures.

Earlier this week, Musk said himself that his security detail would be increased significantly following Kirk’s death, a move that many investors and fans of the company had requested because of political violence.

Elon Musk assures Tesla investors he will enhance his security detail

“Definitely need to enhance security,” Musk said. Tesla spent $3.3 million on Musk’s security in 2024 and January and February 2025. For reference, Meta spent over $27 million on Mark Zuckerberg’s security last year, which is higher than any other tech CEO.

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During Denholm’s appearance on Bloomberg TV earlier today, she stated that the company has been focused on Musk’s security detail for “many years,” especially considering he is one of the richest people on Earth and holds an incredible amount of influence.

“It is something that we take very seriously; he takes it very seriously as well. So, again, from a board perspective, it is something we’ve discussed at length,” Denholm said.

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Denholm added that she believes “there is not anyone in a boardroom that is not touched by what has happened with Charlie Kirk.”

Although Musk’s political involvement has toned down significantly in the past, he still has enemies, especially based on groups that oppose him and the company specifically. Based on this week’s events, it feels that increased security is a necessary expense Tesla must account for.

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Investor's Corner

Tesla bear turns bullish for two reasons as stock continues boost

“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.

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Credit: Tesla Manufacturing

A Tesla bear is changing his tune, turning bullish for two reasons as the company’s stock has continued to get a boost over the past month.

Dan Nathan, a notorious skeptic of Tesla shares, said he is changing his tune, at least in the short term, on the company’s stock because of “technicals and sentiment,” believing the company is on track for a strong Q3, but also an investment story that will slowly veer away from its automotive business.

“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.

He also said he believes a rally for the stock could continue as it heads into the end of the quarter, especially as the $7,500 electric vehicle tax credit is coming to an end at the end of the month.

With that being said, he believes the consensus for Q3 deliveries is “probably low,” as he believes Wall Street is likely underestimating what Tesla will bring to the table on October 1 or 2 when it reports numbers for the quarter.

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Tesla shares are already up over five percent today, with gains exceeding nine percent over the past five trading days, and more than fourteen percent in the past month.

While some analysts are looking at the performance of other Mag 7 stocks, movement on rates from the Federal Reserve, and other broader market factors as reasoning for Tesla’s strong performance, it appears some movement could be related to the company’s recent developments instead.

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Over the past week, Tesla has made some strides in its Robotaxi program, including a new license to test the platform in the State of Nevada, which we reported on.

Tesla lands regulatory green light for Robotaxi testing in new state

Additionally, the company is riding the tails of the end of the EV tax credit, as inventory, both new and used, is running extremely low, generally speaking. Many markets do not have any vehicles to purchase as of right now, making delivery by September 30 extremely difficult.

However, there has been some adjustments to the guidelines by the IRS, which can be read here:

Tesla set to win big after IRS adjusts EV tax credit rules

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Tesla is trading at around $389 at 10:56 a.m. on the East Coast.

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Tesla lands regulatory green light for Robotaxi testing in new state

This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.

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Credit: Tesla

Tesla has landed a regulatory green light to test its Robotaxi platform in a new state, less than three months after the ride-hailing service launched in Texas.

Tesla first launched its driverless Robotaxi suite in Austin, Texas, back on June 22. Initially offering rides to a small group of people, Tesla kept things limited, but this was not to be the mentality for very long.

It continued to expand the rider population, the service area, and the vehicle fleet in Austin.

The company also launched rides in the Bay Area, but it does use a person in the driver’s seat to maintain safety. In Austin, the “Safety Monitor” is present in the passenger’s seat during local rides, and in the driver’s seat for routes that involve highway driving.

Tesla is currently testing the Robotaxi platform in other states. We reported that it was testing in Tempe, Arizona, as validation vehicles are traveling around the city in preparation for Robotaxi.

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Tesla looks to make a big splash with Robotaxi in a new market

Tesla is also hoping to launch in Florida and New York, as job postings have shown the company’s intention to operate there.

However, it appears it will launch in Nevada before those states, as the company submitted its application to obtain a Testing Registry certification on September 3. It was processed by the state’s Department of Motor Vehicles Office of Business Licensing on September 10.

It will then need to self-certify for operations, essentially meaning they will need to comply with various state requirements.

This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.

CEO Elon Musk has stated that he believes Robotaxi will be available to at least half of the U.S. population by the end of the year. Geographically, Tesla will need to make incredible strides over the final four months of the year to achieve this.

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