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Tesla China local deliveries hit 74,212 in June, exports reach 19,468 units

Credit: Tesla Inc.

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Tesla China strayed from its typical delivery strategy in June. As per data released today by the China Passenger Car Association (CPCA), Tesla was able to deliver 74,212 vehicles to the domestic auto market in June. A total of 19,468 cars were also exported. 

With these results, Tesla’s domestic deliveries in June actually saw a 4.78% decline from the 77,938 units that were sold in the same month last year. The results showed an improvement of 74.58% compared to May, however. For context, May saw 42,508 Teslas delivered locally. The CPCA’s data also revealed that the Model 3 and Model Y sold 30,637 and 63,043 units in June including exports.

Gigafactory Shanghai is Tesla’s largest factory by output today, and it also serves as the company’s primary vehicle export hub. This means that for the first half of every quarter, Giga Shanghai typically allots its resources to producing cars that will be exported to foreign territories. The facility then shifts its efforts to the domestic market in the latter half of a quarter. 

This system typically results in the final month of a quarter’s deliveries being mostly focused on the domestic market. This changed notably in the second quarter, as Tesla China still exported 19,468 cars despite June being the final month of Q2 2023. 

The change in Giga Texas’ export strategy may be partly due to the addition of Canada as a destination for the facility’s Model Y crossovers. Initial reports of this strategy were posted back in April, with Reuters, citing an internal production memo and a person familiar with the matter, claimed that Giga Shanghai had started producing a version of the Model Y that will be sold in Canada. 

Sure enough, drone flyovers from longtime Tesla China watcher Wu Wa revealed a massive fleet of electric vehicles gathered at the Shanghai South Port in mid-June. The vehicles in the export fleet were reportedly marked for Canada

The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla is opening Cybercab rides to a select few

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Credit: Tesla

Tesla has opened a new sweepstakes to allow the public to be among the first to take an initial ride in a Cybercab. This all-electric, steering-wheel-less, pedal-less vehicle is the centerpiece of the company’s autonomous ride-hailing platform, Robotaxi.

There are two ways Tesla fans can get to Austin to take part in the first public rides of the Cybercab: by riding on the Robotaxi platform by August 23, or by mailing a very specific entry to their Headquarters at Gigafactory Texas.

Tesla announced the latter portion of the sweepstakes last night:

Tesla will give one entry into the sweepstakes if you mail a 3″ by 5″ piece of paper with your full name, mailing address, telephone number, email address, and date of birth to their address:

Tesla, Robotaxi Sweeps Event

1 Tesla Road,

Austin, TX 78725

There is a limit of one entry per stamped envelope. You can send as many as you’d like, but they must be in separate envelopes.

The company’s unique strategy to give people the opportunity to ride in a Cybercab before pretty much anyone else outside of the company is a hilarious but spot-on representation of how Tesla operates. In classic fashion, they had the perfect response to the event:

Cybercab will launch later this month, it appears, especially as it plans to announce the winners of the sweepstakes on August 25. The car has already been operating internally, as employees have been able to utilize the Cybercab for rides in some capacity, something it announced earlier this month.

Tesla weirdly confirms Cybercab employee rides, a huge milestone

Moving forward, the big goal is to get Cybercab out on the roads and integrated into the public Robotaxi fleet, one that will pick up real-world ride-hailers and give them a ride from Point A to Point B.

No matter which way you cut it, it appears Tesla is close to putting a vehicle with no steering wheel and no pedals on the road to help people travel autonomously.

You can ride along with us in our first Cybercab ride from the We, Robot event in October 2024. The video is embedded below:

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Tesla reveals plans for Robotaxi charging hub in Austin

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Credit: Grok Imagine

Tesla has revealed plans through permit submissions for a massive Robotaxi charging hub in Austin, Texas.

Tesla plans to build the Supercharger hub in multiple phases, with the second phase potentially introducing wireless induction charging, something the company has been developing for the Robotaxi fleet.

Initially, 48 Tesla Robotaxi-geared Superchargers will be built on a lot just across from the St. Elmo, Texas, Service Center. There are about 80 additional spots that will not be impacted by phase 1 of the construction process.

Filings show that the second phase of the project will turn those 80 additional spots into wireless charging for Robotaxi, but it might be an error. The Key Notes state that item 3 is listed as “V4 Charging Cabinet to Support 80 Wireless Chargers in Phase 2. However, the drawings point to V3 Cabinets that are already tied to Superchargers:

There are roughly 128 total spots in the lot, but it is unclear if they will all be used for charging based on what appears to be some sort of typo in the blueprint.

This is among the first Robotaxi charging hubs Tesla has started to develop, as it currently has four others planned throughout various areas: one in Phoenix, one in San Antonio, another in Irving, which will serve the Dallas-Fort Worth area, and another in Las Vegas.

These projects are necessary as Tesla expands its Robotaxi program. Now that preparations have started for the public launch of Cybercab, Robotaxi will likely be expanding aggressively, especially over the next two to three years.

Last night, The Information reported that Tesla was planning to launch Cybercab as soon as the end of August. Hours later, Tesla then announced it was launching a competition for fans to potentially ride in Cybercab during its first public rides.

Tesla Cybercab launch preparations have begun

Tesla’s plan to expand its charging infrastructure in the regions where Robotaxi will initially operate is great preparation for the expanding service. There is still a lot to do, including launching the Cybercab on time.

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Tesla Semi gets its largest order yet

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Credit: Einride

Tesla got its largest order for the all-electric Class 8 Semi yet, a 500-unit order from Einride AB, a Swedish trucking company.

Einride made the announcement this morning following its second-quarter earnings call. The company said it plans to use 500 Tesla Semi units on its fleet intelligence platform, called Saga AI. The deployments will serve large companies like Amazon and will extend Einride’s electric freight network across logistics routes in California, New Jersey, Texas, Illinois, and Georgia.

The deployment is being carried out in several phases over the next two years as Tesla ramps production of the Semi at its dedicated production facility in Sparks, Nevada. Einride will receive its first Semi units in September.

Saga AI

Saga AI is Einride’s dedicated fleet intelligence platform. It enables scaled adoption of electric trucks for freight use and allows shippers to integrate electric capacity without the operational burden or capital risks of managing a fleet. This helps integrate cost-efficient logistics and makes budgeting and forecasting much more accurate.

Tesla Semi’s Adoption

The Tesla Semi is now gathering large-scale clients past those who have helped the company operate a Pilot Program to gain initial information and feedback from real-world drivers.

Perhaps the biggest and most notable is that of Frito-Lay and PepsiCo., who have worked with Tesla for the past several years to dial in the finer details of the truck, including its efficiency and operation-related components.

Tesla Semi gets strange-but-understandable comparison from Jay Leno

There has been tremendous progress in that time, and it even catalyzed Tesla to make some design changes, which were unveiled earlier this year.

But Einride CEO Roozbeh Charli says his company’s partnership with Tesla will continue to push those things forward:

“This deployment is yet another proof point that we can execute at the scale our customers demand. Working closely with Tesla to bring next-generation Semis into active operations quickly and at scale is a testament to the strength of that partnership, and how quickly this technology is maturing from promise to daily operations.”

Tesla Semi is already winning over truck drivers

Additionally, Dan Priestley, the Director of the Semi Program at Tesla, said the partnership is ideal due to Einride’s focus on sustainable transport:

“Einride is at the forefront of sustainable freight, and we are thrilled to deepen our relationship with them through this order of 500 Semis. EV heavy trucks provide lower costs per mile from fuel savings, reduced maintenance, and better uptime over diesel trucks. These savings increase further through operational efficiency when deploying EV trucks at scale, and we are excited that Einride recognizes this and look forward to supporting their deployments.” 

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