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EXCLUSIVE: Tesla Cybertruck battery packs to be built at Fremont Factory
Tesla plans to start building battery packs for the upcoming Cybertruck on a new cell manufacturing line in the Fremont factory, people with knowledge of the project told Teslarati.
In August, we reported that Tesla had filed to build a new battery manufacturing equipment line on the second floor of the Fremont factory. This filing, which was submitted to the City of Fremont on August 30, relates to the module portion of the line, Tesla said.
Tesla described the project as “CTA Battery B-Build,” the filing shows.
Credit: City of Fremont
Tesla is ultimately planning to build the Cybertruck in Austin at Gigafactory Texas. However, battery cells and cell pack manufacturing are not yet ready to take off at the new Tesla plant, which is located just outside Austin. Tesla applied to build a battery and cathode manufacturing building at Gigafactory Texas earlier this year, and while the project has been started, it likely will not be ready for the Cybertruck’s projected launch in mid-2023.
With an extensive order log that features over 1 million total reservations, Tesla is preparing for Cybertruck manufacturing by building the battery packs at a plant that is already operational. The Fremont facility, the only Tesla plant manufacturing all four vehicles the company builds, was ultimately chosen for the task of kicking off Cybertruck pack manufacturing, Teslarati confirmed with sources familiar with the matter.
Cybertruck Battery Pack Manufacturing will start in Fremont
Sources familiar with the matter told Teslarati the second-floor manufacturing line that Tesla filed to build in August will manufacture the Cybertruck packs. Tesla will take the 4680 battery cells produced at the Kato Road facility or another previously utilized cell design manufactured at Gigafactory Nevada and put them into modules and packs that are manufactured on the new Fremont battery line.
-->Currently, the line is being completed by construction crews on site, who are making daily progress. Additionally, Tesla engineers are installing automation equipment to produce the Cybertruck battery packs.
Tesla did not immediately respond to our request for comment.
Kicking Cybertruck Module Production into “Plaid Mode”
Tesla is also working hard to kick off Cybertruck pack production as time is extremely limited. Tesla has a series of vehicles, referred to as “carriers,” which transport batteries throughout the factory. The company recently ordered around 300 new carriers for the factory as cell and battery pack manufacturing is set to ramp drastically.
The sources also said the Cybertruck battery pack line is currently being tested with Tesla’s automation equipment. Tesla is working to ramp the line quickly as Cybertruck vehicle manufacturing is planned for next year at Gigafactory Texas.
2023: The Year of the Tesla Cybertruck?
Tesla is set to build the Cybertruck at Gigafactory Texas. After unveiling the all-electric pickup in 2019, Tesla has delayed initial production on several occasions due to supply chain issues and other challenges.
-->“In 2022, supply chain will continue to be the fundamental limiter of output across all factories,” Musk said during Tesla’s Q4 and 2021 Full Year Earnings Call in January. So the chip shortage, while better than last year, is still an issue. And, yeah, so that’s — there are multiple supply chain challenges.”
Musk went on to say that the challenges would delay the launch of any new products in 2022. “We will, however, do a lot of engineering and tooling, what not to create those vehicles: Cybertruck, Semi, Roadster, Optimus, and be ready to bring those to production hopefully next year. That is most likely.”
Although Tesla is planning to begin deliveries of the Semi on December 1, all other projects have been effectively delayed until next year, but preparation to launch those projects is evidently a priority within the factories.
4680 cells are not constrained but are they going into the Cybertruck?
Tesla’s Vice President of Powertrain Drew Baglino detailed earlier this year that the company was not constrained in terms of 4680 battery cell availability.
“So throughout 2021, we focused on growing cell supply alongside our in-house 4680 effort to provide us flexibility and insurance as we attempt to grow as fast as possible,” Baglino said on the Q4 and Full Year 2021 Earnings Call in January. “4680 cells are not a constraint to our 2022 volume plans based on the information we have.”
-->What Baglino said next on the call likely indicates what Tesla was preparing the Cybertruck for: pack manufacturing at Fremont, shipping the packs to Texas, and then installing them into vehicles:
“But we are making meaningful progress of the ramp curve in Kato. We’re building 4680 structural packs every day, which are being assembled into vehicles in Texas. I was driving one yesterday and the day before. And we believe our first 4680 vehicles will be delivered this quarter.”
The Kato Road facility has supported Tesla’s 4680 cell needs thus far. The 4680 packs were installed on some Gigafactory Texas-built Model Ys, and were reviewed by Munro Live earlier this year. Fremont will likely support Cybertruck pack manufacturing for some time, utilizing cells from Kato Road and from suppliers like Panasonic when they ultimately being manufacturing the battery for Tesla.
As Cybertruck manufacturing ramps up into late 2023, 2024, and beyond, packs will then be at Fremont and Gigafactory Texas, which would likely entirely support Cybertruck production.
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Tesla Model Y demand in China is through the roof, and new delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025.
The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV 4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
However, Tesla has been kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else. Demand has been strong for the Model Y in China; it ranks in the top 5 of all EVs in the country, trailing the BYD Seagull, Wuling Hongguang Mini EV, and the Geely Galaxy Xingyuan.
The other three models ahead of the Model Y are priced substantially lower.
Tesla is still dealing with strong demand for the Model Y, and the company is now pushing delivery dates to early 2026, meaning the vehicle is sold out for the year:
-->NEWS: New orders for all four Tesla Model Y trims in China are now officially sold out for 2025, as the factory’s remaining production capacity for the year has been fully allocated.
Estimated delivery dates for new orders now show January-February 2026. pic.twitter.com/Dfnu7yY58N
— Sawyer Merritt (@SawyerMerritt) December 1, 2025
Tesla experienced a 9.9 percent year-over-year rise in its China-made EV sales for November, meaning there is some serious potential for the automaker moving into next year despite increased competition.
There have been a lot of questions surrounding how Tesla would perform globally with more competition, but it seems to have a good grasp of various markets because of its vehicles, its charging infrastructure, and its Full Self-Driving (FSD) suite, which has been expanding to more countries as of late.
-->Tesla Model Y is still China’s best-selling premium EV through October
Tesla holds a dominating lead in the United States with EV registrations, and performs incredibly well in several European countries.
With demand in China looking strong, it will be interesting to see how the company ends the year in terms of global deliveries.
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla Model Y demand in China is through the roof, new delivery dates show
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
