A recent report from Germany has emerged stating that Tesla Giga Berlin had produced its 400,000th vehicle at the end of September. The milestone was achieved two and a half years after the facility started its Model Y production.
Citing internal chat messages from Tesla Germany on September 25, Handelsblatt claimed that the electric vehicle maker celebrated the accomplishment by giving its employees an extended break and a pizza party. As per the publication, however, Giga Berlin plant manager André Thierig was not necessarily ecstatic about the milestone.
While achieving a production of 400,000 vehicles in two and half years is relatively impressive, Thierig reportedly highlighted that other automakers in Germany are seeing notable chalenges as of late. Handelsblatt claimed that the executive asked the Tesla Germany team if they would like to find themselves in a similar situation as Volkswagen.
#GigaBerlinBrandenburg
GigaBerlin produced the 400,000th #ModelY at the end of September 2024.
Great achievement,
made in Germany.https://t.co/kudrqAhlyP pic.twitter.com/A1WKYtrQ9J— Gigafactory Berlin News (@Gf4Tesla) October 8, 2024
As noted in a report from Ecomento, Volkswagen is currently facing a number of challenges. The automaker is reportedly increasing its savings targets and is considering layoffs. Volkswagen is reportedly not ruling out plant closures as well.
“I’m not trying to do any kind of VW bashing or anything. (But what is happening in Wolfsburg is really) very, very, very dramatic,” Thierig reportedly noted.
The Giga Berlin plant manager reportedly highlighted that Volkswagen is one of the world’s largest carmakers, but the company is currently facing dark times. “Yes, it really looks bad… You all have to ask yourselves the question now, not here, not today, but fundamentally: Do you want us to take this path too?” Thierig reportedly stated.
Giga Berlin currently produces only one vehicle: the Tesla Model Y, which happens to be the company’s best-selling model and the world’s best-selling passenger vehicle by volume last year. Despite its high sales numbers, the Model Y is still a premium all-electric crossover whose price is out of reach for car buyers with a tight budget.
Thierig, for his part, reportedly urged the Tesla Germany team to continue pushing forward. “We want to be back in the sun. We don’t want to end up like the others. We should continue to grow, we should continue to be successful together, we shouldn’t have to go down that path one day,” he said.
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News
Tesla’s ‘Unboxed Process’ patent highlights affordability through efficiency
The process includes utilizing past methods that Tesla has brought into automotive manufacturing, including Gigacasting and structural battery integration, with more efficient “post-manufacturing” processes, like pre-painting.

Tesla has been granted a new patent for its “Unboxed Process” of manufacturing, which aims to enhance affordability for customers by increasing efficiency at the manufacturing stage.
This is one way the company aims to create a larger impact from start to finish, especially with upcoming vehicles. For those who are not familiar, the Unboxed Process was first unveiled by Tesla back in 2023 during its “Investor Day.”
The company brought forth the idea that vehicle manufacturing could shift from traditional assembly lines, making production more efficient, more cost-effective, and more scalable for the future, especially with mass-market models like Cybercab.
The process includes utilizing past methods that Tesla has brought into automotive manufacturing, including Gigacasting and structural battery integration, with more efficient “post-manufacturing” processes, like pre-painting.
Tesla describes the main advantages in the patent:
“The present disclosure relates to an automated system and method for assembling exterior vehicle parts to a vehicle assembly structure. The system utilizes an automated assembly cell with fixtures corresponding to each exterior vehicle part and references a global datum for precise alignment…The method improves assembly efficiency by compensating for substructure irregularities with an engineered adhesive gap and allows for continued assembly during adhesive curing through tacking operations.”
Instead of traditional welding strategies, the company plans to use a different bonding method, through adhesives.
The patent goes on:
“In described examples, a modular vehicle architecture allows for the assembly of a vehicle in sections, which are then joined in a final assembly operation. This approach eliminates the traditional need for welding stamped panels and applying secondary coatings or painting at the full vehicle assembly level. Instead, the vehicle can be constructed in parts, with metal surface treatments like e-coating and painting applied beforehand.”
The goal behind this manufacturing process is that Tesla will be able to build more vehicles at a faster rate for a lower price, something it believes it will need to accomplish as it addresses autonomy and Robotaxis, which are in higher demand.
With this rate of speed of manufacturing, Tesla says traditional manufacturing methods have the potential consequence of “compounding errors,” as “any slight misalignment or variance can add up.”
There is a refined focus on efficiency, while also recognizing the importance of build quality. This should eliminate most of the issues Tesla would confront with its current, more traditional, linear manufacturing processes.
News
Tesla new vehicle registrations in China surge to 12-week high
Quarter to date, Tesla’s insurance registrations are up 33.2% sequentially.

Tesla saw a notable jump in weekly new vehicle registrations in China, with 17,300 units recorded from September 15 to 21.
The figure marked a 12.7% increase from the previous week’s 15,350 units and represented the highest weekly total in the past 12 weeks.
Model Y still leads the momentum
The Model Y continued to be Tesla’s best-selling vehicle in China, with 10,340 registrations during the week. Tesla’s recently introduced Model Y L, an extended wheelbase, six-seat variant that launched on August 19, contributed 850 units as deliveries began earlier this month. The Model 3 sedan added 6,060 registrations.
Tesla China noted that customers ordering the Model Y L today can expect deliveries to begin in November, hinting at the strong demand for the newly released vehicle, as noted in a CNEV Post report.
Tesla China’s quarterly performance
Tesla’s retail sales in China totaled 57,152 units in August, down 9.9% compared with the 63,456 units from the same month last year but up 40.7% from July’s 40,617 units, as per data from the China Passenger Car Association (CPCA). Quarter to date, Tesla’s insurance registrations are up 33.2% sequentially but remain 7.8% lower year-over-year.
Despite Tesla China’s year-to-date numbers still being 5.9% lower than the previous year’s figures, it is difficult not to be impressed with the company’s momentum this Q3 2025. With Model Y L production likely picking up steam soon, the trend of the company’s new vehicle registrations in China may very well prove to be quite interesting in the coming quarter.
Investor's Corner
Mizuho raises Tesla (TSLA) price target on stronger 2026 outlook
Mizuho also retained Tesla’s “Outperform” rating despite short-term industry challenges.

Mizuho Securities has lifted its price target for Tesla (NASDAQ:TSLA) shares to $450 from $375, citing a more optimistic view of the electric vehicle market in 2026.
The firm stated that potential tariff headwinds appear less severe than earlier expected, while EV production volumes are trending higher across major automakers. Mizuho also retained Tesla’s “Outperform” rating despite short-term industry challenges.
Mizuho’s take
Mizuho analysts now forecast Tesla will deliver about 1.91 million vehicles in 2026, slightly down from their previous estimate of 1.95 million but still above Wall Street consensus. The firm pointed to Tesla’s planned lower-cost “Model 2” and potential Robotaxi launches as key drivers for growth over the next two years.
“We see TSLA maintaining key leadership in the U.S. BEV market despite some near-term challenges,” Vijay Rakesh, managing director at Mizuho, wrote in a research note.
The note also highlighted Elon Musk’s recently approved compensation package and his $1 billion stock purchase, which Mizuho believes could align incentives with Tesla’s long-term projects, as noted in a Yahoo Finance report. These include advancing autonomous driving technology and pushing development of humanoid robots, both of which remain central to Musk’s vision of the company’s future.
Similar insights
Mizuho is not the only firm that has cited Tesla’s long-term projects and the company’s leadership position in the AI and auto sector. In a recent note, Piper Sandler highlighted that despite the growing number of legitimate competitors for Tesla in places like China, the company still has a foundational role in shaping the industry’s direction, particularly in areas such as battery integration, vehicle software, and AI-powered features.
Piper Sandler also noted that competitors still look to Tesla for advancements in real-world AI applications. “Building AI-enabled machines requires data, talent, chips, and engineering prowess. Tesla compares favorably vs. the Chinese on all of these fronts,,” the firm noted.
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