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Tesla Giga Shanghai caps off exports as production shifts to domestic market

Credit: Wu Wa/Twitter

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Tesla China is poised to focus its vehicle production on the domestic market, with recent drone flyovers taken at the Shanghai South Port Terminal showing that the electric vehicle maker is exporting what appears to be a final batch of cars. Considering the date of the flyovers, it appears that Giga Shanghai exports for the third quarter are being capped off. 

Tesla China typically allots the first half of every quarter to exports, so in the first two months or so, cars from the factory are sent abroad. The volume of Giga Shanghai exports this quarter has been extremely impressive, with several fleets comprised of thousands of Teslas being observed at the Shanghai South Port Terminal since Q3 started.

https://twitter.com/bentv_sh/status/1563481681486442497?s=20&t=LnlsmPLfwrSUPuVvMr8uSQ

As noted by drone operator Wu Wa, who has been following the progress of Giga Shanghai since its earliest days, several transport ships have been sighted in the last few days loading Teslas from the port. In true Giga Shanghai fashion, the loading of the vehicles was accomplished efficiently, and by Monday, the drone operator noted that the port had already been all but emptied of Teslas. 

This suggests that Tesla China is now focusing on vehicle orders from the domestic market. This bodes well for local EV buyers as Giga Shanghai just underwent upgrades to its production line this quarter. With the upgrades in place, expectations are high that Giga Shanghai will be able to produce about 3,000 vehicles per day. That’s enough to push Tesla China into yet another potential record-breaking month this September. 

Giga Shanghai currently serves as the electric vehicle maker’s primary export hub, providing both Model 3 and Model Y units to areas such as Europe and Asia. By taking on this role, however, Giga Shanghai is only able to focus on the domestic Chinese auto market at the latter end of a quarter. Fortunately, this system would likely change in the future, especially as Tesla builds another production facility near Giga Shanghai that could pave the way for a run rate of a million vehicles per year or more. 

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Tesla China achieved some notable milestones lately. Earlier this month alone, the EV maker’s China division proudly announced that Giga Shanghai had produced its 1 millionth electric car. This is a notable milestone for a facility that only started delivering consumer vehicles in late 2019. 

https://www.youtube.com/watch?v=BadxlaixCUA

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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.

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Tesla launches new Model S and Model X, and the changes are slim

Tesla’s newest versions of its flagship vehicles have arrived with some slim changes.

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Credit: Tesla

Tesla has officially launched the newest versions of its flagship Model S and Model X vehicles, but the changes are pretty slim, which is something we expected when a couple cars were spotted during public testing recently.

The new “refreshed” Model S and Model X were spotted recently by The Kilowatts, and the changes appeared to be a new front camera, a new color, and only a handful of other changes.

Tesla officially announced the launch of the Model S and Model X on Thursday night, and here’s what it listed as the changes to the two vehicles:

  • Frost Blue paint color
  • Up to 410 miles of range (Model S Long Range – our longest range Tesla yet)
  • Even quieter inside: less wind + road noise & more effective Active Noise Cancellation
  • New wheel designs & improved aerodynamics = more range
  • Front fascia camera for better visibility
  • Dynamic ambient lighting that brings unique animations along the dash & doors upon entry
  • An even smoother ride thanks to new bushings & suspension design
  • Adaptive driving beams
  • New exterior styling for Model S Plaid, optimized for high-speed stability
  • More space for 3rd row occupants & cargo (Model X)

We expected most of these changes, especially the new Frost Blue paint color, as it was spotted by The Kilowatts in its initial coverage of the cars being spotted a few weeks back. Here’s what it looks like officially:

Some of the changes are familiar from the Model Y Refresh, which featured the quieter interior through acoustic-lined glass, a front fascia camera, new bushings, and suspension improvements for a smoother ride.

However, Tesla did refine the Model S Plaid’s exterior for “optimized high-speed stability.” You can see the difference between the two below:

The front-end air diffusers are much deeper, and the front end is more boxy than the previous iteration of the Plaid Model S.

Here are some more images of the Model S that Tesla released in a teaser video:

Tesla sells such a low volume of the Model S and Model X that it was probably less than likely that the company would put endless manpower and effort into completely redesigning it. CEO Elon Musk said a few years ago that the two cars would only stay in production for “sentimental reasons.” 

While they are very special to the Tesla family, they are not incredibly important to the mission of the company.

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Tesla owners across the globe prepare for Robotaxi launch with this neat customization

Tesla will eventually have Robotaxis worldwide. Some owners are already preparing.

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Credit: @HanChulYong | X

Tesla owners are already preparing for the company’s launch of the Robotaxi platform with a new, neat customization that is appearing around the world.

On Tuesday, the first Tesla Robotaxi test mule was spotted in Austin, where the company will launch the first driverless rides of this ride-hailing service. At first, it will be a limited rollout, reserved for a select few. CEO Elon Musk said public rides could occur as soon as June 22.

First Tesla driverless robotaxi spotted in the wild in Austin, TX

However, the Tesla Robotaxi platform is not one that will be confined to cities and geofenced to certain areas.

Eventually, Tesla will gain enough confidence to roll the Full Self-Driving software straight to every car in the customer fleet that paid for it. Owners will be able to generate income for themselves while they sleep, as the cars will operate as ride-hailing vehicles for people to use for transportation.

In an effort to prepare for the launch of Robotaxi, Tesla owners across the globe are installing Tesla’s ‘Robotaxi’ word art on their cars.

Here’s one in South Korea:

Here’s another in the U.S.:

Obviously, this is more of a symbol of support for the Robotaxi launch, but many owners are recognizing that Tesla’s Full Self-Driving software will extend to them the ability to use their personal cars as ride-hailing vehicles, becoming a part of the global fleet of self-driving chauffeurs.

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Tesla sues former Optimus engineer for stealing trade secrets

Tesla is suing a former engineer who worked on Optimus after he left and immediately started a robotics company that achieved quick development of a hand.

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Credit: Elon Musk | X

Tesla is suing former Optimus engineer Jay Li in federal court after accusing him of stealing trade secrets and using them to enable a startup he founded after he left.

Li is accused of stealing confidential files and using them to help get his company, “Proception,” off to a rocking start. Tesla says the files Li took helped his new startup “shortcut the typical development process” for robot hands, something that took Tesla years to develop and evolve.

The company said in the complaint (via Reuters):

“Through Li’s pilfering, Defendant Proception purportedly achieved in a matter of months what it has taken Tesla over four years, hundreds of employees, and billions of dollars to achieve.”

Li was an employee at Tesla for several years, working on the Optimus sensor team from 2022 to 2024. The company says it utilized and devoted “extraordinary resources” to the development of Optimus, which has come a long way since its unveiling several years ago.

Tesla Optimus to receive hands with 22 degrees of freedom later this year

Li allegedly downloaded confidential files related to Optimus’ robotic hand movement research before departing the company. He did not work on the hands at the time. However, he left and swiftly started Proception, as the suit states the company was founded just six days after he left Tesla.

Proception was gloating about its ability to build robotic hands just five months after the company was founded. Tesla says the hands have “striking similarities” to its own design for Optimus.

The company is looking for monetary damages and a court order that would block Proception from misusing the secrets it accuses Li of taking.

This is not the first suit Tesla has filed over trade secrets and confidential information theft. Recently, it accused German-Canadian dual citizen Klaus Pflugbeil of stealing battery-related secrets. He was arrested and sentenced to two years in prison.

Men accused of selling Tesla battery secrets arrested in undercover sting

The U.S. Department of Justice used an undercover sting to arrest Pflugbeil.

Tesla is being represented by Josh Krevitt, Orin Snyder, and Angelique Kaounis of Gibson Dunn & Crutcher.

The case is Tesla Inc. v. Perception Inc., U.S. District Court for the Northern District of California, No. 5:25-cv-04963.

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