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Tesla Gigafactory Shanghai is as busy as ever as Model Y orders open in UK

(Credit: Wu Wa/YouTube)

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Tesla Gigafactory Shanghai does not seem content to rest on its laurels after a blockbuster September. A recent drone flyover of Tesla China’s factory revealed that the site remains a hub of activity, which may be just right, considering that the facility could soon be exporting the Model Y to the United Kingdom. 

A recent visit from drone operator Wu Wa, who has followed the development of the site since its earliest days in October 2018, has shown that Gigafactory Shanghai’s production of the Model 3 and Model Y is still in full throttle. Footage taken of the facility’s holding lots showed vast numbers of the all electric sedan and crossover being transported from Gigafactory Shanghai as well. 

Gigafactory Shanghai has evolved into one of Tesla’s biggest assets, with the facility dubbed by the company as its primary vehicle export hub in its Q2 2021 Update Letter. So far, Giga Shanghai has been spending about half of every quarter focusing its production on vehicles that are set to be exported, and the other half catering to the local Chinese market. Gigafactory Shanghai has already exported its vehicles to foreign territories such as Europe and Asia. 

Giga Shanghai has effectively given Tesla’s Fremont Factory some breathing room as it ramps the production of the new Model S and Model X. Elon Musk appears to acknowledge Giga Shanghai’s contributions to Tesla’s overall operations when he personally praised the facility in the 2021 Annual Shareholder Meeting. “I’d just like to give a special hand to the Tesla China team. So it’s the best quality, lowest cost, and also low drama. So it’s great,” Musk said. 

Gigafactory Shanghai’s role as Tesla’s primary export hub may just be beginning. Just recently, Tesla formally opened Model Y orders in the UK, and though the all-electric crossover was steeply-priced at £54,990 ($75,500) for the Long Range variant, the vehicle was listed with an estimated delivery date of early 2022. This estimated timeframe suggests that the Model Y, or at least its first deliveries, would likely be coming from Gigafactory Shanghai. 

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While Gigafactory Berlin may be operational in the next few months, there is a good chance that the facility’s initial production would be focused on Left Hand Drive vehicles. On the other hand, Gigafactory Shanghai has already been producing Right Hand Drive vehicles for countries like Japan. It would likely be quite simple for Gigafactory Shanghai to start producing Right Hand Drive Model Y for the UK market in the coming months. 

Watch a recent video of Gigafactory Shanghai below. 

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

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

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.

Elon Musk

Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement

Waymo and Tesla are surely in a battle of “mine’s bigger” right now.

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Credit: Waymo

Waymo has responded to Tesla’s Robotaxi expansion in Austin with a bold statement by extending its own geofence by a considerable margin.

Earlier this week, Tesla chose to expand its geofence for its driverless Robotaxi service in Austin, Texas, substantially. The geofence more than doubled, bringing Tesla’s total serviceable area within Austin to approximately 42 square miles.

Tesla’s Robotaxi geofence in Austin grows, and its shape is hard to ignore

This put Tesla ahead of Waymo in terms of its service area in Austin, as the company’s geofence was just 37 square miles.

We reported on how significant this statement was for Tesla, as it has only been operating its driverless Robotaxi platform in Austin for less than a month, compared to Waymo, which has been there since March.

Tesla Robotaxi has already surpassed Waymo in this key metric

Waymo took it as a challenge, it seems, and expanded its geofence, and it did it impressively and massively. Now, Waymo’s geofence spans 90 square miles within Austin, including new neighborhoods such as Crestview, Windsor Park, Sunset Valley, Franklin Park, as well as popular tourist destinations like The Domain and McKinney Falls State Park.

The move “unlocks another key milestone in Austin as our operating territory with Waymo expands from 37 to 90 square miles, which means that even more riders can experience Waymo’s fully autonomous vehicles through the Uber app,” Sarfraz Maredia, Global Head of Autonomous Mobility & Delivery at Uber, said.

Additionally, Shweta Shrivastava, Senior Director of Product Management at Waymo, said:

“Just months after serving our first Austin riders with Uber, we’re excited to offer our 24/7 service to more of the city. The service with our partners at Uber is healthy, and we are ready for more Austinites to experience the magic of fully autonomous driving. Austin remains one of the fastest growing cities in the country, and we are doing our part to grow with it.”

Across the U.S., this expansion brings Waymo’s service area to more than 700 square miles, as it also operates in California and Arizona.

Here’s what the two geofenced regions look like:

The competition between Waymo and Tesla only benefits consumers, as the two companies are evidently sparring for a larger service area in Austin. Tesla launched its interestingly-shaped geofence expansion on Monday, and it seemed that the shape was more of a joke that could also be construed as a warning to competitors.

Tesla could more than likely have pushed its geofence to a larger size, but it purposely chose to do so in a comical fashion.

Now that Waymo has responded in this way, we’ll see if Tesla puts the jokes aside.

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Tesla exec hints at useful and potentially killer Model Y L feature

The Model Y L could become the company’s vehicle that offers the best balance between utility and comfort.

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Credit: Tesla China

A Tesla executive from China has hinted at what could very well be a killer feature for the upcoming Model Y L. If speculations prove accurate, the Model Y L could become the company’s vehicle that offers the best balance between utility and comfort, possibly even exceeding what is offered by Tesla’s flagship vehicles.

Model Y L teaser

The Tesla Model Y L is expected to be a six-seat version of the best-selling all-electric crossover. With its six seats, the new Model Y L would be able to provide ample leg room to third-row passengers—something that the seven-seat Model Ys produced in the United States were unable to do.

With six seats, the Model Y L would be closer in size and more similar to the larger and much more expensive Model X, which remains Tesla’s de facto family hauler. The six-seat Model X, however, has one flaw that makes it a bit less useful than its seven-seat variant–its second row seats don’t fold fully flat.

Second row magic

In a post on Weibo, Tesla Vice President for China Grace Tao described the upcoming Model Y L as a “full-scene 6-seat luxury SUV.” This description, particularly the executive’s “full-scene” description, is notable, with Tesla China watchers such as @zhongwen2005 stating that “full-scene” typically means that all seats can be folded flat.

If Tesla is able to design the Model Y L’s second row seats to fold flat, it would provide the extended wheelbase vehicle with a lot more utility than typical six-seaters, including the six-seat Model X. And considering that the Model Y L will likely be priced just above the standard Model Y, its price would likely be extremely competitive, even in challenging markets such as China. 

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“Worthy of respect:” Six-seat Model Y L acknowledged by Tesla China’s biggest rivals

Tesla China’s biggest competitors seem to be welcoming the impending arrival of the upcoming six-seater.

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Credit: Tesla Asia/X

Tesla’s upcoming launch of the Model Y L in China has drawn praise from the CEOs of rival automakers Nio and Li Auto. While the upcoming extended all-electric crossover has the potential to make a huge impact in the domestic Chinese auto market, some of Tesla China’s biggest competitors seem to be welcoming the impending arrival of the upcoming six-seater.

NIO and Li Auto CEO react

Nio founder, chairman, and CEO William Li responded to Tesla’s announcement on Weibo, stating that with improvements in charging, battery swap infrastructure, and continued innovation in technology and product design, the era of large-space electrified SUVs has fully arrived. He referenced Nio’s sub-brand Onvo and its new L90 SUV as a product born from this shift in the market and encouraged the industry to “power up together,” as noted in a report from CNEV Post.

Li Auto CEO Li Xiang also weighed in, calling the Model Y L a “six-seat pure electric SUV worthy of respect.” He also suggested that consumers interested in vehicles priced between RMB 200,000 and RMB 300,000 should keep an eye on it. He also mentioned his company’s upcoming Li i6, a five-seat all-electric SUV that’s expected to debut in September, as a strong option for buyers not seeking third row seats.

New Model Y L

Tesla confirmed on its official Weibo account that the Model Y L will officially launch in China this fall. The vehicle appeared in China’s MIIT regulatory catalog, which revealed that the Model Y L will feature a longer body and extended wheelbase designed to accommodate its new three-row layout. 

The Model Y L measures 4,976 mm in length with a wheelbase of 3,040 mm, compared to the standard five-seat Model Y’s 4,797 mm length and 2,890 mm wheelbase. While Tesla has yet to announce official pricing, industry reports suggest it could be positioned around RMB 400,000. It remains to be seen if the Model Y L will also be produced in the United States and Germany. 

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