It appears that Tesla China has started its second-quarter vehicle delivery push. Similar to previous quarters, the electric vehicle maker seems to be focusing on exporting large batches of vehicles to foreign territories in Q2’s first half.
Tesla’s fresh batch of exports could be seen in aerial footage captured by drone operator Wu Wa, who has been chronicling the development of Tesla China’s facilities for years. The recently shared video shows numerous Teslas waiting to be exported at Shanghai Port. Interestingly enough, a number of the vehicles appear to be right-hand drive models.
The recent video is particularly interesting as it shows the car carrier ship Grand Champion docking at the Shanghai Port. The ship will likely be one of several which will be transporting Giga Shanghai-made vehicles to foreign territories.
As Tesla’s primary vehicle export hub, Giga Shanghai plays a critical role in the company’s global operations. With this in mind, Tesla China typically allots Giga Shanghai’s production on international orders during the first half of each quarter before shifting to domestic orders in the latter half. This system allows Tesla to cater to both foreign and domestic markets.
Apart from a busy Shanghai Port, other footage from the drone operator has shown that Giga Shanghai is currently undergoing upgrades in the form of solar panels on its roof. The installation of the solar panels seem to be in its initial phases, but it won’t be surprising if more sections of the Giga Shanghai complex are fitted with rooftop solar in the coming months.
In its Q1 2023 vehicle delivery and production report, Tesla disclosed reported a total of 422,875 vehicle deliveries, comprised of 412,180 Model 3/Y and 10,695 Model S/X units. Based on the Q1 results, it appears that Gigafactory Shanghai played a significant role, contributing to roughly 54% of the automaker’s worldwide deliveries during the first quarter. Considering Tesla’s 1.8 million goal this year, Tesla China would likely have to dig deep to ensure that it can play its role in the company’s overall operations perfectly.
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Tesla to explore the limits of casting with Cybercab line
Tesla expects to produce 2 million units of the Cybercab per year.

Tesla tends to push the limit of automotive manufacturing processes. This was true for the Model Y and its front and rear megacasts, and it will likely also be true for the Cybercab, which is expected to start volume production sometime in 2026.
This was, at least, as per CEO Elon Musk during the company’s Q1 2025 All-Hands meeting.
Cybercab Potential
While the Model Y and Model 3 are already high-volume vehicles, Tesla expects to produce vastly more Cybercabs per year. During the Q3 2024 earnings call, the CEO explained that Tesla is aiming to produce at least 2 million Cybercabs annually.
At 2 million units per year, Musk noted that the Cybercab will be produced in more than one factory. In 2026, however, expectations are high that the Cybercab will be produced in Gigafactory Texas.
One Cybercab every 5 Seconds
Tesla has highlighted in its Q4 2024 Update letter that the Cybercab will be produced using the company’s revolutionary “unboxed” process, which is optimized for speed and efficiency. Musk highlighted this during the Q1 2025 All-Hands meeting, when he stated that the Cybercab’s lines don’t even look like a regular automotive production line.
“We do want to scale up production to new heights obviously with the Cybercab. Cybercab is not just revolutionary car design. It’s also a revolutionary manufacturing process. So I guess we probably don’t talk about that enough, but if you’ve seen the design of the Cybercab line, it doesn’t look like a normal car manufacturing line. It looks like a really high-speed consumer electronics line.
“In fact, the line will move so fast that that actually people can’t even get close to it. I think it’ll be able to produce a car ultimately in less than 5 seconds. Can you imagine a car coming off the line in less than 5 seconds? That’s like, ‘Whoa.’ Which means casting’s got to happen fast. I mean we got to jam the the liquid metal in and cool it down real fast,” Musk said.
The Limits of Casting
Hitting an insane target such as one Cybercab every 5 seconds would require Tesla to completely rethink vehicle production. During the All-Hands meeting, Musk noted that Tesla would probably require even larger casting machines that would be capable of producing multiple components at once. Overall, the CEO seemed excited about the idea, as he noted that it would be fun to see just how big casting machines could be.
“I guess maybe we need to just get even bigger casting machines? Sure why not, you know, I’m down. 50,000 tons. Cause then we could do like five at a time or something. I’m trying to think like how do you scale castings, because you got liquid metal, metal’s got to cool, and you’ve got to automate getting all the bits and pieces off the casting so it’s usable?
“And that’s actually kind of how they do it in small-volume castings. They have a casting block that’ll make, you know, 100 Matchbox cars at a time. Maybe we can just make that real big. I mean, we have the Cathedral of Castings back there. So yeah, let’s do that. I mean, let’s see what is the limit of physics of how big can a casting machine be. Let’s find out. I’m down. Let’s have some fun here, push the limits of technology,” Musk stated.
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Tesla pauses FSD free trial in China as it waits for regulatory approval
Tesla has halted its FSD free trial in China. New autonomous driving rules may slow things down, and U.S.-China tensions aren’t helping.

Tesla paused its Full Self-Driving (FSD) free trial offer in China while awaiting regulatory approval.
Earlier this month, Tesla China announced it would offer customers a free FSD trial from March 17 until April 16, 2025. The limited-time offer would be available to Chinese customers whose cars were compatible with Tesla FSD’s hardware and software and had the newest version of navigation maps.
However, on Monday, March 24, Tesla received complaints stating that the company had temporarily paused its FSD free trial offer, reported Reuters.
“All parties are actively advancing the relevant process, and we will push it to you as soon as it is ready. We are also looking forward to it, please wait patiently,” responded Tesla’s customer support on Weibo.
Tesla has not officially provided a reason for the pause. However, a few factors might have contributed to Tesla’s decision to pause its FSD free trial offer.
In February, China’s Industry Ministry issued new rules for autonomous driving that might have affected Tesla’s free trial FSD offer. The new rules state that over-the-air updates related to autonomous driving are subject to regulatory approval. The Industry Ministry’s new rules for autonomous driving updates would likely slow down the release of Tesla FSD and autonomous driving features from other companies in China as well.
Besides the new rules, Tesla FSD is still awaiting regulatory approval in China. Rising tensions between the United States and the Chinese governments might delay Tesla FSD’s approval.
“Then China, which is a gigantic market, we do have some challenges because they weren’t — they currently allow us to transfer training video outside of China. And then the US government won’t let us do training in China. So, we’re in a bit of a there. It’s like a quandary,” Musk commented during the last TSLA earnings call.
China’s strict data laws have led Tesla to find other ways to train FSD. Tesla is working with the Chinese tech company Baidu to help FSD learn and navigate the roads in China.
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Tesla diner’s latest progress includes solar canopies, more charging
Roughly 17 months into the project, Tesla’s LA diner is looking closer than ever, but likely still months from completion.

Tesla has been working on the construction of its unique Los Angeles diner, drive-in theater, and Supercharger project for the past year and a half or so, and a recent update shows the addition of solar canopies as it gets closer to completion.
X user AlSet51241438 shared progress update videos and photos from the Tesla Diner site on Sunday, showing three solar canopies and a nearly completed front parking lot area. Tesla is still working on getting the solar canopies installed and getting those areas of the parking lot paved, while also installing additional V4 stalls in that area that the user says are nearly completed.
You can see the photos and video footage from the site below, and tell us in the comments when you think Tesla will complete the LA Diner.

Credit: AlSet51241438 | X

Credit: AlSet51241438 | X
Tesla diner update
Dining in the front, and plug-in in the rear @TeslaCharging
Charging setup almost complete, three solar canopies providing shade for the back @Tesla Superchargers pic.twitter.com/nJRYb6USgG— AL Set (@AlSet51241438) March 23, 2025
READ MORE ON TESLA DINER FROM JUNE 2024: Tesla’s LA diner and Supercharger nears nine months of construction
At this time, Tesla has yet to announce any kind of opening date for the diner and Supercharger. However, references to the Supercharger Diner were spotted in internal code for a software update in January, suggesting that Tesla was getting closer to integrating the menu with the company’s vehicles.
The company also began hiring for the diner location in August, posting a role for a “Tesla Diner Experience Specialist,” focused on managing customer experience from content and audio-visual tools to menu reviews and collaborating with design teams.
Tesla initially began construction on the diner and Supercharger location in September 2023, after receiving multiple construction approvals throughout 2022 and 2023. The idea for the Tesla Diner initially came about from a conversation with CEO Elon Musk in 2018, and the company also registered a trademark for its logo to cover restaurant services in 2021.
In the original discussion about the project, Musk said he wanted it to be “an old school drive-in, roller skates & rock restaurant” at a new LA Supercharger location. Although the current iteration includes two screens, Musk back then added that the site would include “an outdoor screen that plays a highlight reel of the best scenes in movie history,” along with a food menu that appears “as soon as you put the car into park.”
You can see some of the site plans for the project below, early iterations of which were first filed in 2023.

Credit: City of Los Angeles (via Teslarati)
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