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Tesla Giga Shanghai to halt production in July to upgrade Model Y line capacity

(Credit: JayinShanghai/YouTube)

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Tesla seems to be setting the stage for Gigafactory Shanghai to increase its Model Y output. As per recent reports from China, Tesla is shutting down its electric vehicle factory in early July to make way for upgrades to the Model Y line. 

With the upgrades in place, Gigafactory Shanghai’s Model Y output will reportedly be boosted to about 2,000 units per day. Overall, the improvements to Giga Shanghai’s Model Y production should put the factory’s weekly output closer to about 22,000 units per week. 

Interestingly enough, an image of a memo from Tesla China seemed to indicate that Giga Shanghai’s shutdown will only last for a few days, from July 1 to 4, 2022. However, Reuters, citing an internal memo from the electric vehicle maker, noted in a report that the shutdown would instead last two weeks. 

Teslarati has sent a message to Tesla asking for clarification on the matter. This article will be updated if Tesla provides a response. 

Following are the contents of the memo reportedly from Tesla China (courtesy of Chinese EV group 42How and translated using Google Translate)

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All staff of BCC Lingang factory 

BCC Lingang Factory Manager and Supervisor 

Dear partners, 

In order to cooperate with the production upgrade of the super factory, the entire factory (including the workshop and office area) needs to be powered off from July 1st to July 4th. The guidelines for attendance during a power outage are as follows: 

– Participating in production improvement and transformation: Arrange attendance according to the department 

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– Front-line employees: rest according to the production plan 

– Office employees on daily shifts: Arrange annual leave/sabbatical leave, work from home, or work at an off-site office location, such as RDC/TC, according to actual work needs. 

– Follow-up line supervisor/engineer: In principle, work and rest with the front-line employees of the shift they follow. If necessary, they can work from home, or work at an off-site office, such as RDC/TC. 

All attendance, annual leave/schedule, home office or off-site office shall be arranged and approved by the heads of each department according to business needs. 

Your HR partner 

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China HR

Credit: 42How/Twitter

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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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Investor's Corner

Tesla releases Q4 and FY 2025 vehicle delivery and production report

Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.

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Credit: Tesla

Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh. 

Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026. 

Q4 2025 production and deliveries

In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.

Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.

In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025. 

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Tesla’s Full Year 2025 results

For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.

In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year. 

Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time. 

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Elon Musk

Starlink achieves major milestones in 2025 progress report

Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.

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Credit: Starlink/X

Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.

SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.

Key achievements from Starlink’s 2025 Progress

Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.

Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.

Starlink Direct to Cell

Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.

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This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.

starlinkProgressReport_2025 by Simon Alvarez

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Tesla Giga Nevada celebrates production of 6 millionth drive unit

To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo. 

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Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.

To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo. 

6 million drive units

The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote. 

The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.

Giga Nevada’s essential role

Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.

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Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.

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