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Tesla Giga Shanghai aims for 500k annual output for 2021: report

(Credit: Tesla Greater China)

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Tesla China’s Global Vice President Grace Tao recently visited the China EV100 to discuss key issues about developing the auto market.

Tao’s meeting with China EV100 covered major research topics about the automotive industry, including automotive data management, consumer-side carbon trading management, urban electric mobility promotion, and even the participation of multinational companies in China’s supply chain. 

During discussions, Tesla’s Global VP revealed that Giga Shanghai has achieved high production efficiency and aims to reach an annual output of 500,000 vehicles by the end of the year, as per a report from Sina Finance

Tesla’s delivery numbers have skyrocketed throughout 2021, undoubtedly with considerable help from Giga Shanghai. The company surpassed its 2020 guidance last quarter. Tesla is close to delivering 1 million cars this year and will likely hit the milestone once Giga Berlin and Giga Texas start production if it doesn’t reach it by the end of 2021.

Tesla Giga Shanghai has also localized more than 90% of its supply chain. Tao explained that Tesla China was able to reach such a high production output because of its local supply chain and domestic growth within the country. 

Tesla China is willing to work with China EV100 to study upcoming challenges for the auto industry and promote development in the industry. The report notes that Tesla’s global presence might help supply chain companies “enhance their international competitiveness.” 

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Recently, Elon Musk briefly mentioned the supply chain challenges Tesla still faces today. “Oh man, this year has been such a supply chain nightmare & it’s not over!” Musk tweeted. 

The Tesla CEO announced he would be providing an updated product roadmap at the Q4 2021 earnings call, which would likely be held this coming January 2022. Earlier this year, Tesla faced and struggled through supply chain challenges during the new Model S and Model S Plaid production. 

Supply chain challenges have hit most, if not all, automakers and tech companies hard. The global chip shortage, in particular, has caused many issues for companies, including Tesla. However, Tesla seems to have addressed its supply chain challenges better than most companies.

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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.

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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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