News
Tesla notifies Model Y suppliers to expedite parts production to Q4 2019: report
Recent reports have emerged suggesting that Tesla may be looking to begin producing the Model Y sooner than expected, with suppliers reportedly being notified to manufacture the all-electric crossover’s parts as early as Q4 2019. With this in mind, it appears that Tesla’s updated timetable for the crossover’s release might still be conservative.
The update from Model Y suppliers was initially related to Asian publication Taiwan Economic Daily. According to the report, Tesla suppliers HOTA and BizLink have been informed by the electric car maker to start the mass production of Model Y parts six months earlier than intended. Considering that Tesla has related in its Q3 2019 Update Letter that the vehicle will likely enter production in Summer 2020, the expedited schedule suggests that mass production for Model Y parts could begin as early as this quarter.
Quite interestingly, the suppliers were reportedly also notified to expedite the production of parts for the Tesla Semi, though no specific date or timeframe was shared for the long-hauler’s components.
With these updates in mind, it appears that Tesla may be preparing to start Model Y production activities earlier than its already-updated timetable. When Elon Musk unveiled the crossover back in March, Tesla estimated that the vehicle will start deliveries from Fall 2020, with the base variant starting handovers in Spring 2021. This was a notably conservative timetable for Tesla, which is known for its overly-aggressive targets.
The Model Y’s production received an update with the release of the electric car maker’s Q3 2019 Update Letter. According to Tesla, its Model Y development is moving faster than scheduled and thus, production of the vehicle could start as early as Summer 2020. It appears that this updated timeframe is the one referenced by Tesla’s suppliers in the recent report from the Taiwanese publication.
In a way, Tesla does seem to be showing indications that the Model Y will be released sooner than expected. Release candidates of the upcoming all-electric crossover are being spotted in increasing frequencies across the United States, both in Tesla’s home state of CA all the way to states in the East Coast. Varying trims of the vehicle seem to be undergoing real-world testing as well. Apart from these, reports have emerged earlier this year suggesting that the Fremont factory is already being tooled for Model Y production.
With these in mind, there seems to be a pretty decent chance that Tesla may surprise the market by delivering what could very well be its most disruptive vehicle ahead of schedule. If Tesla were to pull this off, it could provide the company with added momentum, as it would demonstrate that its production targets are now more realistic and feasible. It could also help prove that Tesla and Elon Musk may have learned how to underpromise and overdeliver.
Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Elon Musk
Tesla Giga Berlin growth could stall if not “free from external influences”: Elon Musk
The comments were delivered in a pre-recorded video discussion.
Tesla CEO Elon Musk has reportedly warned that future expansion of Gigafactory Berlin could be jeopardized if the site does not remain “free from external influences.”
Musk’s comments were delivered in a pre-recorded video discussion with employees and came at a sensitive moment for the facility, where union representation has been a recurring issue.
According to reports from Handelsblatt and Der Spiegel, citing participants at the event, Musk suggested that if Giga Berlin is no longer “free from external influences,” further expansion would become unlikely. He did not, however, hint that the plant would shut down.
While Musk did not name IG Metall directly, his remarks were widely interpreted as referencing the union, which is currently the largest faction on the works council but does not hold a majority, as noted in an electrive report.
The video conversation was conducted between Musk in Austin and Grünheide plant manager André Thierig, then played back to the workforce in Germany. Works council elections are scheduled for early March, heightening the tension between management and organized labor.
The CEO has previously voiced concerns that stronger union influence could limit Tesla’s operational flexibility and long-term strategy in Germany.
Despite the warning on expansion, Musk praised the Giga Berlin site during the same address, describing it as one of the most advanced factories worldwide and highlighting its cleanliness and team culture.
The discussion also reportedly touched on battery cell production. According to attendees cited in German media, Musk indicated that Tesla has begun ramping cell production at the site. That would mark a notable shift from earlier expectations that large-scale cell manufacturing in Brandenburg would not begin until 2027.
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
Tesla Powerwall distribution expands in Australia
