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Tesla sells out production capacity for Q2 2021, hinting at monster demand: report

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Tesla’s Q1 2021 was one for the books, but the second quarter is shaping up to be even more impressive, with recent reports noting that the company had already sold out its production capacity for Q2 2021. This bodes well for the EV maker’s production and delivery numbers this year. 

Citing sources familiar with the matter, EV blog Electrek noted that Tesla had informed its employees that the company’s production capacity for Q2 2021 was already sold out — and that’s with the quarter not even halfway done. This is very impressive, and it hints at the strong demand being experienced by the company’s all-electric vehicles. 

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While the recent reports may sound optimistic, Tesla has been exhibiting signs that its production and delivery ramp for Q2 2021 would be far more impressive than the quarters that preceded it. Less than a week into the second quarter, for one, drivebys and drone flyovers of the Fremont Factory revealed numerous Model 3s and Model Ys ready to be shipped. 

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The same was true for Gigafactory Shanghai. The massive facility, which now produces both the Model 3 and Model Y, has been a hub of activity in recent months. And just recently, a photograph of the site showed that Giga Shanghai’s holding lots were filled with thousands of Model 3 and Model Y. Just like their US-made siblings, the vehicles appeared ready to be shipped to their respective customers. 

Gigafactory Shanghai’s exports to other territories are also underway, with the first ship of Made-in-China Model 3s arriving in Southampton, England recently. Furthermore, posts from EV enthusiasts in Japan have indicated that a batch of Model 3s has arrived in the country. 

Tesla did state in its recent earnings call that the company is experiencing something remarkable. As per CEO Elon Musk, Tesla is now seeing a shift in the customer perception of electric vehicles, and this has resulted in demand for Teslas to increase. This was notable in the first quarter, which is typically the softest in the year for the auto industry. 

“We’ve seen a real shift in customer perception of electric vehicles, and our demand is the best we’ve ever seen. So this is — if you talk about we’re used to seeing a reduction in demand in the first quarter, and we saw an increase in demand that exceeded the normal seasonal reduction in demand in Q1,” Musk said. 

Don’t hesitate to contact us for news tips. Just send a message to tips@teslarati.com to give us a heads up.

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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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Tesla lands regulatory green light for Robotaxi testing in new state

This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.

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Credit: Tesla

Tesla has landed a regulatory green light to test its Robotaxi platform in a new state, less than three months after the ride-hailing service launched in Texas.

Tesla first launched its driverless Robotaxi suite in Austin, Texas, back on June 22. Initially offering rides to a small group of people, Tesla kept things limited, but this was not to be the mentality for very long.

It continued to expand the rider population, the service area, and the vehicle fleet in Austin.

The company also launched rides in the Bay Area, but it does use a person in the driver’s seat to maintain safety. In Austin, the “Safety Monitor” is present in the passenger’s seat during local rides, and in the driver’s seat for routes that involve highway driving.

Tesla is currently testing the Robotaxi platform in other states. We reported that it was testing in Tempe, Arizona, as validation vehicles are traveling around the city in preparation for Robotaxi.

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Tesla looks to make a big splash with Robotaxi in a new market

Tesla is also hoping to launch in Florida and New York, as job postings have shown the company’s intention to operate there.

However, it appears it will launch in Nevada before those states, as the company submitted its application to obtain a Testing Registry certification on September 3. It was processed by the state’s Department of Motor Vehicles Office of Business Licensing on September 10.

It will then need to self-certify for operations, essentially meaning they will need to comply with various state requirements.

This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.

CEO Elon Musk has stated that he believes Robotaxi will be available to at least half of the U.S. population by the end of the year. Geographically, Tesla will need to make incredible strides over the final four months of the year to achieve this.

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Tesla is improving this critical feature in older vehicles

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Credit: Tesla

Tesla is set to improve a critical feature that has not been present in older vehicles with a new update.

Tesla vehicles feature a comprehensive suite of driver assistance features, some of which aid in driving itself, while others support the vehicle’s surroundings.

One of those features is that of Driver Visualization, and with the rollout of a new update, owners of Intel-based Tesla vehicles are receiving an upgrade that will come with a simple software update.

Tesla plans to use Unreal Engine for driver visualization with crazy upgrade

The update will provide new visualizations while Intel-based vehicles are in reverse, a feature that was not previously available, but will be with Software Update 2025.32.2.

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The improvement was spotted by Not a Tesla App via TheBeatYT_evil:

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Previously, vehicles Tesla built were equipped with Intel-based processors, but newer cars feature the AMD chip, which is capable of rendering these visualizations as they happen. They were capable of visualizations when driving forward, but not in reverse, which is what this change resolves.

It is a good sign for those with Intel-based vehicles, as Tesla seems to be paying attention to what those cars are not capable of and improving them.

This was an undocumented improvement associated with this particular update, so you will not find any mention of it in the release notes that Tesla distributes with each update.

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Tesla looks to make a big splash with Robotaxi in a new market

Tesla has been transparent that it is prioritizing safety, but it believes it can expand to basically any geographical location within the United States and find success with its Robotaxi suite. CEO Elon Musk said it could be available to half of the U.S. population by the end of the year.

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Credit: Joe Tegtmeyer | X

Tesla is looking to make a big splash with Robotaxi in a new market, as the company was spotted testing validation vehicles in one region where it has not yet launched its ride-hailing service.

After launching Robotaxi in Austin in late June, Tesla followed up with a relatively quick expansion to the Bay Area of California. Both service areas are operating with a geofence that is expansive: In Texas, it is 173 square miles, while in the Bay Area, it is roughly 400 square miles.

Tesla has been transparent that it is prioritizing safety, but it believes it can expand to basically any geographical location within the United States and find success with its Robotaxi suite. CEO Elon Musk said it could be available to half of the U.S. population by the end of the year.

There have been plenty of reports out there that have speculated as to where Tesla would land next to test Robotaxi, and Nevada, Florida, Arizona, and New York have all been in the realm of possibility. These regions will need to approve Tesla for regulatory purposes before Robotaxi can officially operate.

Tesla is still testing and performing validation in several regions, and in Tempe, Arizona, things are moving forward as a Model Y with a LiDAR rig was spotted performing ground truth for the platform:

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With the LiDAR unit, many followers of the self-driving and autonomy space might wonder why Tesla uses these apparatuses during validation, especially considering the company’s stance and vision-based approach.

LiDAR is used for “ground truth,” which is basically a solidification or confirmation of what the cameras on the car are seeing. It is a great way to essentially confirm the accuracy of the vision-based suite, and will not be used on Robotaxi units used within the ride-hailing suite.

The Robotaxi platform was made available to the public earlier this month, as Tesla launched its app for iOS users.

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Tesla Robotaxi app download rate demolishes Uber, Waymo all-time highs

Downloading the app allows you to join a waitlist, giving you the opportunity to utilize and test the Robotaxi platform in either Austin or the Bay Area.

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