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Tesla Semi volume production won’t happen until late 2024

Credit: Tesla

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Tesla Semi volume production will not begin until late 2024, according to CEO Elon Musk. Previously, Tesla tentatively expected 50,000 units to be built in 2024, but now it appears production will not begin until late next year.

Musk said at a conference in Austin yesterday, according to the Wall Street Journalthat volume production would not begin until the end of 2024, a slight deviation from past plans that would see 50,000 units built in 2024.

Musk said during the Q3 2022 Earnings Call late last year that Semi production would be ramped up through 2023, with volume production beginning in 2024 and 50,000 units built that year.

“We’ll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant — we’re tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we’ll expand beyond North America. And these would sell — I don’t want to say the exact prices, but they’re much more than a passenger vehicle,” Musk said.

Musk cited battery constraints as the issue holding up Semi production, but Tesla is also in the process of expanding its Nevada production facility to support the manufacturing of the truck.

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Tesla to unveil plans for $3.5 billion Tesla Semi plant in Northern Nevada: Governor

The $3.6 billion project will support battery and electric semi-truck manufacturing.

Tesla is boosting production of its vehicles by opening new manufacturing plants, including one in Mexico, that is likely to break ground before the end of the year.

However, numerous companies have orders for the Semi, including Walmart, Anheuser-Busch, UPS, DHL, and others. Delaying the volume production may push back their initial delivery date, the trucks will eventually lead to more sustainable commercial fleets for companies like PepsiCo., which has accepted the first units of the Semi.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Model 3 filings in China show interesting hardware addition

The addition of a front bumper camera to the Tesla Model 3 is a big upgrade from a hardware perspective.

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Credit: Tesla Newswire via China's MIIT

Tesla Model 3 filings in China are showing the vehicle could get a very interesting hardware addition, one that was not included on the “Highland” update when it rolled out to customers a year and a half ago.

The Model 3 Highland is Tesla’s updated version of the all-electric sedan, and was launched across the world in early 2024. It featured a variety of updates, including new exterior and interior designs.

However, there were a few things missing from the update that surprised Tesla fans because they were included on other cars.

One of them was the lack of a front bumper camera, a hardware piece that was included on other vehicles within the company’s lineup, including the Model Y Juniper, an updated version of the all-electric crossover that launched earlier this year.

Now, it seems Tesla is preparing to implement that front camera on the Model 3, as new filings with China’s Ministry of Industry and Information Technology (MIIT) showed the car with the addition:

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The front bumper camera is a small but powerful addition to Tesla vehicles. It not only enhances visibility for simple tasks like parking, helping avoid things like curbs, but it also helps provide a wider field of view directly in front of the car.

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It is also a crucial part of the Full Self-Driving and Autopilot suites, helping provide yet another angle of vision for the vehicle as Tesla makes its suite more robust. It is already improving through software upgrades and data collection, but it could always use additional hardware to enhance accuracy.

A Model 3 Highland test mule was spotted near Boston, Massachusetts, back in May with a variety of additional cameras equipped. Some believed this was a vehicle that was assisting with collecting training data.

Tesla is testing a Model 3 with some mysterious cameras in the U.S.

However, it could be a sign of Tesla planning to add this piece of hardware to a slightly updated version of the new Model 3 that could come to production in various markets in the near future.

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Tesla CEO Elon Musk details massive FSD update set for September release

“This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.”

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Credit: Tesla Asia | X

Tesla CEO Elon Musk detailed the changes that are expected to come with a massive Full Self-Driving (FSD) update, which is set to roll out sometime in September, he revealed earlier this week.

Tesla has been refining its FSD suite for years, but it has never been as good as it is now. The focus is to get the suite to a point where interventions are no longer needed and drivers simply become passengers, as they will not be responsible for paying attention to the road.

Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming

That version of FSD will come eventually, but not next month. However, there are dramatic improvements that will come with next month’s FSD update that will roll out to the public, Musk said:

“The FSD software update next month will be a major step-change improvement for rare conditions.”

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Additionally, he provided specific details on what would change, hinting that the need for a driver to pay attention will be “substantially reduced,” but there are some “complex intersections, heavy weather, or unusual events” that will still require drivers to assume responsibility for the car:

“This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.”

We have been teased about these types of updates before, but usually they involve some kind of mention of FSD being ready for unsupervised driving “by the end of the year.” Musk did not mention that here.

There is also the fact that Tesla has another FSD build in Austin for the Robotaxi suite that is more advanced than what is available to the public. It has performed well, Musk says, making claims that there are times when it feels “eerily human.”

Tesla Q2 2025 vehicle safety report proves FSD makes driving almost 10X safer

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The improvements in FSD capabilities in subsequent releases are usually very evident. As Tesla continues to refine the suite for the public, it gains more confidence and becomes smarter through the collection of data and the use of neural networks.

The only thing left to wait for is the release itself, and we are hopeful it will roll out to the public in September, as Musk says.

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Tesla Model Y L’s impressive specs surface in China’s recent MIIT filing

The Tesla Model Y L is expected to launch later this year.

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Credit: Tesla

The specs of the upcoming Tesla Model Y L has appeared in new Chinese regulatory filings, revealing key specifications including a six-seat layout and an extended range of up to 751 kilometers. The variant is expected to launch later this year alongside a new long-range Model 3 variant rated at 830 kilometers.

The updates were listed on the China Ministry of Industry and Information Technology’s (MIIT) latest batch of new energy vehicle models that are eligible for vehicle purchase tax exemptions.

Model Y L to debut with larger battery, six-seat layout

Listed under the model code TSL6500BEVBA0, the Model Y L will feature dual motors producing 142 kW at the front and 198 kW at the rear. It will be powered by a 465-kilogram 82.0-kWh lithium-ion battery from LG Energy Solution, with a pack energy density of 176 Wh/kg, as noted in a CNEV Post report. The long-range crossover achieves 751 km on the lenient CLTC cycle, making it Tesla’s highest-range Model Y to date in China despite its curb weight of 2,088 kg.

The “L” designation is believed to refer to the vehicle’s larger size and seating configuration, as the new variant is listed with six seats. It builds on Tesla’s strategy to diversify offerings in the Model Y lineup, which currently includes both RWD and AWD five-seat versions.

Model 3+ breaks record with 830 km CLTC range

Alongside the Model Y L, Tesla China also registered a new rear-wheel-drive Model 3, which was designated with the model code TSL7000BEVBR1. The vehicle boasts either 800 or 830 km of range on the CLTC cycle, depending on its trim. This marks the highest range yet for any Tesla vehicle in China.

The variant will use a 448-kilogram, 78.4-kWh LG-supplied battery with an energy density of 175 Wh/kg and a peak motor output of 225 kW. The vehicle’s curb weight is listed at 1,760 kg. The model was previously identified in filings as “Model 3+,” hinting at a possible tier above the existing long-range variant, which tops out at 753 km CLTC.

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