Tesla is pushing its electric semi-truck program to launch by 2022 due to supply chain challenges and limited availability of battery cells, the company said in its second-quarter earnings report on Monday.
Tesla CEO Elon Musk has previously warned of a battery supply disruption and could affect the Tesla Semi, which was first unveiled as a prototype in November 2017. In January, Musk said engineering work on the Tesla Semi had been completed and delivery was expected to begin this year. He warned at the time that the availability of battery cells could limit the company’s ability to produce cms.
That warning was obviously guaranteed. From the shareholders’ letter posted today after the market closed:
We believe we are on track to build our first Model Y vehicles in Berlin in 2021. The pace of related production ramps will be influenced by the successful introduction of many new products and manufacturing technologies, ongoing supply-chain related challenges and performance. Regional permission.
To focus more on these factories, and due to the limited availability of battery cells and global supply chain challenges, we have shifted the launch of the Semi Truck Program to 2022. We are also currently making progress on the industrial industrialization of cybertruck, which is currently planned. For the production of Model Y’s successor Aust Stein.
While not mentioned on the bill or in its earnings report, the delay follows the departure of Tesla-based executive Jerome Gillen, who was working on the development and final construction of the Tesla Semi. Gillan’s resignation in June came just three months after he was removed from the post of motorist president, including overseeing Tesla Sammy, who has little responsibility as head of heavy-duty trucking. Gill led Tesla’s entire automotive business from September 2018 to March 2021.
Meanwhile, Tesla’s cybertruck, which is expected to go into production by the end of 2021, looks set to be pushed next year as well. Kasturi did not answer questions, but Tesla VP’s comments on Kasturi as well as engineering Lars Morvi during the earnings period suggest that it could change in 2022.
Cybertruck is currently in prototyping in its alpha phase, completing the vehicle’s basic engineering and architecture. While the Model Y takes the lead, the company is moving into the beta phase of Cybertruck later this year, Morvey said.
“We’ll be working on coming to production after the Model Y in Texas,” he added.
Kasturi leaned on how difficult a cybertruck would be, perhaps as a way to meet expectations of its arrival in 2021.
“Cybertruck ramps are going to be difficult because it’s such a new architecture,” Musk said. “It will be a great product; It may be our best product, but it has basically new design ideas. “
He went on to point out that he has used other vehicles since he went from prototype to volume production: production is tough.
“At the risk of repetition, it’s easy to produce prototypes or a handful of small volumes, but anything produced in high volume, which is really relevant here, will move faster at a slower pace. Rough order of 10,000 unique parts and intensity of processes. “