Tesla has announced that Cybertruck deliveries will start in November and weirdly claims to have already deployed production capacity for 125,000 trucks per year.
Update: Tesla has now confirmed the delivery event will happen on November 30th.
Today, Tesla released its Q3 2023 financial results and as expected, there was an update about Cybertruck in there.
In the quarterly presentation, Tesla mentioned that “pilot production” of the Cybertruck has begun:
At Gigafactory Texas, we began pilot production of the Cybertruck, which remains on track for initial deliveries this year.
While that doesn’t include any new information, in the photo section of the presentation, Tesla added a comment confirming that “deliveries will begin in November 2023”:
The previous official comment from CEO Elon Musk was that Tesla was aiming for the end of Q3, which ended last month.
Interestingly, Tesla also updated its “installed annual vehicle capacity” and added capacity for the Cybertruck for the first time:
Surprisingly, Tesla already claims a capacity of “over 125,000 Cybertrucks” at Gigafactory Texas.
Electrek’s Take
Top comment by Acme Fixer
I've been watching the construction at GF Texas and there has been a large amount of assembly line equipment delivered to the CT assembly area. There's no doubt in my mind that the GF itself can handle 125,000 CTs a year. But the raw materials for everything have to be delivered and Tesla is hastily building the new, bigger permanent area where both model Y and CT will be readied for shipping. The parking structure is just beginning construction, and the footings for the building extension are being dug. So all these things are going like crazy, and by next year the place will be rockin' and rollin'!
Those capacities always seemed to be quite aspirational, and that seems to confirm it.
I assume that it means that Tesla has built the current production lines for 125,000 units per year, but it is not the current output that the automaker is achieving.
It will take some time for Tesla to ramp up to that.
One of the most upvoted questions by shareholders for the upcoming conference call with management is the planned production of Cybertruck for 2024. Hopefully, we will get some clarity soon.
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