Coloring Pages Tesla Cybertruck – The lack of semiconductor chips seems to be a major obstacle to mass production of the Tesla Cybertruck. Chip shortages have affected Tesla, co-founder and CEO Elon Musk admitted during the Q2 2021 earnings conference call, saying the company is considering how to address the issue.
So in order for the Cybertruck and Semi to scale up to the level required for customer shipments, we must solve the chip shortage to work with our suppliers. And one would say, why not just make chip cloth? Well, it will take us, even if it moves like lightning, 12 to 18 months. Elon Musk, co-founder and CEO, Tesla (Q2 2021 results conference call)
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Musk said the Tesla Cybertruck and Tesla Semi are big users of cell power, and the company needs to ensure adequate availability of critical components. The company could start making cars now, but it would lose a lot of money per truck.
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They cost $1 million or more. There’s a reason you do things in mass production, which is to maximize economies of scale and reduce costs. Elon Musk, co-founder and CEO, Tesla (Q2 2021 results conference call)
The Cybertruck, which will be built in Texas, will offer electric pickups from highly competitive automakers. We’re referring to the F-150 Electric and Silverado EV. Image source: Tesla
Tesla plans to manufacture the Cybertruck at the Giga Texas plant in Austin (Texas), USA, from mid-2023. On October 19, 2022, in its Q3 2022 Update document (Shareholder Section), Tesla announced that it has begun it uses this plant. for Cybertruck production.
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We are still on track to start early production in the middle of next year. Elon Musk, co-founder and CEO, Tesla (Q3 2022 earnings conference call on October 19, 2022)
At Tesla’s Q2 earnings conference on July 20, 2022, Musk said that the company expects to start delivering the Cybertruck in mid-2023. This is after teslamag.de said in an exclusive report on July 6, 2022, that it is preparing Tesla to start Cybertruck production in July 2023. The company ordered new Cybertruck production systems from German suppliers that make parts for Teslas at Gigafactory Berlin-Brandenburg and Gigafactory Shanghai.
The German report suggests that German-sourced drive units will be used during development and that the drive units that will go into Cybertrucks intended to be delivered to customers will be manufactured at the Gigafactory in Texas with an annual capacity of approximately 750,000 units.
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At the opening of the Tesla Gigafactory Berlin-Brandenburg on March 22, 2022, Musk said that Tesla wants to finish building the final model by December 2022:
We want to complete the development of the Cybertruck and be ready for production next year. Elon Musk, co-founder and CEO, Tesla (Tesla Gigafactory Berlin-Brandenburg will open on March 22, 2022)
Going back, in the Q4 2021 earnings conference call and throughout the year 2021, Musk explained why Tesla did not start production of the Cybertruck in 2021. He said that there is no reason to launch the Cybertruck in 2021 if the company is not going to be . to show it in sufficient quantity.
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If we introduced, say, a new car last year, we would have – the total output of our car would be the same because of the restrictions – the restrictions on the chips, in particular. So, if we were to actually introduce an additional product, that would require a lot of attention and resources in addition to the increased complexity of the additional product, resulting in fewer vehicles being delivered. Elon Musk, co-founder and CEO, Tesla (Q4 2021 and full-year 2021 earnings conference call on January 26, 2022)
Musk said the situation is the same in 2022, and Tesla may not start production of the Cybertruck before 2023.
And that’s it for this year. Therefore, we will not introduce new models of cars this year. There is no point because we will still be restricted areas. However, we will do a lot of engineering and tooling and not build those vehicles, Cybertruck, Semi, Roadster, Optimus, and be ready to bring those into production next year. That is more likely. But like I said, it depends, can we produce more cars or less cars? Elon Musk, co-founder and CEO, Tesla (Q4 2021 and full-year 2021 earnings conference call on January 26, 2022)
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With less than a year to go before series production, Cybertruck testing is in full swing. Spy photos suggest Tesla is driving Cybertruck prototypes on public roads to make sure it’s ready for all real-world challenges. On August 27, 2022, Twitter user WholeMarsBlog posted a photo of a prototype caught being taken down the street for testing. It carried several sensors that could be for Autopilot features. Like all other Teslas sold in the US, the Cybertruck may use the company’s camera-based Tesla Vision instead of radar.
Tesla has removed Cybertruck prices and launch schedules from its website before the end of 2021. The company has confirmed that production won’t begin until mid-2023, as previously stated in this story. Regarding the price, Musk revealed at the company’s 2022 annual shareholders meeting on August 4, 2022, that he will not be able to launch the Cybertruck at the original price (listed in the table below the quote) due to inflation and various issue has increased the cost to an unexpected level.
It was launched in 2019 and the fixed price is USD 99. So, you know, a lot has changed since then. Therefore, specifications and prices will vary. I, you know, I don’t like to give a little bit of bad news but I think there is no way to expect the inflation that we have seen and various issues. Elon Musk, co-founder and CEO, Tesla (2022 annual shareholder meeting on August 4, 2022)
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Official estimates as on Tesla’s website. Note that Tesla has now confirmed that the price of the Cybertruck will be different compared to the original.
Tesla previously announced the Cybertruck in single-motor RWD, dual-motor AWD, and tri-motor AWD variants. At Tesla’s 2022 annual shareholder meeting on August 4, 2022, Musk confirmed that the specifications of the Cybertruck will be different from what the company announced in 2019. One of the changes is the introduction of a quad-motor power train.
Whole Mars Catalog said in a Twitter post in December 2021 that a new quad-motor variant will join the lineup, while the single-motor variant is being considered for cancellation. Musk said in response to rumors on Twitter that Tesla will release a four-motor Cybertruck first, confirming the latest variant.
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Musk said the Tesla Cybertruck quad-motor will have independent motors that provide “very fast response” and allow control of the torque going to each wheel. It could be faster than the tri-motor Cybertruck, which Tesla claims will accelerate from 0 to 60 mph in less than 2.9 seconds. Towing capacity may also be better than the 14,000+ lbs of the tri-motor variant.
In 2019, Tesla says the Cybertruck will offer a range of 250+ miles, 300+ miles, and 500+ miles in single-engine RWD, dual-engine AWD, and three-engine AWD variants, respectively. Although it has decided to change the details now, we are sure that at least one of the variants will offer a range of more than 500 miles.
The key to achieving a range of more than 500 miles is batteries developed with a new type of cell. Called the 4680 based on its dimensions – 80 mm long and ~46 mm in diameter – this cell can deliver 5X the power, 6X the power, and 16% more range. Andrew Baglino, Senior Vice President, Powertrain and Energy Engineering, Tesla, announced these improvements at the Tesla Battery Day event in September 2020.
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Panasonic Energy, a Panasonic Group company, will manufacture the 4680 cells that Tesla plans to use in its EVs. Kazuo Tadanobu, the company’s President and CEO, told Bloomberg in an interview that the development of the 4680 cell “took a lot of effort.” Giving the cell a new look required “a lot of courage,” Tadanobu said.
Battery production consisting of 4680 cells will begin in FY2024 (April 2023 – March 2024). A Japanese test factory began mass production in May 2022 and provided sample pieces to Tesla, according to a Reuters report filed on June 1, 2022.
On July 14, 2022, Panasonic Energy announced that it will establish a new lithium-ion battery manufacturing plant in De Soto (Kansas), USA, with an investment of approximately $4 billion. Panasonic Energy already has an EV battery facility in the US, located at the Tesla Gigafactory Nevada in Sparks (Nevada). The company has shipped more than six billion EV battery cells from the current plant since starting production on January 4, 2017.
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On August 26, 2022, The Wall Street Journal reported that Panasonic Energy is considering a third US EV battery plant, also with an investment of USD 4 billion. A third plant may be located in Oklahoma State. The two new devices can produce 4680 cells to be produced
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