Tesla is pushing the launch of its electrical Semi truck program to 2022 attributable to provide chain challenges and the restricted availability of battery cells, the corporate stated in its second-quarter earnings report Monday.
Tesla CEO Elon Musk has warned about battery provide constraints earlier than and the impact it may need on the Tesla Semi, which was first unveiled as a prototype in November 2017. Again in January, Musk stated the engineering work on the Tesla Semi had been accomplished and deliveries have been anticipated to start this 12 months. He did add the caveat, on the time, that the provision of battery cells might restrict the corporate’s skill to provide the Semi.
That warning was apparently warranted. From the shareholders’ letter posted at the moment after the market closed:
We imagine we stay on monitor to construct our first Mannequin Y automobiles in Berlin and Austin in 2021. The tempo of the respective manufacturing ramps will likely be influenced by the profitable introduction of many new product and manufacturing applied sciences, ongoing supply-chain-related challenges and regional allowing.
To raised give attention to these factories, and as a result of restricted availability of battery cells and international provide chain challenges, we now have shifted the launch of the Semi truck program to 2022. We’re additionally making progress on the industrialization of Cybertruck, which is presently deliberate for Austin manufacturing subsequent to Mannequin Y.
Whereas not talked about on the decision or in its earnings report, the delay follows the departure of Jerome Guillen, a crucial govt at Tesla who was engaged on the event and eventual manufacturing of the Tesla Semi. Guillen’s resignation in June got here simply three months after he was moved from the president of automotive place, which included oversight of the Tesla Semi, to a job with much less duty as head of professional quality trucking. Guillen had led Tesla’s total automotive enterprise from September 2018 till March 2021.
In the meantime, Tesla’s Cybertruck, which is meant to enter manufacturing in late 2021, seems prefer it is likely to be pushed into subsequent 12 months as properly. Musk didn’t reply questions, however feedback from Musk in addition to Tesla VP of engineering Lars Moravy throughout the earnings name recommend that it might shift to 2022.
Cybertruck is presently in its alpha levels of prototyping, with the essential engineering and structure of the car accomplished. Whereas the Mannequin Y takes precedence, the corporate is shifting right into a beta part of the Cybertruck later this 12 months, Moravy stated.
“We’ll be seeking to ramp that in manufacturing in Texas after Mannequin Y is up and going,” he added.
Musk leaned in on how tough the Cybertruck can be, maybe as a method to cushion expectations for its arrival in 2021.
“Cybertruck ramp will likely be tough as a result of it’s such a brand new structure,” Musk stated. “It’s going to be a terrific product; it is likely to be our greatest product ever, nevertheless it does have loads of essentially new design concepts.”
He went on to make the purpose that he has used as different automobiles have gone from prototype to quantity manufacturing: Manufacturing is difficult.
“On the threat of being repetitive, it’s truly straightforward to make prototypes or a handful of small-volume manufacturing, however something produced at a excessive quantity, which is absolutely what’s related right here, is it’s going to maneuver as quick because the slowest of the tough order of magnitude of 10,000 distinctive elements and processes.”