All next year! Musk: Cyberpeka and humanoid robot mass production "next year must"

Jia Haonan was sent from the Vice Pilot Temple

Smart car reference | Official account AI4Auto

Will play also depends on Musk.

This is not the opening of Tesla's Austin Gigafactory in Texas, and it is also cut and pushed by others, and then let the media issue a press release with a degree of attention.

Musk directly engaged in a large body - note, or offline and online simultaneous party, electronic music psychedelic cool kind, there are eating, drinking, playing and fireworks.

And the marketing master Musk, in a short speech on the spot, inadvertently spoiled some new developments in dry goods:

The Texas gigafactory will have an annual production capacity of 500,000 vehicles (at the same level as Shanghai's current level), mainly Model Y;

The Cyberteruck Cyborg pickup, which has been anticipating and has been pigeons, is scheduled to be mass-produced at the Cantonal plant next year;

The 4680 battery has already started production, the first model Y to be put on the car, and the Texas Gigafactory will become the world's largest battery factory;

The open beta of the FSD system will be rolled out on a large scale in North America this year.

The details are transmitted as follows:

What did Musk say about the Texas factory opening?

Musk, a cowboy who debuted in the Roadster, revealed Tesla's 4 key words:

Keyword 1: capacity.

The Texas Gigafactory is planned to have an annual production capacity of 500,000 units.

According to Tesla's expansion plan, the Texas factory is very important because Tesla will increase from 2.3 million to 3.25 million this year in 2023. Among them, the Texas Gigafactory and the recently officially put into operation in Berlin, Germany, each led the task of producing 500,000 vehicles per year, the Shanghai plant planned to have a production capacity of 1.25 million vehicles, and the California plant planned to produce 1 million vehicles.

Keyword 2: Cybertruck cyber pickup.

Cyberterruck, who has been pigeonholed by Musk countless times, is really coming this time.

Musk said Cybertruck will start mass production next year, with Cybertruck's share of Cyberruck's 500,000-unit annual capacity at the Texas Gigafactory.

Musk's "next year must" has made countless special fans wait for a long time.

Because as early as 3 years ago, it has been "booked" by countless people. Prior to this, foreign media exposed that the number of orders has exceeded 1.25 million, and 70% of users have purchased FSD.

At this scene, Tesla also had some prototypes on display - careful netizens also found that there were many improvements with the earliest one.

Keyword 3: 4680 battery.

The 4680 battery was originally to be produced in the Berlin factory, but due to environmental approval issues, Musk had no choice but to move back to Texas, and lost billions of euros in technology subsidies.

This battery, two major advantages, low cost and high efficiency, according to Tesla data, 4680 battery compared with the current mainstream ternary lithium battery energy density increased by 5 times, the mileage can be increased by 16%, the output power can be increased by 6 times, and the production cost can be reduced by 14%.

However, the capacity of the 4680 battery will take some time to increase, and it will be preferentially applied to the Model Y in the short term.

Keyword 4: Tesla Autopilot FSD.

Musk revealed that the FSD beta test is about to be rolled out on a large scale, and the scope of the test will cover almost all FSD users in North America.

Prior to this, FSD beta was mainly tested on a small scale through users' own applications.

In addition to these 4 major information points, Musk also said a lot of "maybe".

For example, product plans, in addition to electric pickup trucks, Tesla pure electric truck SemiTruck, which has also been skipping tickets for several years, and the second-generation sports car Roadster will also be produced at the Texas factory.

As for the large-scale delivery, Musk still did not say dead, only that the year was "very promising".

In addition, Tesla's intelligent robot, Musk stated that it is likely to mass-produce the V1 version next year:

Finally, the opening of the new factory also means that the production capacity has been guaranteed, and Musk is more confident when talking about future sales targets:

Tesla currently accounts for only about 1% of the global auto market, but this is not enough, Tesla must also account for at least 20% of global car sales to be reasonable.

What about the Texas Gigafactory?

Musk used 3 "max" in his original words:

Tesla's Texas Gigafactory is not only the world's largest car factory, but also the world's largest battery factory, and the world's largest building.

A building that undertakes all aspects of Tesla's production. Unlike the traditional automobile industrial park, which occupies a large piece of land and different workshops are scattered, the Texas factory brings together all the functional areas and transforms the material transportation in the park into a process in the work area, which greatly reduces the management difficulty and manufacturing cycle.

Musk likens the Texas factory to a highly integrated SoC chip that imports materials and outputs finished cars:

In addition, the entire factory roof is covered with Tesla's solar panels, powering the entire factory, whether it can fully solve the demand for electricity, Musk did not say.

Such a factory Musk describes itself as a complex product, the factory is a "machine production machine", with the world's most automated production line, the largest integrated die casting equipment, the most environmentally friendly spray shop...

In short, very futuristic, very punk is right.

What role does the Texas factory play in the Tesla system?

Musk said the state factory is Tesla's first step into the future and accelerate the sustainable energy transition. More specifically, the plan is to undertake mass production of Model Y and Cyber pickups – at least in North America.

Before the plant was put into operation, Model Y's largest production site was in Shanghai, which would be exported to Europe and North America in addition to supplying the Chinese market.

But as we all know, Musk's philosophy is: local production, local delivery. This saves the most money.

Interestingly, this time Cyberruck debuted, the audience provoked and shouted "smash the glass", but Musk only provoked everyone a few words, and finally did not start.

Musk promised to start delivering Cyberruck next year, and mass production is promising.

Bring sexy back~

One more thing

By the way, Musk's big event this time is not all because of the opening of the new factory.

Because as the Texas factory got on track, Tesla's global headquarters was also moved from Silicon Valley, California to Austin, Texas, musk himself also followed the local customs, and the cowboy dress was very natural, high all night.

The whole activity is too cool to do, casually give a few pictures, domestic friends also feel the feeling:

—Ends—

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