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The future of Tesla is a company that integrates vertical manufacturing for automobiles, energy production and charging network, and travel technology.
Next, let’s break down why Tesla is a vertically integrated automotive company and its value.
As of this year, Tesla has built two factories and started production, namely the Fremont factory in the United States and the Shanghai Giga factory in China. Two other factories, the Texas Giga factory and the Berlin Giga factory, are also nearing completion.
Upon closer inspection, we can see that the Fremont factory in the United States does not have the word “Giga,” while the other three factories are all Giga factories. Why is this?
Readers who have been following my articles for a long time should know that the Fremont factory was originally a joint venture between Toyota and General Motors in the 1960s. Later, Tesla acquired it and transformed it into a production line for Model S/X. Later, production lines for Model 3/Y were added. So, from a design perspective, the Fremont factory in the United States is an “improvisational” factory, hence it does not have the word “Giga” in its name.
Therefore, Tesla’s Shanghai Giga factory is a truly “revolutionary” factory.
It is hard to imagine that just three years ago, in 2018-2019, Tesla’s US factory was going through production hell for Model 3.
At that time, Elon Musk cried in an interview, “The company had only a few weeks of cash left, almost bankrupt. It was really tough.” He himself worked more than 120 hours a week, sleeping almost every day at the Fremont factory, and working with his team to solve production problems one by one.
And during this most difficult time, Tesla began to look for the landing city of the world’s first “Giga factory” in China, and finally selected Shanghai.
Therefore, the Shanghai Giga factory is the first Giga factory designed from scratch on a blank piece of paper by Elon Musk and the Tesla team after enduring countless pitfalls and difficulties, and it is the first Giga factory that can truly achieve manufacturing revolution.
It is not an exaggeration to say that this is of great significance for Tesla.# Shanghai Super Factory’s Capacity Breaks Through 600,000 Units
This year, the annual capacity of Shanghai Super Factory has continuously hit new highs, from the planned capacity of 150,000 units in Q4 2019, to 200,000 units in Q1 2020, and further up to 250,000 units in Q3 2020. In Q4 2020, the capacity reached its peak at 450,000 units and has been estimated to exceed 600,000 units by Q3 2021. This capacity has surpassed Tesla’s main factory in Fremont, USA, which has an estimated annual capacity of around 500,000 units. However, the Tesla team predicts that the capacity of Shanghai Super Factory will continue to increase in the future.
The reason why Shanghai Super Factory can achieve such impressive capacity is due to Tesla’s team laying a solid foundation three years ago when they designed the factory. This has enabled the factory to have the ability to support revolutionary-scale manufacturing technology.
In the physical world, barriers are not only from good ideas, but also from a profound understanding of the development laws of something and the execution ability born from this deep insight. Only then can true barriers be formed.
However, most people’s understanding is not profound enough, leading to great innovations not being highly valued during the practical process. Therefore, greatness often arises in an environment that goes against the tide.
(to be continued)
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.