Tesla CEO Elon Musk acknowledged on the firm’s 2020 Q4 earnings name that every person engineering work is now whole on the Tesla Semi, the freight-hauling semi truck that the firm is constructing with an all-electrical powertrain. The firm expects to initiate deliveries of Tesla Semi this 365 days, it acknowledged in its Q4 earnings release, and Musk acknowledged the handiest component limiting their capability to manufacture them now is the provision of battery cells.
“The foremost reason we have not any longer accelerated new merchandise – adore for instance Tesla Semi – is that we simply don’t have sufficient cells for it,” Musk acknowledged. “If we had been to make the Semi good-attempting now, and we would possibly presumably perchance effortlessly plug into manufacturing with the Semi good-attempting now, but we don’t desire sufficient cells for it.”
Musk added that the firm does count on to have ample cell volume to satisfy its wants as soon because it goes into manufacturing on its 4680 battery pack, which is a new custom cell originate it created with a so-known as ‘tables’ originate that lets in for higher vitality density and, therefore, fluctuate.
“A Semi would exercise on the total five times the replacement of cells that a car would exercise, but it would no longer sell for five times what a car would sell for, so it form of would no longer make sense for us to fetch the Semi good-attempting now,” Musk acknowledged. “But it is going to fully make sense for us to fetch it as rapidly as we can take care of the cell manufacturing constraint.”
That constraint capabilities to the identical conclusion for the likely of Tesla increasing a van, Musk added, and the lifting of the constraint will likewise make it that it is likely you’ll presumably also agree with for Tesla to pursue the say of that category of car, he acknowledged.
Tesla has mountainous plans for “exponentially” ramping cell manufacturing, with a plan of having manufacturing capacity infrastructure in web page for a Toal of 200 gigawatt hours per 365 days by 2022, and a plan of being ready to essentially manufacture spherical 40% of that by that 365 days (with future course of improvements generating additional gigawatt hours of cell capacity in dumb improvements thereafter).