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Tesla, Fremont Plant[USA]
Model Y and 53,900 were other models. In 2025, Tesla delivered 1,636,129 vehicles (down approximately 9%), of which 1,585,279 were Model 3 and Model Y, and 50,850 were other models. The company is continuing preparations at Gigafactory Nevada and Gigafactory Texas for ramps of the Tesla Semi and Cybercab toward volume production, both scheduled to commence in H1 2026. First generation production lines for the Optimus humanoid robot are being i...
OEM Plants Updated at: 2026/03/04
Tesla Gigafactory Texas[USA]
Tesla Gigafactory Texas EV: Model Y (2022-), Cybertruck (2023-), Cybercab (2026-); Battery cell assembly 4680 (2022-); Tesla's headquarters and plant for vehicle and battery assembly opened at the end of 2021 - Number of employees as of April 2024: 22,777 - On December 1 2021, Tesla's headquarters officially moved to the Austin, Texas site - Initial Production Capacity: Lithium-ion Battery 90GWh, Vehicle 250,000 units/year - Start of productio...
OEM Plants Updated at: 2026/03/04
Tesla Gigafactory Berlin-Brandenburg[Germany]
, it was reported that Tesla would not begin cell production at Gigafactory Berlin until 2027. Musk also noted plans to further ramp up production of the Tesla Model Y at the plant, once German regulators grant approval for expanded supervised Full Self-Driving. Musk reportedly pointed to the Tesla Cybercab as the next major product for the German plant, undoubtedly also affected by regulations, and beyond that referenced possible roles for Tesla...
OEM Plants Updated at: 2026/03/03
Tesla Gigafactory Berlin plant expansion at risk with works council vote, Musk says
eported that Tesla would not begin cell production at Gigafactory Berlin until 2027. Musk also noted plans to further ramp up production of the Tesla Model Y at the plant, once German regulators grant approval for expanded supervised Full Self-Driving functions. Musk reportedly pointed to the Tesla Cybercab as the next major product for the German plant, undoubtedly also affected by regulations, and beyond that referenced possible roles for Tesla...
News Updated at: 2026/02/28
Tesla rolls early production Cybercab off Gigafactory Texas assembly line
Tesla rolls early production Cybercab off Gigafactory Texas assembly line On February 17, Tesla posted on X that it has rolled the first Cybercab off its assembly line at Gigafactory Texas. While this is officially the first “production” unit, continuous series production is not expected to start until April. While Tesla has often talked about its new “Unboxed” assembly process for manufacturing the Cybercab, it is unknown at what stage...
News Updated at: 2026/02/19
Musk insists Cybercab production will start in two months at Gigafactory Texas
Musk insists Cybercab production will start in two months at Gigafactory Texas On February 16, Musk reiterated that the Cybercab will enter its initial manufacturing phase in April at Gigafactory Texas, and that it would not have any pedals or a steering wheel. After comments by Chairman Robyn Denholm, it had been speculated that the two features could be mandated as required equipment in some states, but Cybercab production would move ahead. Thi...
News Updated at: 2026/02/18
Tesla Gigafactory Nevada[USA]
22.5 billion, down 11.8% from the same period in 2024. Tesla said its lithium refining and cathode production plants remain on track to begin production in 2025, as well as domestic production of its first LFP cells at Gigafactory Nevada for energy storage products later in 2025. The purpose-built Cybercab continues the development of its “unboxed” manufacturing strategy and is scheduled for volume production in Gigafactory Texas starting in...
OEM Plants Updated at: 2026/02/17
Tesla operating income down 11% in Q4, down 38% for all of 2025
quarterly energy storage deployments in Q4, to 14.2 GWh, driven by record Megapack deployments. Tesla plans to begin Megapack 3 and Megablock production at Megafactory Houston in 2026. The company is continuing preparations at Gigafactory Nevada and Gigafactory Texas for ramps of the Tesla Semi and Cybercab toward volume production, both scheduled to commence in H1 2026, as preparations for production of the next-generation Roadster also continue...
News Updated at: 2026/01/30
Tesla to end Model S and X production to mass produce Optimus robots
and Model X are built, to produce Optimus humanoid robots instead. Musk said it was a "sad" moment, but "It's time to basically bring the Model S and X programs to an end with an honorable discharge, because we're really moving into a future that is based on autonomy," apparently referring to the Cybercab. Musk claimed that the space where the Model S and X are currently built will eventually produce 1 million Optimus robots annually. Musk said...
News Updated at: 2026/01/30
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (December 2025)
ced that its global production and delivery volumes for Q4 down 5.5% y/y to 434,000 units and 15.6% y/y to 418,000 units, respectively. The Q4 financial results are scheduled to be announced on January 28th. Also on January 20, Tesla CEO Musk indicated that the initial production pace of the new Cybercab, a new compact hatchback BEV self-driving cab scheduled to go into production by the end of 2026, will be very slow and then accelerate over ...
Market & Tech Reports Updated at: 2026/01/26
Tesla begins Robotaxi rides without safety monitors in Austin, Texas
operating with safety monitors aboard. Robotaxis in the San Francisco Bay area in California are still required to have a safety driver aboard. The Robotaxi fleet is comprised of Model Y vehicles prepared at Gigafactory Texas for autonomous ride-sharing, preceding the eventual rollout of the coming Cybercab. (Elon Musk post on X on January 22, 2026) (Ashok Elluswamy post on X on January 22, 2026)...
News Updated at: 2026/01/23
Musk says Cybercab, Optimus output to start 'agonizingly slow', ramp up later
Musk says Cybercab, Optimus output to start 'agonizingly slow', ramp up later On January 20, Tesla CEO Elon Musk said in a posting on X that the early production rate of the company's Cybercab robotaxi and its humanoid robot Optimus will be "agonizingly slow" before accelerating over time. Responding to a post on X about Cybercab production beginning in less than 100 days, Musk said the pace of the ramp depends on complexity, noting that pr...
News Updated at: 2026/01/22
Tesla Robstown lithium refinery [USA]
22.5 billion, down 11.8% from the same period in 2024. Tesla said its lithium refining and cathode production plants remain on track to begin production in 2025, as well as domestic production of its first LFP cells at Gigafactory Nevada for energy storage products later in 2025. The purpose-built Cybercab continues the development of its “unboxed” manufacturing strategy and is scheduled for volume production in Gigafactory Texas starting in...
OEM Plants Updated at: 2026/01/21
Tesla: Struggling with Slowing U.S. BEV Demand and Intensifying Competition in China
pete against other models in this category, like the F-150 Lightning, the Rivian R1T or the mid-size truck KIA is working at to introduce to the north American market by 2026. Tesla would also have to get this vehicle down to a very competitive price to help it get buyers. New lower-cost platform / Cybercab robotaxi In October 2024, Musk unveiled the long-awaited Tesla Cybercab Autonomous Taxi, which the automaker aims to use to gain leverage ...
Market & Tech Reports Updated at: 2026/01/14
Tesla previews 15% drop in upcoming Q4 2025 deliveries in unusual manner
ts, publishing the multi-year estimate now is also Tesla’s way of showing expected future growth. However, without new passenger vehicles on the horizon, the company’s path to almost double production by 2029 seems to rely on the Semi truck, waiting yet to get beyond limited production, and the Cybercab, which requires Tesla to solve level four autonomy and gain market acceptance. (Tesla release on December 30, 2025) ...
News Updated at: 2026/01/01
Tesla downgrades 4680 battery supply chain as Cybertruck sales fade
Cybertruck, which has proved a disappointment despite Musk’s prediction of hundreds of thousands of annual sales. Despite a production capacity of 250,000 units per year at Gigafactory Texas, the Cybertruck is currently selling at a run rate of roughly 20,000 to 25,000 units annually. The coming Cybercab, scheduled to launch from Gigafactory Texas in H1 2026 was also supposed to be using the 4680 cells, but that may have changed. Musk had earl...
News Updated at: 2025/12/30
Analysis Report: Lithium-Ion Battery (Japanese, European, U.S. and Korean Markets)
e OBBB Act will have a major impact on the company, which achieved sales of USD 99.7 billion in 2024. Although CEO Elon Musk has not announced any major business plans since joining then leaving the Trump administration, the company announced a robotaxi (an autonomous, driverless taxi, a two-seater Cybercab) in October 2024, and is aiming for a market size of 2-6 million units from 2026 onwards. In addition, in the ESS business, the Shanghai Mega...
Market & Tech Reports Updated at: 2025/12/01
Tesla’s production of advanced AI5 chips for autonomy delayed until mid-2027
ndred thousand completed AI5 boards line side.” On November 23, Musk posted “The current version in cars is AI4, we are close to taping out AI5 and are starting work on AI6. Our goal is to bring a new AI chip design to volume production every 12 months.” The revised timeline means Tesla’s Cybercab, designed for fully autonomous operation without steering wheel or pedals and scheduled for production in Q2 2026, will launch using current ...
News Updated at: 2025/11/25
Tesla debuts Cybercab at 2025 China International Import Expo
Tesla debuts Cybercab at 2025 China International Import Expo Tesla’s fully autonomous Cybercab made its first appearance in the Asia-Pacific region at the 2025 China International Import Expo (CIIE), held from November 5-10 in Shanghai. A marketing official from Tesla China said that many visitors had been eager to learn about its autonomous driving technology and posed “numerous” questions regarding the Cybercab, inquiring about its launc...
News Updated at: 2025/11/12
Tesla’s backup plan for Cybercab includes steering wheel, pedals
Tesla’s backup plan for Cybercab includes steering wheel, pedals In Tesla’s Q3 earnings call, CEO Elon Musk laid out plans to begin production soon on the driverless Cybercab, saying the company plans to build millions of these two-seat EVs at Gigafactory Texas starting in 2026, each priced under USD 30,000, that have no steering wheels and pedals. Tesla has now admitted it may have to fit the Cybercab with conventional controls if it wants t...
News Updated at: 2025/11/01



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