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

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’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 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

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: 2025/10/28

les volume in September was 181,000 units, reflecting an increase of 12.2% compared to the same month last year.   According to Tesla's third-quarter results released on October 22, global production was 447,000 units and deliveries reached a record high of 497,000 units. Regular production of the Cybercab and Tesla Semi is scheduled to begin in 2026, but there was no report of low-cost models that were mentioned in the second-quarter financial ...

Market & Tech Reports  Updated at: 2025/10/27

regions, including progress on raw material, and final assembly processes in the U.S. and Europe for both the LFP and nickel supply chains. The company expects its lithium refinery in Texas to begin production in Q4 2025 and its LFP lines in Nevada to begin production Q1 2026. The company says its Cybercab, Tesla Semi and Megapack 3 are on schedule for volume production starting in 2026. First generation production lines for Optimus are being in...

News  Updated at: 2025/10/24

financial results, and CEO Elon Musk took the opportunity during the earnings call to announce that the company will now increase production due to what he anticipates will soon be increased demand for autonomous driving. Musk said that the most significant increase in production will come from the Cybercab, which he expects will enter production in Q2 2026 at Gigafactory Texas. “I feel confident in expanding Tesla’s production. So that is ou...

News  Updated at: 2025/10/24

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: 2025/10/23

Tesla Gigafactory Texas EV: Model Y (2022-), Cybertruck (2023-), Cybercab (2026-planning); 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 p...

OEM Plants  Updated at: 2025/10/23

ss in Austin, Texas, fulfilling a long-standing promise to his shareholders, customers, and fans. In an April 2019 tweet, Musk stated, " Tesla will launch the first driverless robotaxi fleet next year, with over one million vehicles in service." At the We Robot event last October, Musk unveiled the CyberCab, a prototype vehicle that will realize this dream. The CyberCab is a two-seater vehicle without a steering wheel, pedals, or mirrors. Finally...

Market & Tech Reports  Updated at: 2025/10/01

ny kind” for models below ~250 billion parameters, with the “lowest cost silicon and best performance per watt” adding that AI6 “would take that much farther”. The A16 chip will be manufactured at Samsung’s upcoming Texas facility, part of a multibillion-dollar deal to support Tesla’s Cybercab and Optimus humanoid robot. Musk also noted that AI6 could effectively replace Project Dojo as Tesla’s training platform, given its potenti...

News  Updated at: 2025/09/11

were other models (down 51.8% from 21,551 in Q2 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 at Gigafactory Texas starting in...

News  Updated at: 2025/07/25

Musk confirms Robotaxi launch in June, adds details On May 20, Musk reiterated his robotaxi plan for Austin, Texas and added some new details. There will be ten vehicles in the Robotaxi fleet when it starts at the end of Jume.  The Cybercab, which was unveiled in October 2024, will not be available initially, as those cars will likely be produced in 2026. Musk says the company is purposely rolling out the fleet in a slow and controlled fashion t...

News  Updated at: 2025/05/21

ts. Tesla attributes this decrease to a production stoppage due to the switchover of the production line to the all-new Model Y. The company said that it is on track to begin production of new models, including lower-priced models, in the first half of 2025, and that it plans to begin production of Cybercab, a self-driving taxi, in 2026.   Canada's Minister of Transport said on March 25 that subsidies to Tesla worth CAD 43 million (about JPY 4.5...

Market & Tech Reports  Updated at: 2025/04/25

12.0%) and 12,881 were other models (down 24.0%). Tesla says that its plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025 and will be produced on the same manufacturing lines as its current vehicle lineup. Its Robotaxi product, Cybercab, will continue to pursue its “unboxed” manufacturing strategy at Gigafactory Texas and is scheduled for volume production starting in 202...

News  Updated at: 2025/04/24

, suggesting the company will at least initially use human drivers. So far, Tesla is approved to test autonomous vehicles with a safety driver in California. However, Tesla has not yet applied yet for a driverless testing permit from the state's Department of Motor Vehicles. When Tesla unveiled the Cybercab during an October 10 event in Hollywood, California during an event on October 10, 2024, the plan was to start driverless tests in Texas and ...

News  Updated at: 2025/03/04

end of 2025, Musk said. Europe and China, which have more difficult regulatory regimes than the U.S., may receive autonomous Tesla models by the end of 2026, he added. While robotaxis will initially be Model 3 and Model Y vehicles,Tesla said it plans to manufacture a dedicated robotaxi vehicle, the Cybercab, at its Gigafactory Texas in 2026. (multiple sources on January 29, 2025)...

News  Updated at: 2025/01/31

and 94,105 were other models. In 2024, Tesla delivered 1,789,226 vehicles (down approximately 1%), of which 1,704,093 were Model 3 and Model Y, and 85,133 were other models. First Semi truck builds are scheduled to start by end of 2025 with ramp beginning in early 2026. Preparation is underway for Cybercab lines at Gigafactory Texas with volume production planned for 2026. With the advancements in vehicle autonomy and the introduction of new pro...

News  Updated at: 2025/01/30

cus of this auto show, as legacy OEMs and Chinese manufacturers both showcased new innovations in hopes of garnering attention and potential sales from the thousands in attendance. World premieres included the Toyota Urban Cruiser, DS No 8, and Mazda 6 EV. In the autonomous driving theme, the Tesla Cybercab was also on display. Chinese manufacturers showcased a variety of models, reflecting an aggressive push into the European market. Brands such...

News  Updated at: 2025/01/21