TESLA CAPACITY MAPS FOR 2021
Ahead of the 2021 Q1 Earning Report next week, here are our Capacity Maps that estimate the Scheduled Production Capacity for each quarter of the current year based on the expected shift crews
We have upgraded to format to show more information
Q1
Ahead of the 2021 Q1 Earning Report next week, here are our Capacity Maps that estimate the Scheduled Production Capacity for each quarter of the current year based on the expected shift crews
We have upgraded to format to show more information
Q1
Q1 shows 179,688 which was very close to to 180,338 units actually produced
Q2 shows 234,375 units
One uncertainty is the output of Model S / Model X after restart this month
If we conservatively allow only 50% of 25,000 units that would lower the total by -12,500
= 222,875
Q2 shows 234,375 units
One uncertainty is the output of Model S / Model X after restart this month
If we conservatively allow only 50% of 25,000 units that would lower the total by -12,500
= 222,875
Q3 shows 276,563 units
One uncertainty is the start date for GF4 in Brandenburg
- this is 14,063 units in the above number
Another uncertainty is the ramp rate for GF5 in Austin
- this is 14,063 units in the above number
We could adjust by -14,063 and -7,031 = -21,094 units
One uncertainty is the start date for GF4 in Brandenburg
- this is 14,063 units in the above number
Another uncertainty is the ramp rate for GF5 in Austin
- this is 14,063 units in the above number
We could adjust by -14,063 and -7,031 = -21,094 units
Q4 shows 332,813 units
RAW NUMBERS :
Q1 = 180,338
Q2 = 234,375
Q3 = 276,563
Q4 = 332,813
TOTAL = 1,024, 089 units
Further assessments will be made after each quarterly result
RAW NUMBERS :
Q1 = 180,338
Q2 = 234,375
Q3 = 276,563
Q4 = 332,813
TOTAL = 1,024, 089 units
Further assessments will be made after each quarterly result
• • •
Missing some Tweet in this thread? You can try to
force a refresh
