On January 3, the reporter learned from Tesla that Tesla delivered more than 930000 vehicles worldwide in 2021, a year-on-year increase of about 87.4%, and more than 300000 vehicles in the fourth quarter. Specifically, Tesla delivered 911200 models 3 / Y and 24900 models / X in 2021.
At present, the sales data of Tesla in China in December 2021 has not been released, but the reporter noted that as of November 2021, Tesla has exceeded the monthly sales of 50000 vehicles for three consecutive months. According to this calculation, as of November 30, the delivery volume of Tesla Shanghai Super factory in 2021 has exceeded 400000, reaching 413283. Many people in the industry speculate that, taking into account the unpublished December sales, Tesla’s sales in China in 2021 are expected to exceed 450000 vehicles.
However, it should be noted that in the future, the global auto industry may still encounter the impact of “core shortage”, and many auto enterprises around the world have to postpone delivery or reduce production.
In the face of chip shortage, Tesla CEO musk previously said that Tesla has started to integrate supply chain resources and solve chip shortage. Although the semiconductor supply shortage continues, Tesla can further improve production. Tesla introduced that self-developed chips and software and hardware integration are Tesla’s solutions to supply chain problems.
In 2021 , China’s delivery volume exceeded 40 million Shanghai Super factory expanded again
At present, the sales data of Tesla in China in December 2021 has not been released, but the reporter noted that as of November 2021, Tesla has exceeded the monthly sales of 50000 vehicles for three consecutive months. According to this calculation, as of November 30, 2021, the delivery volume of Tesla Shanghai Super factory in 2021 has exceeded 400000, reaching 413283.
In the United States, Experian data show that Tesla’s sales in the U.S. market reached 260932 in the first October of 2021, surpassing luxury brands such as Audi and Mercedes Benz, and the market share reached about 69%.
Behind the sales growth, Tesla Shanghai Super factory expanded again.
The reporter noted that Tesla publicized the EIA of the second stage production line optimization project of Shanghai Super factory (phase I) in November 2021. The EIA report shows that the total investment of the production line optimization project is as high as RMB 1.2 billion, including environmental protection investment of RMB 85 million, accounting for 7.08%. It is expected to start construction in December 2021 and complete in April 2022. Tesla also said in the EIA report that the company has completed the carbon footprint and carbon emission accounting of the project.
According to Tesla’s estimation, 4000 employees will be added after the completion of the production line optimization project, and the number of employees in the whole plant will reach 19000.
The re expansion of Shanghai Super factory is inseparable from Tesla’s positioning. This year, Tesla positioned Shanghai Super factory as the company’s main automobile export center – in addition to undertaking the delivery of the Chinese market, Shanghai Super factory also exported a large number of model 3 and model y to Asia Pacific, Europe and other places.
According to the financial report of the third quarter of 2021, the annual production capacity of Shanghai Super factory has exceeded 450000, and the company’s revenue in the Chinese market has reached US $3.113 billion, a year-on-year increase of 78.5%.
In addition to sales, Tesla’s charging pile production project has also made a lot of progress this year.
With the growth of Tesla’s vehicle sales in the Chinese market, its charging pile network is also expanding rapidly. The reporter learned from the official website of environmental impact assessment information disclosure of Shanghai construction projects that Tesla China’s charging pile project started on January 20, 2021 and was officially completed on August 20. After two months of commissioning from August 21 to October 20, it entered the environmental protection acceptance link on December 20.
According to the EIA report released earlier by the project, the initial total investment of Tesla China’s charging pile project reached 42 million yuan. It is planned to be completed and put into operation in June 2021. After the project is completed, the plant will have five semi-automatic assembly lines and is expected to produce 10000 third-generation super charging piles per year.
However, after adjustment, the capital involved in the project is reduced to 17.8 million yuan, including 150000 yuan of environmental protection investment, the construction period is 3 months, and the annual output of 10000 third-generation super charging piles remains unchanged.
China Tesla China Chinese battery charging team announced in December 17, 2021 that Tesla has opened over 1000 super charging stations in Chinese mainland, and has over 8000 super charging piles, with over 700 destinations to charge power stations, charging over 1750 destinations, covering over 360 city cities in China. “Micro-blog”
the global automotive industry is still facing the impact of “lack of core” Tesla self-developed chip response
However, it should be noted that in the future, the global auto industry may still encounter the impact of “core shortage”, and many auto enterprises around the world have to postpone delivery or reduce production. Previously, the passenger Federation said that due to the epidemic sweeping the world, many countries with incomplete automobile industry chain have encountered problems in automobile production, and the impact of “core shortage” and soaring raw material prices is huge.
In the face of chip shortage, Tesla CEO musk previously said that Tesla has started to integrate supply chain resources and solve chip shortage. Although the semiconductor supply shortage continues, Tesla can further improve production. Tesla introduced that self-developed chips and software and hardware integration are Tesla’s solutions to supply chain problems.
In fact, Tao Lin, global vice president of Tesla, said in an interview with the shell finance reporter of the Beijing news that in the context of globalization, unexpected situations such as the epidemic led to a shortage of manpower, which had a great impact on the prices of chips and raw materials. In this case, enterprises in any link of the supply chain cannot be alone to control the epidemic and help the production of chips and raw materials back on track. Of course, many factors are superimposed on the supply chain problem, which needs to be solved by all parties.
For Tesla, Tao Lin said that the global automotive industry suffered the impact of “lack of core”. Tesla is also challenged. However, Tesla strives to break through the supply dilemma by improving the vertical integration ability of the global supply chain and the technical reserve, including the ability of self-developed chips.
Tao Lin said that China’s automobile industry has a relatively complete supply chain in the “three electricity” of the core of electric vehicles and is at the forefront of the world. In addition, there are vacancies in chips and semiconductors in China’s automobile industry, which need to be targeted to “supplement the chain”.
However, she also added that the “chain supplement” can not be achieved overnight. It is necessary to realize localization and independent substitution in stages. It can be achieved by establishing an industrial alliance, encouraging foreign chip enterprises to put into production in China, increasing their own R & D investment, and carrying out joint R & D between automobile enterprises and chip manufacturers.
(Beijing News)
