In the Q4 2020 Earnings Report, Tesla confirmed its intentions to start production of the Semi in 2021: "Finally, we are excited to ramp the updated Model S and Model X, and deliver our first Tesla Semi by the end of the year." This is an exciting announcement, as Semi is a highly anticipated product that will be a game-changer in the hauling industry.
However, during the Q4 2020 Earnings Call, Tesla CEO Elon Musk said that mass production of the Semi will begin when the company starts mass production of 4680 battery cells. This makes a lot of sense since the best and most powerful batteries will be most suitable for truck production.
Tesla SVP Drew Baglino said that the setup for a 10GWh annual production rate is set in Fremont, and its smooth operation is just a matter of time. Musk noted that the company is currently setting up capacity to produce 200GWh per year by about 2022. This means that already in 2021, Tesla will be able to start production of the Semi with a gradual increase in 2022.
Tesla did not specify exactly where the long-awaited truck will be produced, but recent hiring observations suggest that production, at least initial, could begin in Giga Nevada. At the end of December, Tesla opened recruitment for two positions at Giga Nevada: Process Engineer and Process Engineering Technician. Also last week, the company opened recruitment for two more positions: Supervisor, Maintenance and Manufacturing Equipment Engineer. All of the above positions are related to the production of Semi.
During the Q3 2020 Earnings Call, Musk stated that mass production of the Semi is planned in Giga Texas, which is likely to happen after the manufacturing facility is built and installed.
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