Featured image: Tesla
In June, a leaked email from Tesla CEO Elon Musk revealed that the company would soon begin mass production of the Semi. "It's time to go all out and bring the Tesla Semi to volume production. It's been in limited production so far, which has allowed us to improve many aspects of the design," wrote Musk.
Today, during the Q2 2020 Earnings Call and in Tesla's Shareholders Letter, the company confirmed its intentions. Musk said the new plant, near Austin, Texas, will produce Cybertruck, Model Y, and Semi.
Tesla's Shareholders Letter also states that Tesla Semi deliveries will begin in 2021.
"Tesla Semi deliveries will also begin in 2021."
This means that the company has a clear plan to complete the construction of the new factory in 2021, although it is not specified when exactly. Earlier, we reported that some sources familiar with the case claim that Tesla has already begun construction of a new plant near Austin, Texas.
During the Q2 2020 Earnings Call, a question was asked about Semi's production volume. Tesla's Automotive President Jerome Guillen responded that the first few units will be used by Tesla to carry freight between Fremont and Nevada.
We know that two Semi trucks were used by Tesla for deliveries in Q2 2020. This demonstrates that they are ready for full functionality. If the company starts to use its trucks for transportation, then it will significantly reduce logistics costs in the future.
Logistics is a rather laborious process and provides for the control of the list of actions from organizing marketing and receiving orders, to establishing a production process, storing and developing optimal transport routes for delivery. With its own transport trucks, Tesla will become even more efficient.
Guillen seems very excited about the upcoming production of Semi. The electric truck is his passion. In 2019, in an interview with CleanTechnica, he stressed that Semi makes a lot of sense because it has a strong business case. Semi-trailers account for a disproportionate share of the US and global emissions. They pollute much more than their younger cousins - cars, crossovers, SUVs, and pickup trucks. Switching semi tracks to electricity will lead to significant improvements in air quality. This will be critical to reducing CO2 emissions in the time frame society needs.
Source: @sacramentotesla / Twitter
In addition, during the Q2 2020 Earnings Call, Guillen noted that there will be a lot of technology in the Semi. Tesla never stops at what has been achieved, therefore it constantly continues development. A lot of new technologies that were developed by the company during the time from presentation to the start of production will certainly be used in Semi.