Tesla delays Semi electrical truck program over battery cell provide constraints


Tesla has confirmed that it determined to delay the “launch of the Semi truck program to 2022” over battery cell provide constraints.

Final week, we reported on Tesla making progress towards Tesla Semi manufacturing at its facility in Nevada.

In line with sources conversant in the matter, the automaker accomplished its drive axle manufacturing line, and it was within the technique of debugging its low quantity normal meeting line.

Nevertheless, any important manufacturing of the category 8 electrical truck would rely upon the supply of Tesla’s new 4680 battery cells.

Right now, with the discharge of its Q2 2021 monetary outcomes, Tesla launched an replace on its progress in bringing the brand new 4680 cell to quantity manufacturing and confirmed that there’s nonetheless some work to do with about “10% of the manufacturing course of.”

Additionally, within the new Q2 report, Tesla confirmed that attributable to restricted battery cell availability, together with “provide chain challenges,” it determined to push “the launch of the Semi truck program to 2022″:

“To raised concentrate on these factories, and as a result of restricted availability of battery cells and world provide chain challenges, we’ve shifted the launch of the Semi truck program to 2022.”

After unveiling the Tesla Semi in 2017, the corporate had first guided manufacturing in 2019.

This was delayed a number of occasions, however final summer time, CEO Elon Musk stated that “it’s time to deliver Tesla Semi to quantity manufacturing.”

Whereas quantity manufacturing didn’t appear more likely to occur this 12 months, Tesla has indicated that some manufacturing and deliveries would occur this 12 months.

Electrek’s Take

It’s not precisely clear what Tesla means by the “launch” of the Semi truck program.

As we beforehand reported, Tesla stated that it could be its personal first buyer with the Tesla Semi and use the primary manufacturing vans in its personal operations.

Possibly the automaker nonetheless plans to do this this 12 months, however the first buyer deliveries or “launch” has been delayed to subsequent 12 months.

That may be a bummer as a result of, as we beforehand reported, some longtime Tesla Semi reservation holders have been anticipating supply this 12 months after already going by way of a number of delays.

Tesla appeared to have a powerful first-mover benefit within the area, however that benefit is beginning to slip with different electrical truck applications from firms like Volvo and Daimler already being delivered to prospects.

Whereas Tesla nonetheless has a bonus with longer-range class 8 vans, some new automobiles are additionally about to come back in that class.

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