Tesla’s manufacturing infrastructure includes two electric car plants (one in California and one in China). Two new plants (in Germany and in Texas) will start production by the end of this year, but we guess that the initial volume will be very limited.
The currently installed potential manufacturing capacity exceeded 1 million units annually (although it requires a ramp to full capacity) – no major changes compared to Q1 2021 report.
The production rate in Q2 was over 200,000, while 12-month production exceeds 700,000.
The overall output appears to be limited by the parts supply:
“Global demand continues to be