A rendering of what the Model 3 refresh could look like
Cybrtrk420/Twitter
We don't need to read tea leaves or look into a crystal ball to predict that Tesla's Model 3 refresh, a.k.a the Highland, is fast approaching its release date. However, there's even more evidence emerging that backs up what we have already figured out. The Highland is ready.
It is Tesla's worst-kept secret, and China's sales figures for July 2023 prove it. Despite a year-over-year increase, there has been a 31 percent decline in sales from June. Shoppers are eagerly awaiting the newest version of the Model 3 and don't want to spend money on something that will be the "old" model next month. This is further reinforced by Tesla's recent filing with the Chinese government, seeking what looks to be approval for the redesigned 'Highland' Model 3.
Production and Market Expectations
According to X (Twitter) users Chris Zheng, and WuWa (who have provided a lot of excellent inside information), Tesla has begun producing its latest Model 3 at its Giga Shanghai facility. With the production lines currently alternating between the older and newer Model 3, a complete transition to the Highland Refresh is expected by mid-August, August 14 to be exact, suggesting a possible release of the vehicle as early as September.
This calculated maneuver coincides with extended delivery times for the Model 3 in the European market. Since European Model 3 units come from Giga Shanghai, this aligns seamlessly with the timelines required to ship the newly produced cars from China to Europe.
Features and Innovations of the Highland Refresh
The Highland Refresh is not just a cosmetic enhancement; it promises to be a significant upgrade. The next-generation Model 3 is poised to exhibit design updates and substantial improvements in hardware and production processes. Features such as ventilated seats, improved interior lighting, and Smart Shift are expected to be included. The Model 3 refresh is also expected to be lighter and more cost-efficient to manufacture, this model also integrates hardware 4.0 and at least one additional camera mounted on the front bumper.
Anticipated Launch and Impact on the Market
As Tesla gears up for this monumental event, it will continue to face a challenge to convince prospective buyers to purchase the existing Model 3, you know, that one that was cutting-edge technology just a few minutes ago.
Production is expected to be in full swing at both Giga Shanghai and Fremont factories by the end of the month. This unveiling could significantly stimulate demand in the fourth quarter. Interestingly, the fourth quarter starts October 1, and the last day you can transfer Full Self Driving to a new vehicle is September 30. Sign, sign, everywhere a sign.
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Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.
Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.
Robotaxi Castings
These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.
With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame,’ as Tesla marks Cybertruck castings as “CTTX.” The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.
The castings laid out.
@JoeTegtmeyer
The size and shape of these castings—combined with rumors that Tesla’s more affordable vehicle has been delayed—suggest that these castings are intended for the Cybercab.
These castings are much flatter and appear to be a different size than the castings found throughout Giga Texas, indicating that they are intended for an entirely different product.
It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.
Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.
A more vertical look at the castings.
@JoeTegtmeyer
New Giga Presses
To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.
There’s a lot happening and we will hopefully know more tomorrow evening.
Tesla’s first large-scale partner for the Tesla Semi - PepsiCo - is building out another Semi Megacharger site per a recent filing found by MarcoRP. Building out these Semi charging sites is expensive due to their much higher power output when compared to Superchargers.
Name Change
Interestingly enough, Tesla appears to have shifted its terminology recently, now often referring to the Semi’s high-power charging solution as Tesla Semi Chargers instead of the previously common "Megachargers." Regardless of the name, these chargers are crucial for the Semi. They’re designed to deliver 1.2 megawatts of charging power capable of adding hundreds of miles of range in roughly 30 minutes.
Frito-Lay Site
The new site detailed in the recent filing will be located at a Frito-Lay production plant on Hageman Road in Bakersfield, California. Permits were filed just a couple of days ago for the installation of eight Tesla Semi Charger stalls along with their associated electrical equipment.
This facility adds to PepsiCo's existing network of chargers, supporting the Tesla Semis operating out of their Sacramento facility, and highlights Bakersfield as the next expansion of the Semi’s operational area. Notably, this new Frito-Lay charging site is strategically located just five miles (approx. 8 km) away from a massive future public charging complex Tesla is planning on Kelton Way.
Kelton Way Charging Complex
Tesla’s planned charging complex in Bakersfield, which is just down the road, will feature 72 Supercharger stalls, as well as 18 Semi charger stalls. According to pre-permits filed last month, this site will be fairly large and accessible to both the public and Tesla’s partners.
A rendering of the Kelton Way site - with the Semi Chargers on the outside, and the Covered Supercharger site in the center.
@MarcoRPi1 on X
Tesla plans to develop a vacant plot right off the interstate into a large charging hub, which is now the second major public Semi Charger site we’ve heard about. For now, these sites will remain rare, but we expect that Tesla and its partners will be happy to expand them out further as required.
Carson Semi Charger Site
These Bakersfield developments – both the private Frito-Lay site and the large public Kelton Way hub will help lay out the necssary infrastructure for the Tesla Semi, much like the early days of Tesla’s Superchargers. Since Semi cannot be charged at a Supercharger site (the MCS plug is notably different than NACS), these sites are a must-have.
Tesla's first publicly accessible Semi Charger site planned near the Port of Long Beach in Carson, California, was one of the first signs of these types of Semi Charger facilities being established - and like Kelton Way, it also includes amenities for truck drivers. Tesla is also considering what long, medium, and short-haul truckers need for their stays at these sites.
As Tesla works to ramp up production of the Semi itself, the parallel expansion of dedicated, high-power charging infrastructure by both Tesla and its key partners are essential to making electric heavy-duty trucking a reality.
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