“We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025”. This was one of the key sentences that were part of Tesla’s deck shared on Tuesday directly before its financial results.
Since Reuters’ report a few weeks ago saying Tesla had “scrapped” the highly expected cheaper model— which Elon quickly denied on X —retail and institutional shareholders started asking for more details on Tesla’s product roadmap for 2024 and beyond.
In the earnings conference call, Elon Musk reiterated that Tesla expects to launch the next model in “early 2025, if not late this year”.
“We've updated our future vehicle lineup to accelerate the launch of new models ahead of previously mentioned start of production in the second half of 2025. So, we expect it to be more like the early 2025, if not late this year. “
Over concerns of temporary production halts to update the factories for these new models, Musk said that Tesla will produce new models with certain aspects from their next-generation platform and current models. This will reduce the number of changes needed on production lines and allow Tesla not only to ramp up production faster but also to get the vehicles to market quicker.
Model Y Redesign
Tesla appears to hit that their next-gen vehicle will be less “next-gen” than they were initially aiming for, but to get a new vehicle out the door by late 2024, the process would already have to be in motion. Tesla may likely be referring to the redesigned Model Y, which is expected to reuse many parts from the new Model 3. Earlier this year, Tesla said that the redesigned Model Y will not be released this year, so it makes sense that they’re looking to speed up that production.
Tesla CEO concluded by saying that these measures will allow Tesla to reach a capacity of over 3 million units. Tesla produced 1.84 million vehicles in 2023. However, this year they’re ramping up Cybertruck production and introduced the new Model 3 into new markets.
And we think this should allow us to get to over 3 million vehicles of capacity when realized to the full extent.
Tesla reported on Tuesday its earnings results followed by a conference call where it teased its upcoming Robotaxi and its next-generation platform saying its “purpose-built Robotaxi product will continue to pursue a revolutionary ‘unboxed’ manufacturing strategy”.
Earlier in the day, Tesla announced the new Performance variant of its sedan Model 3 with deliveries in the United States starting already next month. The new version starts at $45,490 (after applying the $7,500 Federal EV tax credit) and goes from 0 to 60mph in 2.9 seconds.
After a post on X, Tesla has confirmed that it recently exported its 1 millionth car from Giga Shanghai. That’s a massive number of vehicles from a factory that only opened in December 2019.
Since Q3 2021, Giga Shanghai has been responsible for producing over 50% of global EV production – with the single exception of Q2 2022 – where production fell to about 40% while the factory was retooling. That’s a jaw-dropping figure for a single factory.
1 Million Exports
Giga Shanghai produces Teslas for practically the entire world, including the European, Australian, Chinese, and other Southeast Asian markets. For now, it also produces cars for Canada; however, an upcoming tariff could change this.
Giga Shanghai also celebrated the shipping of 100,000 vehicles to Australia with the 1 million vehicles exported mark. While the majority of vehicles end up in Europe, Australia and Southeast Asia are still massive markets for Tesla.
Going forward, Giga Shanghai, with its continued expansions, will be at or above 1 million vehicles produced per year. A good chunk of these vehicles stay within China, while the rest are exported. Tesla sells on average 40 to 80,000 cars per month in China, depending on the season, with an average of 90,000 cars produced per month in 2024 so far.
Automated Production
This is all thanks to Giga Shanghai’s 95% automated production line. Giga Shanghai is likely one of the most automated and advanced factories in the world, a testament to Tesla’s manufacturing and engineering expertise. Giga Shanghai produces one vehicle every 40 seconds.
We’re looking forward to seeing how Tesla’s expansions and factory innovations continue in the coming months and years.
Giga Shanghai operates a 95% automated production line, enabling a cycle time of less than 40 seconds! From taking 2.5 years for the first million cars to be produced, the second million was done in just 12 months 🚘🪄 pic.twitter.com/IF1w27AFPr
Tesla’s last app update, version 4.37.1, introduces support for critical alerts on the iPhone. These alerts are designed for emergency situations and will override standard notification settings, including the mute switch, Focus modes, and Do Not Disturb. This ensures that owners are notified when immediate action is required, even if their phone is set to silent.
How to Enable Critical Alerts
Activate Dog Mode: Open the Tesla app and turn on Dog Mode.
Main App Screen: After activating Dog Mode, go back to the main section of the app.
Enable Critical Alerts: A new option called Critical Alerts will appear under Live Camera and the quick action icons (Tip: You can add up to 5 quick actions). It’ll state, “Grant permissions to receive critical notifications.” Tap it, and you’ll see a system dialog asking for permission to allow critical alerts for the Tesla app.
Confirm Permission: Choose to allow the Tesla app to send critical notifications, which will grant the app special privileges for sending urgent alerts.
This new feature is likely intended for situations where Dog Mode needs to be turned off unexpectedly. For example, if the vehicle’s battery drops below 20% or if the temperature inside the cabin rises or falls drastically outside of your set temperature, the Tesla app is expected to send a critical alert to the owner, ensuring they are informed right away.
What Are Critical Alerts?
Critical Alerts are a type of iOS notification available only to approved apps, which must meet specific criteria set by Apple. These alerts are designed to be used in emergencies and bypass all standard notification restrictions. This means that regardless of whether your phone is silenced or in Do Not Disturb mode, the alert will play a sound and appear prominently.
By adding support for Critical Alerts, Tesla is prioritizing the safety of pets who may be left inside the vehicle with the expectation that Dog Mode will keep conditions safe. This change makes the app more reliable for alerting owners when immediate attention is needed, ensuring they are always kept informed—even when their phone’s settings would typically prevent other notifications from coming through.
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