Tesla’s Model Y refresh - codenamed Juniper - is the source of a lot of rumors. It is also one of the most hotly anticipated vehicle refreshes ever. Given that it’s been the best-selling vehicle globally for several years now, this should come as no surprise.
We did some investigation into all the different things we’ve heard recently - and we’ll give you our take. We spent some time diving deep into some of the Chinese sources that reported all of these different details, so we’re hoping to get as close as possible to the truth.
Production Starting in January
LatePost, a media outlet from Shanghai, recently reported on the departure of Song Gang, director of Tesla’s Shanghai factory. This report said that the Model Y Juniper would go into production next month — January 2025.
This seems in line with previous news we’ve heard - namely that Giga Shanghai was reducing Model Y production capacity to run a prototype line of the Model Y. It seems that Giga Shanghai won’t need as much time to retool as with the Model 3 Highland, as Highland and Juniper likely share many similarities.
Additionally, this matches the same timeline for the Model 3 Highland’s launch, where Tesla launched it in China first and then later launched it in Europe and North America once Giga Shanghai worked out all the kinks in production. While the Highland 3 began shipping in October 2023, we feel like we can expect the first ship date for the Juniper Y to begin sometime in Q1.
Front and Rear Lightbar
This is one of the most credible rumors we’ve seen - and it makes sense. We’ve seen photos of the Model Y Juniper that’s covered up, and most of them have front and rear lightbars - or what looks like lightbars, anyway. We’re pretty sure the vehicle will arrive with lightbars on both ends, and it’ll be just as visually striking as the Cybertruck and Cybercab.
We love Tesla’s lean into the Cyber aesthetic, especially given the slick new style of the Cybercab that was shown off at this year’s We, Robot. Given the Model Y is more of a mass-market vehicle that needs to appeal to everyone, we’re sure that Tesla is going to strike a fine balance between futuristic and modern. It’ll definitely be a vehicle that turns heads.
We’ve also heard plenty of stuff on performance upgrades, which are also likely to be true. The Model 3 Highland saw a fairly big boost in performance, even for the Rear Wheel Drive and Long Range Variants. The Performance variant saw a ludicrous uplift, and we’re hoping to see the same pan out for Juniper.
4th Gen Motors
Some reports have mentioned that Tesla will introduce a fourth-gen motor with Juniper - but we think this is relatively unlikely. The Model 3 Highland and the Model Y Juniper are expected to share many parts, and the motors will likely be one of them.
This similarity in parts helps Tesla scale and offer cheaper prices to customers around the world. Changing to a new motor would eliminate one of the biggest advantages provided by having Model 3 and Model Y production in the same facility.
We’d instead expect any motor improvements to launch quietly, similar to how Tesla normally does under-the-hood hardware changes. We’ll see a number updated on their site, and until the first vehicle ships with a new motor, we won’t even know it's there.
95kWh Battery
We’re not sure that any version of a Model Y will get a 95kWh battery. The Long Range variant currently ships with a 75kWh battery, with a range of approximately 310 miles. A 95kWh battery could potentially push that range closer to 350-375 miles, but we’d see diminishing returns from the additional weight.
Instead, we could potentially see Tesla using the new Cybercell or one of its new battery variants that it has been exploring - either the CATL 6M packs that we’ve heard about or one of the new and mysterious NC20 cells. We did mention that we don’t believe Tesla will shift to new motors, but Tesla has previously shipped the Model Y with 4680 cells, so we could potentially see them shipping the Juniper Y with a different battery other than the current 2170 packs in the Model 3.
However, Tesla is still focusing on scaling the Cybercell at Giga Texas for the Cybertruck, and they’ve previously mentioned that they don’t want to take away production from the Cybertruck’s line to use the cell in the Tesla Semi - which is still running on the older 2170 cell. As such, its likely the Juniper will ship using the same 2170 or LFP packs that the Model 3 Highland currently utilizes.
A Juniper concept from @DominicBRNKMN on X
@DominicBRNKMN on X
Bigger, Better, Tiltable Screen
Another set of reports mentioned that Juniper would receive a larger screen with a higher resolution and the ability to tilt — very similar to the Model S and Model X. Consider this one to unlikely. Tesla has previously said they want to simplify parts of the vehicle that people don’t use - and the Cybertruck, Tesla’s current flagship vehicle, shipped with the biggest display to date and didn’t include the ability to tilt the screen.
Using the same argument earlier on the parts compatibility between the Highland and Juniper, we fully expect the refreshed Model Y to arrive with the same screen as the Model 3 Highland, but we’d be happy to be surprised.
6 Seater Variant
LatePost’s report also mentioned that a 6-seat variant of the Model Y would begin production in late 2025. This lines up smoothly with Reuters’ report on the 6-seat variant, which could potentially be exclusive to China. Reuters mentioned that the 7-seat Model Y was fairly unpopular in China, as the third row was cramped, although Chinese families liked the idea of having at least 6 seats.
We’d expect this 6-seat variant to launch in late 2025, sometime after the expected Late Spring/Early Summer launch of the Juniper’s performance variant.
That’s everything we know about the Model Y Juniper so far. In short, production could start as early as next month, with front and rear lightbars, performance upgrades, and a 6-seat variant later down the line. We wouldn’t expect new generation motors, a different battery, or even a fancier screen.
Following the recent spate of misguided violence against Tesla - which has targetted both private owners, as well as Tesla’s showrooms, service centers, and Supercharger sites, owners have been requesting Tesla to improve Sentry Mode and enable the B-pillar cameras. Tesla is now also looking to Sentry Mode to help protect their showrooms and service centers.
Service Mode Sentry Mode
In response to violence being directed at customer vehicles awaiting repairs at collision centers or awaiting delivery at showrooms, Tesla will now enable Sentry Mode on any vehicles that are parked at a Tesla service or Tesla collision location. They will also enable Sentry Mode on vehicles that are being prepared for delivery or are in delivery holding lots.
This change was announced by Elon Musk, following requests from many owners and followers on X for improvements to Sentry Mode following increased Tesla-focused vandalism.
This could put some additional stress on Tesla employees since Sentry Mode uses additional energy when active, meaning that employees will be required to plug in each vehicle about once per week, based on the amount of energy Sentry Mode uses. Tesla is still planning on improving the power efficiency of Sentry Mode in a future update.
While enabling Sentry Mode won’t directly prevent vandalism, such as vehicles honking or playing music when a threat is detected by Sentry Mode, this could help reduce the continued violence by making it easier for Tesla and Tesla owners to get video footage of the vandals.
By doing so, Tesla can ensure that they’re able to press charges against vandals, which will help to dissuade this misguided behavior. Hopefully, just the news that these cars are always recording - even when parked and awaiting repair or delivery - will give these would-be vandals a second thought before committing a crime.
While Elon didn’t mention whether this change would be limited to the United States, we expect that, at the very minimum, it will also include Canada, where 80 cars were recently damaged by vandals overnight at a service center while awaiting repairs. Ideally, this change will be rolled out globally and will help improve security at Tesla’s locations throughout the world.
Elon Musk has always been a bit of a celebrity and not always one that has been well received. With his many different companies - including Tesla, SpaceX, Boring, Neuralink, X, and xAI, he’s spread throughout many high-tech fields and has a massive say in the way technology impacts the lives of many.
Most recently, Elon has taken to the fore of the US government under the Trump Administration and is running the Department of Government Efficiency (DOGE). Here, he’s been tasked with reducing government spending.
These moves, in addition to what looked like an inappropriate hand gesture at a Republican rally last year, have led to him being labeled a Nazi - and those who own his cars or support his companies - as Nazi sympathizers. This is particularly true for Cybertruck owners.
We’re not calling for Elon to step down or stop - that’s beyond the scope of this opinion piece. Instead, we’re hoping that we make a point - harming real people and their property is a step too far, especially when they haven’t done anything other than spend their money or choose their place of employment.
Boycotts and Protests
Few CEOs are as active in politics as Elon is - and that’s made him and his companies the targets of protestors who don't agree with the changes and policies. This has led to boycotts of Tesla, protests outside factories, Supercharger sites, and showrooms.
Interestingly, some protestors at several locations throughout the United States have admitted they are being paid to protest. This isn’t surprising or new - political activist organizations sometimes bring in paid protestors to pad crowd numbers or guide the protestors toward their goals. While we can’t say whether this is true or not at this time, Elon appears to believe so, as per a post on X on the 8th of March.
Some of the protests have descended into violence, which has likely been escalated by people in a crowd mentality. An example of this is the incident at Tesla’s NYC Meatpacking showroom - where the crowd attempted to break down the doors and enter the showroom, putting the lives of innocent employees and customers at risk.
While protesting is a right, harming others and harming private property is not, regardless of personal beliefs or political opinions. This is what we’d like to emphasize here - harming or threatening Tesla’s employees and their customers isn’t making for a better world - it is hurting real people - members of your community. Some of them may have stood in solidarity with you just mere months ago at the voting booths, but now the simple ownership of a Tesla vehicle is considered extreme.
Vandalism and Who It Impacts
The protests are really just the tip of the iceberg. There have been ongoing and escalating incidents of vandalism - both at Tesla’s showrooms and Superchargers, as well as of private vehicles.
Vandalism is a crime - full stop. Attacking others and their private property with the intent to harm them isn’t an effective means to portray a message - it is political violence. Harming others is never the correct option - and is the worst way to push your message.
Vandalism of a private vehicle doesn't hurt Tesla. That vehicle will be repaired with parts sold by Tesla, paid for by the owner’s insurance. Those insurance costs will be passed down to customers everywhere - whether they’re Tesla-specific or not. Tesla will have made money replacing parts or replacing a vehicle because nearly 70% of Tesla’s customers continue to buy Tesla.
The vandalism isn’t focused on just private vehicles either - much of it has hit Tesla’s showrooms - which have been shot at in the US - and one was even burned down overnight in France. These vandals have also been targeting Tesla’s lots - and damaging cars on their way to customers. Once again, Tesla is insured against all of this - and will only be making replacement vehicles and fixing the damage - just like they did with the arson incident at a Supercharger site - where they replaced the Supercharger in under 48 hours.
Superchargers are public charging infrastructure. Damaging them doesn’t just affect Tesla owners - it impacts all EV drivers. Many Supercharger sites are open to other electric vehicles and serve as a vital charging option, especially in remote areas where charging options may be limited.
Additionally, some Supercharger stations are sometimes partially or fully funded by government grants aimed at expanding EV infrastructure. Acts of vandalism only harm local communities by undermining efforts to build essential public resources.
Sales and Stock
Tesla’s stock and sales have also been hit hard by the recent boycotts and response to Elon’s political activity.
Several analysts are predicting that Tesla’s deliveries in Q1 2025 are expected to be the lowest in the last three years - which will likely be a big hit. On the flipside, Elon is still optimistic about the stock - and has mentioned that the long-term benefits of holding Tesla far outweigh the short-term tensions.
However, Tesla’s stock also swings heavily with the market and is one of the most actively traded stocks by retail investors - both regular stocks and options included. The US markets have been on a relatively downward trend, with the Trump administration telling people to tighten their belts and prepare for a potential recession in the coming months.
These indicators aren’t very clear - and the ramp of the refreshed Model Y will have an impact on sales as Tesla won’t be able to deliver as many vehicles as they normally do.
Musk Owns Only 12% of Tesla
At the end of the day, these protests and all this vandalism only serve one purpose. It hurts hardworking citizens of the countries these events are happening in - whether the United States, Canada, Germany, France, or others.
They don’t impact Elon as much because he owns a small percentage of Tesla. Elon owns 12.8% of Tesla as of February 28, 2025. There are several other large stakeholders who own nearly as much as he does - and hundreds of thousands of retail shareholders. His fortune is so large that even if he lost his entire stake in Tesla today, he’d still be worth over $200 billion.
This amount of money is almost unimaginable. If you were to be given $400,000 every single day since 0 BC - until today - you still wouldn’t be worth as much as Elon Musk. That amount of money is absolutely insane and ridiculous—when you consider how little it affects him and how much real harm it causes to everyday people, it’s clear it’s not the correct approach.
Tesla employs about 130,000 people worldwide. That’s 129,999 people who aren’t Elon Musk that are directly harmed by these actions, all for choosing to work at one of the most innovative tech companies - whose mission is to electrify the world.
Putting all that together - the protests, boycotts, and vandalism aren’t hurting Elon as much as they’re hurting everyone else. They’re hurting regular people. And these people who have been threatened or hurt are never going to look in the same direction as these misguided activists.
Instead, these would-be vandals would be better off redirecting their efforts to reach out to the political leaders in their regions and working on getting better representation - and ensuring that people come to the stands to vote next time there is an election. There is a proper, legal, and moral way to change someone’s mind - with discussion. Threats to damage their property and hurt them are not the way.
Wrapping it all up - harming people and their property is a crime - and it isn’t the way to change people’s minds in a democratic society. It does nothing to harm Elon Musk, and all it hurts are your neighbors and friends.
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