Analyst Takes Us Inside Tesla’s Fremont Factory
Global Equities Research analyst Trip Chowdhry toured of Tesla Motors’ Fremont factory in late August. Below are some of his observations from inside:
- Activity in Tesla’s factory lobby was extremely high, with both European and Asian suppliers inside.
- Employees appeared motivated, passionate and enthusiastic
Chowdhry observed the following categories of battery packs:
- Residential: 10kWh
- Commercial:400 kWh
- Utility/Grid: > 400 Kwh
- 85 kWh for Model S
- 60 kWh for Model S
Battery cells are assembled into modules and then into complete battery packs on the 2nd floor of the factory. An entire area is set aside for stationary battery packs.
Self-Driving (Auto-Pilot) Teslas
Chowdhry observed an area within the factory labeled “Driver Assist.” He suspects this is set aside for auto-pilot development for future Tesla vehicles.
What we’re wondering is whether or not Tesla Motors is now utilizing more than 40% of the square footage within its Fremont factory. We bet it’s close to 50% now.
Source: Street Insider