The latest drone video from the Tesla Gigafactory 3 in Shanghai, China is a precious one as it's not easy to record the plant in the rainy and foggy weather.

乌瓦 explains that shooting on June 4, 2020 encountered a few problems: "In addition to the fog caused by the weather, the tone of the film was not clear enough. Furthermore, because of the magnetic field effect of the large-area steel frame structure in the aerial photography, the drone repeatedly returned to the flight automatically due to the loss of image transmission." For sure it's worth it for us to take a second to take all the efforts into account when considering the work done by the 乌瓦 channel.

Anyway, the construction at the Gigafactory 3 is quicker than anything we have seen before and the Q1 2021 production start of the Model Y might turn out to be actually conservative. The Model Y facility is also much bigger and more complex than the previous one for Model 3.

Here is what we noted from the report:

  • the roof of part 2A of the second phase of the project [Model Y main assembly building] has been laid, and less than one-tenth of the roof of the entire northern plant has not been laid
  • other workshops are also stepping up construction
  • The stamping workshop has entered the internal installation
  • the factory construction on the side of the power workshop also supports more steel frames
  • Buildings near the southeast corner have also taken shape

Image credit: 乌瓦

An interesting thing is a highly reduced number of new Made-in-China (MIC) Model 3 parked at the factory. There are two options - carriers ramped-up pace or Tesla's production output was down.

According to 乌瓦, Tesla may have troubles with securing enough imported parts and production slowed down.

Let's recall that Tesla intends to increase the rate from 3,000 cars per week (150,000 annually) to 4,000 cars per week (200,000 annually).


Images credit: 乌瓦

And here we have a cool video from Jason Yang - 100 seconds from March 3, 2020, which shows us how the site looked three months ago: "Although I edit a 10-minute video about Gigafactory 3 every week, I am still shocked by the huge changes in GF3. Human technology and capabilities are rapidly changing our lives."

Tesla Gigafactory 3 facts:

  • location: Shanghai, China
  • wholly-owned subsidiary (not joint venture)
  • expected total investment: about $2 billion
  • construction was started in January 2019
  • purpose: production of affordable versions of Model 3/Model Y for greater China region (higher cost versions of 3/Y and all S/X to be produced in the U.S.)
  • battery packs will be assembled using lithium-ion cells from various suppliers, including Panasonic
  • expected volume: 150,000 per year in the first phase and 500,000 per year in the future
  • Targets: production of cars (between 1,000 to 2,000 per week by the end of 2019) to start in the second-half of 2019 (volume production, of 3,000 cars per week initially, from 2020),
  • First customer deliveries of Made-in-China (MIC) Model 3 happened on December 30, 2019
  • Elon Musk officially announced Model Y program at Gigafactory 3 on January 7, 2020
  • Tesla was able to achieve a production rate of about 280 cars a day (10-hour shift) or almost 2,000 a week in December 2019. The production capacity was up to 3,000 cars per week. Production of battery packs started in December 2019 (but at the time not yet at the rate of car production).
  • The production was resumed on February 10, 2020, after an extended break, caused by the fight with coronavirus
  • In the first half of April 2020, Tesla made the Long Range version of the MIC Model 3 available for order
  • In June 2020, Tesla made the MIC Model Y available for order
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