Elon Musk explains why the new models aren't coming very soon

Tesla is working to bring to market some new models that have been talking about for some time such as the Tesla Semi electric truck and the Tesla Cybertruck electric pickup . However, the launch of these new vehicles has been delayed several times over time. But something seemed to be changing. Speaking of the electric truck, the statements of the CEO of Pepsi who had said that the first battery-powered trucks of the American manufacturer would arrive within its fleet by the end of the year had recently been much discussed.

A very different statement from that of the company talking about the mass production of the Tesla Semi for the 2022. Precisely for this reason, a user asked Elon Musk directly on Twitter for an explanation of the statements of the number one of Pepsi. Musk’s answer is very interesting as the concept can be generalized for all of Tesla’s future plans and not just for the production of the electric truck.


The CEO of the American carmaker basically said that he does not give too much weight to those statements. Currently, Tesla is bound in the short term by the supply of the chips and in the long term by the supply of the cells. of the batteries. As long as these constraints do not disappear, it will not be possible to produce additional vehicles in volume .

Please don’t read too much into this. As mentioned publicly, Tesla is constrained by chip supply short-term & cell supply long-term.

Not possible to produce additional vehicles in volume until both constraints are addressed.

– Elon Musk (@elonmusk) November 13, 2021

So, if Tesla can build the truck electric by the end of the year, it will only be a few units. The bottlenecks Elon Musk mentioned are not new in an absolute sense. Over the months, Tesla’s number one has repeatedly mentioned the difficulties associated with the supply of components and procurement of the cells. However, this latest message points out that the new models cannot be produced in large volumes until these problems are resolved.

The criticality of the supply of semiconductors could be alleviated over the next few months. The problem of the supply of the cells, on the other hand, could last a long time and condition the expansion plans of the American brand. Not for nothing, Tesla is entering into new supply agreements with companies that produce batteries as well as having decided to produce the accumulators directly in house. If the cells are not a short-term constraint, then it means there is a sufficient supply of the current ones. Therefore, the problem would probably concern the new ones like 4680.

All that remains is to wait for the evolution of Tesla’s programs to really understand when the manufacturer will be able to put its future new models into production.

Back to top button