September 23, 2022


Tesla (NASDAQ: TSLA) has filed to construct a brand new battery manufacturing gear line on the Fremont Manufacturing facility in Northern California. The manufacturing unit, which Tesla bought in 2010, is the one within the firm’s lineup to provide all 4 fashions. It has not been referred to as a battery cell or pack manufacturing plant, as the corporate’s Gigafactory in Sparks, Nevada, produces these EV parts. Nonetheless, the filings point out Tesla could also be seeking to barely develop its cell manufacturing efforts with new manufacturing strains at Fremont.

Filed and signed by Tesla on August 30, the allow is labeled as “Tesla F21-0391-A – CTA Battery B-Construct.” Tesla offers the next description of the venture:

“NEW BATTERY MANUFACTURING EQUIPMENT LINE ON 2ND FLOOR OF MAIN ASSEMBLY BUILDING. THIS PERMIT APPLICATION RELATES TO THE MODULE PORTION OF THE LINE.”

The venture is valued at $1.5 million, in keeping with paperwork seen by Teslarati.

tesla battery cell manufacturing filing

Credit score: Metropolis of Fremont

Credit score: Metropolis of Fremont

Moreover, one other utility reveals a $1.3 million venture that features the set up of a brand new upkeep workplace, a storage space, manufacturing cells with gear for hood, fender, and trunk lids, and offline cell manufacturing gear. This venture is listed to be on the primary flooring of the meeting constructing.

Curiously, the Fremont Manufacturing facility has been one among Tesla’s extra spacially-confined services. Earlier this 12 months, throughout a go to from Morgan Stanley analysts, together with Adam Jonas, the agency famous the Fremont Manufacturing facility was extremely tight by way of storage capability and room typically. Regardless of working at a capability of 20 % above what has been thought-about its most. “The plant was by no means designed to provide 450k items (at its peak produced ~300k items earlier than Tesla took it over from Toyota), which was instantly obvious on the tour, ” Jonas wrote in his be aware describing the go to. “Tesla doesn’t shrink back from the actual fact the plant is inefficiently designed with 4 meeting buildings, one among which is a tent that automobiles are assembled in,” referring to GA 4.5, which was made everlasting final 12 months.

Simply two weeks previous to Morgan Stanley’s go to to Fremont, CEO Elon Musk said Tesla was contemplating increasing Fremont “considerably.” Whereas many people simply thought this doubtless meant an growth of auto manufacturing alone, Musk might have been hinting towards an growth of the manufacturing course of altogether.

Tesla battery manufacturing efforts

Tesla has held battery provide offers with Panasonic, CATL, and LG Chem, however has additionally began constructing its personal cells in-house. In 2020, Tesla unveiled its 4680 battery cell, which has already been prototype-tested by Panasonic. Tesla has been constructing the cell on the Kato Rd. facility only a few blocks away from Fremont’s entrance doorways. Nonetheless, the automaker has not scaled this cell to mass manufacturing as of but, and Tesla might at all times use extra battery cells.

With the 4680 cell not fairly reaching mass manufacturing volumes but, an order log that grows with what appears to be each minute, and a manufacturing quantity that simply merely has not caught as much as Tesla’s demand, it will make sense to develop in-house battery manufacturing efforts as supplementary assist.

“I believe we’ve stated this now for a few years. I do know has confirmed true. Tesla doesn’t have a requirement drawback, we’ve got a manufacturing drawback. And we’ve nearly at all times had it’s a really uncommon exception it’s at all times been a manufacturing drawback,” Musk stated after Q2. “I believe that may stay the case.”

Rearranging on the Fremont Manufacturing facility

Over the previous month or so, Tesla has filed to make many vital adjustments on the Fremont Manufacturing facility. After we reported on the development efforts which can be seemingly underway, Tesla has additionally been submitting a number of functions with the Metropolis of Fremont for gear repositioning, in addition to the development of recent foundations and manufacturing gear. Even issues so simple as gentle poles are being repositioned to make method for potential new manufacturing buildings.

Tesla Fremont plant is abuzz with exercise as close by development goes underway

Tesla has additionally began relocating Mannequin S and X manufacturing gear to different parts of the manufacturing unit. “GASX,” which we will assume is “Basic Meeting Mannequin S and X,” has had a hoist relocated, in keeping with filings. Tesla has additionally filed to put in manufacturing instruments and different related Mannequin S and Mannequin X manufacturing utilities within the manufacturing unit. This doesn’t essentially suggest that manufacturing strains for the 2 autos shall be increasing, particularly contemplating the autos make up an especially small portion of Tesla’s total gross sales. Nonetheless, these manufacturing strains could also be shifting to different places at Fremont to make method for the maybe imminent set up of cell manufacturing strains at Fremont.

I’d love to listen to from you! When you have any feedback, considerations, or questions, please e mail me at joey@teslarati.com. You too can attain me on Twitter @KlenderJoey, or when you have information ideas, you’ll be able to e mail us at ideas@teslarati.com.

Tesla recordsdata to construct new battery manufacturing line at Fremont Manufacturing facility










Supply hyperlink