Entering production last March, the Tesla Gigafactory in Berlin announces that it has assembled 1,000 Model Ys in seven days, amid a global supply chain crisis that affects all car manufacturers. However, the symbolic bar of 1,000 weekly units should have been crossed at the end of April 2022.
However, according to Electrek, the Gigafactory in Berlin was struggling to produce more than 350 vehicles at the time. A problem that apparently came from the paint shop, the main bottleneck and… which may not be the last given the current context of shortage of components.
1k Model Y built at Giga Berlin this week. Thanks Tesla team! pic.twitter.com/jCT1qkzvpS
—Tesla (@Tesla) June 18, 2022
The German Gigafactory was supposed to do much better than that of Texas, whose production is slowed down due to the new 4680 cells intended to equip the Model Y. Indeed, the Model Y made in Germany are still equipped with 2170 cells for their battery packs . Once Berlin is running at full speed, the Model Y will integrate the new 4680 cells.
If Berlin maintains this cap of 1,000 cars/week, nearly 50,000 vehicles will be added to the American manufacturer’s annual production. This surplus of Model Y would come to relieve the Shanghai Gigafactory, which could then concentrate the market of China and the surrounding regions.
Let us recall that in December 2019, the German daily Picture wrote that the Berlin Gigafactory should “initially produce 150,000 electric vehicles per year before reaching 500,000 per year, including the Model 3 and the future Model Y, the SUV based on the Model 3 platform“. The plant is also expected to manufacture electric motors and batteries.
Price overheating on the whole range
While fuel prices are exploding in France and around the world, Tesla electric vehicle prices are following the trend.
In the United States, the entire range has seen its prices skyrocket, with a rise of up to $6000 for certain cars such as the Model X Dual Motor Long Range or the Model S Dual Motor Long Range (+ 5000 $).
The Model 3 Grande Autonomie and the Model Y Grande Autonomie et Performance are the vehicles with the “most modest” increase, of the order of $2,500 to $3,000.
Note that the Model S Plaid remains at the same price of $135,990, as does the Model X Plaid at $138,990.
France is not spared
France is also affected by this umpteenth increase in the price of Tesla vehicles. Thus, the main cars concerned are the Model 3 (+ €2,500) and the Model Y, the SUV based on the latter (from €2,000 to €3,000).
Today, for the Model 3 Propulsion, the entry-level is at €53,490 compared to €50,990 not long ago. The Model 3 Grande Autonomie is displayed at 62,490 € against 59,990 € previously. As for the Model 3 Performance, its new price is €66,490 compared to €64,990.
The Tesla Model 3 has therefore suffered an increase of nearly €9,700 since the start of the year. As a result, the ecological bonus of €6,000 – lowered to €5,000 on 1 July next – is only €2,000.
The Model Y Grande Autonomie is displayed at 64,990 € against 62,990 € previously, while the Performance version is at the “barrel” price of 69,990 €, against 66,990 €.
As pointed out by our colleagues from Automobile magazineit will soon be more advantageous to buy a BMW i4 eDrive40 340 hp, marketed from € 59,950.
So, of course, Tesla is not the only one to increase its prices. Renault did it for its Zoé (+ €900 Equilibre finish) as well as Dacia for its Spring (+ €500 Essential finish). Note that both the Zoé and the Spring retain the €6,000 bonus (27% of the purchase price).
Like other manufacturers, Tesla is bearing the brunt of the global crisis, which is causing rising raw material prices and logistics costs. Let’s not forget that Teslas come by boat from the United States and China. It is to be hoped that the Berlin Gigafactory will come to bring a breath of fresh air on this side.
In addition, Tesla must anticipate possible cost increases that could arise when certain models ordered today on the configurator will not be delivered for six or even 12 months.
Another hypothesis, could it be that Tesla is looking to improve its gross margins, which have continued to increase in 2021 (+29%)? Indeed, while raw materials continue to climb and the entry into service of the Gigafactory in Berlin and Austin (Texas) is likely to weigh on the balance sheet, the easy solution would be to raise prices. A little game that could deter some buyers, who could struggle to keep up with this price increase.