From the main thread following Q1 ER:
Freemont (not strictly a Gigafactory)
No battery build
M3/MY - 2170 (I'm assuming no change in short term)
MS/MX - 18650 (I'm assuming no change in short term)
No room for anything else.
Gigafactory Nevada (previously GF1)
2170s
Chubby cells from 2020/21
Power trains for Freemont
Possibly Semi from 2021?
Nevada seems to be out of favour.
Gigafactory New York (previously GF2)
Powerwalls - 2170s from Nevada then chubby
Powerpacks - 2170s from Nevada then chubby
Megapacks - 2170s from Nevada then chubby
Solar panels
Solar roof
Gigafactory Shanghai (previously GF3)
2170s
M3/MY - 2170 (I'm assuming no change in short term)
I see little change in the above for 3 years.
Gigafactory Berlin (previously GF4)
2170s
M3/MY - 2170 (I'm assuming no change in short term)
I see little change in the above for 3 years.
Gigafactory Texas? (Terafactory?)
Will be producing chubby cells only
Cybertruck from 2021 with chubby
Roadster from 2021/22 with cubby
Semi? from 2021? with chubby
MY (using 2170s from Nevada) from 2022?
M2 from 2023
Gigafactory Guangdong? (Terafactory?)
Chubby cells
Semi from 2022
M2 from 2023
Please fill in the gaps.
My projection:Kirkhorn mentioned on the earnings call the GFs are getting bigger and they will probably end up building fewer because of this.
Freemont (not strictly a Gigafactory)
No battery build
M3/MY - 2170 (I'm assuming no change in short term)
MS/MX - 18650 (I'm assuming no change in short term)
No room for anything else.
Gigafactory Nevada (previously GF1)
2170s
Chubby cells from 2020/21
Power trains for Freemont
Possibly Semi from 2021?
Nevada seems to be out of favour.
Gigafactory New York (previously GF2)
Powerwalls - 2170s from Nevada then chubby
Powerpacks - 2170s from Nevada then chubby
Megapacks - 2170s from Nevada then chubby
Solar panels
Solar roof
Gigafactory Shanghai (previously GF3)
2170s
M3/MY - 2170 (I'm assuming no change in short term)
I see little change in the above for 3 years.
Gigafactory Berlin (previously GF4)
2170s
M3/MY - 2170 (I'm assuming no change in short term)
I see little change in the above for 3 years.
Gigafactory Texas? (Terafactory?)
Will be producing chubby cells only
Cybertruck from 2021 with chubby
Roadster from 2021/22 with cubby
Semi? from 2021? with chubby
MY (using 2170s from Nevada) from 2022?
M2 from 2023
Gigafactory Guangdong? (Terafactory?)
Chubby cells
Semi from 2022
M2 from 2023
Please fill in the gaps.