TSLA — Installed Annual Capacity Chart Updated · Cybercab >125K · Semi Commissioning
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Sawyer Merritt shares Tesla's updated installed annual manufacturing capacity chart. Two items stand out: Cybercab is listed at >125,000 units/year in Production status, and Tesla Semi enters Commissioning. On the auto side, Shanghai Model 3/Y leads with >950,000/yr, followed by California 550,000, Berlin Model Y 375,000, Texas Model Y 250,000, and Cybertruck 125,000. Energy: California Megapack 40 GWh, Shanghai 20 GWh, Nevada Powerwall >6 GWh in Production, Texas Megapack Commissioning. Robotics: California and Texas Optimus facilities in Construction.
Overview
Sawyer Merritt shared Tesla's updated installed annual manufacturing capacity chart. The two stand-out items: (1) Cybercab now listed at >125,000 units/year in Production status; (2) Tesla Semi enters Commissioning.
Auto — By Region & Product
Product-level auto capacity from the chart:
- Shanghai (Model 3/Y): >950,000/yr, Production — largest single-site auto capacity
- California (Model 3/Y): >550,000/yr, Production
- Berlin (Model Y): >375,000/yr, Production
- Texas (Model Y): >250,000/yr, Production
- Cybertruck: >125,000/yr, Production
- Cybercab: >125,000/yr, Production
- Tesla Semi (Nevada): Commissioning
- Roadster: Design development
Energy
- California Megapack: 40 GWh, Production
- Nevada Powerwall: >6 GWh, Production
- Shanghai Megapack: 20 GWh, Production
- Texas Megapack: Commissioning
Tied directly to today's separate European Megapack news (BSTOR SA/NV, €450M financing, 4 × 105 MW/456 MWh) — that is the demand side that consumes this capacity.
Robotics
Still early-stage:
- California Optimus: Construction
- Texas Optimus: Construction
Whether Q2 shareholder update mentions of Optimus Gen 3 production line prep translate into progress at these two sites is the next validation axis.
Why Cybercab >125,000 Is Special
Cybercab was previously framed as a pilot. The chart now lists it at >125,000/yr in Production status, evidencing real commercial-deployment readiness. Combined with today's separate September launch prep report, it signals imminent commercial unit-economics validation.
Why Semi Commissioning Matters
Commissioning means the facility/line is physically built and in test/validation — just before mass production. Alongside yesterday's Tesla Semi self-driving road-testing news, multiple axes (hardware, autonomy, mass-production lines) are converging for commercial truck market entry.
Correction to Earlier Version
The initial version of this report referenced a '+105,000 total capacity expansion' figure — that number does not appear in the actual screenshot chart. The true facts are the product/region/count/status combinations listed above; the '+105K' figure is dropped. Corrected per user feedback.
Implications
Capacity is a ceiling, not revenue. Cybercab Production status and Semi Commissioning entry are the next steps on the commercialization roadmap. Combined with Q2 record revenue, the case for capacity and demand expanding together strengthens.
Sources & further reading
See the body and ticker IR links for sources on this note.
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.