Tesla Shanghai Berlin Super Factory comparison to see who is more super

Tesla Shanghai Berlin Super Factory comparison to see who is more super

One year after the idea of ​​building a super-factory in Europe was announced, electric car maker Tesla has confirmed that the super-factory will be built in Berlin, Germany. Its CEO Elon Musk The announcement was announced at the awards ceremony.

The Berlin Super Factory will be Tesla’s second super factory outside the United States and the second vehicle assembly plant outside the United States. Tesla’s first plant outside of the United States is located in Shanghai. Construction of this plant started on January 7 this year. After more than ten months of construction, mass production has been approved.

Tesla factory

Although the Berlin Super Factory has not yet been built, foreign media have disclosed the scale of this factory, and the scale of the Shanghai Super Factory was announced at the beginning of construction. As the two Tesla currently identified outside the United States Super factories. The two factories in Shanghai and Berlin have many similarities. They will be used to produce Model 3 and Model Y. The countries and regions where they are located have huge market demand. Therefore, these two super factories, whether now In the future, they will be the objects of comparison.

The Shanghai Super Factory and the Berlin Super Factory are both Tesla’s super factories. However, there are still differences between the two super factories in terms of scale and production capacity. Here we also start from the investment scale, production capacity, employees and economic location. In terms of comparison, compare the two super factories to see who is better.

As far as the factory itself is concerned

The scale of the Shanghai Super Factory was disclosed at the beginning of construction this year. Only one week after Musk announced that he would build a Super Factory in Berlin, foreign media also disclosed the investment, production capacity and employees of the Berlin Super Factory.

In terms of investment, Shanghai Super Factory plans to invest 50 billion yuan, equivalent to the US $ 7.1 billion, making it the largest foreign manufacturing project in Shanghai so far. At the Berlin Super Factory, foreign media disclosed that Tesla plans to invest 4 billion euros or 4.4 billion US dollars. The investment scale is only 62% of the Shanghai Super Factory, which is a large gap.

In terms of production capacity, the planned annual production capacity of the Shanghai Super Factory is 250,000 pure electric vehicles, with an initial production of 3,000 vehicles per week, and the planned annual production capacity after completion and operation is 500,000 vehicles. The annual production capacity of the Berlin Super Factory disclosed by foreign media is 150,000 electric vehicles. Only 30% of the production capacity of the Shanghai Super Factory is completed, which is 40% lower than the capacity of the Shanghai Super Factory. The capacity is far less than that of the Shanghai Super Factory.

In terms of the number of employees, the initial number of employees at the Tesla Berlin Super Factory disclosed by foreign media was 3,000, and then it will increase to 7,000. Since the announcement of the plan for the Shanghai Super Factory, Tesla has not announced the number of employees planned for this factory, but From the perspective of production capacity, it will be far above the Berlin Super Factory. At the same time, since the Berlin Super Factory has not yet started and the Shanghai Super Factory has been approved for mass production, even if the Berlin Factory has increased its staff to 7,000, it may not be the same as the Shanghai Super Factory compared to.

Tesla Shanghai Super Factory

In terms of start-up and commissioning time, at the 2018 annual shareholder meeting, Musk revealed that Tesla plans to eventually build 10 to 12 super factories around the world. At that time, it was determined that there would be one in China and Europe, but the time determined by the Shanghai super factory Earlier, the land transfer agreement was signed on October 17 last year, and construction was officially started on January 7 this year. The trial production of Model 3 began in October and mass production was approved on November 13. The Berlin super factory has just been confirmed, but the specific location has not been announced. In the third quarter financial report released on October 23, Tesla revealed that the location of the European super factory has entered the final stage. They expected It will be announced soon and production is planned for 2021.

In terms of models, in the currently announced plans, the two super factories in Shanghai and Berlin plan to produce the same models, both of which are planned to produce Model 3 and Model Y, and the Model 3 of Shanghai Super Factory has been approved for mass production. When Musk announced that the European super factory was built in Germany, he also said that the Berlin super factory will start production of Model Y, but since Model Y is expected to begin mass production in the summer of 2020, it is not yet certain whether the Berlin super factory will be produced first Model Y is still Model 3. With the increase of Tesla models, the subsequent models produced by the two super factories will also increase. It remains to be seen whether there will be differences.

Tesla’s Shanghai Berlin super plant plans to produce models

In terms of the economic location of the factory

In terms of factory scale, the Berlin Super Factory is far from being comparable to the Shanghai Super Factory, but in terms of transportation, markets, and supporting industries, the Berlin Super Factory still has advantages in some factors.

In terms of transportation, transportation is a very important aspect of automobile manufacturers. The manufacture of automobiles requires the transportation of related equipment, raw materials, and parts. The manufactured automobiles need to cooperate in one or more ways such as roads, railways, and ships. To the specific sales location, even the emerging electric car manufacturer Tesla needs to consider the impact of transportation.

Tesla’s Berlin Super Factory will be built near the Berlin Airport and will serve the entire European and surrounding markets. Germany and Europe also have developed road and rail transportation networks, which will help Tesla to carry out raw materials and parts. And electric vehicles on land, but because Berlin is located in the northeast of Germany and is far from the coastline, other modes of transportation are needed to achieve sea transport. Although Berlin is close to the Elbe River and has convenient water transportation, its transportation capacity is far from being comparable to the large rivers such as the ocean and the Yangtze River.

Shanghai is located at the entrance of the Yangtze River, facing the East China Sea in the east. In addition to the convenient road and rail transportation network, Tesla’s super factory in Shanghai can also be used by water and sea transportation, which facilitates the transportation of raw materials and the transportation of complete vehicles. By sea, the electric cars produced by the Shanghai Super Factory can be transported northward to the Bohai Rim, southward to the Pearl River Delta and Hainan, and of course, to eastern coastal cities such as Qingdao and Xiamen. It can reach Sichuan and Chongqing, plus the cooperation of roads and railways, it can be easily transported to major cities in China.

In terms of market, Tesla’s super factory in Berlin will serve the whole of Europe and its neighboring areas. Europe is densely populated, with a current population of more than 700 million and a developed economy. It is a market with a huge demand for electric vehicles. In addition, it is close to rich oil-producing areas such as North Africa and West Asia and has sufficient market support.

China is a large country with a population of more than 1.4 billion. With the development of the economy, purchasing power is also increasing. The Hurun Wealth Report 2019 released by the Hurun Research Institute in the middle of last month shows that China ’s 6 “Family” is close to 4 million, middle-class families have reached 33.2 million, and there is a huge demand for electric cars.

In terms of quantity and quality of talents, Germany is also Europe’s most populous country with a population of more than 80 million. In addition, Germany is a major automobile manufacturer. Birth of world-renowned automobile brands such as Audi, BMW, Mercedes-Benz, and a large number of people engaged in automobile manufacturing, Building super factories in Germany can make full use of German talents in automobile manufacturing. In addition, Germany’s engineering technology is at the top level in the world, and there are a large number of industrial engineering and technical personnel. As a country that has produced Audi and BMW automobile brands, Germany also has a large number of engineering and technical personnel in the automotive industry. Musk also revealed They will build an engineering and design center in Berlin.

Although Shanghai did not have a world-renowned car brand like BMW or Audi, it is also one of the important automobile bases in China. It is the seat of SAIC and has many including SAIC Volkswagen (Anting Automobile No. 1, No. 2 and No. 3) There are a large number of skilled car production workers in automobile manufacturing factories, which has obvious advantages in terms of labor costs.

Tesla Shanghai Super Plant Body Processing Workshop

In terms of supporting industries, German automobile production has a long history, BMW and Mercedes have a history of more than 100 years, and Volkswagen Group has existed for more than 80 years. The long history of automobile production also makes Germany have a complete supporting industry in the automobile industry. An automotive technology provider from Germany, which is also the world’s largest automotive technology provider, but because Tesla is an emerging car manufacturer that produces electric vehicles, it is still somewhat different from the gasoline vehicles that Germany is good at.

Where Tesla’s Shanghai Super Factory is located, there are many automobile production plants. After decades of development, it also has a relatively complete industrial chain in automobiles. As a major electronic product manufacturer, Tesla has established a factory in Shanghai. Taking full advantage of China’s advantages in the manufacture of electronic products, unlike Germany, China has a number of automotive power battery manufacturers such as Ningde Times. Power batteries are indispensable for Tesla to produce electric vehicles.

In terms of financing, as a car manufacturer established less than 20 years ago, Tesla has been able to launch a number of electric vehicles including Model S, Model X, Model 3, electric sports cars, electric trucks, and electric pickup trucks. However, the time of its establishment is too short after all. Tesla is also currently facing greater pressure on funding, especially when a number of electric vehicles are waiting for mass production and the factory needs to be increased. And subsequent development has become an important factor.

Although Tesla’s funding situation has been less optimistic, it is still popular in the capital market. It can obtain much-needed funds through bonds and stocks, as well as loans through loans.

Judging from the current situation, Tesla’s super factory in Shanghai and Berlin’s super factory can obtain sufficient financial support from the local area. Tesla disclosed in a document submitted to the US Securities and Exchange Commission in early October that Tesla China has signed a financing agreement with China Merchants Bank, which includes up to 5 billion yuan of unsecured revolving loans.

Tesla’s Berlin Super Factory has not yet started, but it will also receive financial support from Germany. Germany has many banks such as Commerzbank, Deutsche Bank, and Post Office. In addition, Germany has plans to provide Tesla with a 300 million euro subsidy.

In terms of scale, Tesla’s Berlin super factory is far from being comparable to the Shanghai super factory. As reported by other media, the Berlin super factory is the smaller Shanghai super factory in size.

Although the scale is not as super as the Shanghai Super Factory, the Berlin Super Factory still has advantages in some factors in terms of transportation, market, quantity and quality of talents and labor, and supporting industries.

Tesla CEO Elon Musk

However, the construction of the Berlin Super Factory has not yet started, and the Shanghai Super Factory that has been approved for mass production has not yet been completed. How the two factories will develop in the future still has certain variables, depending on how Tesla develops.

If Tesla can still maintain a good momentum of development under the increasingly fierce competition in the process of the transformation of large automakers such as Volkswagen, BMW, Daimler and others into electric drives, the possibility of the two super factories being built as planned It will be even bigger, and the scale of these two factories may be further expanded in the future. It is still difficult to say whether the two super factories will eventually become larger or smaller.

However, if the Tesla electric vehicle market cannot continue to maintain the current development momentum in the increasingly fierce competition, the future of these two factories will also have variables. If there is a disadvantage of Tesla’s decline in the fierce market competition Under the circumstances, the variables of whether these two super factories can be built as planned will be even greater.

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