A 22 day shutdown of Giga Shanghai from March 28 to April 19 had a significant, but expected affect on the factory’s production and delivery figures for April 2022.
According to data from the China Passenger Car Association (CPCA), Tesla produced 10,757 Model 3 and Model Y cars during the 12 days the factory was operational in April. That equates to an average of 896 cars per day as crews work hard to ramp production to pre-shutdown levels of 2,600 cars per day by mid-May.
On the delivery side Tesla China delivered 1,512 cars during the month, with zero cars being exported out of the country to other markets. That is significantly down from the more than 65,000 cars that were delivered in March, and from the more than 55,000+ cars delivered in each of the previous months in 2022, but not unexpected given the extended COVID-19 lockdowns in China.
Tesla experienced another setback this week as they ramp production to pre-shutdown levels. According to an internal memo, supply chain issues are hampering production translating into about 200 cars being produced at the factory on Tuesday.
The supply chain issue is linked to wiring harnesses from Aptiv Plc, which had to close its Shanghai-based factory due to COVID-19 infections among its workers.
During the Q1 2022 earnings call, CEO Elon Musk said Q2 deliveries could be on par or slightly higher than Q1 if no new issues arose. With the low number figures in April, and this setback, Tesla faces an uphill battle to grow production and deliveries for the remainder of the second quarter.
These losses could be offset by higher than expected deliveries from Giga Berlin, and if Giga Texas is able to start deliveries to customers soon.