Shanghai runs at 94.9% capacity
- Tesla produced 408,386 vehicles in Q1 2026 and delivered 358,023, creating roughly a 50,363‑unit production surplus during the quarter. - Giga Berlin is targeting roughly a 20% boost in Model Y output, aiming to lift quarterly capacity from about 61,000 to near 73,000 units. - Reports say Shanghai’s Gigafactory has returned to near‑full capacity after recent ramps, though the specific 94.9% figure could not be independently verified. (teslarati.com)
Tesla produced 408,386 vehicles and delivered 358,023 in Q1 2026, leaving roughly 50,363 more cars made than shipped that quarter. (tesla.com) Reporters and local outlets say Gigafactory Shanghai has returned to near‑full capacity after recent Model Y ramp‑ups and milestone production runs. (teslarati.com) (cnevpost.com) Tesla and local reporting show Giga Berlin plans a roughly 20% output increase, with announcements about hiring ~1,000 workers to support the ramp. (notateslaapp.com) (basenor.com) Electrek and other outlets noted Q1 production exceeded deliveries by about 50,000 vehicles, a gap analysts flagged as an inventory build rather than immediate demand fulfillment. (electrek.co) (tesla.com) Shanghai’s plant has been a major export hub and recently celebrated multi‑million vehicle milestones as it completed fast model ramp‑ups. (teslarati.com) (global.chinadaily.com.cn) Giga Berlin hit a Q1 record near 61,000 units but still runs below some published annualized capacity estimates, leaving room for the company’s advertised ~20% uplift. (electrek.co) (basenor.com) Tesla’s Q1 release also reported deployment of 8.8 GWh of energy storage products and thanked customers, employees and suppliers for the quarter’s results. (tesla.com) Tesla has signaled the Berlin output increase will roll into the mid‑year months, and investors will watch Q2 delivery data to see whether the Shanghai run‑rate plus Berlin’s ramp narrows the production‑to‑delivery gap. (notateslaapp.com)
