Musk confirmed that Tesla has recently stopped production, but also said that Model S/X will soon be produced in two shifts

Earlier, foreign media reported that Tesla had suspended the Model 3 production line at its Fremont plant in California. On the morning of February 26, Beijing time, Musk sent an internal letter confirming the rumor, but Musk also said that the Fremont plant in California has completed equipment upgrades and maintenance, and is expected to start two-shift continuous production of Model S/X soon.

The reason why Tesla's US factory is facing a shutdown crisis may be related to the chip shortage problem in the entire automotive industry. Data released by a research institution shows that due to the chip crisis, the global automotive industry is expected to reduce production by 2 million to 4.5 million vehicles in 2021.

However, it is worth noting that, as Musk said, Tesla's factories did not encounter the challenges of long-term shutdowns like traditional automakers, but have overcome the crisis and are preparing for large-scale shipments. This is obviously related to the size of Tesla itself.

Official data shows that Tesla delivered 490,000 new energy vehicles in 2020. Although this number is very rare in the new energy vehicle market, it is still dwarfed by the strength of traditional car manufacturing. For example, in 2020, FAW-Volkswagen's sales reached 2.16 million vehicles. Obviously, the chip shortage has a greater impact on the latter than the former.

However, it is worth noting that Tesla has previously stated that it expects to sell 20 million vehicles in 2030. It is unknown how Tesla will avoid the negative impact of chip shortages as its production capacity gradually increases.

As a winner of Toutiao's Qingyun Plan and Baijiahao's Bai+ Plan, the 2019 Baidu Digital Author of the Year, the Baijiahao's Most Popular Author in the Technology Field, the 2019 Sogou Technology and Culture Author, and the 2021 Baijiahao Quarterly Influential Creator, he has won many awards, including the 2013 Sohu Best Industry Media Person, the 2015 China New Media Entrepreneurship Competition Beijing Third Place, the 2015 Guangmang Experience Award, the 2015 China New Media Entrepreneurship Competition Finals Third Place, and the 2018 Baidu Dynamic Annual Powerful Celebrity.