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Source: CNEVPOST Tesla production update Q3/2022  (extract of the article dated 3rd October 2022) Tesla's production and deliveries returned to normal in the third quarter. Its Shanghai plant halted production for some time during the second quarter due to a Covid lockdown, causing the company to see a rare dip in deliveries. Tesla quarterly deliveries Giga Shanghai, which makes the Model 3 as well as the Model Y, has an annual capacity of more than 750,000 units, according to Tesla's second-quarter earnings report released on July 20. Breakdown of Tesla Q3/2022 deliveries Recently, Tesla completed an upgrade to its Shanghai plant, which media reports say has boosted capacity to around 1.1-1.2 million units. Tesla has 650,000 units of annual capacity at its California plant, including 100,000 units of annual capacity for the Model S and Model X, and 550,000 units of annual capacity for the Model 3 and the Model Y. In addition to these two factories, Tesla's factories in B...

TOTAL ADDRESSABLE MARKET OF TESLA (SELECTED SOLUTIONS) Updated as per 6th Nov 2021, Revision on 21 Apr 2022 Summary of Global TAM of Tesla (in USD)  Vehicular insurance $1.09T by 2027 Vehicular sales $8.93T by 2030 Taxi market $120.89 billion by 2027 Solar market $223.3 billion by 2026 Energy Storage market $230 billion by 2027 For the auto market, it was mentioned that Tesla aims to produce 20 million units per annum (ie about 25% of total global sales).  Let us assume prudent market penetration of 5% for the other sectors (by 2027), we can still look at potential annual revenue approaching USD$2T.  The above does not include FSD, Optimus humanoid and other commercial vehicle developments of Tesla. Vehicular Insurance https://www.globenewswire.com/news-release/2021/03/17/2194719/0/en/Vehicle-Insurance-Market-Value-Predicted-To-Reach-US-1-096-2-Billion-By-2027-Acumen-Research-And-Consulting.html  Vehicle Insurance Market Value Predicted To Reach US$ 1,096.2...