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TeslaPRM-00004

Tesla Semi Mass Production

In Progress

Original Promise

Tesla Semi will go into production in 2019.
Promised: November 16, 2017Original deadline: December 31, 2019Current deadline: December 31, 2026
Press ReleaseTesla Semi Unveil EventSource

Promise Timeline

Total delay: +5y

Promised

Nov 16, 2017

Revision 1

Apr 22, 2019

+1y

Original deadline

Dec 31, 2019

Revised deadline

Dec 2020

Revision 2

Jan 27, 2021

+3y

Revision 3

Dec 1, 2022

+5y

Revised deadline

Dec 2022

Revised deadline

Dec 2024

Current deadline

Dec 31, 2026

Revision History (3)

Revision 1Apr 22, 2019Earnings Call
+1y total delay
Tesla Semi production begins next year.
New deadline: Dec 2020+366d from previousTesla Q1 2019 Earnings Call

Pushed one year during earnings call

Revision 2Jan 27, 2021Earnings Call
+3y total delay
Tesla Semi is in limited production. Volume production in 2022.
New deadline: Dec 2022+731d from previousTesla Q4 2020 Earnings Call

Two more years of delays, reframed as 'limited production'

Revision 3Dec 1, 2022Press Release
+5y total delay
First Tesla Semis delivered to PepsiCo. Volume production ramps through 2024.
New deadline: Dec 2024+731d from previousTesla Semi First Deliveries

A handful delivered to PepsiCo, but 'mass production' continued to slip

Semitrucksproduction