Summary
- Tesla Semi production set to start in 2025
- Semi program includes dedicated factory in Nevada to produce 50,000 units per year
- First builds of high-volume Semi design to start late 2025 and ramp up in 2026
- Tesla Semi expected to be cost-effective and have autonomous driving capabilities
- Contact for news tips: simon@teslarati.com
Article
The Tesla Semi is expected to begin production in 2025, making it more common on public roads. The all-electric Class 8 truck was unveiled in 2017 alongside the next-generation Roadster and had its first delivery event in December 2022. Despite being delivered to only a few customers, Tesla is building a dedicated Semi factory in Nevada that is capable of producing 50,000 units per year.
During the Q4 2024 earnings call, Tesla Vice President of Vehicle Engineering Lars Moravy provided an update on the progress of the Semi program. He stated that the first builds of the high-volume Semi design would begin later in 2025 and ramp up in early 2026. The Semi factory in Reno is on track for mechanical equipment installation, with the roof and walls completed ahead of schedule.
Moravy emphasized that the Tesla Semi would be a no-brainer for operators due to its total cost of ownership being much cheaper than other transportation options. Tesla CEO Elon Musk also highlighted the Semi’s autonomous driving capabilities, which he believes will be a significant selling point for the vehicle. With autonomy, the Semi is expected to be incredibly valuable in the transportation industry.
Overall, the Tesla Semi program is progressing as planned, with high-volume production builds expected to start in 2025. The vehicle is set to become more prevalent on public roads, offering a cost-effective and technologically advanced option for operators. With its mass production capability and autonomous driving features, the Tesla Semi is poised to make a meaningful contribution to Tesla’s revenue in the future. For any news tips or updates on the Tesla Semi program, readers are encouraged to contact TeslaRati at simon@teslarati.com.
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