A Tesla supplier in China says it doubles the production of parts it supplies to the Tela Model 3 program – suggesting a huge increase in production capacity in model 3.
Earlier this week, we reported on an email from Tesla Automotive President Jerome Guillen to employees to prepare a mysterious production capacity increase.
Today, Tesla is able to produce 7,000 Model 3 units per week at its Fremont factory, and the company has talked about its upcoming Gigafactory 3 in Shanghai and adds 3,000 units a week
Now Digitimes reports that China FineBlanking Technology (CFTC), a Tesla provider of precision stamp services, "will increase monthly shipments of components of relays used in Tesla Model 3 vehicles from about 20,000 units today to 40,000 units by August 201
"CFTC has also landed orders for another component s used in model 3, with shipments to begin in October 2019, the sources said. As Tesla is on tour with model 3 output and Gigafactory 3 in Shanghai in Eastern China will be fired by the production of the electric vehicle by the end of 2019, CFTC shipments to Tesla are expected to rise, sources say. "
Total production capacity to be achieved with these e The changes are still unclear.
Tesla has previously talked about starting production at Gigafactory 3 at the beginning of Q4 (October) and ramp up to 3000 units per week by the end of the year.  Electrek's Take
This report actually makes sense in the weird context of Jerome's emails to employees.
If the CFTC doubles the production of model 3 parts, it would not be just for Gigafactory 3 in Shanghai, which is expected to produce less than half the production capacity in Fremont.
It will therefore mean that Tesla is also planning to increase model 3 production in Fremont, which sounded like it was Jerome who said in his cryptic email to employees.  But are we really talking about doubling production? I doubt somehow.
I think Model 3 still has room for growth, but a capacity improvement can be too ambitious.
We will see as the picture becomes clearer in the coming months.
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