2024.Q2 IR Tesla Report – Forward Forecast

2024.Q2 IR Tesla Report – Forward Forecast

  1. 볼륨 Volume Growth Outlook
  • First Wave of Growth: Global Expansion of Model 3/Y Platforms
  • Next Wave of Growth: Introducing Self-Driving and New Products, Building on the Next Generation Vehicle Platform
  • Vehicle production growth rate in 2024, likely lower than 2023
  • Energy production and storage business growth expected to outperform auto business in 2024
  1. cash flow
  • Have enough liquidity to cover product roadmaps, long-term capacity expansion plans, and other costs
  • Manage businesses to maintain strong financial position in times of uncertainty
  1. Profitability
  • Continue innovation to reduce manufacturing and operational costs
  • Expect hardware-related gains to grow along with accelerating AI, software and vehicle rental-related gains
  1. Vehicle Products
  • New cars, including low-cost models, are expected to start production in the first half of 2025
  • Can be produced on current vehicle production lines utilizing next-generation platforms and some elements of current platforms
  • This approach is less cost-saving than previously anticipated, but carefully increases vehicle production in a CapEx-efficient way, even during uncertain times
  • This will allow us to fully utilize our current estimated maximum capacity of approximately 3 million vehicles, with growth of more than 50% relative to 2023 production before investing in new manufacturing lines
  • Robotaxi-only products will continue to pursue innovative “unboxed” process strategies
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