“This is, of course, provided that the Semi is not delayed a fourth time,” we wrote in a previous article about the Tesla Semi. It appears that has just happened, as Elon Musk announced that the electric vehicle company is struggling in the supply chain shortage wars.
The news comes from a shareholder call from Thursday, October 7th. The CEO of Tesla said that 2021 has been “a constant struggle with parts supply,” and that even if the Semi were ready for production before the shortage, they would have to be shelved for the immediate future.
“[The Semi] needs a lot of cells. A lot of chips. We’ve got to have enough otherwise, it is pointless.”
Presumably, were the Tesla Semi ready and sold in 2019 and 2020, Tesla would have put the project on hold to focus on making larger volumes of smaller vehicles due to the current supply shortages.
At this point it is anyone’s guess as to when the Tesla Semi will become a reality. Whether it is Tesla’s plans to move to Texas, the coronavirus pandemic, or the component shortages that ravage the USA, there is always something coming up to delay the rollout of the most highly anticipated electric truck. This obstacle may be a boon to competitors: companies hoping to beat Tesla to market are now getting another year to do so, but will ultimately have to deal with shortages themselves.
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