Tesla Gigafactory

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Planned 2020 Gigafactory Production Exceeds 2013 Global Production 500,000 Vehicles

40!

GWh/Year Production

35!

Global cell supply growing, but almost entirely in Asia

Gigafactory!

30!

Others! Lishen!

25!

BYD! BAK!

20!

ATL! Maxell!

15!

Sony! Panasonic!

35,000 Vehicles

10!

LGC! SDI!

5!

0! 2010!

2011!

2012!

2013!

2014!

2015!

2016!

2017!

2018!

2019!

2020!

Battery pack cost/kWh reduced >30% by Gen III volume ramp in 2017 Source: IIT Takeshita 2013


Gigafactory Process Flow

Pack Enclosure

Raw Steel/ Aluminum

Anode Manufacturing Copper Foil

Battery Pack Recycling

Separator

Anode Electrode

Winding

Pack Module Module Module Module

‌

Separator Manufacturing

Module Cell Cell Cell Cell

‌

Raw Materials

Aluminum Foil

Can & Cap

Cathode Electrode

Cell Assembly

Cathode Manufacturing

Electrolyte Manufacturing

Battery Pack Lifetime Usage

Vehicle Assembly (Fremont, CA)


Tesla Gigafactory

Gigafactory Projected Figures 2020 Tesla Vehicle Volume

500,000/yr

2020 Gigafactory Cell Output

35 GWh/yr

2020 Gigafactory Pack Output

50 GWh/yr

Space Requirement Total Land Area (acres) Employees

New Local Renewables Solar and Wind

Up to 10M ft2 w/ 1-2 levels 500-1000 6,500

Rendering


Gigafactory Location Finalists

Finished battery packs from the Gigafactory to Fremont, CA for vehicle assembly. Final site selection activities are underway.


Gigafactory Projected Timeline

Site Selection

ACTIVE

Initial Project Design

Tesla and its partners will invest ≈$4-5 billion in the Gigafactory through 2020. CapEx will be shared by Gigafactory partners. Tesla will directly invest ≈$2 billion.

Partner Discussions Zoning & Design / Build Facility Construction

Equipment Installation

Production Launch and Ramp 2020 (500k Veh/Yr)

TODAY

2014

2015

2016

2017


Forward Looking Statements

Certain statements in this communication, including statements regarding the Tesla Gigafactory and its development plans, production capacity, cost savings, costs, timeline and vehicle production estimates, are “forward-looking statements” that are subject to risks and uncertainties. These forward-looking statements are based on management’s current expectations, and as a result of certain risks and uncertainties, actual events or results may differ materially from those contained in the forward-looking statements. Various important factors could cause actual results to differ materially from those in the forwardlooking statements, including potential difficulties in finding a suitable Tesla Gigafactory site, obtaining required permits, negotiating terms with technology and other partners, maintaining implementation schedules, output and cost estimates and vehicle demand. Please refer to Tesla’s most recent Annual Report on Form 10-K and its other filings with the Securities and Exchange Commission. These filings contain and identify important factors that could cause actual results to differ materially from those contained in Tesla’s forward-looking statements. Tesla disclaims any obligation to update information contained in these forward-looking statements.


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