Tesla Giga Berlin factory illustration showing plant manager disputing low production reports with stats display and active Model Y assembly amid expansion.
Tesla Giga Berlin factory illustration showing plant manager disputing low production reports with stats display and active Model Y assembly amid expansion.
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Tesla disputes report claiming low production at Giga Berlin

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Tesla's Giga Berlin factory produced over 200,000 vehicles in 2025, according to plant manager Andre Thierig, countering a media report that estimated output at around 149,000 units. The dispute arises amid declining Model Y sales in Europe and tensions ahead of works council elections. Thierig highlighted quarterly production increases and future expansion plans.

Tesla's Gigafactory in Grünheide, Germany, its only plant in Europe, has become the center of a dispute over 2025 production figures. A Handelsblatt report, citing data from Inovev, claimed the facility produced 149,040 Model Y vehicles last year, down from 192,801 in 2024 and 211,235 in 2023. This would represent about 40% utilization of the site's annual capacity exceeding 375,000 vehicles, with a reported profit margin of 0.74%.

However, Andre Thierig, Senior Director of Manufacturing at Giga Berlin, disputed these numbers on LinkedIn, stating that production exceeded 200,000 vehicles despite a first-quarter pause to switch to the revamped Model Y, known as Juniper. He noted that output increased every quarter in 2025 compared to the previous one, reaching 5,000 units per week after the ramp-up. Thierig also announced plans for a further sequential increase in the first quarter of 2026. The IG Metall union, which corroborated Thierig's assessment, told Handelsblatt before publication that 149,000 seemed too low and output was likely above 200,000.

These conflicting reports come against a backdrop of weakening sales. Tesla sold around 235,000 vehicles in Europe in 2025, a 28% decline year-on-year, with German registrations falling 48%. Globally, Tesla's deliveries dropped 9.1% to about 1.6 million vehicles. Thierig emphasized that the Model Y has been the world's best-selling vehicle for three consecutive years, supplying well over half of global markets from Grünheide, where more than 700,000 units have been built since production started in 2022.

Tensions are heightened ahead of works council elections on March 2-4, 2026, involving 11,000 employees. IG Metall, holding 16 of 39 current seats, seeks a majority to push for a 35-hour workweek, standard at other German automakers but not Tesla. Recent disputes include a union defamation complaint against Thierig and a labor court injunction over an allegedly recorded meeting. CEO Elon Musk, in a video to employees, warned that expansion plans—including Semi trucks, Cybercab production, and battery cell ramp-up—could be reconsidered if the plant faces 'outside influence.' Tesla has invested over 5 billion euros in the site since 2020, with nearly 100 million more for battery cells, creating hundreds of jobs.

Thierig accused Handelsblatt of coordinating an 'anti-Tesla campaign' with IG Metall to influence voters and generate clicks, while denying overly positive portrayals of the factory's performance.

Apa yang dikatakan orang

Discussions on X predominantly back Tesla Giga Berlin head Andre Thierig's claim of over 200,000 vehicles produced in 2025, dismissing the Handelsblatt report of 149,000 as inaccurate amid union elections. Users highlight quarterly production increases and future ramps, accusing media of IG Metall influence and sensationalism. Skeptical voices note low capacity utilization around 40% versus approved limits but affirm profitability and no layoffs.

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Elon Musk discusses Giga Berlin expansions for Cybercab, Semi, and Optimus amid works council tensions in a realistic factory scene.
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Elon Musk outlines Giga Berlin expansions for Cybercab, Semi, Optimus amid works council election tensions

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In a video interview with Giga Berlin plant manager André Thierig, Tesla CEO Elon Musk detailed expansions including battery production, Cybercab robotaxis, Semi trucks, and Optimus robots—but warned plans depend on the factory avoiding IG Metall influence in upcoming works council elections, amid production drops and slumping European sales. He assured the site would not close.

Di tengah penurunan tajam penjualan Eropa menjadi 235.000 kendaraan pada 2025 dan ketegangan buruh yang berkelanjutan—termasuk upaya anti-serikat baru-baru ini seperti rapat Desember—Tesla mempertanyakan masa depan Gigafactory Berlin-nya. Kapasitas tahunan lebih dari 375.000 Model Y pabrik kini membebani perusahaan, dengan manajemen memperingatkan bahwa keuntungan serikat IG Metall dalam pemilu dewan kerja mendatang bisa mengakhiri investasi.

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Tesla telah mengurangi tenaga kerjanya di Gigafactory Berlin sekitar 1.700 karyawan selama tahun lalu, menurut laporan dari surat kabar Jerman Handelsblatt. Pabrik Grünheide kini mempekerjakan 10.703 pekerja, turun 14% dari level 2024. Pengurangan ini terjadi meskipun penyangkalan dari manajer pabrik.

Tesla telah memulai pembangunan fasilitas khusus baru di situs Gigafactory Texas untuk memproduksi robot humanoid Optimus. Pabrik mandiri ini menargetkan kapasitas tahunan 10 juta unit mulai 2027. Ini mengikuti pengumuman di pertemuan pemegang saham perusahaan tahun 2025.

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Data baru menunjukkan penjualan kendaraan listrik Tesla di Eropa turun 27,8% pada 2025 dibandingkan 2024. Pendaftaran turun dari 326.000 menjadi 235.000 kendaraan di tengah persaingan yang meningkat dan perubahan kebijakan. Perlambatan ini menimbulkan pertanyaan tentang momentum merek di pasar EV.

Pendaftaran kendaraan Tesla di Eropa turun drastis di November, dengan penurunan 49% menurut asosiasi otomotif wilayah tersebut. Pasar kunci seperti Prancis dan Swedia mengalami penurunan signifikan meskipun peluncuran rentang Model Y baru. Persaingan China yang meningkat dan lini produk yang menua berkontribusi pada kehancuran penjualan.

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Tesla mengirimkan 418.227 kendaraan pada kuartal keempat 2025, menandai penurunan 16% tahun-ke-tahun dan meleset dari perkiraan Wall Street. Hasil ini menyoroti tantangan permintaan yang berkelanjutan dan kemunduran dalam program robot Optimus, meskipun penyebaran penyimpanan energi menjadi titik terang. Saham naik 3% setelah dukungan Presiden Trump terhadap Elon Musk.

 

 

 

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