Tesla reaches 9 millionth EV at Shanghai Gigafactory

Tesla announced that its nine-millionth electric vehicle, a Model Y, rolled off the production line at the Shanghai Gigafactory on December 30. This milestone came just six months after the company produced its eight-millionth vehicle. The achievement underscores Tesla's rapid production growth, with nearly half of its global output coming from the Shanghai plant.

On December 30, Tesla marked a significant production milestone as its nine-millionth electric vehicle—a Model Y—rolled off the assembly line at the Shanghai Gigafactory. This event highlights the company's accelerating pace, having reached eight million vehicles in June at its Berlin Gigafactory, also with a Model Y.

Tesla's production history shows steady progress. The first million vehicles were produced by March 2020, about 12 years after the company's founding. In August 2022, CEO Elon Musk stated that total output had surpassed three million units. By September 2023, cumulative production hit five million, just six months after the four-millionth vehicle.

The Shanghai Gigafactory has played a pivotal role, building nearly half of Tesla's global vehicles. In early December, the plant produced its four-millionth vehicle, moving from three million to four million in under 14 months. Over the past six years, it has accounted for close to half of global EV deliveries, achieved a localization rate exceeding 95%, and maintained an output of one vehicle every few dozen seconds.

Located in the Lingang area of the China (Shanghai) Pilot Free Trade Zone, the facility covers 860,000 square meters and began operations in 2019. Its annual capacity reaches up to 950,000 vehicles, representing about 40% of Tesla's worldwide manufacturing capacity.

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Illustration depicting Tesla's Optimus robot production timelines at Fremont factory in 2026 and Giga Texas in 2027, featuring Elon Musk and assembly lines.
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Tesla details Optimus production timelines at Fremont and Giga Texas

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Building on 2025 shareholder meeting announcements and ongoing Giga Texas construction, Tesla plans large-scale Optimus production at Fremont later in 2026—replacing Model S and X lines—followed by a higher-capacity Giga Texas factory in 2027. Elon Musk shared updated timelines recently.

Tesla reported producing 408,386 electric vehicles in the first quarter of 2026, a 12.6 percent increase from the previous year. However, deliveries rose by only 6.3 percent to 358,023 vehicles, leaving about 50,000 more cars in inventory. Energy storage deployments also fell short.

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Tesla achieved revenue of 22.39 billion US dollars in the first quarter, a 16 percent increase year-over-year. Deliveries rose 6.3 percent to 358,023 vehicles. The stock gained over three percent in after-hours trading.

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