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.

人々が言っていること

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.

関連記事

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.

テスラは、過去1年間でGigafactory Berlinの従業員を約1,700人削減した。ドイツ紙Handelsblattの報道によると、同Grünheide工場は現在10,703人の労働者を雇用しており、2024年の水準から14%減少した。この人員削減は、工場長の否定にもかかわらず行われた。

AIによるレポート

非組合のギガ・ユナイテッドグループは、2026年3月4日に終了したベルリン近郊テスラのグリュンハイデ・ギガファクトリーでのベトロプスラート選挙で、40.4%の得票により37議席中24議席を確保した。IGメタルのリストは31.1%で13議席——2024年の39.4%から低下——を獲得し、相互の脅迫容疑、法的紛争、イーロン・マスクの反組合姿勢の中で行われた。

テスラは2026年1月の欧州車両販売が前年比17%減少し、13カ月連続の下落となったと報告。一方、ライバルのBYDは165%増加した。 同社はrobotaxi拡大のタイムラインに対する懐疑に直面しており、予測市場が主要マイルストーンを起こりにくいと評価。アナリストは分かれ、価格目標は25ドルから600ドルまで幅広い。

AIによるレポート

テスラは、Cybertruck優先のため2年以上前に停止して以来、米国で自社製4680電池セル搭載のModel Y車両生産を再開した。Cybertruckの販売不振と関税関連のサプライチェーン問題がこのシフトを促し、新しい非構造パックが修理性を向上させた。この動きはテスラの2025年第4四半期株主アップデートで発表された。

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