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Tesla Future Plans – What to Expect From Tesla in 2020

Denis Gurskiy

During our Tesla in 2019 – What to Expect post, we said that 2018 was probably Tesla’s best year. Well, I think it is safe to say that 2019 has taken the crown as Tesla’s best year as the company continues to charge forward and check off milestones at a rapid pace. Looking back at our previous list, one can say that Tesla has checked off all of the points we brought up last year (although the $35,000 Model 3 is no more, FSD still is not a thing but is “feature complete”, and Supercharger V3 has not exactly had a large expansion). With most of their previous objectives accomplished, what can we expect to see from Tesla in 2020? Here’s a look at Tesla future plans.

2020 Q4 Results

This was the year that Tesla stated that they would be able to sell between 360,000 and 400,000 vehicles this year. Accomplishing this would be a huge milestone for the company as Tesla needs to sell about 105,000 cars this quarter to be able to hit the 360,000 mark. They ended up accomplishing the feat by hitting a company record of 112,000 deliveries. With them barely missing the 100,000 mark in Q3, this is the first quarter where the automaker has hit the six-digit figure. With the recent opening on Gigafactory 3 in Shanghai and the first China-made Model 3s starting to roll off the production line, Tesla stock has been absolutely skyrocketing over the past few months, passing the elusive $420 mark. Of course, Musk could not let such an event not be immortalized on his twitter. Will this be the new usual trading price for Tesla in 2020?

Will we still be able to have a good laugh once Tesla releases their earning report, or will we see a return to Earth?

Tesla Model Y

Tesla’s next big addition to its model lineup will show us if the company can continue its momentum or if the hype will slowly start to die down. The Model Y was revealed in March 2019 to what we can say were, mixed reviews. The biggest gripe being that it simply looks like a stretched out Model 3 and is not really substantially different.

Regardless the small SUV market is one of the biggest car segments in the world so it only makes sense for Tesla to try and tap into the huge population of potential buyers. However, basically every automaker has one or even more small SUVs in their lineups, meaning that Tesla will have to work for its market position if it wants to have the same success the Model 3 had with the mid-sized sedan segment.

While production was initially planned to start in early 2021, Tesla has pushed up their target dates and is aiming for a production start in mid-2020 with maybe even some small batches being produced even sooner. Given the number of parts it shares with the Model 3, it should not take Tesla too long to get production up and running. As a reminder, the Long Range Single Motor Model Y will start at $48,000.

Tesla Semi

While the Tesla Semi might not mean much to the average consumer (because let’s face it, who’s going to daily a semi-truck?) it is an important extra stream of revenue for Tesla who can expand its company into the commercial transportation space. The Tesla Semi has been spotted numerous times over the past year while it was doing road testing, but it has yet to be delivered to costumers.

Tesla has already taken deposits on the Semi which at this point in time comes in two variants, a 300-mile version costing $150,000 and a 500-mile version costing $180,000. Musk has however stated that while testing Tesla found that the Semi might have a range that is closer to 600 miles, but nothing official yet.

During the 2019 Q3 Earnings Report, Tesla confirmed that they would like to start limited production of the Semi in 2020, however, at this point, the factory that will be producing it has not been officially announced. Musk stated that he wants to eventually produce 100,000 Semis per year, but who knows how long it will take to reach that number.

At this point, we are just waiting on the final specs and first deliveries, with the Model Y and Gigfactory 3 taking up a lot of attention we wonder if we won’t see the Semi until late 2020.

Tesla Roadster

Honestly, it might be a while before we see the Roadster become a reality. While it was officially announced to be a 2020 model, given everything that is on Tesla’s plate, it seems the Roadster will be put on the backburner for the time being.

Musk himself has been trying to calm down the hype a little bit while he was on the Ride the Lightning podcast over the summer, saying:

“The new Roadster is a kind of dessert. Do we really need the new Roadster to accelerate our progress toward autonomy or toward electrification? No.”

Additionally, over the summer, the Roadster had received a sort of downgrade to its 0-60 mph time. While it was initially stated to have a 0-60 mph time of 1.9 seconds, Musk had reiterated that the base model would have a (slightly less bonkers) time of 2.1 seconds, with the upgraded time being unlocked with the SpaceX Package.

We don’t have high hopes for seeing a production Roadster for Tesla in 2020, but hopefully we’ll get some more information, maybe even a look at these thrusters that Elon keeps talking about.

Tesla Model S/X Update

One of the highlights of this year was watching Tesla and Porsche duke it out for lap times at the Nurburgring. Not only did it give us some entertaining drama, but it also gave us a look at the upgraded “Plaid” powertrain that features three motors and even more performance than what you would get out of a Performance Model S.

Additionally, there have been rumors for the longest time about an interior update coming to both the Model S and X that would have them fall more in line with the interior of the Model 3 and Y. With sales of the Model S/X not being too impressive over the past year, it might be in Tesla’s interest to inject some spice into the lagging models.

China Designed Tesla


During Tesla’s recent China ceremony where they delivered the first Chinese-made Model 3s to customers, Elon Musk made a surprise announcement regarding the establishment of a Chinese design studio that will design an all-new Tesla model that will be sold worldwide. Other than that one simple announcement there was no other information given. One can assume that given how spread out Tesla’s current model base is, that they only body style they really are missing is a small hatchback similar to what is pictured above. This is all of course speculation at this point and it is quite possible that even Tesla doesn’t know what kind of car they want made. Hopefully, we will see some more information by the end of this year.

Gigafactory 3 Finishes Construction

While the Shanghai Gigafactory has already delivered some Chinese made Model 3s, the factory has still not been fully completed and more assembly lines will need to placed if it hopes to be able to produce 250,000 vehicles a year.

The plant is already producing Model 3s at a rate of about 1,500 cars per week. The final construction should be completed around March 2020 and should give a much-appreciated boost in production for Tesla in 2020.

Gigafactory 4 Starts Construction

Not wanting any time to catch their breaths, Tesla has already moved on to start the construction of Gigafactory 4 in Germany. Construction of the factory will begin in early 2020 and is expected to be completed by late 2021. However, given how quickly Gigafactory 3 went up, it would not be surprising if it was finished sooner or if it will start production at partial capacity sooner.

The new factory will give Tesla a foothold in the European market, extending the global reach of Tesla in 2020.

It will initially start producing the Model Y before adding the Model 3 and possibly other models and possibly being able to produce up to 500,000 vehicles annually.

Improved Batteries

Tesla has always had a ridiculous lead when it came to range when compared to any other electric cars on the market today, and it has just kept growing.

Both the Model S and X received a powertrain update that sent their ranges even higher. Over the past year, Tesla has made some acquisitions that point to improved battery architecture and production. When you consider that the Semi might have a range close to 600 miles and the upcoming Cybertruck will have a range of over 500 miles, an upgrade to the batteries must be in Tesla’s future plans.

It becomes even more apparent when they announced that there will be a “Battery and Powertrain Investor Day”, similar to their Autonomy Day where they showcased Hardware 3, we imagine that Tesla will go into detail about an all-new efficient powertrain that will make the battery lead even larger for Tesla in 2020.

Full Self Driving/Robotaxi

Speaking of Autonomy Day, we are due for a Robotaxi fleet making its way next year. This means that Full Self Driving should more or less become a reality next year for that to work. Skeptical? Yeah, me too, especially after our short trials with Smart Summon.

While Musk has stated that the FSD is now “feature complete” it will still take a lot of work for the system to be able to be trusted to handle and monitor itself.  We might see some major strides in the system over the next year, but achieving full self-driving within the next 12 months might just be too much of a stretch.

Tesla App Store

For many years Tesla has been talking about releasing a software development kit (SDK) so that developers could develop applications that could run natively on the Tesla software. It was an idea that never came to fruition, but over the summer Musk had broached the topic again on the Ride the Lightning podcast saying:

“In order for it to be worthwhile for somebody to write an app, there has to be enough of an install base to warrant the effort. Even if you are going to port something, it’s still got to be worth the effort. As our number of vehicles grow, it starts to potentially makes more sense to develop games and other applications for Tesla. We just need a lot of cars.”

With Tesla selling more cars than ever, it might be the time where Tesla has enough cars that it would make sense to have apps developed for the Tesla software. Will there be an app store for Tesla in 2020?

Are there any Tesla future plans in 2020 that we missed? Do you think Tesla in 2020 will be successful? Let us know down in the comments.

Plan Update


As of August 15th, 2020 here are current plans that Tesla has accomplished at this point.

The Model Y, Tesla’s most important objective for this year was able to be released, and it came even a bit earlier than what was expected. There have not been any major issues with the electric crossover apart from some quality control issues. The Model Y will also be continuing without a Standard Range version as Tesla could not get the range over 250 miles. As such, a Long Range RWD version will be taking its place soon.

In regards to Gigafactory 3 in Shanghai, it is now currently producing Model 3s at a rate of at least 3,000 per week. The factory is still not completely finished as the Model Y portion of the factory is under construction and won’t be fully functional until the beginning of next year, but that has been expected.

Moving to the other side of the world, Gigafactory 4 in the Berlin area has started construction and will begin producing Model Ys sometime next year, followed by Model 3s. Interestingly enough, the Model Ys that will be produced there will have modified underpinnings compared to what we have being built in North America as Tesla found more efficient ways to build things while they were producing the initial Model Ys.

Missing in Action:

A Surprise:

One major addition to the plan that was unaccounted for in our initial list was that Tesla would also build a factory for their Cybertruck and they try to provide the maximum amount of units to go up against all the other upcoming electric trucks. This time bring the location stateside as Tulsa, Oklahoma, and Austin, Texas vying to be the location for Tesla’s next factory that will not only produce the Cybertruck, but the Model Y as well. In the end, Austin won out and the factory is currently undergoing construction.

If you are interested to see what Tesla future plans we expected in 2019, click on over to the next page.

Tesla arguably had their best year in 2018. Reaching what many claimed as unachievable, they surpassed all expectations. They got through the Model 3 bottleneck and are now capable of producing over 6,000 cars per week. Demand has sustained without offering leases or worldwide deliveries on the Model 3. But just what should we expect from Tesla in 2019? Here is a look at Tesla future plans.

Q4 Results

Q4 wrapped up and now we are patiently waiting to hear from Tesla. They pushed for sales up until the very last second. Literally keeping stores open on New Year’s Eve until midnight. There have been rumors floating everywhere on demand slowing down in the U.S. even before the full rebate expired. It will be interesting to see which way the facts sway and how Tesla will do without the full $7,500 federal rebate. Will production increase for Europe, stall out, or start to decrease? We won’t truly know until Q1 ends.

Rebate

The federal rebate has been halved to $3,750. You have 6 months to order a new Tesla before the rebate is once again halved to $1,875. Unless new regulation comes into play, 2019 will be the last year for Tesla rebates.

Federal Tax Credit Period
$7,500 On or before December 31, 2018
$3,750 January 1 to June 30, 2019
$1,875 July 1 to December 31, 2019

Model 3 Enters Europe

Even with the rumored U.S. demand dropping and the fact that the federal rebate has halved, you shouldn’t worry. Tesla is set to enter European markets in February and has been putting cars aside for a big introduction. International Car Operators (ICO), a port handling and storage company in Belgium, said last month that they are expecting 3,000 Model 3’s per week starting in February. It is unclear if Tesla will up production numbers for the European Model 3 escapade or will continue at this steady pace with the U.S. demand slowing down. The Model 3 online configurator has been opened up across Europe and you can order your car now.

The Rest of the World

Either Tesla is not expecting a huge Model 3 demand in Europe or they plan on drastically scaling production because Asia deliveries are also expected in 2019. Tesla’s original goal was to produce 10,000 cars per week by the end of 2018. They didn’t reach that in time but I see them surpassing it in 2019. Elon hinted at an Australian and Taiwan introduction later this year on twitter. It seems like Tesla’s future plans include going global in 2019.

$35,000 Model 3

The long awaited short ranged Model 3 seems like a myth at this point. $35,000 was Tesla’s originally stated base price back in 2016. Many early reservation holders are still holding out for the more affordable model. I’m hopeful this year we finally see its debut in the U.S.

Lemur

A few months back, Tesla released a mid-range model dubbed the LEMUR. A limited edition mid-range Model 3. It has a 260 mile range with a base price of $45,000. Supposedly, it was meant to give $35,000 reservation holders the opportunity to buy a Tesla this year and claim the full $7,500 rebate. Now that the rebate is gone, we don’t know if the LEMUR is here to stay or will be replaced by the short range $35,000 Tesla Model 3.

Gigafactory 3

Tesla acquired a 210 acre plot in Shanghai a couple months ago in order to build Gigafactory 3. Plans have accelerated and Tesla expects Gigafactory 3 to be partially operational within 2019. Some Model 3 components are set to be manufactured there but they don’t expect to fully produce cars until 2020. Gigafactory 3 is set to produce 500,000 vehicles per year for Chinese customers within 4 years. The upcoming Tesla Model Y is expected to be built there as well.

Tesla Model Y

The Model Y is Tesla next project. It is scheduled for 2020 or possibly further but could very likely be revealed in 2019. Tesla is likely to follow in the Model 3s footsteps and open up reservations alongside its reveal so get your wallets ready.

Tesla Truck

The only thing we know going into 2019 is that the Tesla truck might be revealed this year.

“Well I can’t talk about the details, but it’s gonna be like a really futuristic like cyberpunk, “Blade Runner” pickup truck. It’s gonna be awesome, it’s gonna be amazing. This will be heart-stopping. It stops my heart. It’s like, oh, it’s great. You know, I actually don’t know if a lot of people will buy this pickup truck or not, but I don’t care. I mean I do care, eventually, you know. Like sure, I care. We wanna get gasoline, diesel pickup trucks off the road. But if I find, like, you know, I’m personally super-excited by this pickup truck. It’s something I’ve been wanting to make for a long time. And I’ve been iterating sort of designs with Franz … It’s like I really wanted something that’s like super-futuristic cyberpunk. Which, if it doesn’t … if I’m weirdly like … if there’s only a small number of people that like that truck, I guess we’ll make a more conventional truck in the future. But it’s the thing that I am personally most fired up about. It’s gonna have a lot of titanium.”

Full Self Driving

Tesla has not been very good at reaching deadlines in time and FSD is one of those that shine. 9 weeks ago, Elon took to twitter to say we were 6 weeks away from smart summon and features that would allow us to drive our cars remotely “like a big RC car”. I don’t expect deadlines to get any better nor do I expect a fully self-driven Tesla in 2019.I do expect Autopilot to continue to improve and Tesla to start slowly releasing some FSD features with the release of Hardware 3.

Hardware 3

Hardware 3 is claimed to be everything necessary to achieve Full Self Driving. We expect to see it in the first half of 2019. It is set to have 10x the image processing power with just a simple chip replacement. Only cars with the FSD package will receive Hardware 3 as Enhanced Autopilot does not require is. Current owners of the package will get the chip swapped free of charge. No word on whether Tesla has plans on increasing the cost of the package or if they’re still honoring the original agreed-upon price for owners pre-increase.

Supercharger Expansion

Tesla has set some ambitious goals for 2019 with wanting to double the network and make Superchargers available to 95-100% in all active markets. They’ve already achieved just about that in the U.S. but Tesla’s market expands across the globe. I expect the network to basically stall here in the states as Tesla focuses on Europe and the rest of the world.

Supercharger V3

The long awaited Supercharger V3 is scheduled for this year and we still don’t know much about it. While others are building infrastructure based around 350 kw chargers, Tesla is rumored to stay under 250 kw. I truly hope that is not the case and Tesla doesn’t lag behind while others excel. If it is the case, the Supercharger network is still the largest network and Tesla has plenty of time before having to worry about faster charging speeds on the market.

Without going into any speculations, that is all we know based off of Tesla’s and Elon’s statements. Of course, with Tesla, you never know what’s coming. I’m sure many are still hoping for a Model S & X refresh but we will just have to wait and see. 2018 was indeed Tesla’s biggest year but with everything planned, I expect 2019 to be bigger.

Were there any Tesla future plans that we missed? Let us know down in the comments below.

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