While the electric truck market has gotten crowded since Semi made its public debut in late 2017, Musk speculated that his Semi could be the first to achieve full autonomy.
Tesla has once again promised to deliver its much-hyped semi truck in 2021, the company stated in its Q2 earnings release in April. The vague mention of the Semi follows the company's founder and CEO Elon Musk saying in its Q1 earnings call that "it would not make sense for us to do the Semi right now" due to a shortage of battery cells.
Musk was asked during the company's Q1 earnings call if an electric commercial van was in the works, with the likes of General Motors, Ford and Sprinter having all recently targeted the segment, along with a tidal wave of electric up upstarts seeking a foothold in final-mile delivery. He responded that Tesla "is definitely going to make an electric van at some point" but a shortage of battery cells have complicated new vehicle development and crimped production cycles for those already in the pipeline.
“The main reason we have not accelerated new products – like, for example, Tesla Semi – is that we simply don’t have enough cells for it,” he said. “If we were to make the Semi right now, and we could easily go into production with the Semi right now, but we would not have enough cells for it.”
"If we were to make the Semi right now, and we could easily go into production with the Semi right now, but we would not have enough cells for it." Tesla CEO Elon Musk
Semi would use, Musk said, about five times more cells than a passenger car, yet would not retail for five times what a car would sell for, "so it kind of would not make sense for us to do the Semi right now,” he said. “But it will absolutely make sense for us to do it as soon as we can address the cell production constraint.”
Once production ramps on Tesla's 4680 battery pack – which the company expects will be more energy dense, enabling greater range – Musk said he expects to have the cell volume to get Semi rolling down the assembly line.
