1/ Tesla Model 3/Y Heat Pump Thread

This document http://file.finance.sina.com.cn/211.154.219.97:9494/MRGG/CNSESZ_STOCK/2020/2020-9/2020-09-12/6605515.PDF released by a Chinese heat pump supplier reveals two massive orders by Tesla.

This is a screenshot of page 1-1-35. In the last column, 20 means 200,000/year and 45 means 450,000/year units ordered.

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Here is a Google translate version:

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Here is what it shows and my interpretation of it. I think Model Y at Fremont uses another supplier and they will switch to this supplier when the contract runs out.

Hat tip to @KelvinYang7 who discovered this and reported it here: https://twitter.com/KelvinYang7/status/1304464655163813888

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Model 3 with heat pump was spotted in Europe https://twitter.com/Tesmanian_com/status/1305487764192854016

Also, there was a leaked list here that shows MIC Model 3 will soon get a heat pump
https://twitter.com/Tesla__Mania/status/1304968609903439872

Therefore, 450,000 in Aug 2020 seems to be indeed for Model 3 and 200,000 in Jan 2021 for Model Y

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Here is a possible breakdown of the 450,000 and 200,000 numbers.

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Here is a detailed breakdown of my theory. Check out other posts in this thread for context

Btw, Tesla's China website says Model Y production is expected to start in 2021. Therefore Jan 2021 for MIC Model Y fits that timeline. However, I expect some low volume prod in Q4.