Gasgoo Daily: Tesla Gigafactory Shanghai hits production milestone of 4 million vehicles

Monika From Gasgoo

With Gasgoo Daily, we will offer daily important automotive news in China. For those we have reported, the title of the piece will include a hyperlink, which will provide detailed information.

  1. Tesla Gigafactory Shanghai reaches 4 million vehicles produced
    • What happened: On December 8, Tesla announced that its Gigafactory Shanghai had rolled out the 4 millionth vehicle.
    • Production milestone:
    o The factory reached its 3 millionth vehicle in October 2024.
    o Moving from 3 million to 4 million took less than 14 months, highlighting rapid capacity ramp-up and efficiency.
    • Official statement highlights:
    o Over six years, the factory has contributed nearly half of Tesla’s global EV deliveries.
    o It has achieved a localization rate exceeding 95%.
    o A completed vehicle rolls off the line every 30+ seconds.
    • Factory profile:
    o Occupies 860,000 square meters.
    o Began production in 2019.
    o Annual EV production capacity reaches 950,000 units, accounting for around 40% of Tesla’s global capacity.

  2. Horizon Robotics to bring city-level assisted driving to the 100,000-yuan vehicle segment
    • Announcement: At the 2025 Horizon Robotics Tech Ecosystem Conference on December 8, CEO Yu Kai said the company’s city-level assisted driving based on the Journey 6M chip will soon enter mass production and serve vehicles priced around 100,000 yuan.
    • Two cooperative models for initial Journey 6M mass rollout:
    o Chip + toolchain collaboration: Partners include Bosch, ZYT, and QCraft.
    o Algorithm service collaboration: Partners include DENSO, CARIZON, and neueHCT.
    • New product release:
    o Horizon launched its 4th-generation BPU architecture, named Riemann, inspired by mathematician Bernhard Riemann.
    o Features include higher computing power, better efficiency, richer operators, and improved energy performance through high-dimensional data dimensionality reduction.
    o The Riemann architecture will be integrated into the Journey 7 series chips.

  3. GAC AION partners with Farasis Energy to jointly expand into Europe
    • Project update: Farasis Energy recently received production nominations from GAC AION for two models dedicated to European markets:
    o Second-generation AION V (Europe version)
    o AION UT (Europe version)
    These models are expected to become AION’s main offerings in the European market.
    • Battery supply:
    o The vehicles will use Farasis Energy’s SPS LFP battery system.
    o Total order volume exceeds 10 GWh.
    • Significance:
    o Represents a major upgrade in the companies’ long-standing cooperation.
    o Marks the start of a new phase of China–Europe joint market expansion for NEVs.
    o Farasis Energy stated it will leverage its technical capabilities to ensure smooth project delivery, including system design, prototype production, and mass-production preparation.

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