Tesla Results Presentation Deck

7 VEHICLE CAPACITY In Q2, we achieved record production rates across the company. However, we saw a continuation of manufacturing challenges related to shutdowns, global supply chain disruptions, labor shortages and logistics and other complications, which limited our ability to consistently run our factories at full capacity. US: California and Texas Our Fremont Factory made a record number of vehicles in Q2. We see opportunities for further production rate improvements. In Texas, we have added flexibility to produce vehicles with either a structural battery pack or legacy battery pack. The next generation of 4680 battery cell machinery has been installed in Texas and is in the process of commissioning. Factory output in Texas continues to grow. China: Shanghai While the Shanghai factory was shut down fully and then partially for the majority of Q2, we ended the quarter with a record monthly production level. Recent equipment upgrades will enable us to continue to increase our production rate further. Europe: Berlin-Brandenburg Thanks to strong production rate improvement towards the end of Q2, our team in Germany produced more than 1,000 Model Y vehicles in a single week, using 2170 cells. We expect the production rate to continue improving through the rest of the year. Installed Annual Capacity California Status Production Model S / Model X Model 3 / Model Y Production Production Production Model 3 / Model Y Model Y Model Y Cybertruck Production In development In development Tesla Semi Roadster In development In development Robotaxi & Others Installed capacity current production rate and there may be limitations discovered as production rates approach capacity. Production rates depend on a variety of factors, including equipment uptime, component supply, downtime related to factory upgrades, regulatory considerations and other factors. -US/Canada -Europe -China Shanghai Berlin Texas TBD 3% 2% 1% 0% Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q4 2018 Q3 2018 Q1 2019 Current 100,000 550,000 >750,000 >250,000 >250,000 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Q2 2022 region (TTM) Market share of Tesla vehicles by Tesla estimates based on ACEA; Autonews.com; CAAM - light-duty vehicles only TTM = Trailing twelve months Source: SLA

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