Tesla plans aggressive timeline for production of 2012 all-electric Model S

It’s been a while since we checked in on the car that will likely make or break Silicon Valley electric-car startup Tesla Motors: the Model S, a five-door midsize sports luxury sedan it hopes to launch somewhere toward the end of 2012.

Tesla hasn’t said much about the Model S lately, but a number of updates are contained in the 8-K update it filed Tuesday with the Securities & Exchange Commission (and soon after conveniently sent to several journalists).

Growth, partnerships, timing

The document is essentially 15 slides from what is marked “Investor Presentation,” containing an update on Tesla’s executive team, growth of its engineering team, partnerships with Daimler, Panasonic, and Toyota, progress on the Model S program, and finally, information on the Fremont factory Tesla bought from Toyota.

In June of 2009, the U.S. Department of Energy granted Tesla $365 million in Advanced-Technology Vehicle Loans, which it will use to refit the Fremont assembly plant.

Tesla says it has now received roughly 3,000 deposits for the Model S, at $5,000 or more apiece. A curious footnote to a chart of cumulative reservations notes that the company sales team is not “actively focused on getting Model S reservations.”

Model S: “Planned”

The company plans to build up to 20,000 of them a year, though like all the other information in the presentation, there’s an asterisk on that claim that points to a footnote saying “Planned.”

Many of the car’s features and performance claims have been out for months: It will have a 17-inch touchscreen in the dash, will earn a five-star safety rating, will do 0 to 60 mph in about 6 seconds, and has a top speed of about 130 mph.

Regarding the battery, of which Tesla first showed a photo at its October factory tour, the company says it will give up to 300 miles of range (several battery options are planned), recharge in 45 minutes (at a dedicated high-voltage charging station), and include “rapid battery swap” capability.

Continuing with cylindrical cells

Interestingly, in the slide on its Panasonic partnership, Tesla says that company has a “custom 18650 automotive cell in development.”

If that’s the cell to be used for the Model S battery pack, it means Tesla is sticking with its core design of using thousands of small commodity lithium-ion cells in cylindrical format, rather than switching to larger-format pouch cells as used in the 2011 Nissan Leaf, 2011 Chevrolet Volt, and many upcoming electric cars.

Many industry analysts believe that the complexity of the pack internals required to monitor, isolate, and cool the cylindrical cells make it impractical to scale from current production of perhaps 1,000 packs a year to the tens of thousands envisioned for the Model S. Tesla, it seems, begs to differ.

The basic platform and powertrain of the Model S will also be adapted for other models, says Tesla, including a convertible, a van, and a crossover/sport utility vehicle.

Aggressive schedule

But it’s the slide with the two-year schedule leading up to production that reveals the most.

During 2010 (which is all but over, of course), Tesla listed engineering tasks including structural and safety design, external design and engineering, and the alpha build–meaning the very first prototypes. On the manufacturing side, the company is sourcing suppliers and preparing the Fremont site to receive tooling.

Next year is where it gets really busy. During 2011, Tesla’s design and engineering team must do … well, more or less all the rest of the development. The company has only listed two tasks: “Beta build” and then “Crash test program begins.” We like a company that’s modest about what it must do.

On the manufacturing side, during 2011, the body stamping presses must be brought online and the paint shop has to be made operational. There’s also much additional tooling to install.

2012: “Deliveries begin”

The year the Model S is to launch, 2012, will see validation of production-intent vehicles assembled on the plant’s tooling, and the build of “release candidate” vehicles that will undergo final testing to make sure that everything’s in place.

The last item on the schedule: “Deliveries begin,” at some unspecified time likely to be in the second half of 2012. The price was long ago announced as $57,400, meaning just a hair under $50K once you factor in the $7,500 Federal tax credit for buying an electric vehicle (if Tesla’s probably quite wealthy owners qualify for it, anyhow).

The four-year plan

That is, to say the least, an ambitious schedule. Tesla has been working on the car since 2008; that October, CEO Elon Musk told reporters the Model S would “crush everything out there.”

Tesla revealed a hand-built Model S prototype in April last year, and GreenCarReports got a quick ride later that month in New York.

Still, four years from start of development to production would be fast for an established car company, let alone a startup that has sold a total of about 1,500 cars to date.

We can’t independently verify any of this information, we should note. But we’d love to get a reality check from the automotive engineers among our readers.

Your thoughts?

Tesla fans will likely hail the news as further evidence of progress, while Tesla skeptics may pooh-pooh it as more corporate propaganda. Only the appearance of actual, running, production-spec Tesla Model S vehicles will be sufficient to decide who’s right.

But we’re curious: Has your view of the Tesla Model S and its chance changed now that the Nissan Leaf and Chevrolet Volt have been delivered to their first buyers? And, do you think Tesla can launch the Model S in 2012?

Leave us your thoughts in the comments below.

Written by John Voelcker, this post originally appeared on GreenCarReports.com, one of VentureBeat’s editorial partners.

  • ffinder

    No other electric car has 300 mile range and 1 minute battery swap. It's a luxury car in that price range that will go against Mercedes BMW so only the few will buy it. By the time the car will go on sale there will be DC fast charging stations in probably half of the US to do a 300 mile charge in 45 minutes (after driving for 300 miles you will certainly need a 60 minute break) http://www.theevproject.com/Another company worth investigating is Better Place: electric cars $5,000 cheaper than petrol cars and unlimited driving range wherever BPlace is deployed.http://en.wikipedia.org/wiki/B

  • http://pulse.yahoo.com/_DI4TQ2M6B7BUXHY2JDF542SBPY David

    That is a sweet ride. I am on line. Can't wait. 2 whole years?! Ouch.

  • http://www.jasonnation.com jasoncalacanis

    I own Tesla Roadster #16 and have driven it almost daily for two years and 10,000 miles. It is flawless, fun and fast. After you drive an electric car you simply can't go back to burning oil for three reasons: 1. going to gas stations is a waste of time (it takes literally 10 seconds to plug in–once a week!). 2. the responsiveness is absurdly fun–you take off like a rocket. 3. The satisfaction of not sending money to the middle east while adding zero emissions to your city is priceless. You just feel great every time you get in the car. In fact, a number of owners have solar panels on their garage and get most, if not all, of their car juice from it. I've paid for TWO full reservations ($50k each, not the $5k) for the Model S and if their prototype/1.0 (aka the Roadster) is any indication it will be a home run. This is the first car built from the bottom up as an EV. I have serial numbers #1 and #85 (on the public reservation system… founders of the company get the first 37 I hear… the “founders series”). I'm stoked for 2012, or even if it is a couple of months late who cares?! it's the most ambitious car ever made. It funny to me how many folks write negative things about range, charging time, etc. without ever having been an owner of an EV. If you talk to the owners they will tell you range is a non-issue in 99% of their lives, and that the car is delightful. Model S will sweep all of the car of the year-type awards. I've been in the prototype and seen the drawings… Tesla is the Apple of car companies as far as I'm concerned. Folks said Apple could never compete with Sony in consumer electronics… how did that go for Sony? Tesla not being in the auto industry is a huge asset in my mind because they can “think different” and try bold things.

  • http://twitter.com/msuprovici Mike Suprovici

    Traditional car companies, like Nissan and Chevy, will have a difficult time competing with Tesla in this space. 100% of their R&D is dedicated to EVs. Combine this with 21st century ideals, a start-up culture and one of the most brilliant technical founders of our time (Elon Musk) – you get an incredibly potent combination set disrupt the car industry. In my opinion, the range issues are just propaganda. Traditional manufacturers and oil companies have to defend their turf. Rockefeller did the same thing when Henry Ford started producing the Model-T to run on alcohol.

  • lens42

    Saying traditional auto companies can't compete with Tesla is silly. Maybe not GM, who is being dragged into EVs, kicking and screaming, by politics, but Nissan and Toyota believe it and are going there based on their own vision. The big guys may be slower, but that's because making reliable vehicles is not easy. Tesla was close to failing because at one point the car geeks there didn't understand that. Fortunately, now they do, but don't count out the big boys. An electric car is still 85% “car”.

  • http://twitter.com/msuprovici Mike Suprovici

    I did not say they can't compete – I just think it will be difficult. I too believe that Toyota and Nissan are taking good steps in the right direction. However, they still need to adhere to current demand and a corporate culture developed for almost a century.

  • http://pulse.yahoo.com/_PNZHT5RPXL2PLLNMOFG56NCSK4 Howard

    It is difficult for me to think like someone who can afford a $50k car. But the car sounds neat and the 300 mi range bypasses most objections about being usable for most trips. More than a handful people do buy luxury cars in that price range.I am wondering if I will go through with the Leaf I am signed up for, not because of range anxiety, but rather financial anxiety around needing to replace the battery in 10 years–after about 75k miles for my local runs. Folks like Jason above will not have my concerns. I think the S will succeed and hope Toyota profits enough from the relationship with Tesla to move sooner towards a hybrid with maybe 25 mi EV range and Prius like cost of ownership for 200k mi. In the meantime the 14 EV range Prius expected in 2012 will be a great fit for more ordinary blokes like me who might find the Leaf too risky to their wallet until future battery costs are more clear.

  • http://MeetInnovators.com Adrian Bye

    how does the cost of gas vs electric factor in over time with the $50k price tag? at what point do they even out?

  • Roland_KIN

    one thing is absolutely clear. the leaf is ugly as hell. the interior is even more ugly than the exterior. the chevrolet volt (or opel ampera) are not real EVs. Concerning the price, you always need high priced products like this to get on the market and have early adopters pay your development. Once they have Model S running its easy for Tesla to scale it down and make cheaper cars like a model XS ;-) The big manufacturers are putting electric motors and batteries into heavy steel based traditional cars. That just doesnt work. Not many manufacturers are able to go to light weight materials.Toyota or GM are definitely not on my list. there are two others who are more likely to be big competition. One is BMW and one is Volkswagen. That is for two reasons:BMW is heavily investing in a plant together with German SGL carbon to make a special carbon compound which is a bit weaker and heavier than airplane grade carbon but MUCH cheaper (so you just use a bit more). You can see a prototype chassis here:http://www.irishtimes.com/bloghttp://www.bmwarchiv.de/foto/2…They completely re-invent the way their cars are built. away from steel towards aluminum-carbon. This will make the cars super light.Volkswagen is keeping most of their EV strategy secret. nobody really knows what they are at. Recent news showed that they decided to built the electric motors inhouse by themselves. secondly, they have years of experience in making aluminum chassis (Audi A8, Audi A2, Lupo 3L)The Germans are taking the 3rd step after the 1st it seems.

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