In 2022 supply chain will continue to be the fundamental limiter of output across all Tesla factories.

The claim is that in 2022, supply chain constraints would be the main limit on output at all Tesla factories. TRUE: Tesla's 2022 shareholder letters, earnings calls or 10-K describe supply chain issues (parts, chips, materials, logistics) as the main constraint on production throughout 2022 across its factories. MOSTLY TRUE: the same, with a minor exception, such as one factory or quarter where something else was briefly the main limit. MIXED: supply chain was the main limit for roughly half the year or at roughly half the factories, with other factors (COVID shutdowns, production ramp-up, demand) dominating elsewhere. MOSTLY FALSE: supply chain was a factor but other limits dominated for most of the year or at most factories. FALSE: Tesla's 2022 reports name other factors, not supply chain, as the main limit on output.

Set before the research began.

1. E1 10-K U.S. Securities and Exchange Commission (Tesla, Inc. Form 10-K for fiscal year 2022) · January 2023 Own record

   “In 2022, we produced 1,369,611 consumer vehicles and delivered 1,313,851 consumer vehicles, despite ongoing supply chain and logistics challenges and factory shutdowns.”

2. E2 10-K U.S. Securities and Exchange Commission (Tesla, Inc. Form 10-K for fiscal year 2022) · January 2023 Own record

   “For example, in 2022, spikes in COVID-19 cases in Shanghai resulted in the temporary shutdown of Gigafactory Shanghai, as well as parts of our supply chain, and impacted our ability to deliver cars.”

3. E3 Tesla Shanghai production lags due to parts shortages - CNBC CNBC · 10 May 2022

   “We've lost about a month of build volume out of our factory in Shanghai due to Covid-related shutdowns.”

4. E4 10-K U.S. Securities and Exchange Commission (annual report filed by Tesla, Inc.) Own record

   “In 2022, we produced 1,369,611 consumer vehicles and delivered 1,313,851 consumer vehicles, despite ongoing supply chain and logistics challenges and factory shutdowns.”

5. E5 10-K U.S. Securities and Exchange Commission (annual report filed by Tesla, Inc.) Own record

   “For example, in 2022, spikes in COVID-19 cases in Shanghai resulted in the temporary shutdown of Gigafactory Shanghai, as well as parts of our supply chain, and impacted our ability to deliver cars.”

6. E6 10-K U.S. Securities and Exchange Commission (annual report filed by Tesla, Inc.) Own record

   “Similarly, increased demand for personal electronics has created a shortfall of semiconductors, which has caused challenges in our supply chain and production.”

7. E7 10-K U.S. Securities and Exchange Commission (annual report filed by Tesla, Inc.) Own record

   “In addition, labor shortages resulting from the pandemic, including worker absenteeism, has led to increased difficulty in hiring and retaining manufacturing and service workers, as well as increased labor costs and supplier delays.”

8. E8 Q1 2022 Update Tesla, Inc. Own record

   “Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through the rest of 2022.”

9. E9 Tesla Production Sites By Model Assignment, Capacity: July 2022 InsideEVs · 21 July 2022

   “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.”

10. E10 Q1 2022 Update Tesla, Inc. Own record

    “While weekly production rates were strong in Q1, a spike in COVID-19 cases in Shanghai resulted in the temporary shutdown of our factory as well as parts of our supply chain.”

11. E11 Tesla, Inc. (TSLA) Q4 FY2022 Earnings Call Transcript - January 25, 2023 roic.ai · 25 January 2023 Own record

    “Importantly, the Tesla team achieved these records, despite the fact that 2022 was an incredibly challenging year due to forced shutdowns, very high interest rates, and many delivery challenges.”

Tesla's Q1 2022 update says supply chain had become the main limit on its factories and expected that to continue through the rest of 2022 [E9]. Its Q2 update and the FY2022 10-K list ongoing supply chain, semiconductor and logistics problems as constraints on output [E10, E1, E7]. However, a COVID-19-related shutdown of Gigafactory Shanghai in 2022, which also affected parts of the supply chain, cost about a month of build volume there [E2, E3, E11]. The Q4 2022 call passage names forced shutdowns, high interest rates and delivery challenges and does not mention supply chain [E12], so the claim holds broadly, with the Shanghai shutdown as a notable exception.