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Xiaomi increases supply chain orders by 80% for SU7 sedan: report

Credit: Xiaomi/X

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Xiaomi’s foray into the electric vehicle market is seeing a lot of momentum, but this same momentum is also giving the tech giant some challenges. As per recent reports, Xiaomi is now struggling to keep pace with the demand for its first model, the SU7 all-electric sedan. 

Citing supply chain sources, local media outlet Wallstreetcn claimed that Xiaomi’s EV unit is scrambling to secure parts for the SU7, and the company’s orders to some suppliers have reportedly increased by 80%. As noted in a CNEV Post report, in one category of parts, Xiaomi reportedly had to increase its orders from about 10,000 units per month to 18,000 units.

The surge in demand for the SU7 seems to have caught Xiaomi off guard. Launched in March with a starting price of around $29,830, the vehicle attracted significant interest thanks to its sleek design, features, and very competitive pricing. Limited-edition models sold out quickly, and by the end of April, total locked-in orders had surpassed 88,000 units.

Customers looking to purchase a Xiaomi SU7 are now facing some significant wait times for their vehicles. Orders placed today include a wait time of at least 30 weeks, and some top-tier variants of the SU7 are listed with an even more substantial 37-week wait. Xiaomi, for its part, is reportedly looking to ramp its SU7 production to over 10,000 units per month by June.

Xiaomi CEO Lei Jun acknowledged the issue in a social media post. In a post on Weibo last month, the Xiaomi CEO noted that customers could opt for other EVs like the Luxeed S7, Nio ET5, and the Xpeng P7 if they need an all-electric sedan quickly. Lei did not mention the reengineered Tesla Model 3 in his post, despite admitting during the SU7’s unveiling that Xiaomi’s all-electric sedan was benchmarked against the mainstream Tesla. 

“If you are really in a hurry to buy a car, domestic new energy vehicles are all good, such as Zhijie S7, NIO ET5, Xpeng P7 series, etc. You can also consider buying one!​​​“ Lei wrote in his Weibo post. 

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Simon is a reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday.

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Armored Tesla Cybertruck “War Machine” debuts at Defense Expo 2025

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Photo: Unplugged Performance

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Tesla Megapacks chosen for 548 MWh energy storage project in Japan

Tesla plans to supply over 100 Megapack units to support a large stationary storage project in Japan, making it one of the country’s largest energy storage facilities.

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Credit: Tesla

Tesla’s Megapack grid-scale batteries have been selected to back an energy storage project in Japan, coming as the latest of the company’s continued deployment of the hardware.

As detailed in a report from Nikkei this week, Tesla plans to supply 142 Megapack units to support a 548 MWh storage project in Japan, set to become one of the country’s largest energy storage facilities. The project is being overseen by financial firm Orix, and it will be located at a facility Maibara in central Japan’s Shiga prefecture, and it aims to come online in early 2027.

The deal is just the latest of several Megapack deployments over the past few years, as the company continues to ramp production of the units. Tesla currently produces the Megapack at a facility in Lathrop, California, though the company also recently completed construction on its second so-called “Megafactory” in Shanghai China and is expected to begin production in the coming weeks.

READ MORE ON TESLA MEGAPACKS: Tesla Megapacks help power battery supplier Panasonic’s Kyoto test site

Tesla’s production of the Megapack has been ramping up at the Lathrop facility since initially opening in 2022, and both this site and the Shanghai Megafactory are aiming to eventually reach a volume production of 10,000 Megapack units per year. The company surpassed its 10,000th Megapack unit produced at Lathrop in November.

During Tesla’s Q4 earnings call last week, CEO Elon Musk also said that the company is looking to construct a third Megafactory, though he did not disclose where.

Last year, Tesla Energy also had record deployments of its Megapack and Powerwall home batteries with a total of 31.4 GWh of energy products deployed for a 114-percent increase from 2023.

Other recently deployed or announced Megapack projects include a massive 600 MW/1,600 MWh facility in Melbourne, a 75 MW/300 MWh energy storage site in Belgium, and a 228 MW/912 MWh storage project in Chile, along with many others still.

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Tesla highlights the Megapack site replacing Hawaii’s last coal plant

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Elon Musk responds to Ontario canceling $100M Starlink deal amid tariff drama

Ontario Premier Doug Ford said, opens new tab on February 3 that he was “ripping up” his province’s CA$100 million agreement with Starlink in response to the U.S. imposing tariffs on Canadian goods.

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NORAD and USNORTHCOM Public Affairs, Public domain, via Wikimedia Commons

Elon Musk company SpaceX is set to lose a $100 million deal with the Canadian province of Ontario following a response to the Trump administration’s decision to apply 25 percent tariffs to the country.

Starlink, a satellite-based internet service launched by the Musk entity SpaceX, will lose a $100 million deal it had with Ontario, Premier Doug Ford announced today.

Ford said on X today that Ontario is banning American companies from provincial contracts:

“We’ll be ripping up the province’s contract with Starlink. Ontario won’t do business with people hellbent on destroying our economy. Canada didn’t start this fight with the U.S., but you better believe we’re ready to win it.”

It is a blow to the citizens of the province more than anything, as the Starlink internet constellation has provided people in rural areas across the globe stable and reliable access for several years.

Musk responded in simple terms, stating, “Oh well.”

It seems Musk is less than enthused about the fact that Starlink is being eliminated from the province, but it does not seem like all that big of a blow either.

As previously mentioned, this impacts citizens more than Starlink itself, which has established itself as a main player in reliable internet access. Starlink has signed several contracts with various airlines and maritime companies.

It is also expanding to new territories across the globe on an almost daily basis.

With Mexico already working to avoid the tariff situation with the United States, it will be interesting to see if Canada does the same.

The two have shared a pleasant relationship, but President Trump is putting his foot down in terms of what comes across the border, which could impact Americans in the short term.

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