2024.0415

Number of words in this article:857, the reading time is about 2 minutes

introduction： 一季度销量同环比双降后，特斯拉开启新一轮裁员。

** Author| ** First Finance Xiao Yisi

It has been reported that Tesla issued an email to all employees on April 15 local time, announcing that it would lay off more than 10% of its employees worldwide.

Tesla's previous filings with the U.S. Securities and Exchange Commission (SEC) show that as of December 31, 2023, Tesla's total global employee number was 140473, which means that Tesla's layoffs will affect more than 14,000 employees.

In an internal email, Tesla CEO Musk emphasized that over the years, Tesla has developed rapidly around the world and has multiple factories. But what followed was Tesla's overlap in roles and job functions in some areas. To reduce costs and increase productivity, the company conducted a thorough review of its organization and made the difficult decision to reduce its workforce by more than 10% globally.

Tesla's layoffs are already harbinger. In February this year, news broke that Tesla was preparing for a new round of layoffs. Tesla required all managers to identify "key" members of their team and conduct a "binary evaluation" of their subordinates to determine whether their positions are important. In addition, Tesla also canceled semi-annual performance evaluations for some employees. Recently, Tesla announced to employees at the Texas Super Factory that it will shorten Cybertruck's production shifts.

Since 2017, Tesla has carried out five large-scale layoffs around the world. In June 2022, Musk said in an email to Tesla executives that the company needed to lay off about 10% of its employees because of his "super bad feeling" about the economy. He also said that with the rapid expansion of the company in recent years, some departments have experienced redundancy.

However, overall, as Tesla's global sales grow, its employee count is also rising rapidly, expanding from 38,000 employees at the beginning of 2018 to more than 140,000 employees at the end of 2023. However, Tesla's staffing expansion is slowing down. In 2022, Tesla will add 29,000 new employees, while in 2023 this number has dropped to 12,000.

The market generally believes that the slowdown in recruitment and the main reasons for this layoff are mainly due to the slowdown or even decline in Tesla's sales growth. In 2023, Tesla's global sales will reach 1.81 million vehicles. Although it has achieved its delivery target for that year, its growth momentum has slowed down.

In the first quarter of this year, Tesla's sales experienced a rare double decline on the same month. Data showed that Tesla's global deliveries in the first quarter were 386,800 units, significantly lower than the previous agency forecast of 430,000 units, down 8.3% year-on-year and 20.1% month-on-month.

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