10.5.2021Tesla Q2 production capacity sold out already
Tesla has allegedly sold out its production capacity for the second quarter - already. At least, this is what Elon Musk has told his employees, according to a US media report, roughly two months before the end of the quarter.
American electric transportation website Electrek reported - with reference to insiders - that this will apparently affect not only the starting production of the revamped versions of the Model S and Model X, but also the Model 3 and Model Y. There is no confirmation from Tesla or tweet from Elon Musk on this, however.
In the case of the Model S and Model X, this was almost to be expected. Both models have been available for order since the presentation of the refresh at the end of January, but not a single unit of either of the two large model series was produced in the first quarter.
Musk had already reported extremely high demand at the end of April. “We’ve seen a real shift in customer perception of electric vehicles and our demand is the best we’ve ever seen,” Musk said at the time. “Normally in the first quarter demand drops, but this year we’ve seen an increase above the normal seasonal drop in demand in the first quarter.”
The current second quarter is expected to set a new production record, not only because of the reported high demand. It may even be the first time the 200,000 vehicle mark for Teslas produced in a quarter is met. The previous record from Q1 2021, with 180,338 vehicles built, was only achieved by the Model 3 and Model Y. If production of the two smaller model series in Fremont and Shanghai (especially the Model Y from China) continues to rise and the Model S and X are added again, the 200,000 vehicle mark seems feasible.