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Meanwhile, the new Gigafactories in Texas and Berlin are expected to start producing Model Y by the end of 2021, so most observers expect Tesla to achieve annual production of over a million electric vehicles this year. Tesla Model S/X/3/Y Deliveries (quarterly) through Q3 2020 Total: 139,593 ( up 44 year-over-year) The 12-month rolling deliveries reached a new high of over 431,000 and heads towards one half. Model X has also had a revamp, and few units were delivered this quarter, but it’s expected to get back into the mix during the next period. This actually reflects a significant ramp-up of Model S production, which slowed to a trickle last quarter as Tesla began production of the updated version. Models 3 and Y have taken over the lion’s share of Tesla’s volume-the two newer models accounted for 232,025 deliveries, and the venerable Models S and X accounted for a mere 9,275. A poll of Wall Street analysts found that the average Tesla-watcher was expecting around 222,700. In the third quarter, Tesla produced 237,823 vehicles and delivered 241,300, smashing last quarter’s record of 201,250 deliveries. Wall Street analysts were looking for 220,900 deliveries.

This is due to strong China total deliveries expected (over 50K for September, 2021 alone) from Giga Shanghai, as well as a continued. 2 that it delivered 241,300 vehicles in Q3, representing a 73 increase year-over-year and exceeding expectations. Tesla’s direct-to-customer sales model necessarily results in a gonzo delivery push at the end of every quarter, and as predicted, this one was pretty insane, setting a new record in spite of a spate of global supply chain and logistics problems. We believe Tesla will deliver 237,000 vehicles for Q3, 2021. Earlier this month, crazy CEO Elon Musk warned employees that this would be “the craziest month of deliveries Tesla will ever have,” and that prediction turned out to be…well…not crazy. Things just get crazier and crazier at Tesla. Posted Octoby Charles Morris & filed under Newswire, The Vehicles. The numbers were as follows on 4 July when I made this calculation: Tesla Delivery Estimates for Q3 2022: My estimate. The most important think for Tesla now is to get that Model 3 production started without any errors that require callbacks and then finalize the making of a fully self-driving autopilot with all the necessary redundancy so that their cars will be allowed to drive without a person in the car so they can be operated as taxis.Tesla delivers 241,300 cars in Q3, sets new record Musk has said Tesla may sell as many as 240k Model S and Model X combined per year when their distribution system is truly global. Tesla still does not have a truly global distribution, service and fast charger system. There is still much room for growth in sales of Model S and Model X. That Tesla made it to 100k per year is almost a miracle. Said in another way, going from 0 to 100k unit per year is much more difficult than going from 100k to 1 million units per year. This makes it easier to grow and they can start to enjoy the low cost per unit that follows with mass production. Tesla has reached a critical level of production that means they now employ specialist in every field there is for long-range BEV production. The 25k cars a 100k USD each make 2.5 billion USD a quarter and about 500 million USD in gross profit that are needed to support the funding of further expansion of production.
