Customers who placed orders early report that Tesla has updated delivery times for the Model S, asking for patience. In the case of the Model X, the expected delivery date is now moved to October according to the latest reports (via Teslarati). It doesn’t look like the promised ” Very soon. »
It’s a clear sign that Tesla has some issues with the launch of the new Model S / X. None were produced in the first quarter of this year. The nature of the problem remains unknown – it may be the supply chain, but it could be related to other things as the update was quite comprehensive.
The Model S could appear on the market in a few weeks or months, while the Model X is expected to follow after the S. There is a risk that if the delays continue further, the new Model X will not enter the market. in 2021 (new orders are already expected in January-February 2022).
It’s quite unfortunate for Tesla that after a period of declining Model S / Model X sales, with many new competitors in the high-end segment, the refresh is not going smoothly.
With the target of 2,000 units per week (or about 100,000 per year) after a ramp-up phase, and an average price of around $ 100,000, a delay of several months is very costly for Tesla. S / X’s annual revenue has a potential of over $ 10 billion.