Model 3 current and projected production

Discussion in 'Tesla' started by el Crucero, Jul 9, 2018.

  1. ETC(SS)

    ETC(SS) The OTHER One Percenter.....

    Joined:
    Oct 28, 2010
    7,251
    5,969
    0
    Location:
    Redneck Riviera (Gulf South)
    Vehicle:
    Other Non-Hybrid
    Model:
    N/A
    Thanks for using the word 'skeptic' instead of 'denier.'

    I won't tell anybody.

    Speaking of skepticism, I was scanning the headlines this morning and saw this on CNN....
    https://money.cnn.com/2018/07/19/technology/business/tesla-downgrade/index.html

    The headline on CNN Mobile was:
    Tesla is finally making enough cars. It just can't sell them.
    (It's a little softer on the web version of the story....)
    OUCH....
    Talk about friendly fire!

    Yes.
    I checked.
    It really WAS CNN and not Fox.
     
    #81 ETC(SS), Jul 20, 2018
    Last edited: Jul 20, 2018
  2. bwilson4web

    bwilson4web BMW i3 and Model 3

    Joined:
    Nov 25, 2005
    24,794
    14,100
    0
    Location:
    Huntsville AL
    Vehicle:
    2017 Prius Prime
    Model:
    Prime Plus

    24% of Tesla Model 3 orders have been canceled, analyst says

    Cancellations for Model 3 orders have picked up in recent weeks. Refunds now outpace deposits for Tesla's new mass-market electric car, according to Needham & Co. analyst Rajvindra Gill. . . .

    So 25% of 400,000 would leave 300,000 orders. Take away the 40,000 Model 3 manufactured, we're looking at 260,000 orders remaining. Oh the horror!

    Bob Wilson
     
    Trollbait and San_Carlos_Jeff like this.
  3. ETC(SS)

    ETC(SS) The OTHER One Percenter.....

    Joined:
    Oct 28, 2010
    7,251
    5,969
    0
    Location:
    Redneck Riviera (Gulf South)
    Vehicle:
    Other Non-Hybrid
    Model:
    N/A
    Hope you're right.

    VERY curious article in terms of source, title, and timing.

    The one good thing about having [insert notional number here] electric cars on the road today is that the game is well and truly afoot!!!

    Gonna be awfully hard to squeeze that genie back into the bottle!!!
     
  4. Zythryn

    Zythryn Senior Member

    Joined:
    Apr 28, 2008
    5,352
    3,408
    1
    Location:
    Minnesota
    Vehicle:
    Other Electric Vehicle
    Model:
    N/A
    Third party analyst vs statement from Tesla? I’ll take the statement from Tesla.
    That said, a 75% retention rate, considering the delays and all the FUD flying around, is pretty good.

    At the end of June Tesla had about 420,000 reservations Tesla Q2 2018 Vehicle Production and Deliveries | Tesla, Inc.

    Soon after that, they stopped taking new reservations. The only take orders now, which this analyst has no way to track. Heck, I don’t believe they have a way to track new reservations while reservations were being accepted.

    But even if we assume they are correct, a backlog of 315,000 is a nice problem to have.

    Hehe, then there is this gem:
    Sounds like he has a short position and is not basing this on reality.
    If Tesla can average 4000 Model 3s a week in the last six months of the year, that is 100,000 Model 3s in just the final 6 months. That would put the year at about 130,000.
    As for the requirement to ship 27% more in the second half of the year? Well no kidding. That is exactly what companies do when they are ramping up production!
     
    #84 Zythryn, Jul 20, 2018
    Last edited: Jul 20, 2018
  5. bisco

    bisco cookie crumbler

    Joined:
    May 11, 2005
    95,319
    43,208
    0
    Location:
    boston
    Vehicle:
    2012 Prius Plug-in
    Model:
    Plug-in Base
    cnn has become another ag, filled with clickbait.
     
  6. vinnie97

    vinnie97 Whatever Works

    Joined:
    Mar 20, 2010
    1,430
    276
    0
    Location:
    Somewhere out there
    Vehicle:
    2018 Tesla Model 3
    Model:
    N/A
    Not worth it since data and research can easily be manipulated to fit an agenda, no matter the angle you're arguing, especially on a topic as complex as this one. I trust no one who claims the science is settled. I only posted the previous comment here because of the browbeating/guilt-tripping being engaged, which is common among alarmism.
     
  7. el Crucero

    el Crucero Senior Member

    Joined:
    Jun 27, 2015
    1,628
    692
    0
    Location:
    Inland Empire
    Vehicle:
    2012 Prius Plug-in
    Model:
    Plug-in Advanced
    I trust no one who says the science isn't settled. For example, do you think that smoking is a carcinogen or not? Alarmism is justified as a counter to complacency and denial.
     
  8. bwilson4web

    bwilson4web BMW i3 and Model 3

    Joined:
    Nov 25, 2005
    24,794
    14,100
    0
    Location:
    Huntsville AL
    Vehicle:
    2017 Prius Prime
    Model:
    Prime Plus
    Sorry, my mistake:
    You want "Fred's House of Politics" in room 12A, Git:


    Bob Wilson
     
    el Crucero likes this.
  9. el Crucero

    el Crucero Senior Member

    Joined:
    Jun 27, 2015
    1,628
    692
    0
    Location:
    Inland Empire
    Vehicle:
    2012 Prius Plug-in
    Model:
    Plug-in Advanced
    My guess that model 3 deliveries would hit 100K by the end of September appears to be pretty close to accurate. My SIL is going to take delivery of his model 3 next Tuesday. His VIN is close to 71xxx. So delivering 30K cars in the next 6 weeks appears doable. He waited a total of 6 weeks from placing order to delivery. Long wait lines appear to be over for current production, at least for the time being.
     
Loading...