China: Tesla Cuts Estimated Delivery Time Of Model 3/Model Y Again via insideevs.com
has once again applied changes to the estimated delivery time, which now starts at just 1 week and is not expected to be longer than 10 weeks. That's a completely different situation than 12-16 or even 16-20 weeks of waiting earlier this year.Tesla Model Y RWD : 1-4 weeks We don't know the details, but in general, a shorter delivery time means that the supply of new cars improved over demand.
It would make sense as - according to many reports - the Tesla Giga Shanghai plant was upgraded this summer andThe main question is whether that's the main reason or if maybe something is happening also on the demand side - weakened local demand or reduced export to Europe . We might see an answer for that in the sales stats in the next few months.
If there is any weakening of demand, Tesla might adjust the pricing accordingly and most likely continue production at full speed - potentially beyond a million MIC cars per year. An interesting question is also whether estimated delivery times will soon reduce in North America too. There is a really big chance for that, especially since the Giga Texas plant is producing cars equipped with 2170-type battery cells .
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