Things just get crazier and crazier at Tesla. 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.
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.
In the third quarter, Tesla produced 237,823 vehicles and delivered 241,300, smashing last quarter’s record of 201,250 deliveries. A poll of Wall Street analysts found that the average Tesla-watcher was expecting around 222,700.
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. 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. 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.
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.
I wonder what the TSLAQ crowd are having for dinner tonight.
Sources: Tesla, Electrek, InsideEVs