According to media reports, some Tesla buyers who ordered recently refreshed Model S and Model X models are saying that deliveries are being pushed back because the EV maker is experiencing delays bringing the vehicles to production. Tesla unveiled the updated models in January, and company boss Elon Musk said the first deliveries would happen within a few weeks, but Tesla hadn’t delivered any refreshed Model S or Model X by the end of March.
In February Musk sent an email to Tesla employees that the website Electrek obtained that said Tesla was “almost done” retooling the production lines, and it expected to reach full production in Q2. “Model S/X production lines are almost done with the retooling,” the email said, “and will be aiming for max production next quarter. There is high demand, so we are soon going to need to go back to two shifts. Please recommend friends for recruiting.”
Here we are, six weeks later, and there hasn’t been a single reported new Model S or Model X delivery, and buyers who ordered the revised Model S are saying their estimated delivery dates have been pushed back a few months, from March/April to May, June or July.
It’s unclear what is causing the delays and Tesla hasn’t commented, but this morning (April 8) Musk did tweet his thanks to Tesla suppliers for “providing us with critical parts!”
Tesla has experienced several product delays over the years including the Model 3 way back in 2017, and the delays might be finally catching up with the EV maker: Cox Automotive released a report in February saying Tesla’s star is fading. Cox’s Kelley Blue Book Brand Watch Report surveys consumer perception and weaves in consumer shopping behavior to determine how a brand or model stacks up with its competitors on several factors consumers think are important.
The Brand Watch Report shows shopping for Tesla’s Model 3 plummeted 40 percent, more than any other model. The decline in shopping caused the Model 3 to drop from number one on the most-shopped luxury vehicle list, a spot it held for six-straight quarters, to 10th. The Model Y fell off the top 10 most-shopped luxury vehicles completely in Q4 2020; it had been the third-most shopped luxury vehicle in the third quarter.
Meanwhile Electrik speculates that since Tesla needed to redesign the software and user interface for the new Model S and Model X center screen, the delay could actually be a software issue. The site also pointed out Model S and Model X uses a different user interface than the Model 3/Model Y display, and that the S and X got new instrument clusters because Tesla changed the screen format. The site also pointed out that the second-row screen needs a new user interface since it didn’t exist before. The site saw a glimpse of the new Tesla v11 software in a Model S prototype last month.
Meanwhile, a few weeks ago word came that Tesla’s Semi electric truck was also delayed, with Musk tweeting that the company was experiencing battery cell supply constraints.
“Demand is no problem, but near-term cell supply makes it hard to scale Semi,” he tweeted. “This limitation will be less onerous next year,” the billionaire entrepreneur said.
When Tesla first showed the prototype of the electric semi in 2017, Musk said the Class 8 truck would go into production by 2019. Last week he suggested bottlenecks would cause production delays until next year.
Why do you think Tesla experiences so many delays? Let us know in the comment section below.
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