You’ll be able to order a brand new Mannequin Y Launch Version in the present day within the US, and Tesla can ship it on the identical day. This factors to weak demand simply weeks after the brand new car’s deliveries began, whereas CEO Elon Musk not directly steered sturdy demand.
TLDR: Tesla is having points promoting its new Mannequin Y Launch Version.
In January, Tesla unveiled its new redesigned Mannequin Y and began taking orders for the Lengthy Vary AWD ‘Launch Version’, which is principally a totally geared up model of the electrical car.
Mannequin Y is Tesla’s best-selling car, and the manufacturing changeover limits availability.
It would end in Tesla arriving at decrease deliveries in Q1, however Tesla buyers are hoping that sturdy demand for the car will carry over to the remainder of the yr.
Nevertheless, Tesla’s solely supply timelines level to demand being weak for the brand new model.
Because it comes totally loaded, the one factor you’ll be able to select on the $60,000 new Mannequin Y Launch Version is the colour.
Tesla at the moment lists all colours, aside from ‘Extremely Crimson’, as out there for supply “in the present day”:
Even the Extremely Crimson will be delivered inside a couple of days, in response to Tesla’s on-line configurator.
This might point out that Tesla has no backlog for the brand new model of the Mannequin Y in its at the moment out there trim.
That’s regardless of CEO Elon Musk just lately reposting Tesla buyers claiming that Tesla was seeing report demand with out supplying any credible supply.
Tesla is anticipated to quickly launch the non-Launch Version for a lower cost because it doesn’t embrace all choices, just like the $8,000 Full Self-Driving package deal.
The RWD model will even decrease the entry value and may see extra demand.
Electrek’s Take
In brief, it implies that after taking orders for 2 months, Tesla managed to get sufficient orders for the brand new Mannequin Y Launch Version for simply over two weeks of deliveries within the US.
I believed it could occur subsequent month, however I’m not shocked. It’s onerous to gauge Tesla’s demand within the US proper now amid all of the model destruction that’s taking place and a totally loaded Mannequin Y at $60,000 earlier than tax credit score is difficult to promote with or with out a refresh.
Tesla has now nearly fully exhausted the stock of the previous Mannequin Y, because of deep reductions of as much as $8,000:
The remaining has remained steady apart from Cybertruck stock, which is exceptionally excessive since Tesla had a containment maintain on deliveries as a result of cantrail downside.
I feel Tesla is in a difficult scenario now with solely the brand new Mannequin Y Launch Version to promote for its best-selling car program.
The non-Launch Version and RWD can’t come quickly sufficient, or Tesla should return to 0% financing as quickly as April, prefer it did for Mannequin 3 and even for the brand new Mannequin Y already in China.
I feel those that are hoping that Tesla’s solely challenge proper now’s that they haven’t reached quantity manufacturing of the brand new Mannequin Y but are in for a nasty shock this yr.
Mannequin Y will nonetheless promote properly, however not in addition to final yr and Tesla will nonetheless want to supply reductions to be aggressive.
