The challenge:
If we take deliveries so far -
Q1 7535
Q2 7579
And that Telsa expects a similar number to Q2 for Q3, due to plant shutdown, so lets say -
Q3 ~7600
This ads up to 12286 cars that need to be delivered in Q3 to meet the 35000 mark.
Of course, to answer the question how realistic is this, we need to ask two questions -
1. Can the factory output be increased fast enough?
2. By how much does demand exceed supply?
For the first question, we need to take into account the upgrades to the production line starting from august 4th onwards, as well as the cars currently on their way - 8,763 built - 7579 delivered = ~1200 cars for Q3 that we know of. The missing number here is the production rate following the production line upgrade.
For the second question, an estimate could start from the wait lines. Wait line * delivery rate ~= demand - supply. At least as a first approx.
Any thoughts?
Thanks,
Daniel
If we take deliveries so far -
Q1 7535
Q2 7579
And that Telsa expects a similar number to Q2 for Q3, due to plant shutdown, so lets say -
Q3 ~7600
This ads up to 12286 cars that need to be delivered in Q3 to meet the 35000 mark.
Of course, to answer the question how realistic is this, we need to ask two questions -
1. Can the factory output be increased fast enough?
2. By how much does demand exceed supply?
For the first question, we need to take into account the upgrades to the production line starting from august 4th onwards, as well as the cars currently on their way - 8,763 built - 7579 delivered = ~1200 cars for Q3 that we know of. The missing number here is the production rate following the production line upgrade.
For the second question, an estimate could start from the wait lines. Wait line * delivery rate ~= demand - supply. At least as a first approx.
Any thoughts?
Thanks,
Daniel