Tesla says it might ship new orders for the refreshed Mannequin Y inside two weeks in China. Is the automaker already experiencing a requirement drawback with the brand new Mannequin Y?
Final month, Tesla launched the brand new Mannequin Y in China. The automobile options an up to date design and new options that deliver it nearer to the lately refreshed Mannequin 3.
Tesla has now began delivering the Lengthy Vary AWD up to date Mannequin Y in China this week.
However together with the beginning of deliveries, Tesla additionally opened orders for the non-Launch version and the Normal Vary RWD:
There have been rumors coming from China that Tesla managed to get tons of of 1000’s of orders for the brand new Mannequin Y, which isn’t inconceivable since it might be just some months of manufacturing for the best-selling EVs, however now Tesla’s up to date configurator raised questions on these rumors.
Tesla says it might ship a brand new Mannequin Y RWD order positioned at this time in “2 to 4 weeks” in China.
The Lengthy Vary AWD Mannequin Y takes a bit longer at “6-10 weeks” for brand spanking new orders.
Based mostly on insurance coverage information, Tesla’s deliveries in 2025 are at the moment down about 7,000 items in comparison with the identical interval final yr.
Electrek’s Take
There’s little doubt that the Mannequin Y changeover goes to harm Tesla in Q1. The query is, by how a lot?
I’m stunned to see you can place an order proper now and get on in simply 2-4 weeks. It does level to smooth demand for the RWD model, not less than.
It’s going to be attention-grabbing to trace deliveries by March. Tesla might want to ship over 50,000 automobiles subsequent month to reach at comparable ranges because it did final yr.
It seems to be just like the manufacturing ramp goes properly, so demand is likely to be the larger issue.
As for the Mannequin 3, Tesla is already pulling all of the demand levers to ensure that the sedan to contribute, however every little thing factors to the brand new Mannequin Y being the completely different maker.
