You’ll be able to order a brand new Mannequin Y Launch Version as we speak 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 instructed robust 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 outfitted model of the electrical car.
Mannequin Y is Tesla’s best-selling car, and the manufacturing changeover limits availability.
It can end in Tesla arriving at decrease deliveries in Q1, however Tesla traders are hoping that robust 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 may select on the $60,000 new Mannequin Y Launch Version is the colour.
Tesla at the moment lists all colours, apart from ‘Extremely Purple’, as accessible for supply “as we speak”:
Even the Extremely Purple could be delivered inside just a few days, in keeping with Tesla’s on-line configurator.
This is able to point out that Tesla has no backlog for the brand new model of the Mannequin Y in its at the moment accessible trim.
That’s regardless of CEO Elon Musk lately reposting Tesla traders claiming that Tesla was seeing report demand with out supplying any credible supply.
Tesla is predicted to quickly launch the non-Launch Version for a cheaper price because it doesn’t embody all choices, just like the $8,000 Full Self-Driving package deal.
The RWD model will even decrease the entry worth and will 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 might occur subsequent month, however I’m not shocked. It’s laborious 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 tough to promote with or with out a refresh.
Tesla has now virtually completely exhausted the stock of the previous Mannequin Y, because of deep reductions of as much as $8,000:
The remaining has remained secure apart from Cybertruck stock, which is exceptionally excessive since Tesla had a containment maintain on deliveries as a result of cantrail drawback.
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 must 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 subject proper now could be 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 nicely, however not in addition to final yr and Tesla will nonetheless want to supply reductions to be aggressive.
