Plaid Tesla Model S
Tinsae Aregay's picture

Delivery Estimates For New Model S & X Increase Likely Due To High Demand And Production Woes

Tesla has increase the delivery estimate date for the refreshed Model S and X by few weeks up to few months. There are signs pointing to both increased demand and production problems being the cause.
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For the past several weeks, Tesla has been working on retooling its Fremont California factory to produce the refreshed Model S & X. And now as refreshed Model S vehicles are seen being transported by carriers (likely shipping to customers) Tesla has increased the delivery times for the vehicles.

Delivery estimates for the refreshed Tesla Model S are now 10 to 14 weeks up from an earlier 4 to 10 weeks. And delivery times for the Model X are now May-June pushed back from an earlier March time frame. As usual, Tesla hasn’t disclosed any information on the reason behind the change in delivery dates.

However, this is a large enough jump and likely suggests a strong demand for the vehicles. In a leaked internal memo last week Musk said Tesla’s Fremont plant will be going to double shift to accommodate the high demand for the refreshed Model S and X.

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In the memo, Musk urged employees to recommend their friends to the new positions that will be opening up. It is not surprising that there is a high demand for the two new vehicles. The refresh has increased the already amazing performance numbers of the vehicles. On top of the quickest 0 to 60 times, the plaid Model S has now also made the electric four-door sedan be the quickest in a quarter-mile against any production vehicle.

However, more than the performance numbers, which were already ludicrous for a four-door sedan, what is probably exciting to Tesla customers are the new tech features. The refreshed Model S and X come with a new horizontal 17-inch screen with 2200x1300 resolution, ultra-bright, true colors, improved responsiveness, and left-right tilt. There is also now a smaller 11-inch display for rear passengers.

In addition, powering the display is a new GPU with up to 10 teraflops of processing power enabling in-car gaming on-par with today’s newest consoles. The new vehicles also have wireless controller compatibility which lets you game from any seat.

However, that’s just scratching the surface of all the improvements. There is now a new heat pump that enables 5 times more high-speed runs around the track and improves cold-weather performance.

New Tesla Model S Interior

Given all the improvements it’s not surprising Tesla is experiencing very high demand for its vehicles. However, there are also signs this doesn’t tell the whole story for why Tesla increased the delivery estimates.

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One clear sign Tesla is experiencing production woes with the new vehicle is Elon Musk’s statement on Tesla’s Q4 earnings call. During the call, Musk had said The new Model S will start deliveries in February and the Model X soon after. However, we’re almost a third of the way through March, and still deliveries of the refreshed Model S haven’t yet begun.

A second clue that Tesla is experiencing production difficulties is Elon Musk’s Twitter response to a Teslarati article. In the article Teslarati given the multiple sightings of the refreshed Model S vehicles in Tesla’s Fremont California plant opined that deliveries are imminent. However, Musk in response tempered the imminent delivery expectations by saying “still many fine details to address, but the final product will be fantastic”

Given all the new technologies coming at once with the refreshed Model S and X, it is not at all surprising Tesla might run into some production roadblocks. As of now, we have no clue what the hang-up in production is. But, we will keep you posted if any more information comes out.

So what do you think? Do you think the pushback in delivery date estimates is due to high demand? Or is it because of production problems? Or both? Let me know your thoughts down in the comments below.

For more information check out: Tesla's New Video Shows Its 2020 Milestones in Automotive, Energy and Stock Sectors Also, see Toyota Dominates Consumer Reports New Green Choice Vehicle Listing

Tinsae Aregay has been following Tesla and The evolution of the EV space on a daily basis for several years. He covers everything about Tesla from the cars to Elon Musk, the energy business, and autonomy. Follow Tinsae on Twitter at @TinsaeAregay for daily Tesla news.


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Comments

I have a friend who ordered a new Model S Plaid, and his delivery status is still showing a March timeframe. He regularly drag races his current Raven Model S Performance, and rarely loses. This new Plaid model promises to be significantly quicker, and all of the other improvements are a real bonus as well.
I placed an order on February 10 for the basic long range model S that originally had a March delivery delivery date on the order. That promised March date has been removed (no date shown) from my order so I can only assume there are production issues since this the configuration that is supposed to be the first to be delivered.
I placed an order on February 10 for the basic long range model S that originally had a March delivery delivery date on the order. That promised March date has been removed (no date shown) from my order so I can only assume there are production issues since this the configuration that is supposed to be the first to be delivered.
Dude. There is nothing “basic” about your car. The MS LR refresh is sick. There are really only two reasons to order a Plaid. 1. You regularly drag race. 2. Vanity/ego. You made the smart choice IMO.
I ordered a Plaid X because my Tesla stock has finally made it possible for me to experience expensive things. I believe that my wife and I (both senior citizens) will enjoy easier to enter/exit seat height as well as a quiet, comfortable ride each time we go for errands or just a drive. When I was younger, many elderly people I knew bought 'land barges.' -Now it's my turn.
I’m experiencing similar issues. Ordered Model S Jan30 and “March” still listed. Here it is April2. I’m pining for this thing.
I placed an order on January 18th and was changed with a refresh to Feb. 8th order date, lost 3/4 of a month. Now no date on March 13th....., and for an MS LR, I also got a price increase from Orig. order date. My excitement has grossly eroded, my patience is lost, and the hype of Tesla and doing what they wish, when they wish isn't my idea of a format that I can get to like!
Same exact thing happened to me. No better way to kill a buzz. And there is no chatter at all about when we may see our cars
I have a freshed Model X in order since the end of January. Although I’m disappointed I haven’t heard word of an ETA In sure Tesla isn’t just goofing off. They want to get these cars to customers as quickly as possible. I’m also hoping that if I have to wait this long, the car will be high quality.
same exact thing, and literally almost exact dates but I ordered the original in person on December 10, 2020 with a Tesla salesperson at a showroom in Orlando. Was called and informed of the change February 1, rep didn't place in the order until Feb 8th as well. They've told me nothing, and I've incessantly emailed... even the Tesla forums disabled comment posting and are only read only regarding this matter. I have really lost all excitement for the car and I'm just throwing away cash on this monthly car rental from AVIS because I was told this would be a March delivery. Where do you find a car lease for just 1 or 2 months? Nowhere. I was proactive in ordering the car first week of December 2020 when my current car lease was ending not until February 2021, and this is now what I am dealing with. Completely helpless, all these emails I have to write to Tesla are through their customer support page where I am forced to select I am interested in Solar Panels or becoming a Tesla Installer Tech because they clearly do not want to be contacted at all. I just logged in again now, no delivery date in my account still. Since I am forced to wait since I am already invested in throwing away rental car money, I swear this better be the best vehicle I've ever owned without one single issue or I'm going right back to BMW, Audi or Mercedes.
I have a friend who ordered the Model S Plaid and his order still says March, with the new order date being 4-11 weeks away, and the Model X Plaid shows a May-June timeframe for delivery. Considering all of the materials shortages and Covid issues causing production and shipping delays for automakers, it seems that Tesla is still doing pretty good for the release of these new models.