Industry dynamics

Tesla reduces Model 3 wait times in China, while Model Y Long Range gets extended

Publishtime:1970-01-01 08:00:00 Views:23

Expected delivery dates for both versions of the Tesla Model 3 in China have been reduced by four weeks, while the Model Y Long Range has been extended by four weeks.

Expected delivery times for Tesla (NASDAQ: TSLA) vehicles in China appear to be being adjusted intensively lately.

The latest expected delivery date for the rear-wheel-drive entry version of the China-made Model 3 is 16-20 weeks, down four weeks from the previous 20-24 weeks, information on Tesla's China website shows.

The latest expected delivery date for the dual-motor, all-wheel-drive Model 3 Performance is 12-16 weeks, also down 4 weeks from the previous 16-20 weeks.

These are the only two versions of the Model 3 currently offered by Tesla in China.

While cutting the expected delivery dates for the Model 3, Tesla has extended the expected delivery date for the Model Y Long Range with dual-motor all-wheel-drive, which is priced in the middle of the lineup, by four weeks from the previous 16-20 weeks to 20-24 weeks.

(Vehicle information displayed on Tesla's China website on June 7.)

The expected delivery dates for the other two Model Y variants -- the rear-wheel-drive entry version and the dual-motor all-wheel-drive Model Y Performance -- remain unchanged at 10-14 weeks and 12-16 weeks, respectively.

Interestingly, Tesla just extended the expected delivery date for the Model 3 entry version in China on June 2 to 20-24 weeks from the previous 16-20 weeks. The expected delivery dates for Model 3 Performance and Model Y were unchanged at the time.

Tesla's entry-level Model 3 delivery time extended to up to 24 weeks in China-CnEVPost

(Vehicle information displayed on Tesla's China website on June 2.)

Tesla's latest move means that the expected delivery dates for the entry-level versions of the Model 3 have been changed back to those prior to last week.

As with last week, the core specifications of these Tesla models, as well as pricing information, remain unchanged.

Tesla sales in CnEVPost's WeChat contacts were the first to share the information about the expected delivery date changes in their status updates, without providing a reason.

The changes may reflect, in part, a fine-tuning of the Model 3 and Model Y capacity allocation at Tesla's Shanghai plant.

Tesla Giga Shanghai suspended production when the eastern Chinese city went into a phased lockdown on March 28 and began gradually resuming production on April 19.

The plant began double-shift production on May 23, after it maintained single-shift production for a month due to employee travel restrictions and factors including logistics, local media outlet Yicai said in a May 29 report, citing an unnamed Tesla insider.

Production at Tesla's Shanghai plant remains in closed loop, with output already essentially at the same level as before the Covid lockdown and expected to return to full normal levels in June, the report said.

So far, all of China's major electric vehicle makers have released May delivery figures. Tesla's sales in are usually revealed in reports published by the China Passenger Car Association (CPCA), and they are expected to be known later this week.

Tesla China produced 10,757 vehicles in April, with wholesale sales of 1,512, according to data released by the CPCA on May 10.