Estimated delivery times on the Tesla website have been postponed until the end of this year (and, in some cases, next year), for all versions except the higher versions of the Model 3 sedan and the SUV Model Y.
For the two most expensive cars, the Model S and the Model X, buyers will have to wait until March or April 2022 to get anything but the top “Plaid” version of the Model S. For the more Tesla models expensive, estimated delivery time is january or february.
The top “performance” version of the Model 3 can be delivered in four to six weeks, and this version of the Model X can be delivered in five to six weeks. But for the less expensive models, you’ll have to wait until between November and January.
“The chip shortage problem is not moderating as much as Tesla stock markets expected,” said Dan Ives, a technology analyst at Wedbush Securities and one of the analysts with a bullish forecast for Tesla shares. He said delivery estimates have fallen back over the past week.
As for other parts, he warned, “The rest of this year, our growth rates will be determined by the slowest part of our supply chain.”
“It’s one thing to talk about futuristic projects,” Ives said. “But investors are focusing on deliveries and growing competition in the EV space. That’s the excess of value right now.”
These delivery estimates are for sales in the United States, not for sales in Europe or Asia, which come from your Shanghai plant.
Tesla did not respond to any requests for comment on the longer delivery times.
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