For Musk, who often bounces tickets, whether this time can advance as scheduled is still a big issue.
According to foreign media reports, the latest research report released by Deutsche Bank based on supply chain orders states that Tesla’s Model Y may begin delivery in the first quarter of next year, which means the overall delivery time of Model Y It will be half a year earlier.
Previously, Tesla stated that it had advanced the Model Y production plan. The production time was in the summer of 2020. The long-life version was delivered in the fall of 2020. The delivery time of the standard version was even more. It will wait until 2021.
The early delivery of Model Y may be related to the competitive landscape of the market.
As the last model of Tesla ’s “sexy” camp, Model Y and Model 3 have more than half of the same parts. The specific configuration is not much different, but the price of the car is 10% higher. about. This has also led to the Model Y seemingly difficult to become Tesla’s most classic model, so after the launch last year did not inspire users much expectations.
From the set delivery time, the standard version of Model Y will have to wait until 2021, which is half a shot slower than many rivals. In addition, Model 3 has already harvested the market and the follow-up consumer demand for Model Y And competitiveness remains to be proven.
In this context, many car companies are waiting for the opportunity to launch a similar model sniper “Model Y”, and the time to market is also set to 2020.
Previously, Ford announced that it will launch the first pure electric vehicle. Mach-E, market time is 2020. The first batch of delivery will be in Europe Start. On the other side, Weilai Automobile is limited by the development progress of the second generation platform. In order to launch products on the same level as the Model Y, an ES6 crossover will also be launched on this year’s NIO DAY. The world Coupe model, mass production time is also June 2020.
However, for Musk, who often bounces tickets, whether this time can be advanced in advance is still a big problem. Previously, the Model 3 announced that it would be delivered early in July 2017, but it was actually not until December. .
And perhaps more importantly is how to balance capacity and time windows. After digesting the Model 3 order, does Tesla have enough production capacity, funds and other resources to support the subsequent normal production of Model Y, and how to balance the order of more than 200,000 cybertruck pickups in hand, for Tesla to come It is undoubtedly a big capacity test.