Tesla Model S
Tesla Model S in Australia
It seems like every time that supply of the Tesla Model S begins to catch up with demand, Tesla Motors responds by making the Model S available in more countries or by adding new feature sets to the Model S to reignite demand.
Therefore, it seems that demand for the Model S almost always outstrips supply.
Global Equity Research’s Trip Chowdhry believes that demand for the Model S still outstrips supply. Here's how he explains the current situation (via Barron's):
- Tesla’s Factory in Fremont is currently manufacturing about 1,200 to 1,250 cars per week
- The shift to 85kWh version of Model S is very significant. 85kWh version of Model S is $10K more than 60kWh version of Model S
- This quarter, probably between between 3,000 to 4,000 P85D’s will be delivered, with an average ASP of $129K
- We estimate that the above will probably increase the ASP by about 5% to 8%
- Demand continues to outstrip Supply: Everyday probably between 170 to 200 of Model S are being booked
- Tesla’s Autopilot, Instant Torque, Safety, Designer Looks and Driving experience, are the primary reasons Tesla’s Demand is outstripping Supply
- Starting last week of December’2014, some stores may have P85D for test drives, with probably all the stores having P85D available for test drives by March’2015
- Once TSLA starts giving the Test drives on P85D, the demand for P85D could just continue getting strong
- Every data point we have indicates that Demand is outstripping Supply
Source: Barrons
