Tesla Model S Gets Assembled In Fremont, CA
Tesla's Fremont Factory
By the end of June, Tesla Motors had delivered worldwide over 78,000 Model S sedans.
If we compare deliveries and production in addition to the Q2 report, we will see that total production was around 7,000 higher - all those cars are currently in different stages of deliveries (or demos) around the world.
7,000 historically is just over 2 months worth of deliveries.
In the past six quarters, average increase of difference between cars produced and delivered was roughly 1,000 a quarter.
Some quarters, Tesla is steps backwards as the factory needs retooling or there is pause in production for a brief period. That's what we see in Q3 forecast, but Q4 should again be significant step up to achieve 50,000-55,000 for the year (after 21,577 in the first half).