New VIN registrations come in rarely now as Tesla already has an abundant pool of numbers to use.
As this is the only registration of new VINs in September, after just one in August, it seems that the frequency of VIN registrations stabilized (it was almost daily at peak). Also, the volume is rather stable. Whether it hints at manufacturing stabilization? It's hard to say.
The thing that we can decode from VIN stats is the growing share of International VINs (outside North America) and all-wheel-drive versions.
Tesla Model 3 VIN Registrations - September 18, 2019
- Total VINs: 536,788
- Total VINs (AWD): around 242,430 (45%)
- Total VINs (RWD): around 294,358 (55%)
- Total VINs (North America): close to 381,000 (71%)
- Total VINs (International): over 155,700 (29%)
- Total VINs (International, RHD): around 20,000 (3.7%)
- Production (by end of June 2019): 291,143 (54% of VINs)
- Sales (by end of June 2019): 276,353
Source: Model 3 VINs