Today we noticed that Tesla again adjusted its estimated delivery time of all four electric car models in the U.S., and there is a pattern.
Compared to the previous report about the Model 3/Model Y prices, and Model S/Model X prices the company has increased the estimated delivery time of non-Performance versions of each car, while the top of the line versions now has the same or shorter times.
The Model 3/Model Y Long Range AWD cars are now expected in November (new orders). The Standard Range Plus Model 3 also went a bit up, while the Model S/Model X Long Range are now set for February-March 2022!
It appears to us that Tesla notes the highest demand for its non-performance cars and this is why the company multiple times increased their prices and extended the expected delivery time. At the same time, the high-margin, top-of-the-line versions maintain their prices and probably are prioritized on the production line (shorter estimated delivery time).
Estimated delivery time (new orders):
Tesla Model 3:
- Standard Range Plus: 8-14 weeks (up from 7-13 weeks)
- Long Range: November (up from 10-16 weeks)
- Performance: 5-9 weeks [basically September] (down from 7-11 weeks)
Tesla Model Y:
- Long Range: November (up from no data / previously October)
- Performance: 7-9 weeks [basically October] (down from 7-11 weeks)
Tesla Model S:
- Long Range: February-March 2022 (up from September-October)
- Plaid: September-October
Tesla Model X:
- Long Range: February-March 2022 (up from January-February in May)
- Plaid: January-February (stable since May)
If nothing changes, the Q4 production of the Model 3/Model Y Long Range versions might be sold out before Q4 even starts.
Hopefully, next year will bring us some price reductions to increase availability for a broader customer base and improve competition.