Supplier Orders For Tesla Model 3 Ramp Up

Tesla Model 3


Tesla Model 3 suppliers are reporting an uptick in orders, and this may not be quite the same situation that we saw early on in Model 3 production.

Yes, of course, there are people that are going to say that there was a huge increase in supply orders for the Model 3 last summer. We, along with many others, reported it as potential for a production surge. However, at that time, nobody seemed to really have any good idea about where Model 3 production was headed, including the Tesla and its CEO.

Read Also: Tesla Blames Suppliers For Model 3 Production IssuesTesla Model 3

In an effort to be safe and stay ahead of the game, Tesla placed large supply orders early on and canned suppliers that couldn’t live up to expectations. Later, we heard that many of those “extra” parts were simply taking up space on the factory floor. This was likely due to the fact that the automaker was optimistic and proactive, as it didn’t anticipate all of the problems that ensued.

Fast forward to current day and we’re pretty confident that Tesla has a much better handle on what production looks like and where it’s headed, since we’ve seen much more consistency as of late. This means that supply orders at this point should more closely mirror production.

With all of that being said, Tuesday, JL Warren Capital LLC revealed that it has discovered some signs that suggest increased Model 3 production. In a note to clients, the firm points to growth in supply orders related to the popular electric sedan. Specifically, it mentions an order of 20,000 touchscreens from California-based SAS Automotive in May, along with another 10,000 from a Chinese company.

Related: Musk Says Tesla Model 3 Production Target Is 6,000 A Week By June

The note went further to provide that the unnamed Chinese company plans to produce some 58,000 screens during the third quarter, which would match up nicely with Tesla’s 5,000 per week production goal for the Model 3.

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Source: Bloomberg

Categories: Tesla

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28 Comments on "Supplier Orders For Tesla Model 3 Ramp Up"

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I will take 1 heads up display!


So where do you put the blame? I blame those that simply point at America and allow all others to continue growing.

Has it gotten so bad, that you can connect dots in the air? Not good, very bad as the President likes to say.

LOL for 99% of Americans it has to get that bad for them to wake up. Similar to cardiovascular disease you finally wake up when you have a heart attack and survive LOL CONNECT THE DOTS ON CLEAN AIR WAKE UP FOLKS

Meh. We’ve had 750ppm C02 before man even existed. C02 is nothing to worry about. Besides the more there is the more plants thrive.

By that “logic” there’s nothing to worry about setting off the largest nuclear bombs we can build, because the asteroid that did for the dinosaurs was bigger.

When carbon dioxide concentrations in the atmosphere were higher than today, sea levels were many tens of metres higher than the present.

(⌐■_■) Trollnonymous

OT, Ford seems to be shutdown due to parts supplier fire at parts supplier facility.
Affects GM and FCA as well.

Too bad the Bolt EV beat you to market. So where’s the Model Y ? I will probably end up buying the GM equivilent if you’re slow to produce that Model Y.

(⌐■_■) Trollnonymous

First to market means nothing when you get crushed on sales for 2 months straight with no chance to catch up.
You didn’t qualify what was beat to market. Tesla has had the Model S and the ugly X (yeah I think it’s ugly) way before the Bolt.

Too bad the Bolt was only half finished and release with no charging network.

The Bolt EV beat the Tesla Model 3 to market. Has that hurt TM3 sales? Heck no! Not a bit.

It will be the same for the Tesla Model Y.

In my opinion, the only serious competition for Tesla’s cars is the Jaguar I-Pace, and sales of that car will be too low to have any serious impact on the market.

Nah. I doubt Jag. Again no network.

I think the Volvo XC40 BEV will be a good comparison to the Model Y. But I doubt they will produce as many as Tesla produces of the Y.

But XC40 should be launched late this year or early 2019, and Y is more than 2 years away.

But really, can we all stop with pitting EVs against other EVs? The competition is against ICE.

Drove the Bolt. Uncomfortable driver’s seat. Crushed in the back seat. Cheapo materials like a bad econobox. Selling on novelty value only. When Model 3 volumes increase Bolt will be toast.

“When Model 3 volumes increase”, speaks VOLUMES!

I hope this current Tesla Production Hell, will seem like just a bad case of the hiccups, by the time the Model Y reveal opens reservations.

Fingers crossed for the Model Y reveal, hopefully coming later this fall.

I don’t think we will see a Y reveal (or at least not preorders) until Tesla works through a significant chunk of the Model 3 backlog. So probably not until end of 2019.

I drove a Bolt (and have sat in several at dealers and EV shows) Totally comfortable seats, plenty of room in back.

Plenty of room in back? LMAO!

Probably the same or better as the Model 3. Yes I own both now.

Bolt back seats are larger and more comfortable than the model 3. And the front seat of the Bolt is driver preference. Hard to compare materials with the model 3 when there really isn’t anything there (i.e. no traditional dashboard) . Soft touch materials only matters when you’re knocking on stuff in videos). In actual driving the Bolt soft everywhere it needs to be.

The funny thing about the Bolt is GM must have really created a good car when the biggest complaints are about the seats and materials inside. All things the Buick based Bolt are suppose to fix.

You’re wrong by a mile and a half the biggest complaints about the Bolt is the Charging NETWORK, IT”S A CITY CAR and an expensive car at that ,styling and seats take a backseat , pun intended .LOL Edit ;if you want an EV as an only car there is no substitute for a TESLA all others are city cars by virtue of their charging network , if you don’t believe me just take that BOLT on a cross country drive and Vlog it,lets see how far you get.

It makes sense GM makes gas guzzlers not EVs LOL CONNECT THE DOTS ON CLEAN AIR WAKE UP FOLKS thanks for caring

If buying GM makes you happy, then by all means buy GM. The car market is big enough.

Tesla doesn’t need you.

Agreed! Buy EV, any EV, and install solar.The early adopter, experimental stage is ending. Time go electric and to cut way, way back on gas.

YES have you connected the dots on clean air?

What dots are those you speak of?

When GM gets access to unlimited supplies of EV powertrain components they might dominate until then they are just basically “COMPLIANCE CARS”.ever try buying a Bolt in Ontario Canada? Their just as common as hens teeth.Mod S &X i see half a dozen daily and Mod 3s are going to be as common as BMW 3 series and Mercedes C class thanks to the moneyed Chinese in GTA