![]() Tesla has industry-leading gross margins that enable it to absorb those discounts profitably, but it is still going to affect its bottom line in a bad way. The problem for Tesla is that a significant number of those 420,000 vehicles have been heavily discounted this quarter. ![]() That’s not exactly the 50% rate Tesla has been aiming for, but it is still undeniably impressive in the current auto market compared to other brands. It would put Tesla at over 1.3 million deliveries in 2022 or about 39% growth versus the previous year. In some way I am happy, deflationary forces taking places, Tesla will be serving major market price bend 30-50 K, 65 K Model Y price was getting to the point most people just won’t pay that kind of money for vehicle, despite they could possibly afford it. I believe Tesla is likely going to be around Elon’s magic number in Q4: 420K deliveries. In Q4 2022, Tesla is expected to deliver over 400,000 vehicles thanks to increased production capacity and a decent number of vehicles in transit at the end of the last quarter. The last record was achieved last quarter with over 343,000 vehicles. Tesla is expected to beat its previous US delivery record by a significant margin in the US and globally. There are more cars coming off the lines in Fremont and Texas for the US market, but many of them are already spoken for.Įlectrek has learned that Tesla started to authorize the sale of display and test-ride vehicles in several markets in the US yesterday, according to sources familiar with the matter. Florida also still has some inventory.īut most markets are starting to run low on inventory following the rare discount program put in place by Tesla. Tesla still has a few dozen Model 3 vehicles around New York City and a handful of Model Y vehicles. The automaker literally has a single Model 3 listed for the Los Angeles area and less than two dozen Model Y vehicles. ![]() Tesla barely has any Model 3 vehicles available in the Bay Area. Now we learn that Tesla’s inventories are getting low in the US as the incentive program was successful. However, we didn’t report on how well these incentives have been working. Later, the automaker also started to offer 10,000 free supercharging miles to people taking delivery this month.Įarlier this week, Tesla increased the amount of the discount to $7,500 – equivalent to the federal full tax credit for electric vehicles that will be put in place for vehicles getting delivered next month in the US. Tesla started offering a $3,750 discount to buyers for everyone taking delivery of a vehicle in the US in December. Over the last few weeks, we have reported on a lot of incentives Tesla has put in place to sell cars this quarter. Tesla has authorized locations in North America to start selling display and test-drive vehicles as it aims to close out a record quarter despite the noise.
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