Tesla Manufactured 80,000 Vehicles in Q3

cageymaru

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Tesla has made progress ramping up their production lines as the electric car manufacturer has produced ~80,000 vehicles in the third quarter according to sources familiar with the company. Electrek says that Tesla made almost as many cars in 3Q as the last two quarters combined. 53,000 Model 3 cars were manufactured in Q3 which is a 187% boost over the last quarter.

Undoubtedly, this is Tesla's most impressive quarter to date in terms of production. There were some ups and downs for Model 3 production and Tesla clearly didn't achieve its goal of 6,000 units per week, but 187% increase quarter-over-quarter is still incredible. Now the delivery results could be even crazier.
 
I just saw my first Model 3 in the wild a few weeks ago. My dentist has an early Model S P65 with 180,000 miles on it, he says the batteries are still over 80% of their range.
 
I've been seeing a few way out here in the middle of nowhere.

That range would put me off, but hey, change is good. Progress is unstoppable, hopefully we can have a price war to really make the EV market explode.
 
They made 17,000 Model 3's in 1 month?
I mean that's very doable, most manufacturer's plants output around 25k cars a month, the old nummi plant that they retrofitted from used to output nearly 35k a month at it's peak.
 
I just test drove a Model 3 and it was fucking amazing! The power deliver is second to none unlike anything I have ever seen and I have owned 600+ HP cars.

I intend to get a Model 3 performance AWD after the new year. RIght now it is a 2 month wait so not bad at all considering the niche market. The performance AWD Model 3 is actuall faster than the P100D due to the power to weight ratio. I do miss the front guage panel that the S and X have but when I was testing driving it yesterday in Alpharetta, GA I got super used to it almost within a min and now kind of prefer to not have a busy gauge panel in front of me.
 
I've been seeing more and more every week, different colors, different people. This pleases me.
images?q=tbn:ANd9GcS8VdemqouRXFBAekWZkUFbTELCf5jWN5ILN-SSL1m-JpyYknM7.jpg
 
Tesla has made progress ramping up their production lines as the electric car manufacturer has produced ~80,000 vehicles in the third quarter according to sources familiar with the company. Electrek says that Tesla made almost as many cars in 3Q as the last two quarters combined. 53,000 Model 3 cars were manufactured in Q3 which is a 187% boost over the last quarter.

Undoubtedly, this is Tesla's most impressive quarter to date in terms of production. There were some ups and downs for Model 3 production and Tesla clearly didn't achieve its goal of 6,000 units per week, but 187% increase quarter-over-quarter is still incredible. Now the delivery results could be even crazier.

That breaks down to 6,123 cars a week (80,000/(13 weeks per quarter))
 
I just test drove a Model 3 and it was fucking amazing! The power deliver is second to none unlike anything I have ever seen and I have owned 600+ HP cars.

I intend to get a Model 3 performance AWD after the new year. RIght now it is a 2 month wait so not bad at all considering the niche market. The performance AWD Model 3 is actuall faster than the P100D due to the power to weight ratio. I do miss the front guage panel that the S and X have but when I was testing driving it yesterday in Alpharetta, GA I got super used to it almost within a min and now kind of prefer to not have a busy gauge panel in front of me.

My understanding is that it pulls pretty hard until 60-70. Whatever you had that was 600 HP, assuming it's not a Freightliner, would stomp its ass above that.

That said, from a driving experience - you get the full benefit of 100% tq from like 5 rpm. Can't argue that isn't the superior experience for 99% of driving.
 
I just test drove a Model 3 and it was fucking amazing! The power deliver is second to none unlike anything I have ever seen and I have owned 600+ HP cars.

I intend to get a Model 3 performance AWD after the new year. RIght now it is a 2 month wait so not bad at all considering the niche market. The performance AWD Model 3 is actuall faster than the P100D due to the power to weight ratio. I do miss the front guage panel that the S and X have but when I was testing driving it yesterday in Alpharetta, GA I got super used to it almost within a min and now kind of prefer to not have a busy gauge panel in front of me.
The instant torque is good for every day driving, I'm sure, but the thing is going to overheat after one dig and you may as well be driving a Kia Soul at that point.

The style has been growing on me, but I still wouldn't buy one because of the stupid tablet and windshield issues.
 
My understanding is that it pulls pretty hard until 60-70. Whatever you had that was 600 HP, assuming it's not a Freightliner, would stomp its ass above that.

That said, from a driving experience - you get the full benefit of 100% tq from like 5 rpm. Can't argue that isn't the superior experience for 99% of driving.

In day to day driving I could care less how fast it accelerates from 0 to 60. If you live in a major metropolitan area you arent going to be stomping on the accelerator that hard very often...
 
Wishing them all the best. I am seeing more Model 3's on the road. Definitely "less" of a nice ride compared to the S, etc. But, I guess sex sells.
 
I mean that's very doable, most manufacturer's plants output around 25k cars a month, the old nummi plant that they retrofitted from used to output nearly 35k a month at it's peak.
Well yes, I'm thinking relative to struggling to making 5,000 only a few months ago. It's impressive.
 
My understanding is that it pulls pretty hard until 60-70. Whatever you had that was 600 HP, assuming it's not a Freightliner, would stomp its ass above that.

That said, from a driving experience - you get the full benefit of 100% tq from like 5 rpm. Can't argue that isn't the superior experience for 99% of driving.

As a Model 3 owner, i can say that if i press on the pedal i get instant acceleration at any (safe) speed. If I'm cruising at 75 (which is the highway speed limit here) and I want to pass at 80 or 85 I can w/o a second thought.
 
My understanding is that it pulls pretty hard until 60-70. Whatever you had that was 600 HP, assuming it's not a Freightliner, would stomp its ass above that.

That said, from a driving experience - you get the full benefit of 100% tq from like 5 rpm. Can't argue that isn't the superior experience for 99% of driving.

The latest comparison I saw was in this article, basically it's head to head with one of the top dogs in this segment:
https://www.motortrend.com/cars/alf...odel-3-vs-jaguar-i-pace-vs-alfa-romeo-giulia/
The Model 3's time appears on my screen—1:23.97. A production-car EV record. A blink quicker (0.07 second) than the Mustang GT Performance Pack 1. Process that. The Mustang GT PP1.

Threading down a twisty road at night—that big screen to one side, darting through corners with laserlike steering, the warp-drive whir-shrieks of its twin motors the soundtrack, and nothing but the headlight-lit road ahead—you're Luke Skywalker attacking the Death Star.

If there were a book simply titled The History of the Sport Sedan, you'd find a dramatic picture of this exact blue Alfa Romeo Giulia Quadrifoglio on its last page. The story line building up to it would ping-pong between Turin and Munich, and with every turned page there'd be episodes of engineers finding new ways to polish the sport sedan's ingredients to a perfect gloss. Like this car's twin-turbo V-6 engine, eight-speed paddle-shift transmission, multilink rear suspension, and 505 horsepower laser-beamed to two rear tires.

Tesla nods, closes the book, and places it on the shelf with the rest of automotive history. Park the Giulia next to the Model 3, and Leonardo da Vinci beside Robert Oppenheimer. The ultimate artist-engineer meets the calculating disrupter of worlds.

End of article shows acceleration charts and other neat specs side by side.
 
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Was this article ever debunked? I dont follow Tesla that closely anymore since its just way too hard to know which side to believe.

https://www.businessinsider.com.au/...-reworking-thousands-of-cars-2018-8?r=US&IR=T

If they have increased production I really hope they arent dropping quality as that is something they really shouldnt do.

I saw a brand new Model 3 off the line at my detailer, and the paint was honestly pretty bad; lots of drips/debris/bubbles in the paint. I really hope they sort it out, as Tesla cars are a thing I would like to eventually own, but I would be pretty upset with the paint I saw at the prices they cost.
 
I saw a brand new Model 3 off the line at my detailer, and the paint was honestly pretty bad; lots of drips/debris/bubbles in the paint. I really hope they sort it out, as Tesla cars are a thing I would like to eventually own, but I would be pretty upset with the paint I saw at the prices they cost.

I understand their quality in this area has improved dramatically compared to last year, they just keep refining the car constantly rather than doing it by model years, it's more of an iterative process, so it's hard to keep track of all the improvements.

But basically a Dec 2017 Model 3 is a different animal from Aug 2018 Model 3, with probably hundreds of little tweaks under the hood.
 
I saw a brand new Model 3 off the line at my detailer, and the paint was honestly pretty bad; lots of drips/debris/bubbles in the paint. I really hope they sort it out, as Tesla cars are a thing I would like to eventually own, but I would be pretty upset with the paint I saw at the prices they cost.
Tesla QC has been know to be sub par on their higher end cars. It is not a shocker that their cheaper cars are any different.
 
Just for reference. Ford F150 sells 250,000 vehicles in the quarter. That is just 1 vehicle type. I still am not seeing their insane Valuation at Tesla as BMW, Porsche, Benz, etc all have quality electric cars coming to compete. Soon Tesla won’t be competing against a Nissan Leaf. Real competition will lower prices and that’s great for us, its bad for Tesla.
 
Just for reference. Ford F150 sells 250,000 vehicles in the quarter. That is just 1 vehicle type. I still am not seeing their insane Valuation at Tesla as BMW, Porsche, Benz, etc all have quality electric cars coming to compete. Soon Tesla won’t be competing against a Nissan Leaf. Real competition will lower prices and that’s great for us, its bad for Tesla.

Hmm I dunno, the sales chart for the month kinda tells a slightly different story... could change, but this is how it looks so far:
https://cleantechnica.com/2018/10/03/the-elephant-model-3-in-the-room/
I took a detailed look at Toyota and Honda to see.

The Toyota car sales went down 23,205 from last year, but SUV and truck sales only went up 1,270. So, only 5.5% of the sales loss was captured by SUV or truck sales.

The Honda results are a little better, since car sales went down 13,693, but SUV and truck sales went up by 3,074, capturing 22.4% of the car sales lost — still not even a quarter, but a better explanation than in the case of Toyota.
24,040 Model 3s were sold in the US last month, making it the 4th best selling car in the country. The Toyota Prius is the top car traded in on the Tesla Model 3, while the Honda Accord and Honda Civic are the 3rd and 4th most common cars traded in (as disclosed during the Q2 Tesla financials call). So, we know both of these companies’ customers are buying Tesla Model 3s.

See anything weird that stands out here in terms of prices? Chart subset:
Car Sales Base Price
1. Toyota Camry 27,640 $23,495
2. Honda Accord 25,357 $23,570
3. Honda Civic 24,806 $18,940
4. Tesla Model 3 (est.) 24,040 $49,000
5. Toyota Corolla 20,797 $18,600
...

4th best seller at more than double the prices? Doesn't seem price is holding Accord/Civic/Prius buyers from trading in for the Model 3 already, so what happens when the base model comes out at $35,000 next year?

I think that's very interesting, the model is actually pulling mainstream consumers into luxury segment:
https://cleantechnica.com/2018/10/03/yep-tesla-gobbles-usa-luxury-car-market-8-charts-graphs/
1. Tesla Model 3 24,040
2. BMW 2 + 3 + 4 + 5 Series 10,889
3. Audi A3 + A4 + A5 + A6 7,578
...

It kinda looks like an iPhone vs Blackberry moment, we'll see if that continues in 2020 when other manufacturers are supposed to get "serious" on EVs.
 
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No, I expect this is just pent-up demand for the car You always have PEAK DEMAND for new cars. Tesla has not changed how the car industry works, just how it advertises.

It was promised at 35k, but base model is currently 49k. There are a number of people on the preorder list who just said fuck it and paid the extra. Because the base model is not expected to ship for months, and people want their thing. So Musk can advertise the higher revenue, and give the stockholders another excuse to keep throwing money his way to prop this thing up.

We will have to see if these sales don't see a huge falloff over the next two years, after the fools and their money are parted.

We won't know if the Model 3 was a sustainable success for another two years, when we can finally get profitability numbers AND sales drop-off (right now they're bleeding money to ramp-up demand, and offer all the price points they originally promised).
 
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Your chart was not a different story. It was just sedans. One of the smallest overall segments.
Ford F-Series 236,947 2nd Quarter 2018
Sedan overall sales dropped almost 18% this year. SUV's and Pickups sales increased by 10%+ this year. Ford is abandoning the car market almost entirely. So in this sad market Tesla is doing ok? Sure. But how are they doing in the SUV market? The growing market? 11,370 units. I'm more interested in BMW's IX3 then the Model X. They arn't going to make it on Sedans.
 
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Your chart was not a different story. It was just sedans. One of the smallest overall segments.
Ford F-Series 236,947 2nd Quarter 2018
Sedan overall sales dropped almost 18% this year. SUV's and Pickups sales increased by 10%+ this year. Ford is abandoning the car market almost entirely. So in this sad market Tesla is doing ok? Sure. But how are they doing in the SUV market? The growing market? 11,370 units. I'm more interested in BMW's IX3 then the Model X. They arn't going to make it on Sedans.
Profitability is what matters, the truck/suv market is big in the US and China it's not favoriable with world sales which is tesla's aim with the model 3. The model 3 is suppose to be their money maker to bring volume sales and expand their market reach, a truck won't do that unless they can convince the world that they can make a fleet vehicle, which is nearly impossible atm due to price considerations on fleet trucks.

Plus they can't capture the glamor truck, penis waving truck market due to their company image like dodge did in the 90's.
 
Profitability is what matters, the truck/suv market is big in the US and China it's not favoriable with world sales which is tesla's aim with the model 3. The model 3 is suppose to be their money maker to bring volume sales and expand their market reach, a truck won't do that unless they can convince the world that they can make a fleet vehicle, which is nearly impossible atm due to price considerations on fleet trucks.

Plus they can't capture the glamor truck, penis waving truck market due to their company image like dodge did in the 90's.

"Which is Tesla's aim with the model 3." Their made vs made and shipped outside of the USA is a VERY small number so your comment while probably what "Should" be happening. Isn't happening.
 
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