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Tesla blames production shortfall of 100 kWh battery packs for lagging Q2 deliveries; says problem fixed; first Model 3s to be delivered 28 July

3 July 2017

Tesla reported delivering just over 22,000 vehicles in Q2, of which just over 12,000 were Model S and just over 10,000 were Model X. While the Q2 2017 deliveries represent a 53% increase over Q2 2016, the figure is at the low-end of Tesla’s earlier guidance, and down about 12% from Q1 2017 deliveries. Total vehicle deliveries in the first half of 2017 were approximately 47,100.

Tesla said that the major factor affecting Q2 deliveries was a severe production shortfall of 100 kWh battery packs, which are made using new technologies on new production lines. Until early June, production averaged about 40% below demand. Once this was resolved, June orders and deliveries were strong, ranking as one of the best in its history, Tesla said.

Provided global economic conditions do not worsen considerably, Tesla remains confident that combined deliveries of Model S and Model X in the second half of 2017 will likely exceed deliveries in the first half of 2017.

Q2 production totaled 25,708 vehicles, bringing first half 2017 production to 51,126.

Tesla also announced that the first certified production Model 3 that meets all regulatory requirements will be completed this week, with a handover of ~30 customer cars at our Fremont factory on 28 July.

Tesla only counts a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5%.

July 3, 2017 in Batteries, Electric (Battery), Manufacturing | Permalink | Comments (6)

Comments

Since TESLA can produce it's own 100 KW Batteries, this should be a relatively easy problem to solve?

I thought that TESLA's managers were smarter and knew how to plan better. They should have known that one cannot sell extended range BEVs without appropriate batteries.

Harvey needs to learn to read for comprehension:
"Tesla said that the major factor affecting Q2 deliveries was a severe production shortfall of 100 kWh battery packs, which are made using new technologies on new production lines. Until early June, production averaged about 40% below demand. Once this was resolved, June orders and deliveries were strong, ranking as one of the best in its history, Tesla said."
The key word, Harvery, is "resolved". Now be a good boy and stay quiet to be thought a fool rather than removing all doubt.

How can TESLA run short of 100 KW batteries with a bran new mega factory?

It doesn't add up unless the factory does not produce as expected or planned?

Still their quote is confusing "...a severe production shortfall of 100 kWh battery packs, which are made using new technologies on new production lines."...
For me their Model S & X 100KWH battery packs are made in Tesla factories using Panasonic-Japan made original 18650 battery cells, and not yet their new tech 2170 cells to be manufactured in collaboration with Panasonic at Tesla Gigafactory-1 in Nevada. Elon came back and forth on this, 1st tweeting that all newly produced Tesla cars, including current Models S & X, would use the new 2170 cells only by year end 2017...Then he came back shortly after, saying there were no plans to use 2170 cells in current Model S & X (for now), which generated many interpretations on the Net. The cooling system, and the internal arrangement of the cells in the 100KWH packs are different from the lower size packs, but the cells - that are the main "Technology" in them - are expected same as before and not new tech.... This seams to mean they had a problem with the new cooling and organisation of the cells in 100KWH packs... Which would be very bad news.... Although it seams resolved now they restarted to ship them.

The interesting thing IMO is that when Tesla introduced the 100kwh pack it was in higher demand than Tesla could deliver. However, Tesla could deliver the old 90kwh pack in volume for customers for new Model X and Model S so Tesla’s customers must have chosen to a large degree to order the 100kwh versions despite having to wait longer for their delivery and that is the real cause for the less than expected deliveries. Apparently bigger battery packs are in really high demand. I am therefore sure that Tesla at some point will make an even larger battery pack available for model S and X.

The thing about Musk saying that there are no current plans for using 2170 cells in Model S and X could be by request from Panasonic that would like Tesla to continue for a few more years using the 18650 cells in Model S and X so they can get a better return on their Japanese battery factories making these cells.

To get all the news about Tesla and the self-driving BEV future of the automotive industry I recommend reading https://electrek.co/ or http://www.teslarati.com/

Unfortunately it is my impression that Green Car Congress is biased against Tesla and mostly is interested in reporting news from the old auto-industry which is still predominantly focused on combustion engines and silly fuel cell cars that will never come to market.

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