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