This morning’s studies of a Tesla Cybertruck recall solely went to shed extra mild on how the manufacturing ramp of the pickup goes.
With supply figures for the third quarter revealed yesterday, it additionally reveals a grim actuality for the Mannequin S and Mannequin X, two autos which have change into extra of a novelty in Tesla’s lineup because the Mannequin 3, Mannequin Y, and Cybertruck have really taken cost.
The NHTSA paperwork launched this morning present the Cybertruck is being recalled for a delayed rearview picture, which might be resolved with an Over-the-Air replace.
Tesla addresses Cybertruck rearview digital camera “recall” with free software program replace
Nonetheless, additionally they present that 27,185 items are probably impacted by the problem, giving us a tough guess of what number of Cybertrucks have been produced so far.
The breakdown appears to indicate that from the final Cybertruck recall in June, when 11,688 items have been probably impacted, we’ve seen roughly 15,497 extra pickups make their technique to prospects.
In an ideal world, that will imply 910 Cybertruck are delivered each week, or 130 per day, and for the reason that first recall occurred with three weeks left in June and in Q2, we will subtract 2,730 Cybertrucks from the 15,497 which have been delivered since then.
We all know that as of now there are 27,185 Cybertrucks delivered, and as of June 6, there have been 11,688 Cybertrucks delivered.
Meaning 15,497 have been delivered between June 6 and right this moment (perhaps yesterday?), which is about 910 per week or 130 per day.
EDIT: since this recall consists of…
— ⚙️ Mike, cyberowners.com (@TeslaTruckClub) October 3, 2024
These figures are very tough estimates. That would depart 13,157 Cybertrucks delivered in Q3, roughly.
Tesla mentioned 22,915 Mannequin S, Mannequin X, and Cybertruck have been delivered in Q3. This would depart simply 9,758 Mannequin S and Mannequin X to be delivered, lower than 10,000 items for a whole quarter, if the Cybertruck supply figures are near correct.
“We’re Persevering with to Make Them for Sentimental Causes”
Elon Musk mentioned throughout the Q3 2019 Earnings Name that the Mannequin S and Mannequin X are really autos which might be “area of interest merchandise,” and so they knew it wouldn’t take the corporate to a mass-market standing:
“I imply, they’re very costly, made in low quantity. To be completely frank, we’re persevering with to make them extra for sentimental causes than anything. They’re actually of minor significance to the longer term.”
Tesla’s Q1 ’21 Deliveries show Elon Musk was proper concerning the Mannequin S and X in 2019
Curiously, the autos have had their moments by the previous few years. In This autumn 2023, the Mannequin S and Mannequin X noticed their highest supply depend in 5 years, accounting for 22,969 deliveries that quarter.
Now, they’re across the 10,000 mark.
It is going to be fascinating to see what Tesla’s plans are for these two vehicles, particularly as Robotaxi unveiling is scheduled for subsequent week, and there might be the potential for extra autos to be launched within the coming years with the next-gen platform taking focus.
It might be an actual intestine punch to the long-time Tesla followers who noticed the Mannequin S and Mannequin X launch the corporate into the Mannequin 3. However all good issues should come to an finish.
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