While other companies would order whole componants from vendors - Tesla will only order parts - and assemble in house. For instance - Toyota will order brake assemblies. While Tesla orders guards. Toyota will order a door - and Tesla a door panel. Even worse - Tesla has a history or delivering third parties sub-par China made tooling; and expecting 2-3x performance out of it - when in actuality their sub-par tooling will reduce efficiency. Trying to save money on tool manufacturing isn’t where mature companies cut corners. Trusting vendors to look after their own interests is a good practice (provided those vendors have a proven record)
Eventually Tesla will work it’s way into understanding that it’s core competencies are IP, design, and marketing - and leave the micro manufacturing to third parties.
A 6mo miss in production on one vehicle isn’t a sign of the times for a company with a 10yr road map. The markets aren’t super forgiving, but I think this will all get smoothed out as Tesla grows up.