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Comment by mips_avatar | Hacker News Reader

The drop in Model S/X sales is huge (17,650 2019 Q2 -> 2340 2021 Q2). I'm sure buyer are just preferring the newer model 3/Y, and the total sales have grown a lot. But the Fremont plant producing S/X really isn't producing much.

Edit: Turns out the shift is just a retooling

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Tesla actually halted production of the S/X for most of the first half of 2021 as they retool for the Plaid Model S/X.

Not particularly surprising given that Model S production was shut down for almost all of H1 to switch over to the refresh.

They just couldn't produce enough due the the revamp and some missing parts. And the once they produced couldn't all be delivered in time before end of Q.*

The X production line was off for the full quarter, and the S has just restarted.

Try ordering an S/X and see the delivery ETA!

Its because they renewed the model and they can't produce anywhere close to that many of the new ones. The 2340 are basically all S, X is not being produced.

I will like not go up to peak, but it will be much higher then it is now.

They stopped building the Model S&X for several months to cutover to refresh (Plaid et al). So that's 2340 cars sold in a 3 week period.

Model S production line was turned off for much of the quarter because of retooling and switching to the refreshed "Plaid" model.

I guess most people were waiting for the Plaid

You’re saying basically 17k to 2k??

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