Tesla has introduced that it might fulfill new orders for the refreshed Mannequin Y in China inside two weeks. This raises questions on whether or not the corporate is going through a requirement difficulty with its newest providing.
Final month, Tesla launched the up to date Mannequin Y in China, showcasing an enhanced design and new options that align it extra carefully with the not too long ago refreshed Mannequin 3. This week, the corporate has begun delivering the Lengthy Vary AWD model of the up to date Mannequin Y.
Along with commencing deliveries, Tesla has additionally opened orders for the non-Launch version and the Commonplace Vary RWD mannequin. Studies from China recommended that Tesla acquired a whole bunch of 1000’s of orders for the brand new Mannequin Y. Whereas that is possible on condition that this quantity might signify only a few months of manufacturing for a few of the best-selling EVs, Tesla’s up to date ordering course of has forged doubt on these rumors.
At present, Tesla states {that a} new order for the Mannequin Y RWD might be delivered in “2 to 4 weeks” in China, whereas the Lengthy Vary AWD mannequin has an extended wait time of “6-10 weeks.” In line with insurance coverage information, Tesla’s deliveries have decreased by round 7,000 models in 2025 in comparison with the identical interval final yr.
From Electrek’s perspective, the transition to the up to date Mannequin Y is more likely to negatively affect Tesla’s efficiency within the first quarter, nevertheless it stays to be seen how important that affect can be. The power to position an order and obtain a car inside 2-4 weeks suggests a decrease demand for the RWD model, at the very least at current.
As March approaches, it is going to be essential to watch supply figures. To take care of ranges just like final yr, Tesla might want to ship over 50,000 autos subsequent month. Though the manufacturing ramp seems to be on schedule, demand might be a extra urgent difficulty.
Concerning the Mannequin 3, Tesla is already taking steps to extend its enchantment, however all indicators point out that the brand new Mannequin Y is changing into a sport changer for the corporate.
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