Backlog Rises As Tesla Struggles To Meet Demand On Model X And Model S

When it comes to Tesla’s delivery delays, almost everyone is talking about the Model 3, but today the Model S and Model X delivery delays are more interesting.

Tesla increased the delivery wait times for new orders of both vehicles – claiming that high demand is creating a backlog.

The time between a new Model S or Model X order and delivery has always been fluctuating and it is dependent on the buyer locations.

It can change throughout a quarter as Tesla is changing focus from creating a backlog of new orders or selling inventory vehicles or building batches for other markets, like Europe and Asia, but it has often come down to just a month or two in the US.

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runninglogan1 - 2/21/2018 2:40:26 PM

-4 Boost

Was surprised to read yesterday that the Tesla Model S sells more than the Mercedes S-Class - in Europe!

Sells more than twice as many per year as the Benz in the US at an average price of over $100k. Wow.

runninglogan1 - 2/22/2018 1:10:40 AM

-2 Boost

Lol. You're not the sharpest tool in the shed are ya?

mre30 - 2/21/2018 5:44:01 PM

+8 Boost

Curious. Can't wait until the Tesla "Sales and Revenue Release" for Q1!

That will answer all these questions. Call me cynical, but I would suspect backlog is up for S/X because production is down - either due to working capital issues or to Model-3 related issues. We won't get the real answer until then.

MrEE - 2/21/2018 8:14:05 PM

-8 Boost

Tesla is doing well in Germany and reason Audi, BMW and MB are spending billions to try to catchup. Tesla represents the new premium future and the S class is now old school.

MDarringer - 2/21/2018 9:39:11 PM

+10 Boost

LOL @ "catchup"

The fact is that the major manufacturers allowed Tesla to test the market. Now they will swoop in and take the market. If I'm spending $100K on an EV paperweight and the brands I have to choose from are Tesla, Porsche, Audi, BMW, and Mercedes, the Tesla is immediately ruled out because it will be inferior engineering.

Then when mainstream brands pummel Tesla at the lower end, Tesla will be even more screwed.

runninglogan1 - 2/22/2018 1:15:08 AM

-7 Boost

@Darringer

You're so clueless about Tesla your fatuousness almost made me laugh out loud. Thanks.

SanJoseDriver - 2/22/2018 1:37:15 AM

-5 Boost

If it was up to current manufacturers, they would still be milking every penny out of the ICE powertrains they invested billions into for the next 20 years. What is happening now in EV investment is completely reactive to Tesla (except for Nissan).

MDarringer - 2/22/2018 8:14:18 AM

+2 Boost

@runninglogan1 Did you get a word-of the-day app for your phone? You really ought to know what the words mean instead of just using them in sentences. My commentary was the direct opposite of fatuous.

momentofsurrender - 2/21/2018 10:23:03 PM

+10 Boost

Can you imagine the uproar if one of the major manufacturers announced delays like this (and had some of your money!). How do they get away with this?

MDarringer - 2/21/2018 11:33:36 PM

+6 Boost

Unicorn dust and trolls on the payroll like @SanJoseDriver.

SanJoseDriver - 2/22/2018 1:32:13 AM

-2 Boost

To be clear, this article is about NEW customer orders of Model S and X and doesn't impact people who already ordered, expectations are set up front. There are also some inventory cars that are available now. I think they are gearing up to launch a refreshed interior for the S/X, so that could explain the increased wait times for custom orders.

That being said the Model 3 deliveries have been pushed back several times. Meeting deadlines has not been Tesla's strong suit.