Elon Musk confirmed that Tesla currently has a Powerwall backlog of 80,000 orders, which is worth over $500 million, but it can’t ramp up production to meet that due to the global chip shortage. Tesla has been production constrained with the Powerwall for a long time.
The demand has been strong in several markets, like the US and Australia, but production hasn’t been to catch up despite significant ramp-ups.
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