Tesla may disclose the third-quarter delivery this Friday or early next week. Investment company Wedbush analyst Daniel Ives recently released an investment report saying, The chip shortage has obviously restricted Tesla’s supply and delivery in July and August. The estimated delivery volume is about 80,000 to 90,000. However, according to the analysis, there was a substantial increase in September, which can reach 145,000 to 150,000 vehicles under the power of the Chinese market.
Ives said that although European logistics issues are still complex (most of Model 3 and Y are produced by Chinese factories), it is expected that deliveries in the third quarter can reach 230,000 vehicles. According to FactSet’s data, analysts expect Tesla to deliver an average of 232,000 vehicles. Tesla delivered Model Y for the first time in the European market in the third quarter.
Tesla delivered 201250 vehicles in the second quarter, higher than the record of 184,800 vehicles in the first quarter and 90,900 vehicles in the same period last year, basically in line with analyst expectations.