Tesla launched its Q1 2022 supply and manufacturing outcomes at present and confirmed simply over 310,000 deliveries, which is a brand new all-time supply document regardless of a troublesome quarter for a number of causes.
As a result of provide chain points and a pair of separate shutdowns at Gigafactory Shanghai, many believed that Tesla would lastly break its spectacular streak of quarterly supply information.
We estimated that Tesla would simply beat its Q1 supply document, however it will be extraordinarily laborious to beat its all-time supply document of 308,000 autos achieved final quarter (This fall 2021).
Nonetheless, the automaker shocked at present by releasing its outcomes and asserting deliveries of over 310,000 autos in Q1 2022:
“Within the first quarter, we produced over 305,000 autos and delivered over 310,000 autos, regardless of ongoing provide chain challenges and manufacturing unit shutdowns.”
Manufacturing is barely down from final quarter’s all-time excessive of 305,840, however Tesla had sufficient stock to handle to nonetheless beat its all-time supply document.
Right here’s Tesla’s breakdown of manufacturing and supply outcomes for Q1 2022:
| Manufacturing | Deliveries | Topic to working lease accounting | |
| Mannequin S/X | 14,218 | 14,724 | 17% |
| Mannequin 3/Y | 291,189 | 295,324 | 3% |
| Whole | 305,407 | 310,048 | 4% |
The outcomes are most spectacular if we evaluate them to the identical interval final 12 months (Q1 2021) when Tesla produced 180,338 autos and delivered 184,800 autos.
It represents a year-over-year enhance in manufacturing of 69% whereas most different automakers noticed a discount in manufacturing capability during the last 12 months on account of provide chain points.
Tesla would have additionally finished higher if it didn’t must shut down Gigafactory Shanghai on two events final month on account of COVID-19 restrictions. We estimate that Tesla would have possible produced about 10,000 extra autos if it wasn’t the case.
Electrek’s Take
These are spectacular outcomes for Tesla inside the context of the present provide chain points and manufacturing unit shutdowns on account of COVID-19 restrictions in China.
Sadly, these are anticipated to proceed in Q2 2022.
In any other case, Tesla could be well-positioned to develop considerably through the present quarter because it ramps up Gigafactory Berlin and Texas.
One other downside is that the previous additionally depend on provide from Gigafactory Shanghai and different suppliers in China, who may additionally endure from the continued restrictions as a result of surge in COVID-19 circumstances within the nation.
It ought to be one other fascinating quarter for the most important EV automaker.
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