After delivering only a few hundreds Model X’s late last year, there’s been doubts about the current state of production ramp up of Tesla’s new all-electric SUV. We now learn that several reservation holders who turned their reservations into orders are now receiving Vehicle Identification Numbers (VIN) as high as 5,000 and up, which could indicate a significant acceleration of the production ramp up.
Most of those vehicles are entering production and are set to be delivered in the coming weeks. It doesn’t necessarily mean that Tesla will have produced ~5,000 Model X units by the end of the current quarter since the company issues VINs in batches, but it is still a decent indicator of an increasing production capacity.
Though it’s not quite at the full production rate of 1,000 units per week, which Tesla CEO Elon Musk said the company plans to hit some time during the second quarter – between April and June.
According to the Model X Tracker website, the highest Signature Model X VIN delivered is 00834, which seems to indicate that Tesla is about to be done with the limited edition Model X, while production version Model X VINs up to 00400 have been delivered.Based on over 200 data points, the production versions of the 90D, P90D and P90DL are all entering assembly with the highest VIN reported at 05083, while the 70D doesn’t seem to be ready to enter production just yet.
In the past few weeks, Tesla shared videos of the Model X assembly line in Fremont, California, presumably to show that production is well-underway. See Symphony of robots and installing a Falcon Wing door.
Elon Musk said last month that Tesla was trying to suppress demand for the Model X while the company was managing the production ramp up. With the car finding its way to two Auto Shows since then, and current evidences of the ramp up, it seems like the “suppressing demand phase” is now behind Tesla.
The current focus though seems to remain on getting reservations holders in the vehicle and trying to convert the reservations into orders. The “Meet Model X” events underway should help convert these reservations.
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I was driving down from Sacramento to LA on Monday and I saw three trucks full of Teslas on the way down – I was pretty surprised! I know at least one of them was full of Model X vehicles, I think another one was as well. Made me pretty happy to see so many of them on their way to be sold.
FYI, if you see a Model S or X on a delivery truck, it’s already been sold to an end customer. No pesky dealer in the middle of the transaction.
I too passed a hauler last week, this one in San Luis Obispo area CA on 101 heading south, full of new Teslas. At least 2 Were Model X, the rest were S.
It was a fabulous site.
I think they’re still somewhat suppressing demand. Save for being able to configure a Model X on their kiosks, the Tesla showrooms have essentially zero Model X collateral. The Model X design studio hasn’t yet opened up online either (except for reservation holders). I don’t think the suppressing demand phase will be behind them until they have Model X displays in the stores, demo vehicles, and the design studio opens up for everyone online. There’s still a lot that remains to be done to promote the vehicle further. It’s great to see VIN >5K has hit the road!