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.Screen Shot 2016-03-09 at 11.50.00 AMBased 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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Fred Lambert

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