It appears that we may have already exceeded the top according to a recent analysis of Tesla’s order backlog and wait times, according to InsideEVs.
Troy Teslike, an Author at CleanTechnica, estimated that Tesla reached a peak order backlog of nearly 414,000 vehicles. This equates to nearly 102 days of production. It is also worth noting that the figures are based on meticulously kept statistics about Tesla, such as production volume and average wait periods.
The data above reveals that compared to when it fluctuated about 500,000 in March–July period, the result is much lower. It is still a long way off from the 250,000+ indicated in late 2021. Notably, the typical wait times were comparable back then.
Meanwhile, the factories in Shanghai and Fremont, which are currently producing more automobiles than before, seem to be responsible for the decrease of backlog.
In order to improve the purchasing experience, Troy Teslike also points out that Tesla aims to cut the wait periods to 4–8 weeks (or 28–56 days). After the latest upgrades, the Giga Shanghai facility appears to surpass this goal because the expected delivery time is only 1 to 10 weeks.
The Tesla Model 3 Long Range (AWD) in Fremont, which was briefly taken from the ordering website, and the Tesla Model X Long Range (365 days and almost 22,000 units), are in the worst condition. It is anticipated to take 202 days (some 41,000 units).
On the other hand, the AWD Long Range models of the Tesla Model Y are particularly popular (167 days in the US).
Customers will be pleased if Tesla can reduce order backlogs and wait times through its expanded manufacturing capacity. Additionally, it may lead Tesla to lower costs or the addition of new iterations of current models.
It is worth noting that balancing supply and demand is very important for the automaker to achieve its targets. At least the wait times appear to be reduced at the moment. But with brand-new vehicles like the Tesla Semi and the anticipated Tesla Cybertruck, that may not be the situation.
Meanwhile, one Twitter user shared his opinion and outlined why Tesla’s backlog has decreased significantly over the past month despite still being enormous:
Nonetheless, having an order backlog of almost half a year is unquestionably far preferable to manufacturing overcapacity and trying to discover ways to increase demand.