One Hell of a Ramp: Tesla Reports 28,578 Second-quarter Model 3 Builds, 18,440 Deliveries

Steph Willems
by Steph Willems
one hell of a ramp tesla reports 28 578 second quarter model 3 builds 18 440

The numbers are out for Tesla’s second-quarter production and deliveries. If you didn’t spend the weekend lying on a block of ice with a fan taped to your chest, you probably heard the faint sound of Tesla aficionados celebrating the automaker’s 5,000-Model 3s-per-week production goal, which was met with few vehicles to spare.

CEO Elon Musk took to Twitter on Sunday to announce the production of 7,000 vehicles during the last seven days of June, some 5,000 of them being Model 3 sedans. Steven Armstrong, CEO of Ford of Europe, shot back a reply stating his company builds that much in about four hours. (There seems to be a lot of bad blood between Ford and Tesla.)

So, how do the numbers break down for the entire second quarter? Read on.

According to Tesla, production totalled 53,339 vehicles in Q2 2018, of which 28,578 were Model 3s. Total production volume tops Q1 volume by 55 percent, and the number of Model 3s produced last quarter actually exceeds the total number of Model 3s delivered to date (28,386).

If this sounds like Tesla pulled out all the stops on Model 3 production very recently, you’d be right. Total Model 3 production in the last seven days of June amounted to 5,031 vehicles. A narrow victory for the Tesla team, but a victory nonetheless. Musk credits the new tent-bound production line outside its Fremont assembly plant (officially, “GA4”) for 20 percent of last week’s Model 3 production.

“Our Model 3 weekly production rate also more than doubled during the quarter, and we did so without compromising quality,” the automaker said in a blog post. “We expect that [the GA3 indoor line] alone can reach a production rate of 5,000 Model 3s per week soon, but GA4 helped to get us there faster and will also help to exceed that rate.”

If you’re curious, Model S and X production did not cease during this final week. Tesla reports 1,913 Model S and X builds during that time frame. Still, the number of undelivered Model 3s still in transit — 11,166 — points to an incredible ramp-up at the end of June.

The production figures for the weeks preceding that period are unknown. Averaging out Q2’s total Model 3 production gives us a figure of roughly 2,200 vehicles per week.

So, while Tesla fans cheer the production news, skepticism remains, and not just among the much-loathed “shorts.” Tesla needs to prove it can sustain this level of activity over the long term, and in a sustainable manner that doesn’t overtax man and machine. Only then will skeptics and certain investors back off from their negative impressions.

Of course, Tesla claims this exactly what it plans to do. The company said it “expects to increase production to 6,000 Model 3s per week by late next month,” adding that it’s still shooting for “positive GAAP net income and cash flow in Q3 and Q4, despite negative pressures from a weaker USD and likely higher tariffs for vehicles imported into China as well as components procured from China.”

[Image: Elon Musk/ Twitter]

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  • JimZ JimZ on Jul 02, 2018

    hopefully they're not relying on Disco Stu for future projections.

    • 28-Cars-Later 28-Cars-Later on Jul 02, 2018

      DISCO STU: Did you know disco record sales were up 400% for the year ending, 1976. If these trends continue; Heyyyyy! HOMER: Ah, your fish are dead. DISCO STU: Yeah I know. I can't get them out of there.

  • ItsBob ItsBob on Jul 04, 2018

    Headline says--- 28,578 built... 18,440 delivered... Where are they keeping the 10,178 extras?

  • SCE to AUX I charge at home 99% of the time, on a Level 2 charger I installed myself in 2012 for my Leaf. My house is 1967, 150-Amp service, gas dryer and furnace; everything else is electric with no problems. I switched from gas HW to electric HW last year, when my 18-year-old tank finally failed.I charge at a for-pay station maybe a couple times a year.I don't travel more than an hour each way in my Ioniq 1 EV, so I don't deal much with public chargers. Despite a big electric rate increase this year, my car remains ridiculously cheap to operate.
  • ToolGuy 38:25 to 45:40 -- Let's all wait around for the stupid ugly helicopter. 😉The wheels and tires are cool, as in a) carbon fiber is a structural element not decoration and b) they have some sidewall.Also like the automatic fuel adjustment (gasoline vs. ethanol).(Anyone know why it's more powerful on E85? Huh? Huh?)
  • Ja-GTI So, seems like you have to own a house before you can own a BEV.
  • Kwik_Shift Good thing for fossil fuels to keep the EVs going.
  • Carlson Fan Meh, never cared for this car because I was never a big fan of the Gen 1 Camaro. The Gen 1 Firebird looked better inside and out and you could get it with the 400.The Gen 2 for my eyes was peak Camaro as far as styling w/those sexy split bumpers! They should have modeled the 6th Gen after that.