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What comes next?
3Q17 260
4Q17 2,425
1Q18 9,766
2Q18 37,500 est.
3Q18 ??,???
What comes next?
3Q17 260
4Q17 2,425
1Q18 9,766
2Q18 37,500 est.
3Q18 ??,???
I believe about 62300
July
1st week : 4500
2nd week : 5000
3rd week : 5300
4th week : 5300
August
1st week : 5500
2nd week : 5700
3rd week : 6000
4th week : 0 (production line tweaks)
September
1st week : 6000
2nd week : 6000
3rd week : 6500
4th week : 6500
I believe about 62300
July
1st week : 4500
For someone purportedly following Tesla so, closely, I am surprised you think this is a replica. This is a different zone of the same module assembly line.
Anyways, to put some cold water on your Q3 projections, keep in mind that they are producing new cars on the line - performance version with a lot of new parts, (eg: suspension, brakes), Awd, and the regular LR, with a workforce, that is just getting hired. If they hit 60k with this mix, that is terrific and beyond expectations.
Preferring warm water: much of what you are talking about (sans front drive unit) is a materials flow issue. Performance rotors, calipers, wheels and suspension all attach identically to current production.
The front drive unit is bolt in with additional cooling and electrical connections followed by a similar hub attachment process as the rear unit (or prebuilt front unit with suspension attached). Front frame and knuckles stay the same.
I’m going to keep my expectations reasonably low for Q3, but we probably are nearing the area of the ramp that could surprise to the upside. I think we will have a sustained rate in early Q3 that is lower than the rate at the end of Q2. My guess is sustained rates of about 4,000/wk to start and 6,000/wk to end Q3. Total for the quarter around 60k.
I’m going to keep my expectations reasonably low for Q3, but we probably are nearing the area of the ramp that could surprise to the upside. I think we will have a sustained rate in early Q3 that is lower than the rate at the end of Q2. My guess is sustained rates of about 4,000/wk to start and 6,000/wk to end Q3. Total for the quarter around 60k.