I disagree. Elon multiple times mentioned that Range improvement is their number one priority and Tesla knows that there are lot of people holding out in buying EV's because of the range. Now, they might not bring 3 and Y to more than 400 right away but, 375 miles for a Model Y is something reasonably we can expect.
And, they wont be cannibalize Model S and X sales with Y and 3. S and X will always be their luxury versions and compared to 3 and Y, number of sales for S and X are very low. I read somewhere that average household income for S buyers is 227k and X is 550k. People who are interested in those will most definitely buy them not just for their range but also much higher quality and may be buy Y or 3 as well.
3 and Y are their bread and butter because of their price, it only makes sense to make it more and more competitive and outsell other EV's. One way to do is give them more range.
and remember 375 is more like 300 in Tesla because of the way they test their cars vs other evs, whose 300 is more like 270.
This is wishful, self-interested thinking. The internet blogs are BS.
Tesla has stated many times, including at the Earnings Call, that this year the emphasis is on execution and optimizing the business. ie, PROFIT.
The new MY v2.0 chassis will be faster to manufacture, be structurally improved, and the 4680 battery pack will roughly match the 82kWh 2170 pack currently shipping.
Not a significant range increase.
4680 batteries remain precious. Tesla expects to have enough to meet their production goals - but assumes 3rd parties (Panasonic and others) are able to add to the pie.
First, Tesla MY backlog will take the year to work down. Only Fremont and Austin will have 4680's. Berlin won't get 4680 batteries yet, they will go with 2170 and LFP.
Second, the SEMI is in pre-production, and the CT is coming - and both are designed around 4680 exclusively, and require massive quantities.
So don't expect Tesla to be leaping ahead with range improvements just yet.
Aside from battery production limitations, there's also no market competition for increased range as yet. There will be, but not any time soon.
I give it another 18 months before Tesla jumps the range on the MY in any significant way.