FYI, from their website forums:
(No update indicating delays)
WHEN WILL 40 KWH CARS, 60 KWH CARS, STANDARD SUSPENSION AND NEW 2013 RED BEGIN PRODUCTION?
nkinkaid@teslam... | DECEMBER 3, 2012
60 kWh cars will begin production in January 2013. Deliveries will begin in January/early February.
40 kWh cars will begin production in March 2013. Deliveries will begin in March/early April.
Our original plan was to deliver 5,000 Model S in 2012. In our November letter to shareholders, we reduced our 2012 plan to between 2,500 and 3,000 while reaffirming 20,000 deliveries in 2013. This basically "shifted" our production ramp back about two months for all options not available at start of production. Our original plan was to begin production of 60 kWh cars in November, 40 kWh cars and Standard (Coil) Suspension in January, and new Red exterior paint in March. Our current production ramp takes this original plan and shifts each item back approximately two months except for the new Red.
Below is the current Production Sequencing Timeline for 2013:
60 kWh Model S with Active Air Suspension will phase into production in January 2013
40 kWh Model S will phase into production in March 2013
40, 60 and 85 kWh cars with Standard Suspension will begin production in March 2013
2013 Red multi-coat paint will begin production in March 2013 (no change from original plan)
Once we begin producing Model S with each option, your sequence number and order date will determine your placement in the build schedule. We will be producing about 400 cars per week as each option phases into production, so cars will flow fairly quickly once production of a particular option begins.
We will continue to provide regular updates regarding these options as each gets closer to phasing into production. We have not done a great job at all in the past regarding communication on these items. I fully acknowledge our shortfall in this area. We now have a much better understanding of what it will take to bring each of these options into production and will do a much better job of communicating about them going forward. Rest assured we will move as quickly as possible on each item.
We will be announcing 60 kWh 5-cycle EPA range certification soon. This puts us on track for a January start of 60 kWh Model S production.