Been wondering about known AU production days v’s the vins allocated so far, so thought I’d look at the numbers.
Pre-shutdown M3 capacity was 5500 per week.
We know there was a couple of days of AU production, just prior to shutdown. We also know AU production happened from the initial M3 reopening on 5/8. There also seems to have been limited production after an early re-opening on the 4th, but we won’t worry about that for now. Production continued right through to 17th. So in total thats 15 days of known AU production.
So potentially there *could* be 11875 M3‘s produced for Australia.
So how many VINs have already been allocated? Dunno. Anyone’s guess really, but I would suggest way less than 11875.
I think we can assume in general now that orders exceed deliveries each quarter. Q1 2022 there were 4417 deliveries. Orders per quarter, may be 5000-6000? VIN allocations so far this quarter are a little bit hit and miss, but are clearly less than a quarter’s with of orders. Some where in the order of a month to 6 weeks at most. So my guesstimate is that we have about 2500 VINs at most so far.
So where’s the rest of the M3’s? Possibilities include:
- Less than full production capacity. Possibly due to supply issues, or maybe hobbled somehow due to the upgrade process.
- Not all production RHD or Australia bound, some certainly are headed for NZ
- M3 line partially used for MY production. I read somewhere that it is possible and has been done before
- More VINs still to be allocated with the cars waiting at the factory or at the dock or even already en-route.
My optimistic hope is that there is some of each of those at play, so therefore there are still some vins to be allocated for cars already produced.
Obviously, this is all speculation, based on a few tid-bits that we know for sure. Happy to be corrected on any of the details or assumptions.
What do you all think?