My understanding from other conversations around TMC is that there was a shortage of front motors (or some other front motor-related component) that was limiting AWD production. I guess Tesla took this opportunity to send workers home early a few days last week and catch up on some factory maintenance and improvements. If true, I hope this paves the way for higher production rates in the coming weeks.
There is still a pretty large vehicle inventory in the supply chain, so this brief production slow down shouldn't impact vehicle deliveries.
There is still a pretty large vehicle inventory in the supply chain, so this brief production slow down shouldn't impact vehicle deliveries.