Many S/X owners spent (far) more $$ on their S/X than any previous vehicle, and would have strongly considered a lower priced 3/Y, if they had been available.
So it's not surprising Tesla has seen a decline in sales of S/X - though overall S/X are still among the highest volume vehicles in their price class.
A major problem Tesla created was the lack of differentiation between the lower priced 3 and the higher priced S/X, aggravated by the presence of V3 supercharger in 3 and not yet available for S/X.
Even though S/X will become a smaller portion of Tesla's overall sales - it is still an important segment for Tesla to defend (against the lower volume luxury brands - Lexus, Mercedes, BMW, …).
Tesla needs to add V3 supercharging to S/X as soon as they can (which they will likely be doing in the next 12 months). They also need to provide more features for S/X customers vs. 3/Y.
Providing FUSC as a standard feature for S/X is a good start. Additional benefits for S/X owners they should consider:
- Providing free 4 year/50K mile maintenance
- Extending the warranty to 8 year/100K miles
- Providing loaners during service projected to last more than a day
- Providing a separate S/X customer support line (with faster response)
- Bundling FSD in all S/X vehicles
Over the past 12 months, Tesla has significantly lowered S/X sales price - they could bundle additional features, add a small price increase - and likely see increased sales.
And they really do need to slow down the frequency of model/feature/pricing changes...