I can imagine that they do maintenance tasks quarterly. Perhaps at the beginning of each quarter. Perhaps reconfiguration for efficiency, updating equipment or replacing worn equipment, and so on; any kind of thing that just can't be done on a live production line. I wouldn't expect a month delay, but I could imagine some kind of a pause.Why would tesla purposely slow down production especially with such a backlog.
There does seem to be a wave pattern each quarter, with deliveries focusing on east coast then west coast. I assume that it's determined by the logistics of delivery, where rail to the east wants large batches, and there could be all sorts of complexities in doing truck deliveries in the west given the apparent lack of truck drivers.