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I just wonder what April 3rd makes a special date?Tesla Investor Calendar: The Next 90 Days, Including Model S And X Refresh - Tesla Motors (NASDAQ:TSLA) | Seeking Alpha
I came across this article - it's an interesting summary/analysis of the upcoming pressures on Tesla from Jaguar's entry into the BEV market. He makes some bold predictions, including "meaningful refresh for S and X" which he speculates may be announced April 3rd.
able to extend his lease by 6 months,
S and X demand appears very high now, relative to supply indicated by June delivery for orders now. There is no reason for Tesla to now pull a demand lever in the form of a refresh.
I suspect that the demand will drop once the tax credit is cut in half, probably at year end, or perhaps as early as October.
Refreshing the S and X is a demand lever that probably shouldn't be pulled by Telsa until needed, so probably not until October or January '19.
The reason I (Europe!) want a refreshed Model S are the very strong rumors that it will have CCS (Combined Charging System) support in addition to SuperCharging capabilities.Personally, an all new refresh would cause me to want to delay ordering - let the other guys be the guinea-pigs, and wait until it works before ordering.
In November you could get a p100d in a month or so. Now the wait is until June. Part if that may be the RHD production, but the other part is anyone who definitely wants to take delivery in time for the tax credit is putting their orders for an s or x in now or soon.I don't really believe the "high demand" claim. Why now? What has changed since, say November?
Space X launched a Tesla...
In November you could get a p100d in a month or so. Now the wait is until June. Part if that may be the RHD production, but the other part is anyone who definitely wants to take delivery in time for the tax credit is putting their orders for an s or x in now or soon.
While I completely agree with your statements, Tesla owners are the definition of early adopters and early adoption does have its foibles. This will not hinder the early adopters.You know, reading all these posts how people cannot wait for the refresh made me think. I am replacing a Model S for my wife right now, and cannot even configure it the same way anymore as compared to just a year ago (no solid roof or spring suspension, have to go with the glass roof and soft air since plus version is discontinued as well). But that's not the main issue here, I was thinking about how people jumped onto the new AP2, some trading in AP1 cars and losing tens of thousands of dollars just to have the latest, and how that ended up working out for them. Would I want a completely refreshed car which will take months of not years before it does what the old one did? Do I really want Tesla's latest and greatest unproven design? When we got the last Model S a year ago, it had the Elon hyped AP2.0 and a new side mirror design. Well, it took 3 mirror replacements before the drivers side mirror stopped going limp while driving - this was caused by the new and apparently not sufficiently field tested mirror design which Tesla put into production (put into production in December 2016, took till March or April 2017 before the design was changed so it works reliably). It took months to get the headlights to automatically turn on (and not reliably at first either), a year before the wipers started detecting rain. I hear Model 3 is missing a number of S features too, and it's been out for few months too.
So for those who keep wishing and praying for the refresh model, be careful what you wish for. A completely redesigned Model S is very likely to have new, unproven, untested designs and lots of vaporware features (see Model 3 and its missing features). Do you really want to spend the time beta testing Tesla's new design, going back to SC to replace parts which didn't quiet turn out like they planned (like the mirrors at the beginning of 2017, or more recent charge plug that would accept superchargers), waiting for the next software release so that your car can turn its headlights on/off automatically instead of having to use a touch screen?
I just thought I would offer a different perspective on the "I want the latest" trend. With OTA in the picture (therefore ability to sell completely non-functional features with a promise of "someday it will work") and Tesla's Silicon Valley MO of ship it first, then fix it, do you really want an all new redesigned car? Maybe the incremental, every 2 weeks small production change Tesla has been using is a much better approach (test few new components at a time, rather than all new components).
Personally, an all new refresh would cause me to want to delay ordering - let the other guys be the guinea-pigs, and wait until it works before ordering.
S and X demand appears very high now, relative to supply indicated by June delivery for orders now. There is no reason for Tesla to now pull a demand lever in the form of a refresh.
I could not have said it better myself. This is exactly why we are holding on our Model 3 reservation and haven't pulled the trigger. We won't until Tesla shows some maturity as a vehicle manufacturer that cares about quality.You know, reading all these posts how people cannot wait for the refresh made me think. I am replacing a Model S for my wife right now, and cannot even configure it the same way anymore as compared to just a year ago (no solid roof or spring suspension, have to go with the glass roof and soft air since plus version is discontinued as well). But that's not the main issue here, I was thinking about how people jumped onto the new AP2, some trading in AP1 cars and losing tens of thousands of dollars just to have the latest, and how that ended up working out for them. Would I want a completely refreshed car which will take months of not years before it does what the old one did? Do I really want Tesla's latest and greatest unproven design? When we got the last Model S a year ago, it had the Elon hyped AP2.0 and a new side mirror design. Well, it took 3 mirror replacements before the drivers side mirror stopped going limp while driving - this was caused by the new and apparently not sufficiently field tested mirror design which Tesla put into production (put into production in December 2016, took till March or April 2017 before the design was changed so it works reliably). It took months to get the headlights to automatically turn on (and not reliably at first either), a year before the wipers started detecting rain. I hear Model 3 is missing a number of S features too, and it's been out for few months too.
So for those who keep wishing and praying for the refresh model, be careful what you wish for. A completely redesigned Model S is very likely to have new, unproven, untested designs and lots of vaporware features (see Model 3 and its missing features). Do you really want to spend the time beta testing Tesla's new design, going back to SC to replace parts which didn't quiet turn out like they planned (like the mirrors at the beginning of 2017, or more recent charge plug that would accept superchargers), waiting for the next software release so that your car can turn its headlights on/off automatically instead of having to use a touch screen?
I just thought I would offer a different perspective on the "I want the latest" trend. With OTA in the picture (therefore ability to sell completely non-functional features with a promise of "someday it will work") and Tesla's Silicon Valley MO of ship it first, then fix it, do you really want an all new redesigned car? Maybe the incremental, every 2 weeks small production change Tesla has been using is a much better approach (test few new components at a time, rather than all new components).
Personally, an all new refresh would cause me to want to delay ordering - let the other guys be the guinea-pigs, and wait until it works before ordering.
I doubt a $7,500 tax credit is driving sales of $80,000+ cars at Tesla. The tax credit is far more important to Model 3 buyers.In November you could get a p100d in a month or so. Now the wait is until June. Part if that may be the RHD production, but the other part is anyone who definitely wants to take delivery in time for the tax credit is putting their orders for an s or x in now or soon.
The Germans, I'm afraid, are going to eat Tesla's lunch. Porsche is 100% committed to Mission E and its 20-minute, 250 mile 800v charging. Porsche took a swipe at Tesla just today, saying that its Mission E won't be subject to the overheating issues of Tesla's current Model S:Except by that logic Tesla could have continued to sell the 85 battery because demand was high and they had no competition. However, they are expanding to new markets and competition is just a year away.
Basically the upper-end premium EV market dominance is for Tesla to lose and the best way to lose their market domination is to not update and refresh the Model S.
The Germans, I'm afraid, are going to eat Tesla's lunch. Porsche is 100% committed to Mission E and its 20-minute, 250 mile 800v charging. Porsche took a swipe at Tesla just today, saying that its Mission E won't be subject to the overheating issues of Tesla's current Model S:
More Details on Porsche’s Mission E Electric Sedan: Yes, It’ll Have a Frunk
Knowing Porsche's attention to fit and finish, combined with the fact that they are currently in the process of building charging networks in both the EU and US, Tesla should take this threat seriously.
This is why the S and X are going to the model 3 permanent magnet motor later this year and the interior should get its refresh early next yearThe Germans, I'm afraid, are going to eat Tesla's lunch. Porsche is 100% committed to Mission E and its 20-minute, 250 mile 800v charging. Porsche took a swipe at Tesla just today, saying that its Mission E won't be subject to the overheating issues of Tesla's current Model S:
More Details on Porsche’s Mission E Electric Sedan: Yes, It’ll Have a Frunk
Knowing Porsche's attention to fit and finish, combined with the fact that they are currently in the process of building charging networks in both the EU and US, Tesla should take this threat seriously.
International deliveries are also delayed until June.I'm in the camp they are reallocating X and S to international deliveries to push the tax credits out. While they may do some minor updates I just don't see a major update coming this soon. Also agree to the above do you really want to beta test a new design?
I get the desire for CCS, but would you be willing to trade off no heated seats, no auto headlight, no auto-wipers, no phone app control, no scheduled charging, no blind spot detection, no automatic braking, and who knows what other features that may not be functional for months or years if a whole new design is released? It took Tesla 6 years before they implemented the exit profile on the S (something I had on my old Lexuses, and worked better than the current S implementation).The reason I (Europe!) want a refreshed Model S are the very strong rumors that it will have CCS (Combined Charging System) support in addition to SuperCharging capabilities.
That would allow me to charge my S on numerous 150kW CCS chargers being deployed right now and in the near future.
Yes but weren’t the international delivery times already pretty far out there?International deliveries are also delayed until June.