I posted this on another thread earlier, but makes sense to include here too:
The one thing about the reservation system which I think they have to be transparent on, is where are the proverbial lines in the sand being drawn? I am just outside of Toronto, and approximately 105,000th in line, given that I ordered online about an hour before the reveal; but would the 200,000th (or moreover the 300,000th or 400,000th) person in line get theirs first, based on being on the west or east coast, in the US? I would think that they would have to say something like:
- Delivery of all employees cars up to 25k
- Delivery of all west coat cars up to 50k
- Delivery of all east coast cars up to 75k
- And so on, and so forth
As this would at least given some semblance of respect to the queue and priority sequence within which people ordered.
Thoughts?
First thought is there's likely a US vs global line in order to maximize US tax credits. The US has Tesla's largest customer base thus far (56.7% of all 2016 Model S/X sales). It's important to keep the customer base happy and it's already been mentioned that deliveries will start in the US first.
My thoughts are of a rollout with time as a determining factor. Not only the time of reservation, but the time for production goals and manufacturing hiccups. The entire reason they're delivering to employees first is a faster feedback loop. This allows them to make quick engineering changes. This is also why Elon was kind of wishy washy about when the final production car would be shown. It's likely that employees will already have cars and be giving feedback before they open everything up to the public.
Best case scenario is all Tesla and SpaceX employees with reservations will have deliveries in July/August and possibly into September.
March 31st and April 1st were probably the biggest reservation days. I might argue that the 31st is more important. They'd have enough reservations on those two days for a few months worth of deliveries. Largest percent of Tesla buyers are going to be on the West coast (historically) this might take two months just to cover March 31st. It'd also give Tesla time to feel more comfortable about finding flaws and ramping up manufacturing. After this Nov/Dec they'd be able to cover many of the March 31st reservations for the Midwest, and then the East coast. We don't exactly know how they are going to split the regions and we also don't know how they are going to prevent the service centers from getting backed up with deliveries.
The service center issue might actually cause them to move faster in delivering to other regions. I imagine multiple waves through the country with nearly all US reservation holders done by Q1 2018 in best case scenario.
Tesla is starting the year at 107,339 US sales, US sales last year were 47,644 so let's say the US sales for 2017 is the same as last year...
This puts us at 154,983. We can hope this number is lower in 2017 because of Model 3 anticipation, but if a customer isn't a current reservation holder then it's quicker to buy Model S/X. This means Tesla can deliver only (45017 - 1) cars in 2017 (assuming S/X US sales don't increase) if they wanted to extend the 200,000 car mark to Q1 2018...
They can certainly produce more than this, but simply not deliver them or send them out of the country...
This might mean early West coast Canadian deliveries.
It'd be really crappy if they hit the 200,000 mark late December 2017. It'd be a great example of
NOT maximizing US tax credits.
If we see this happening we should all tweet to Elon at once to hold up on deliveries for the benefit of thousands of people (potentially 120,000 people with 3 months @ 10,000/week).
TL;DR : In sum, there are a lot of factors at play from service center delivery capacities, reservation times: especially those March 31st line waiters (*cough* and some of us stragglers who ordered online that night during the reveal), US tax credits, production milestones, engineering fixes/or manufacturing delays, etc.