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Recent MYP Delivery Estimates

Nurkbonis

Member
Feb 17, 2018
333
1,059
Portland
Almost the exact same order details, 11/2 MYP Grey/Black. No Tow/FSD. Delivery is to Portland, OR and it’s said Est delivery of 12/15-12/30 since day one with no updates.
Lol,

I’m 11/1 MYP, Grey, Black also Portland. My EDD was 12/15 - 12/30 for the first few weeks and now it’s 12/25 - 12/31. Figure it’ll be last few days of Q4. Maybe I’ll see you there, ha.
 
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NHK X

Active Member
Nov 18, 2017
1,059
953
Texas
Anyone else pretty stoked about the news that MIC MYP appears to have Ryzen/AMD combo for processor and GPU? Seems to be same set up as refresh S and X. Also with a 16v lithium to replace 12v lead acid. Hoping that these changes make its way over stateside pronto along with the MYP v2 rumors of upgraded carbon rotors. Saw another rumor stating that the 0-60 changes (slower now) for non performance 3 and Y were happening due to supply chain shortages and a temporary measure. I thought maybe there was a small hardware difference between MYP and LR but hoping this somehow pushes us towards the new motor set up.
 
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Nurkbonis

Member
Feb 17, 2018
333
1,059
Portland
At least it moves you into the potential range for the tax credit. I’d be ok with that if I were in your position.
Ya, I’m ok with that obviously, but at one point, I read it’d likely be one per person. Anyone know if that is true?

If so, I’m getting a Cybertruck too, and my reservation is in the first few hundred, so hopefully 2022 Cybertruck.
 

Jbapckfan

MYP MSM/Black OD 9/1, Delivered 11/23
Jun 28, 2021
480
700
Kansas City
12097EFC-7036-4C8D-B550-5B7BD95C5C0D.jpeg
Actual competition identified.
 
I have been doing that for the last hour, maybe I'm just not putting 2 and 2 together. I know the 4680 batteries should be in the LR, maybe that's the delay due to the two castings, and there is the Berlin, Freemont and Texas factories. Maybe the MYP is only made in one factory. I did hear the 2170 cells should be better than the 4680 for acceleration.
Just to set you straight since nothing you wrote here is accurate. The Performance is more profitable for Tesla so they prioritize production of it over the Long Range. That's why you see the shorter delivery times. Same with the other models, the most expensive version has the shortest delivery time.

AFAIK the Model Y is only being built at Fremont and China, so all North America Model Y's are coming out of Fremont. Austin is not online yet.

Lastly the 4680 batteries are not in any of the production cars yet. And nobody knows what the effect will be on range or performance, it's all just speculation at this point.
 

Corndart

Member
Oct 11, 2021
538
638
Seattle
Just to set you straight since nothing you wrote here is accurate. The Performance is more profitable for Tesla so they prioritize production of it over the Long Range. That's why you see the shorter delivery times. Same with the other models, the most expensive version has the shortest delivery time.

AFAIK the Model Y is only being built at Fremont and China, so all North America Model Y's are coming out of Fremont. Austin is not online yet.

Lastly the 4680 batteries are not in any of the production cars yet. And nobody knows what the effect will be on range or performance, it's all just speculation at this point.
That first point may or may not be accurate, it's a reasonable theory but there could be other factors.

One simple example would be predicting demand for the MYP to be 10%, and building 1 980 motor for every 10 990 (the one in the MYLR afaik). If MYP actual demand turned out to be 5%, it would explain why turnaround is faster for these vehicles. There may be other parts unique to the MYP that are creating similar phenomenon.

I'm not some supply chain analyst or specialist but what happens during production may not always be driven by profitability.
 
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That first point may or may not be accurate, it's a reasonable theory but there could be other factors.

One simple example would be predicting demand for the MYP to be 10%, and building 1 980 motor for every 10 990 (the one in the MYLR afaik). If MYP actual demand turned out to be 5%, it would explain why turnaround is faster for these vehicles. There may be other parts unique to the MYP that are creating similar phenomenon.

I'm not some supply chain analyst or specialist but what happens during production may not always be driven by profitability.
You're probably right. I'm sure it's more complex than just profitability. I'm sure the market demand for the LR is more than the P. And most likely the SR demand was so high that they had to pull it off the website as their backlog probably filled up. But they probably didn't want to spend all their time building SR models when they had demand for LR and P models that were more profitable, so I'm sure it factored in to the build algorithm.

I mean sure it's possible that they are not supply constrained by the plain brake calipers or the gemini wheels, but I doubt that's the driving factor behind why the P is delivered up to 4 months earlier than the LR.
 
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