Thekiwi
Active Member
Well there goes the theory about the 4680 Model Y AWD being priced below $55k to get the credit
So much for the theory that Tesla needs to drop prices to move product. That’s a higher price then it was before. I’d think if they were going to drop it below $55k they’d have taken it down at least a little before putting it back out there.
It seems to me most would just step up to the long range. Who cares what battery is in it.
Jmho.
They cant price the 4680 Model Y SR much lower than the LR for the simple reason that they cant make them in anywhere large enough quantities to fulfill orders If they did. Effectively Tesla has to make it as unattractive a price as possible to only move 1.000 cars a week (the current production pace of 4680 per the last official announcement a couple weeks back) - hence the pricing being just a little under the LR price.
In other words if they priced the 4680 Y at $55k (presumably a RWD version) - the wait time would almost instantly extend into 2024, and LR Y sales in USA would suffer.
However if they were to release a Model Y SR based using 2170 cells then they would not have the same issue as those cells are in plentiful supply (Not that I am predicting that will happen - instead I think we will see the 4680 AWD Y slowly decrease in price in line with production ramp of 4680.)