Summary
- Tesla Cybertruck recall is due to rearview camera delay, to be resolved with an Over-the-Air update
- Rough estimates indicate 27,185 Cybertrucks delivered, with approximately 15,497 delivered between June and now
- Model S and Model X production is dwindling, with only 9,758 units delivered in Q3
- Elon Musk views Model S and Model X as niche products and of minor importance to Tesla’s future
- While Model S and Model X saw a spike in deliveries in Q4 2023, they are now around the 10,000 mark, with uncertain future plans from Tesla.
Article
The Tesla Cybertruck recall sheds light on the production ramp of the pickup truck, with reports indicating that the issue will be resolved with a software update for the delayed rearview camera image. Rough estimates suggest that 27,185 Cybertrucks have been produced so far, with 15,497 additional units delivered since the last recall in June.
The delivery figures for the third quarter reveal a grim reality for the Model S and Model X, which have become more of a novelty in Tesla’s lineup compared to the Model 3, Model Y, and Cybertruck. Elon Musk described the Model S and Model X as niche products that are made in low volume and are of minor importance to the future of the company. In Q4 2023, the Model S and Model X saw a peak in delivery numbers, but they are now around the 10,000 mark.
Despite the decline in popularity of the Model S and Model X, Tesla continues to make them for sentimental reasons. The company delivered 22,915 Model S, Model X, and Cybertruck units in Q3, leaving less than 10,000 Model S and Model X units to be delivered for the entire quarter. As Tesla focuses on mass-market vehicles like the Model 3, Model Y, and Cybertruck, the future of the Model S and Model X remains uncertain.
The potential impact of the Cybertruck recall on production and delivery numbers is significant, with an estimated 13,157 Cybertrucks delivered in Q3. It will be interesting to see how Tesla plans to address the future of the Model S and Model X, especially as it prepares to unveil its Robotaxi and next-gen platform. The decline in delivery numbers for the Model S and Model X marks a shift in focus for Tesla towards more mainstream electric vehicles.
As Tesla fans and enthusiasts speculate on the future of the Model S and Model X, it is clear that all good things must come to an end. The company’s decision to continue production of these vehicles for sentimental reasons reflects a sense of nostalgia for the products that helped launch Tesla into the mainstream. With the upcoming Robotaxi unveiling and potential for new vehicle releases, the outlook for the Model S and Model X remains uncertain in the rapidly evolving electric vehicle market.
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