Sure, the stated goal was 5000 per week in Q2 and that has been achieved, I already gave my credits for that.
But Tesla's production was 2270 vehicles at the end of Q1 and nevertheless the average production over the entire Q2 remained below that number. Didn't you find that surprising?
"In order to achieve this production rate, we plan to take additional
days of downtime during Q2, just like we did in Q1."
They definitely aren't at a smooth sustainable build rate yet. They could probably maintain 4-5k/week on the Model 3 but in the pursuit of reaching higher output and increasing efficiency there will probably be more shutdowns this quarter.
I would expect that they might lean on the tent/GA4 line to let them do some more shutdowns and reconfigurations of the main line.
I think they've still got a ways to go before they have smooth and steady production output at the efficiency that they want.
Yet they're saying 6000/week by the end of next month. It's a never-ending sprint for the production line workers.
Why not aim for sustained 5000/week, increase QA/reduce re-work and go from there? The fact that Musk is unable or unwilling to take that stance is a red flag for me and underscores my unease.
good catch. I wonder how much of that is due to the immense pressure they had in Q1 leading to crazy overtime etc to get that 2270 number. The current average being maybe a more sustainable number that can be ramped up ?
>I wonder how much of that is due to the immense pressure they had in Q1 leading to crazy overtime etc to get that 2270 number.
All of it. Anyone following this story knew they would announce 5000 cars produced at the end of the quarter, hell-or-high-water. Do you think they will produce 5000 cars this week?
The '7000 cars' milestone over the last week is probably a similar high intensity push. I would expect them to similarly spend some time this quarter reconfiguring and improving efficiency at the cost of not maintaining that high production rate every week.
But Tesla's production was 2270 vehicles at the end of Q1 and nevertheless the average production over the entire Q2 remained below that number. Didn't you find that surprising?