Elon Musk has been hammering it out for over a year now: Tesla will deliver 500,000 electric vehicles in one year. A dream that is slowly approaching reality in view of the record figures for the third quarter of 2020. But there is still a long way to go.
If Tesla always differentiates its delivery and production figures in its quarterly reports, it is clear that Elon Musk has the same goal in mind: to cross the symbolic milestone of 500,000 electric cars … delivered or produced. A twitter message published in February 2019 already evoked this dream: " Tesla built zero cars in 2011, will produce around 500,000 in 2019 “Wrote the boss of SpaceX.
A record Q3
Despite a prolific and promising 2019 vintage for the future, the firm from across the Atlantic did not succeed. This is only a postponement. In its report for the second quarter of 2020, the Californian manufacturer gave a layer: " We have the capacity to exceed 500,000 vehicle deliveries this year, despite recent production disruptions Because of the Covid-19 pandemic.
Could the year 2020 finally be the right one? Will Elon Musk finally be able to boast of having familiarized himself with this symbolic threshold which is so important to him? If the results of Q2 did not plead in its favor, those of Q3 necessarily give new hope: a new glass ceiling has indeed been broken with 145,036 cars produced, for 139,300 deliveries. But are we actually approaching the 500,000 mark? Reply.
|Q1 2020||Q2 2020||Q3 2020||Total|
|Delivery||88,400||90 650||139,300||318 350|
To be sure, Tesla has boosted the pace over the past three months with its Gigafactory now running at full speed. But it is clear that there is still a long way to go to meet the objective set. In three months, the multinational will indeed have to assemble 170,020 vehicles, for 181,650 deliveries, if it wishes to address this famous milestone of 500,000.
A step still too high?
Is she capable of it? That’s the whole point. Mr. Musk regularly pushes his teams to do their utmost to achieve goals that usually seem ambitious. And yet, Tesla manages to amaze its world with ever higher numbers over the months. While Q2 was down – production only – Tesla did not remain profitable amid a catastrophic economy for the auto industry.
For Kevin Tynan, auto analyst at Bloomberg, the task will still be complicated. " Reaching the target of 500,000 vehicles would require delivering 181,000 models in Q4. Quarterly production level – 145,000 was a record in Q3 – will be difficult to achieve over the next thirteen weeks », He believes.
Difficult, of course, but not impossible. Tesla continues to optimize all of these processes, which affects its ability to deliver its connected cars faster. " New vehicle inventory declined further in the third quarter as we continue to improve our delivery efficiency Elon Musk said.
If the automaker does not achieve his goals this year, it's a safe bet that 2021 could smile more on him. Two new Gigafactory will indeed be operational next year, starting with that of Austin (Texas), in May, supported by that of Berlin, whose activity should begin in July. An increased production capacity that would allow him to fulfill Elon Musk's fad.