Estimated delivery times on Tesla’s website have been pushed back until late this year — and in come cases next year — for all but the upper-end versions of the Model 3 sedan and Model Y SUV.
For the two most expensive cars, the Model S and Model X, buyers will have to wait until March or April 2022 for anything but the upper-end “Plaid” version of the Model S. For those most pricey Tesla models, the estimated delivery time is January or February.
The upper-end “performance” version of the Model 3 can be delivered within four to six weeks, and that version of the Model X can be had in five to six weeks. But for less expensive models you’ll have to wait until between November to January.
“The chip shortage issue isn’t moderating to the extent that the Tesla bulls had hoped,” said Dan Ives, tech analyst with Wedbush Securities and one of the analysts with a bullish forecast on Tesla shares. He said the delivery estimates have all been pushed back during the course of the last week.
As for other parts, he cautioned, “For the rest of this year, our growth rates will be determined by the slowest part in our supply chain.”
“It’s one thing to talk about futuristic projects,” Ives said. “But the investors are focused on deliveries and rising competition in the EV space. That’s the overhang on the stock right now.”
These delivery estimates are for US sales, not sales in Europe or Asia, which are being sourced out of its plant in Shanghai.
Tesla did not respond to a request for comment about the longer delivery times.