Tesla says it can deliver new orders for the refreshed Model Y within two weeks in China. Is the automaker already experiencing a demand problem with the new Model Y?
Last month, Tesla launched the new Model Y in China. The vehicle features an updated design and new features that bring it closer to the recently refreshed Model 3.
Tesla has now started delivering the Long Range AWD updated Model Y in China this week.
But along with the start of deliveries, Tesla also opened orders for the non-Launch edition and the Standard Range RWD:
There were rumors coming from China that Tesla managed to get hundreds of thousands of orders for the new Model Y, which is not impossible since it would be just a few months of production for the best-selling EVs, but now Tesla’s updated configurator raised questions about these rumors.
Tesla says it can deliver a new Model Y RWD order placed today in “2 to 4 weeks” in China.
The Long Range AWD Model Y takes a bit longer at “6-10 weeks” for new orders.
Based on insurance data, Tesla’s deliveries in 2025 are currently down about 7,000 units compared to the same period last year.
Electrek’s Take
There’s no doubt that the Model Y changeover is going to hurt Tesla in Q1. The question is, by how much?
I am surprised to see that you can place an order right now and get on in just 2-4 weeks. It does point to soft demand for the RWD version, at least.
It’s going to be interesting to track deliveries through March. Tesla will need to deliver over 50,000 vehicles next month to arrive at similar levels as it did last year.
It looks like the production ramp is going well, so demand might be the bigger factor.
As for the Model 3, Tesla is already pulling all the demand levers in order for the sedan to contribute, but everything points to the new Model Y being the different maker.
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