This year S/X production dropped not because there's lack of demand but because of a design / manufacturing refresh. Here's the story in numbers: Q4 2020: 1

This year S/X production dropped not because there's lack of demand but because of a design / manufacturing refresh. Here's the story in numbers: Q4 2020: 16,097 Q1 2021: 0 Q2 2021: 2,340 Q3 2021: 8,941 Q4 2021: 13,109 As you can see, the refresh required Tesla to redo production lines, which were shutdown for the whole of Q1 2021 After that the production is steadily climbing up and is on a clear trajectory to surpass before-refresh numbers. S/X are sold out months in advance and Tesla reduced number of variants and options, both facts pointing to being limited by production not demand for the cars.