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The Model Y refresh happened this quarter and they basically had no deliveries for a month or something. Probably had an impact. I'm not sure how this goes in
by eknkc 1y ago
The Model Y refresh happened this quarter and they basically had no deliveries for a month or something. Probably had an impact.
I'm not sure how this goes in the long term though, likely to worse. For example BYD sold almost twice the number of cars in the same period and they don't seem to be slowing down.
- nine_k 1y agoI'm afraid that customers are more price-sensitive now, and a BYD definitely can sell for less than a Tesla.
- bigtones 1y agoBYD is definitely slowing down. They are cutting prices to increase domestic demand and have cut back worker shifts at their Chinese factories from three to two per day.
- baggachipz 1y agoThat was last quarter.