Due to supply chain problems and 2 separate outages at Gigafactory Shanghai, many believed that Tesla would finally break the impressive record quarterly record series. We estimated that Tesla would easily surpass the first-quarter delivery record, but it would be extremely difficult to surpass the all-time delivery record of 308,000 vehicles achieved last quarter (4th quarter 2021). However, the automaker surprised today by announcing its results and announcing deliveries of more than 310,000 vehicles in the first quarter of 2022: “In the first quarter, we built over 305,000 vehicles and delivered over 310,000 vehicles, despite ongoing supply chain challenges and plant shutdowns.” Production is slightly lower than the all-time high of 305,840 last quarter, but Tesla had enough stock to break the all-time delivery record. The following is Tesla’s analysis of production and delivery results for the first quarter of 2022: Production Deliveries Subject to operating lease accounting Model S / X 14.218 14.724 17% Model 3 / Y 291.189 295.324 3% Total 305.407 310.048 4% The results are more impressive if we compare them with the same period last year (1st quarter 2021) when Tesla produced 180,338 vehicles and delivered 184,800 vehicles. It represents an annual increase in production of 69% from year to year, while most other car manufacturers have seen a decrease in production capacity in the last year due to supply chain problems. Tesla would also have done better if it did not have to close Gigafactory Shanghai twice last month due to restrictions on COVID-19. We estimate that Tesla would probably have produced about 10,000 extra vehicles if it had not happened.
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These are impressive results for Tesla in the context of current supply chain issues and plant shutdowns due to COVID-19 restrictions in China. Unfortunately, these are expected to continue in the second quarter of 2022. Otherwise, Tesla would be in a good position to grow significantly this quarter as it launches the Gigafactory in Berlin and Texas. Another problem is that the former also rely on supply from Gigafactory Shanghai and other suppliers in China, who could also suffer from continuing constraints due to rising COVID-19 cases in the country. It should be another exciting quarter for the biggest EV car maker. FTC: We use affiliate links that automatically generate revenue. More. Subscribe to Electrek on YouTube for exclusive videos and subscribe to the podcast.
