What is even more impressive is Tesla is still ramping up Model Y production at Giga Shanghai. And when the Model Y production line is fully ramped it’s not too far-fetched to imagine Tesla delivering as many Model Ys in China as the Model 3.
However, according to Elon Musk, he expects the Model Y to sell more than the Model 3, S, and X combined. This makes sense given the Model Y is in the crossover segment which is by far the largest automotive segment in the world.
If the made in China Model Y matches the Model 3 numbers that will give Tesla a run rate of over 600,000 vehicles a year. And if the Model Y indeed becomes more popular than the Model 3, I don’t want to even speculate what kind of delivery numbers Tesla will be posting out of China.