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Open original source ↗Tesla just launched a revamped version of the Model Y (China), which matches my prediction about three months ago.
Tesla Updates:
1. Even with the revamped Model Y, Tesla's production in 1Q25 is expected to drop by 10% QoQ and 5% YoY due to the global economy and seasonality.
2. The production visibility for the more affordable new model becomes lower than earlier expectations, suggesting it may not enter mass production in 2025.
Quoted context
These are the quoted author’s words.
Tesla survey and prediction updates: 1. The more affordable new model (dubbed "Model 2" by some) is unlikely to enter mass production until 2H25 at the earliest. 2. The Model Y refresh is expected to start mass production in 1Q25.
mingchikuo ↗