The expectations for Tesla's deliveries in Q4 are very interesting. The analysts and the whole Tesla community have been waiting to see if the company will be able to reach the goal of delivering half a million vehicles in 2020. This year has been extremely difficult for Tesla and the entire automotive industry, so achieving this goal will be a very big feat for the company.
Tesla's production facilities in China were stopped from late January to February 10, for a total of two weeks, which negatively affected the number of production and deliveries in Q1. The Fremont factory, where all major production takes place, was closed for six weeks, which had a significant impact on production and delivery in Q2. However, Tesla decided not to change the original delivery target, and aimed to achieve maximum production capacity.
Q4 is the most difficult of all, as now, in order to achieve the goal, the company must deliver about 181,000 vehicles. This is 40,000 more than Tesla was able to deliver in Q3. However, the Fremont factory seems to be very active and does not intend to slow down, even during the Christmas and New Year holidays.
Photos received by Tesmanian show that the factory territory and parking lots are constantly filled with newly produced cars, which are then loaded onto trucks.
The factory is undergoing an active production process. The photographs show the body in white (BIW) Model Y heading to the assembly line. We can also see hundreds of single-piece rear casts, which are located near the two Giga Presses, which indicates their very high speed of production.
Global Equities Research analyst Trip Chowdhry, who visited the factory on December 26, concluded that Tesla is doing an excellent job of producing cars in Q4 2020, and vehicles rolling off the assembly line are "extremely solid."
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