Wait times for a Tesla have been drastically reduced
Tesla
Just in time for Christmas, Tesla's wait times are considerably shorter. Model S or Model X Plaid have estimated delivery dates from November to December, as do the Performance variants of the Model 3 and Model Y. So, there is plenty of time for Santa to drop one off in the driveway with a big bow. Not only that, but several areas also have Model Ys and Model 3s available right now.
It's in stark contrast to a few months ago when some buyers reported wait times of up to a year. This new situation could be viewed two ways. Tesla has achieved much better production times to keep those wait times lower, or demand has slowed for the vehicles.
Piecing together the company's headlines from the past year and you spot a few themes, production has been ramping up, there is now an abundance of batteries, and the shipping bottlenecks appear to be solved. The Model Y, which Elon Musk says will be the best-selling vehicle in the world in 2023, has been the focus of the Gigafactory in Texas. On October 30, the company tweeted Giga Texas had produced 20,000 Model Ys. The tweet came just 43 days after announcing the factory had reached 10,000.
In September, Tesla's vice president of investor relations gave a private presentation to Goldman Sachs. Martin Viecha was quoted by the Business Insider saying, "For the first time I can remember, we can access all the supply we need for both businesses." The businesses are vehicles and Powerwalls. So, getting the single most crucial component in an electric car is no issue.
However, dropping demand for several months to just a few weeks could also indicate fewer orders. The reigning king of the electric vehicle space has had a lot more company in the past year. Every automaker worldwide has been tripping over themselves announcing electric vehicles. Tesla had a ten-year head start on the competition, which started right after the first Model S was delivered in 2012. Now consumers have more choices, and some loyal to a brand can switch to electric while remaining with that same brand. While Tesla creates the best electric cars on Earth, they only have four models available to pick from, which may not fit everyone's needs.
Tesla has also recently stopped allowing buyers to hold off on an order when it's their turn to complete the purchase. You. used to be able to put off orders, but you're now limited to a one-time hold of up to seven days. At that point, you'll need to go through with the purchase or forfeit your place in line.
This change to Tesla's policy may also have played a role in reduced wait times.
Another factor that may be playing a role is the new U.S. tax credit that begins in 2023. Many reservation holders may be putting off their orders or canceling them in order to qualify for the upcoming tax credit.
While most vehicles are available within weeks, the Model 3 long-range is still unavailable for order. However, the website says it will be available in 2023. Keep in mind this doesn't include the Cybertruck, which will start to be delivered next year. Those wait times have been long.
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Rendering of what Tesla's license plate feature could look like
Not a Tesla App
Tesla update 2024.38 has started rolling out to several regions and vehicles. Thanks to Tesla hacker Greentheonly, we have a behind-the-scenes look at some new features coming to Teslas.
License Plate Display
According to Greentheonly, it looks like Tesla may soon let you display your actual license plate in the vehicle’s visualization on the screen. In our article, The Most Request Tesla Features, several readers suggested displaying the vehicle’s license plate in the visualization instead of a blank, white plate.
It looks like Tesla will be doing just that, at least in China. Green found references that appear to conclude that you’ll be able to display your vehicle’s plate on screen. This will likely be user input, so you could have it say anything you’d like, and it doesn’t have to be your actual license plate.
For many owners, who may find it difficult to remember their license plate, this could serve a practical purpose in addition to adding to the visualization's realism.
While Green was only able to say it’ll be available in China, we expect this is due to China’s software development team working on it and that it’ll eventually be released worldwide.
While code for this feature was found in update 2024.38, we may not be turned on in China yet. We suspect this feature may be a strong candidate for Tesla’s upcoming holiday update.
FSD Hardware Version Display
As part of the 2024.38 update, Tesla has now made it easy to determine whether your vehicle includes Hardware 3 or Hardware 4. You can now simply navigate to Controls > Software and tap Additional Vehicle Information. In addition to other hardware information about your vehicle, your Autopilot hardware version will now be listed as well.
You can see whether your vehicle has HW2.5, HW3, or AI4. This in-car display is useful, but if you don’t have access to the vehicle, you can always use our guide on how to determine the hardware version of a Tesla.
New Battery Health Test & Service Mode Improvements
Green found some additional things as well. There’s a new and improved Battery Health Test. The new test will show you how your car scores compared to similar vehicles in the Tesla fleet.
In addition, maintenance records can now be permanently stored “in the car.” It doesn’t appear that this feature is activated yet, but it’s likely in active development with some parts leaking out in the 2024.38 update.
Tesla has included various Service Mode improvements and new visualizations in this update.
Mr Li on X came across some covered-up Project Juniper vehicles recently and he managed to get various shots of the vehicle.
Juniper Images
This front image reveals what looks like two rows of lights, possibly confirming the front light bar for the Model Y refresh — similar to the one on the Cybercab.
The rear side has a lot of lights on it!
Mr Li on X
The rear side shows a ton of brake lights, but it’s not clear why. While it looks like the Model Y refresh will also feature a rear light bar similar to the Cybertruck, there isn’t strong evidence of that in this photo.
Mr Li on X
There's an obvious set of lights at the bottom, so it looks like the Model Y refresh will be similar to the new Model 3 where the bottom lights can operate as brake lights when the one-piece tail lights and trunk are up.
Mr Li on X
In the last photo, we see that the overall form factor of the refreshed Model Y will remain unchanged, and Tesla is focusing the changes on the front and rear ends of the vehicle, much like the Model 3 refresh. However, in this one shot, we can also see what appears to be red light leaking out of the rear camera cover opening, possibly due to the rear light bar.
The Model Y is not only Tesla’s best-selling vehicle but also the world’s best-selling car in 2023. This year, it’s expected to be the best-selling vehicle in the United States and again in the world, so this refresh will be huge for Tesla.
@DominicBRNKMN made another fantastic set of concepts based on these new images. Given he had the most accurate Model 3 Highland concept before the official launch, we’re pretty sure his latest work be close here as well.
@DominicBRNKMN
We’re super excited to see the eventual reveal of Project Juniper, which is expected in the first half of 2025. However, expect to see a few more leaks before production kicks off at Giga Shanghai.