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Model 3 Delayed by Model X ‘Manufacturing’ Challenges?


Musk didn’t describe the Model X production challenges but the “real” answer may be battery range for a large, Model X. (Photo Credit: Steve Jurvetson)
11/20 Update: Looks like the two issues surrounding the Model X, heavy falcon wing doors and lack of battery range, have some pointing to BMW’s carbon fiber material, according to ValueWalk.
Tesla Motors earnings conference call provided some revelatory bits of information from Elon Musk and company, with one particular interesting item: the front electric motor in the new all-wheel drive Model S 85D could be in some shape or form in the Model 3 sedan.
(**Of note, Musk mentioned that there will be no more Performance 85 Model S without all the wheel-drivetrain; aids Tesla Motors manufacturing efficiency.)
Musk “seemed to indicate” that this new front motor in the all-wheel drive could be the prototype for the 2017 Model 3, mass-market electric car. This was in response to one analyst’s question on whether the delay with the Model X launch will affect the release and R&D for the Model 3 electric car?
But what about the Model X? What exactly are the challenges? Musk’s comment were pretty cryptic.
Musk says, “We could certainly—it would be quite easy for us to make one (Model X), a handful of production units that are saleable and don’t really move the needle. So, what really matters is at what point can we get to scale production of a really high quality car and that’s really in the third quarter. We also learned a lesson in manufacturing that you have issues that are sometimes one out of 100, but unless you make 100 of something, you don’t see it.”
A cautionary manufacturing approach is smart considering the very slow rollout of Model S sedans in 2012, but I’m not buying this “manufacturing” spin—though mainstream media has been. The non-answer seems to point to what Green Car Reports’s John Voelcker mentioned in late October: battery pack range issues for a really heavy SUV/crossover.
Musk mentioned that the Model X version is close to a “Beta version,” and let’s hope this is true. They need this car to be a success and provide much needed revenue, a bridge vehicle to the Model 3.
Just today, long-time value investor, Ron Baron, CEO of Baron Funds, says, “All of us will likely be Tesla customers in 25 years.” His reasoning is Tesla’s laser-beam focus on electric cars and head start on electric vehicle manufacturing, agains the muddled strategies by bigger automakers, excluding BMW.
Baron says, “As a result, they are developing electric expertise so slowly that the lead Tesla has built up through its fast growing staff … may soon become insurmountable.” So, maybe this dual-drive technology for the Model X and Model S 85D will pay off.
As an aside, make sure you read the Motor Trend article, “2015 Tesla Model S P85D First Test,” describing their road test with the Model S all-wheel drive Model S 85D. Love these prose gems from the article:
But scrambling to the same 60 mph time in the P85D bears no resemblance to that at all. With one transmission gear and no head-bobbing shifts, it’s instead a rail-gun rush down a quarter-mile of asphalt bowling lane. Nothing in the drivetrain reciprocates; every part spins. There’s no exhaust smell; the fuel is invisible. The torque impacts your body with the violence of facing the wrong way on the train tracks when the whistle blows. Within the first degree of its first revolution, 100 percent of the motors’ combined 687 lb-ft slams the sense out of you. A rising-pitch ghost siren augers into your ears as you’re not so much.
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Why Tesla’s Q4 performance could shock many after incredible Q3
There is still some residual impact to be felt as we enter Q4, and there is a potential shock coming to many investors as it could be stronger than what many think:

Tesla reported vehicle deliveries and energy deployments for the third quarter of 2025 today, blowing analyst estimations from Wall Street firms completely out of the water with its strongest three-month performance in company history.
The strong performance, which resulted in nearly half a million vehicle deliveries in the quarter, was largely driven by the momentum of the EV tax credit, which expired at the end of September, marking the end of the $7,500 discount that was previously available.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
This was a massive contributor to Tesla’s record-high in vehicle deliveries, as consumers rushed to take advantage of the credit.
There is still some residual impact to be felt as we enter Q4, and there is a potential shock coming to many investors as it could be stronger than what many think:
EV Tax Credit Deliveries Will Continue Through Q4
Despite the credit’s expiration, people will still be able to take advantage of it because the IRS changed the rules mid-quarter.
Prospective buyers can utilize the credit after September 30 if they place an order for an EV and make a marginal payment on the car.
Tesla’s $250 order deposit qualified as the marginal payment, so as long as the order was submitted before the end of the day on September 30, they could still take delivery in Q4 or even Q1 and still take advantage of the credit.
With the Model Y Performance launching in the U.S. on September 30, that undoubtedly contributed to some orders. However, there are likely many people who ordered in the latter portion of Q3 and have not yet taken delivery. These will all contribute to Q4 delivery figures.
Seasonal Holiday Boost
Tesla traditionally has its strongest quarters in Q4, as the company typically introduces initiatives such as price cuts, incentives, and other offers to close out the year strong.
Car buyers are more likely to jump at these offers as well, as gifts for either themselves or others. What Tesla does in the final quarter of the year is usually boosted by whatever types of offers it can make.
Affordable Model Production Ramp
Tesla is likely preparing for the launch of its affordable model, which is essentially a stripped-down Model Y.
Some rumors have been circulating within the community, indicating that the company is nearing the sale of this vehicle, which is coded within Tesla’s website as the “Model Y Standard.”
🚨 Looks like some coding was found on Tesla’s website that seems to hint the affordable Model Y is coming:
-Named “Model Y Standard”
-$39,990 starting priceInitial thoughts: this is completely unconfirmed, but was really hoping Tesla would get this closer to $30,000 https://t.co/RDR0ypQHB3
— TESLARATI (@Teslarati) October 1, 2025
If Tesla is able to lock in some good pricing on its affordable model, Tesla could see its quarterly figures return to QoQ growth, something that the company has not had in a few years.
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Tesla hits record vehicle deliveries and energy deployments in Q3 2025
As per Tesla’s Q3 2025 vehicle delivery and production report, the bulk of the company’s numbers came from its mass-market lineup.

Tesla (NASDAQ:TSLA) reported record-breaking results for the third quarter of 2025, producing 447,450 vehicles and delivering 497,099 units worldwide.
The company also deployed 12.5 GWh of energy storage products, setting a new record in its fast-growing energy business.
Model 3/Y domination
As per Tesla’s Q3 2025 vehicle delivery and production report, the bulk of the company’s numbers came from its mass-market lineup. The Model 3 sedan and Model Y crossover accounted for 435,826 units produced and 481,166 delivered in the quarter. This is quite impressive considering that both the Model 3 and Model Y are still premium-priced vehicles with numerous competitors that are significantly more affordable.
Other models, including the Model S, Model X, and Cybertruck, contributed 11,624 vehicles produced and 15,933 delivered. Beyond vehicles, Tesla’s energy business posted its best quarter to date, deploying 12.5 GWh of storage systems.
Q3 2025 earnings call date
Tesla’s third-quarter results are extremely impressive, and they exceed Wall Street’s estimates by a significant margin. As per Benchmark analyst Mickey Legg, who had a delivery estimate of 442,000 vehicles in Q3, Wall Street consensus was at 448,000 units. Even more optimistic analysts estimated that Tesla would only post deliveries in the mid-460,000s.
Investors will gain further insight later this month when Tesla reports full financials for the quarter. The company will release Q3 2025 earnings after market close on October 22, followed by a Q&A webcast at 4:30 p.m. Central Time.
Elon Musk
Elon Musk is halfway towards becoming the world’s first trillionaire
Musk’s fortune remains heavily tied to Tesla, which has rallied nearly 100% since April.

Elon Musk has reached a new milestone by becoming the first individual in history to achieve a net worth of $500 billion. Forbes’ Real-Time Billionaires tracker confirmed the record Wednesday afternoon after Tesla stock gained nearly 4%, adding an estimated $9.3 billion to Musk’s net worth in a single day.
He now sits more than $150 billion ahead of Oracle co-founder Larry Ellison, whose net worth also stands at a very impressive $350 billion.
Tesla stock leads wealth surge
Musk’s fortune remains heavily tied to Tesla, which has rallied nearly 100% since April, when the CEO announced he would step back from outside roles to focus more on the EV maker. The company’s market capitalization is back within 10% of its all-time peak, lifting the value of Musk’s 12% stake to about $191 billion.
Beyond this, his 2018 compensation package, which was rescinded by a Delaware judge last year but is still under appeal, could unlock additional stock worth more than $130 billion if reinstated, Forbes noted. Investors see Musk’s refocused leadership as a stabilizing force for Tesla as it pursues ambitious global growth. Tesla has also proposed a new compensation plan for Musk that could bring the company’s market cap to $8.5 trillion and add an additional $900 billion to the CEO’s net worth.
SpaceX and xAI boost portfolio value
While Tesla drives much of his wealth, Musk’s stakes in SpaceX and xAI have added significant upside to his net worth. SpaceX, his private rocket company, recently hit a $400 billion valuation in a private tender offer, valuing Musk’s 42% stake at $168 billion. Meanwhile, xAI Holdings, which merged with social platform X earlier this year, is worth an estimated $113 billion, giving Musk another $60 billion on paper.
These ventures, combined with Tesla’s resurgence, have pushed Musk’s net worth past the half-trillion-dollar mark and highlighted his reach across multiple industries, from clean energy to space, artificial intelligence, brain implants, and tunneling.
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