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Tesla Model Y demand skyrockets, Long Range variant nearly sold out for Q3

Credit: Tesla

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The demand for the Tesla Model Y Long Range variant is skyrocketing as the company now outlines the soonest possible date to take delivery in September, meaning the vehicle is nearly sold out in Q3, even though it is still Q2.

After releasing the all-electric crossover last year, Tesla CEO Elon Musk predicted that the Model Y would overtake the Model 3 in terms of popularity. In several markets, like China and more locally in California, the Model Y has already established itself as the overachieving little brother because people are tending to buy the all-electric crossover more than the all-electric sedan.

As Tesla continues to ramp up its manufacturing efforts for all of its vehicles, the Model Y is the main focus of the automaker as it expands into new regions. In Austin at Giga Texas, the Model Y and the Cybertruck will take center stage when the facility begins manufacturing the vehicles by the end of 2021. This plan is reflected with the Model Y in Europe, where Tesla’s first Gigafactory on the continent in Germany will manufacture the Model Y straight out of the gate later this year.

However, demand is becoming a bit overwhelming for Tesla as it aims to complete two new factories by the end of 2021. The company’s cars are becoming so popular in so many regions that delivery dates are becoming more prolonged, meaning the need for additional production facilities is becoming more apparent as the transition to sustainable energy continues to leap forward.

It was hinted in early May that Tesla had already sold out of Q2 production volume because of increasing demand. While that is still an amazing accomplishment, Tesla is already starting to sell out for the next quarter with at least one of its cars. The Model Y Long Range is proving to be Tesla’s biggest seller, it appears, as the company is estimating the earliest delivery date will be September, the final month of 2021’s Q3.

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Credit: Tesla

The demand has led to Tesla increasing the prices of the Model Y by $3,500 so far this year, after cutting the cost of the car significantly in February. Tesla has avoided encountering severe problems due to the global chip shortage. Still, demand and some parts shortages have resulted in Tesla hiking the prices of its two mass-market vehicles in 2021.

Tesla has made several changes to the Model Y this year, including removing a lumbar-support option in the passenger’s seat. One of the biggest changes, however, is Tesla’s removal of radar equipment in the Y and the 3, a move that Tesla has long considered in its quest for Full Self-Driving.

Nevertheless, the demand for the Model Y is skyrocketing based on recent registration figures. The Model Y overtook the Model 3 in April, according to the EV Sales Blog’s Global sales figures. It sold 16,232 units compared to the Model 3’s 14,980. The Model 3 retained the title of most popular EV in 2021, but the Model Y sits in third, just behind the Wuling HongGuang Mini EV from the GM-SAIC-Wuling venture in China.

CEO Elon Musk predicted earlier this year that the Model Y would be the best-selling vehicle globally in 2022. “When it comes to Model Y, we think Model Y will be the best-selling car or vehicle of any kind in the world and probably next year,” he said during the Q1 2021 Earnings Call. “So I’m not 100% certain next year, but I think it’s quite likely. I’d say more likely than not that in 2022, Model Y is the best-selling car or truck of any kind in the world.”

The Model Y was the first vehicle in Tesla history to be profitable in its first quarter of production. The demand for the Model Y and its evident growth through sales figures from various outlets bodes well for Tesla’s financials. The company will aim for its eighth-consecutive profitable quarter when it reports its earnings sometime next month.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Giga Berlin is still ramping production to meet Model Y demand: plant manager

Tesla Gigafactory Berlin has expanded to two full shifts, as per the facility’s plant manager, and a lot of it is due to Model Y demand.

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Credit: Tesla/X

Tesla Gigafactory Berlin has expanded to two full shifts, as per the facility’s plant manager, and a lot of it is due to Model Y demand. While registrations in some countries such as Sweden have fallen sharply this year, the company’s sales in other key territories have been rising. 

Giga Berlin shifts to two shifts

Giga Berlin factory manager André Thierig told the DPA that the facility has been running two shifts since September to manage a surge in global orders. And due to the tariff dispute with the United States, vehicles that are produced at Giga Berlin are now being exported to Canada. 

“We deliver to well over 30 markets and definitely see a positive trend there,” Thierig said.

Despite Giga Berlin now having two shifts, the facility’s production still needs to ramp up more. This is partly due to the addition of the Tesla Model Y Performance and Standard, which are also being produced in the Grunheide-based factory. Interestingly enough, Giga Berlin still only produces the Model Y, unlike other factories like Gigafactory Texas, the Fremont Factory, and Gigafactory Shanghai, which produce more than one type of vehicle. 

Norway’s momentum

Norway, facing an imminent tax increase on cars, has seen a historic spike in Tesla purchases as buyers rush to secure deliveries before the change takes effect, as noted in a CarUp report. As per recent reports, Tesla has broken Norway’s all-time annual sales record this month, beating Volkswagen’s record that has stood since 2016.

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What is rather remarkable is the fact that Tesla was able to achieve so much in Norway with one hand practically tied behind its back. This is because the company’s biggest sales draw, FSD, remains unavailable in the country. Fortunately, Tesla is currently hard at work attempting to get FSD approved for Europe, a notable milestone that should spur even more vehicle sales in the region.

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Tesla launches crazy Full Self-Driving free trial: here’s how you can get it

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tesla full self driving
Credit: Tesla

Tesla is launching a crazy Full Self-Driving free trial, which will enable owners who have not purchased the suite outright to try it for 30 days.

There are a handful of stipulations that will be needed in order for you to qualify for the free trial, which was announced on Thursday night.

Tesla said the trial is for v14, the company’s latest version of the Full Self-Driving suite, and will be available to new and existing Model S, Model 3, Model X, Model Y, and Cybertruck owners, who will have the opportunity to try the latest features, including Speed Profiles, Arrival Options, and other new upgrades.

You must own one of the five Tesla models, have Full Self-Driving v14.2 or later, and have an eligible vehicle in the United States, Puerto Rico, Mexico, or Canada.

The company said it is a non-transferable trial, which is not redeemable for cash. Tesla is reaching out to owners via email to give them the opportunity to enable the Full Self-Driving trial.

Those who are subscribed to the monthly Full Self-Driving program are eligible, so they will essentially get a free month of the suite.

Once it is installed, the trial will begin, and the 30-day countdown will begin.

Tesla is making a major push to increase its Full Self-Driving take rate, as it revealed that about 12 percent of owners are users of the program during its recent earnings call.

Tesla CFO Vaibhav Taneja said during the call:

“We feel that as people experience the supervised FSD at scale, demand for our vehicles, like Elon said, would increase significantly. On the FSD adoption front, we’ve continued to see decent progress. However, note that the total paid FSD customer base is still small, around 12% of our current fleet.”

Earlier today, we reported on Tesla also launching a small-scale advertising campaign on X for the Full Self-Driving suite, hoping to increase adoption.

Tesla Full Self-Driving warrants huge switch-up on essential company strategy

It appears most people are pretty content with the subscription program. It costs just $99 a month, in comparison to the $8,000 fee it is for the outright purchase.

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Tesla Full Self-Driving warrants huge switch-up on essential company strategy

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tesla side repeater camera
(Credit: Tesla)

Tesla Full Self-Driving has warranted a huge switch-up on an essential company strategy as the automaker is hoping to increase the take rate of the ADAS suite.

Unlike other automotive companies, Tesla has long been an outlier, as it has famously ditched a traditional advertising strategy in favor of organic buzz, natural word-of-mouth through its production innovation, and utilizing CEO Elon Musk’s huge social media presence to push its products.

Tesla has taken the money that it would normally spend on advertising and utilized it for R&D purposes. For a long time, it yielded great results, and ironically, Tesla saw benefits from other EV makers running ads.

Tesla counters jab at lack of advertising with perfect response

However, in recent years, Tesla has decided to adjust this strategy, showing a need to expand beyond its core enthusiast base, which is large, but does not span over millions and millions as it would need to fend off global EV competitors, which have become more well-rounded and a better threat to the company.

In 2024 and 2025, Tesla started utilizing ads to spread knowledge about its products. This is continuing, as Full Self-Driving ads are now being spotted on social media platforms, most notably, X, which is owned by Musk:

Interestingly, Tesla’s strategy on FSD advertising is present in Musk’s new compensation package, as the eleventh tranche describes a goal of achieving 10 million active paid FSD subscriptions.

Full Self-Driving is truly Tesla’s primary focus moving forward, although it could be argued that it also has a special type of dedication toward its Optimus robot project. However, FSD will ultimately become the basis for the Robotaxi, which will enable autonomous ride-sharing across the globe as it is permitted in more locations.

Tesla has been adjusting its advertising strategy over the past couple of years, and it seems it is focused on more ways to spread awareness about its products. It will be interesting to see if the company will expand its spending even further, as it has yet to put on a commercial during live television.

We wouldn’t put it out of the question, at least not yet.

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