Tesla Model Y: 2 Weeks Wait in China Due to Lack of Customers
This page is translated from the original post "Tesla Model Y : 2 semaines d’attente en Chine faute de clients" in French.
- 02/03/2025 9:33
The launch of the new Tesla Model Y in China seems to be fizzling out with extremely short delivery times.
The opening of orders for the Tesla Model Y “Non Launch Series” in China delivered two pieces of extremely important information this week. The very first is the complete lack of demand after two months of marketing for the Launch Series Rear-Wheel Drive and All-Wheel Drive versions. A phenomenon reminiscent of the failed launch of the Cybertruck, where the gap between expectations and reality was terrible.
For proof, the waiting time between the order and delivery is only 2 weeks for the most popular version, the Rear-Wheel Drive. This situation raises concerns as the Tesla Model Y facelift is factually at the peak of its desirability. Again, there is an external factor that could interfere, starting with the trade war that the Trump administration and Musk promised to China with an increase in tariffs.
This tense relationship between the two countries does not help matters, and banks and financial markets are increasingly worried: if Tesla’s sales in China decline sustainably, the health of the American manufacturer will quickly deteriorate. The stock has already plunged by 30% in just a month and a half, resulting in a loss of valuation of 500 billion dollars.
Is the Tesla Model Y too expensive?
The second piece of information resonates in echo to the first: to support sales, Tesla is immediately resorting to a promotion. This involves extending the finishing and sale price of the Launch Series version, but without its name. It is understood that the Chinese consider the new Model Y too expensive in a market where the competition, while barely less relevant, is conversely much more affordable. It’s worth noting that the 2-year or 40,000 kilometers warranty included in the Launch Series has disappeared.
Is the message sent by customers one of fatigue towards the Model Y which, despite a deep aesthetic redesign, remains very close to the old version? If this commercial phenomenon continues, the question of an accelerated replacement of the Model Y in the next two years will arise very quickly.
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