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Model 3 joins Model Y as Tesla China orders push into 2026

Tesla's Model 3 saw order delivery dates pushed into 2026, following the Model Y, with various versions set for delivery between 4-6 weeks after reservation and the high-performance version in February. Despite some year-end production reserved, the timeline shows increasing demand and limited supply as 2025 approaches.

Key points

  • Model 3 orders are now scheduled for delivery in 2026 due to increased demand.
  • Delivery times are 4-6 weeks for most versions, with a high-performance version scheduled for February.
  • Model Y orders had already been pushed into 2026, reflecting a trend in high demand for Tesla vehicles.
  • Production capacity is partially reserved for year-end deliveries in 2025, indicating limited supply as demand grows.

Why it matters

  • The trend of Tesla pushing delivery dates reflects overall challenges in the EV supply chain, highlighted by semiconductor shortages and production issues ongoing since 2020.
  • In 2025, EV sales are expected to continue growing, aligning with global trends towards sustainability and electric mobility.

The extension of Model 3 order deadlines into 2026 alongside the Model Y illustrates Tesla's robust demand amidst supply constraints, marking a significant moment in the evolving EV market landscape.