I look at the top selling global vehicles and predict how their sales and sales of the Tesla Model Y will be for the current quarter.
In order to estimate Toyota’s sales for the second and third quarters, I read all the. The picture I got from reading the notices is that Toyota would like to build more cars than it is able to. I’m assuming that both Toyota and Tesla are selling every car they make. From reading those reports, I estimate that sales in the second quarter will be 2% below the first quarter, and the third quarter will be 4% below the first quarter.
Tesla is making huge investments to massively increase production. Toyota seems to just be trying to get back to its record production of previous years. It seems to constantly complain about Covid-19 affecting its suppliers . As Elon has mentioned many times,Tesla has 3 advantages over other manufacturers in dealing with the supply change issues.
Tesla is more vertically integrated than most, giving the company more control. It can shift resources to some extent to optimize production.
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