According to the source, Tesla in China in July this year produced 32,968 vehicles, of which 24,347 were exported. Domestically, the company sold 8,621 vehicles: 6,477 Model 3 and 2,144 Model Y. For comparison, in June, the company produced 33,155 cars in China, of which 28,138 were sold domestically, and 5,017 were exported. It turns out that auto sales in China fell by about 70% in a month.
Apparently, Tesla has increased its exports from China to saturate other markets where auto deliveries cannot close other factories due to a lack of components. Elon Musk has already commented on the situation on Twitter, pointing out the real culprits of the deficit. According to him, Tesla “Faced serious constraints in the supply chain. Currently the most problematic suppliers are Renesas and Bosch “.
Tesla isn’t the only automaker facing component shortages. Volkswagen, Toyota, Nissan, Ford, Suzuki, Volvo and a number of other companies have already suffered from it (or continue to suffer in one way or another). Ford Motor has previously indicated that the fire at the Japanese plant Renesas Electronics, which happened on March 19, is “the greatest risk to the company’s production structures.” Not surprisingly, Renesas accounts for nearly a third of the global automotive microcontroller market. In Renesas itself, after the fire, they promised to restore the supply of components to the same level within three months, but, apparently, this has not been possible to do so far.
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