Something doesn't add up then: if Tesla can produce 7150 cars per quarter, why is next quarter guidance only for 5K cars sold? Another new market with long lead times?
Tesla can't produce 7150 cars per quarter as of today, the production capacity as of Q3 end was probably on the order of 6200 cars/quarter. The reason guidance is lower than this, is that the company is expanding to many foreign markets and hence many cars are in transit.
This was also covered on the earnings call. Tesla is currently shipping to Europe and will if I remember correctly start shipping to China during Q4. Remember, shipping cars takes time since they need to go on freight ships.
