Q1 4.8k/week on average
Q2 5.6k/week on average
I think they have demand issues with model S/X, for Model 3 it's more difficult to say.
I think they'll see a surge in demand in the Netherlands, because fiscal rules change again and most electric cars have too long delivery times; It shows how strange the market is, demand is mostly driven by fiscal rules...
Production
Qtr_____Model 3__S/X___Total
Q2 2018 28,578 24,761 53,339
Q3 2018 53,239 26,903 80,142
Q4 2018 61,394 25,161 86,555
Q1 2019 62,950 14,150 77,100
Q2 2019 72,531 14,517 87,048
Deliveries
Qtr_____Model 3__S/X___Total
Q2 2018 18,440 22,300 40,740
Q3 2018 55,840 27,660 83,500
Q4 2018 63,150 27,550 90,700
Q1 2019 50,900 12,100 63,000
Q2 2019 77,550 17,650 95,200
Model 3 production is trending clearly upwards and guidance is for further increases. Q1 showed a step down in deliveries but this is when international distribution started. You need to have stock in these locations in order to start selling in new locations so this stutter in the growth shouldn't be any surprise - you have to fill the delivery pipelines. I think this completely explains that there isn't a demand problem with model 3.
S/X yes the US subsidy ending brought some sales earlier into Q4 and slow sales in Q1. Q2 did not recover much. If there is soon to be a refresh, perhaps people are holding back til this is available. but your "have demand issues with model S/X" does seem a pretty reasonable conclusion.
.
Average price per vehicle sale
Q2 2018 76.5k
Q3 2018 70.4k
Q4 2018 67.0k
Q1 2019 55.7k
A large majority of this is going to be lower spec models. 5k lower selling price for identical spec cars? hmm. not too sure, need to think about how to estimate that a little more.