Some analysts now believe the brand has enough cachet to avoid significant trouble among hundreds of thousands of depositors ... for now, at least.
Tesla's delay in ramping up Model 3 production does not appear to have sparked a buyer revolt among hundreds of thousands of reservation holders.
A Bloomberg survey of a handful of owners and analysts suggests the early adopters may not exactly fit the 'mainstream' buyer profile that had served as a central assumption in gloomier forecasts. Some had suggested Model 3 buyers would not put up with the delays and issues that plagued early Model S and X production.
As it turns out, many of the Model 3 reservation holders appear to have just as much enthusiasm for the brand as those who already own a Model S or Model X -- but with a lower budget.
"It seems to me that people would be willing to wait since they were never given a firm date when they would take delivery in the first place," Edmunds analysts Jessica Caldwell told Bloomberg. "The long wait seems to be building anticipation."
To be clear, Tesla's initial Model 3 delivery estimates appear to have been broadly worded across a span of several months. One surveyed buyer says his estimate was pushed back by a month, despite Tesla's disclosure of a three-month delay in ramping up production volume to 5,000 units per week.
The company is still dealing with production 'bottlenecks,' including a problem with battery module assembly at its Nevada Gigafactory. CEO Elon Musk has remained optimistic, promising that production volume will accelerate exponentially and minimize any long-term impact on output numbers.