Blood_Tears on 08 May 2026
With them failing to even hit their 4M target this past year and falling 7M from the year before that, I doubt they will even hit the 2M figure for this forecast. They still have roughly 1.5M in the chain to begin with so imo they will revise the forecast before March 2027 to maybe 1.5M shipments or so.
With production costs as high as they are these days I wouldn't be surprised if they just stop S1 production altogether after March 2027. Maybe another 500k or so after that but that's it. This is a done deal.
