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The anticipated Q1 delivery figures for Tesla are also concerning, with expectations currently at about 430,000 vehicles, although actual figures may fall short. The shift in production to the new Model Y across four factories is expected to dampen overall performance in Q1 2023, leading to reduced clarity on Tesla's demand status until the latter half of the year. A potential upswing in Q2 could materialize as customers await their new Model Y deliveries, and by Q3, a clearer picture may emerge.