It probably has nothing to do with technical issues but with Tesla's business model.
If you collect money first, deliver product second, and pay suppliers third, you need to run the business a certain way.
When sales are weak, you need that cash to pay your suppliers from the previous deliveries.
Right now, TSLA does not enough money to pay their suppliers.
So... you need to reduce parts orders for new deliveries, and push back deliveries, until you collect more money from sales.
Tesla's model works great if you always increase sales each month. But it works rough if sales growth is slow, it works badly if sales level out, and becomes a Greek tragedy if sales are reduced.
Tesla has already pushed back deliveries of the MS/X. They have reduced their workforce, and like I had predicted, lowered parts orders and borrowed more money. There are more often than not penalties for reducing order quantities, and can downgrade your credit, especially with the company in question. It is something you try to avoid, but the alternative is often 'late pay' on the parts orders, which can really screw you. The amount of money you save by reducing an order is not seen immediately unless you've been downgraded to COD terms. So Tesla is scrambling to stop something very bad from happening in the 4th quarter.
There is a real possibility we are watching the beginning of the end of Tesla Motors. Maybe a 10% chance at this point.