Traditionally, all globally sold vehicles (ie outside US) were made in Shanghai and shipped early in the quarter. As the quarter progressed, Shanghai would shift to local deliveries.

They’ve made some efforts to unwind this delivery pattern, and they now make Model Ys for Europe in Germany, but Europe still receives a lot of Chinese exports (and US exports for Model S/X) so the deliveries are still somewhat “lumpy”.

This should continue to smooth out however