Elon Musk confirmed that Tesla currently has a Powerwall backlog of 80000 orders, which is worth over $500 million, but it can’t ramp up production to meet that due to the global chip shortage.

Tesla has been production constrained with the Powerwall for a long time.

The demand has been strong in several markets, like the US and Australia, but production hasn’t been to catch up despite significant ramp-ups.