Credit to Author: Zachary Shahan| Date: Wed, 16 Sep 2020 05:07:26 +0000
Published on September 16th, 2020 | by Zachary Shahan
September 16th, 2020 by Zachary Shahan
As I was writing about the Nissan LEAF reaching 500,000 sales worldwide, I referred back to my data on Tesla’s individual model sales from quarter to quarter and in total. In doing so, I noticed that I had not created or published 2020 charts on these figures. The reason for that is that Tesla stopped reporting total quarterly sales of individual models. The company started reporting Model S + Model X sales and Model 3 + Model Y sales.
Nonetheless, I was eager to see charts and graphs on how sales of these models have changed over time, and I do have estimates by model based on data I’ve been able to find (mostly from EV Volumes, but also from @TroyTeslike and several other sources to a smaller extent). I’ve also worked in some assumptions based on comments Elon Musk has made here or there over time and based on basic logic. The results — which I’ll emphasize one more time are not official and may be significantly off — are in the charts and graph below.
Note that you have to toggle between models in the first chart above. If the interactive chart doesn’t work on your phone, try a “normal computer.” The line graph is also interactive. If you hover over a line for a moment, the others will fade, and hovering over any point in a line shows you the quarterly deliveries (or delivery estimates) for the model you’re highlighting.
Using only the official data, which means combining the Model 3 and Model Y as well as the Model S and Model X, here are revised versions of the charts and graph:
The story has been fairly clear. The lower prices of the Tesla Model 3 and Tesla Model Y have brought in many more buyers, while also cutting into Model S and Model X demand a bit — many people who previously might have stretched to get a Tesla now don’t have to stretch to an S or X.
Any other thoughts?
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Zachary Shahan is tryin’ to help society help itself one word at a time. He spends most of his time here on CleanTechnica as its director, chief editor, and CEO. Zach is recognized globally as an electric vehicle, solar energy, and energy storage expert. He has presented about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, Canada, and Curaçao. Zach has long-term investments in NIO [NIO], Tesla [TSLA], and Xpeng [XPEV]. But he does not offer (explicitly or implicitly) investment advice of any sort.