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grecy

Tesla delivered 422,875 vehicles in Q1 2023.

Here is what the competition manged for all of 2022

GM: 39,000, Ford: 61,000, Hyundai: 175,000, Kia: 80,000

Combined, Tesla delivered more Evs in one quarter than their competition manged in a whole year, combined.

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You forgot to include Volkswagen, they delivered 572,000 in 2022 and are still ramping up. And BMW close to 200,000 with their more mainstream models released later in the year so expect rapid growth this year.

Volkswagen Group BEV sales by brands:

Sales in Q1-Q4 2022:

Volkswagen (cars): 325,100 (up 23.6%)

Audi: 118,200 (up 44.3%)

Skoda: 53,700 (up 9.3%)

Porsche: 34,800 (down 15.7%)

Seat/Cupra: 31,400 (up 140.8%)

Volkswagen (commercial vehicles): 7,500 (up 109%)

other (MAN, Scania, Navistar): 1,420 (up 75%)

Total: 572,100 (up 26.3% year-over-year)

Tesla has had a 20 year head start. Plot these numbers on a year over year graph and it'll be clear how quickly the competition is catching up.

I think you'd actually see the opposite. Tesla is building additional EV capacity at an absurd rate, onlining a 500k/yr capacity factory almost every year the last few years (Shanghai, Berlin, Austin) with more on the way (Mexico).

Volkswagen is up to 572K EV sales per year despite only starting to focus on the category in 2017.

Well, in the US, Tesla had 74% of the electric vehicle share in January 2022. It had 57% in January 2023. That seems to tell its own story.

Meanwhile, in Europe they're already outsold by VAG group for example.

What about Nissan Leaf? I don't pay attention, but I know that was a huge seller a few years ago.

US market: Nissan sold 12,026 Leaf in 2022. In 2021, Nissan sold 14,239 Leaf. They sold 2,213 more units in year 2021 compared to 2022 with a percent loss of 15.54% YoY.

https://carfigures.com/us-market-brand/nissan/leaf

They have been doing less than ~5k a quarter for the past 2 years. Q3 last year was less than 1,500 sold.

Mercedes-Benz Cars reports 520,100 global car sales during the third quarter of 2022.. according to some random site.

I know that the vast majority of merc sales were not EVs but i think they are making enough to know hows its done.

Vertical integration seems tesla main moat.

VW 570,000

in the US or worldwide?

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