Author: Winslow
“Perhaps this quarter is the worst quarter Tesla has ever looked back on in the future.”
Content:
310 words in total
Estimated reading time: 5 minutes
Global Delivery Overview
In Q2 2022, Tesla delivered a total of 254,695 vehicles globally, an increase of 21% compared to Q2 2021 which delivered 210,250 vehicles; but a decrease of 17% compared to Q1 2022 which delivered 310,048 vehicles.
China Delivery Overview
“Strategic penetration rate” refers to the proportion of newly added Tesla vehicles to China’s total automobile sales (solid line is the actual data, dotted line is the model data).
It can be seen that the strategic penetration rate is higher than last year, mainly because people’s acceptance of new energy is becoming higher and more inclined to buy new energy vehicles, which has led to the displacement of fuel vehicles.
“Tactical penetration rate” refers to the proportion of newly added Tesla vehicles to China’s total new energy vehicle (NEV) sales.
This year, Tesla has officially encountered competition from domestically produced new energy vehicle manufacturers. The data clearly shows that the competition has become increasingly fierce, and Tesla’s market share in China has been lower than last year for six consecutive months.
Global Production Update
The dark bar is the verified actual data, and the light bar is the model data.
Tesla’s global production data for Q2 2022 was poor, mainly due to the impact of the epidemic. The Shanghai Super Factory was almost shut down for two months; the 4680 production line at the Texas Super Factory did not ramp up as expected, and the tools for the 2170 backup production line could not be transported due to the impact of the Shanghai epidemic, resulting in a inability to increase production.Update the annual production capacity expectations: Fremont Factory 540K, Shanghai Gigafactory 770K, Texas Gigafactory 100K, Berlin Gigafactory 90K, a total of 1.5 million cars.
Short comment on Q2 2022 earnings report will be released after the quarterly report meeting on July 20th.
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.