In 2021, Tesla delivered a total of 935,700 vehicles, which accounted for 14.4% of the global new energy passenger vehicle market and had a 20.3% market share in the pure electric market. The best-selling model was Model 3, with a delivery of nearly 510,000 vehicles, accounting for 54% of Tesla’s total delivery, while Model Y accounted for 43%, with a total delivery of nearly 400,000 vehicles.
However, looking back at the sales structure of 2021, Model 3 showed a decreasing trend, while Model Y’s proportion continued to climb.
As of the end of the third quarter, Tesla had delivered 908,500 vehicles. Although there is still some distance from Elon Musk’s annual target of 1.5 million vehicles, the overall growth trend is obvious. Of course, the objective factors such as the pandemic in the second quarter have also had a significant impact on Tesla’s deliveries.
In terms of structure, Model Y’s sales have far exceeded those of Model 3. In the first half of the year alone, Model Y delivered 95,823 more vehicles than Model 3. In August of this year, Tesla’s total sales in China reached 76,965, of which Model Y set a monthly delivery record of 62,169 vehicles.
Elon Musk predicted in the 2021 earnings call that Model Y will become the best-selling model among all models in 2022 or 2023.
Bloomberg predicts that, barring unforeseen circumstances, the total delivery of Model Y this year will exceed 750,000 vehicles.
What kind of concept is this?
# 2021 Sales Figures of Global Best-Selling Models
The top-selling models worldwide in 2021 are the Toyota RAV4, followed by the Corolla and Honda CR-V, with delivery volumes of 1.1 million units, 1.1 million units, and 903,000 units, respectively.
If the 760,000 units sold by Model Y become a reality, it is very likely to enter the top five global single-model sales list and surpass the best-selling North American pick-up truck Ford F-150, becoming the best-selling North American branded model.
It is also worth noting that the average transaction price of the top models on the list is not high, and the Model Y will have both the highest average transaction price and single-model revenue.
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.