Tesla reported its 4th quarter 2022 car manufacturing and supply numbers this week, in addition to offering the full-year 2022 figures. In masking the information, we revealed two charts of the general numbers, however digging deeper in addition to estimating the model-by-model cut up, we’ve now obtained 8+ charts to share and write about.
Lengthy-Time period Tesla Gross sales Traits
First, let’s run via the charts of Tesla’s general gross sales developments.
You may see on this first bar chart that Tesla has seen virtually unbroken quarterly gross sales development for the previous few years. Moreover, within the final quarter, This fall 2022, Tesla surpassed 400,000 gross sales in a single quarter for the primary time, a outcome which means a manufacturing capability of greater than 1.6 million autos a yr. What is going to Q1 2023 convey?
Taking a look at cumulative gross sales on a quarterly foundation, you get a unique view of Tesla’s meteoric rise. It’s virtually an ideal development curve of a disruptive know-how or firm. Going again to 2016 or 2017, it’s virtually laborious to consider what has occurred. Certainly, again then, few of us believed Tesla would obtain this development, which is near what was forecast by Tesla again then. A lot cash was wager on Tesla crashing and burning as an alternative. The large query now’s whether or not this development continues, as Elon Musk has forecast, or it ranges off eventually. Predictions, as anticipated, are far and wide. Take your individual greatest guess.
Tesla Mannequin Gross sales Development — Tesla’s Breakdown
Tesla doesn’t precisely get away model-by-model manufacturing and gross sales stats. The corporate combines the Mannequin 3 and Mannequin Y and combines the Mannequin S and Mannequin X when reporting quarterly and annual statistics. Let’s have a look at a graph on these numbers earlier than attempting to dive deeper.
Naturally, as has been the story for years now, Mannequin S and Mannequin X gross sales are negligible in comparison with Tesla’s true mass-market fashions. The Mannequin 3 and Mannequin Y, in the meantime, have seen fast, robust development.
Tesla Mannequin-By-Mannequin Gross sales Traits, For Actual
Most of us are rather more within the Mannequin 3 versus Mannequin Y cut up than the Mannequin 3/Y versus Mannequin S/X cut up. Particularly now that manufacturing is ramping up globally and Tesla is probably hitting extra of a requirement restrict with the Mannequin 3 whereas rising Mannequin Y manufacturing and deliveries, the cut up between the fashions turns into one thing of nice curiosity to many Tesla followers.
Taking a look at registration knowledge tracked by Jose Pontes in Europe, China, and globally, in addition to Troy Teslike’s mannequin estimates, I’ve give you CleanTechnica‘s personal estimate on the This fall and 2022 world gross sales cut up by mannequin. The remaining charts visualize these estimates over time.
Beginning with this line graph, you get a unique view of the Mannequin Y & Mannequin 3 meteoric rise that higher exhibits the Mannequin Y’s position or significance there. Mannequin 3 gross sales have been roughly regular because the Mannequin Y got here to city, whereas the Mannequin Y has shot up in the middle of two brief years.
The bar chart above exhibits that another way. You may see that the Mannequin 3’s This fall 2022 was similar to its This fall 2021, and its Q3 2022 was similar to its Q3 2021 — properly, you get the thought. The Mannequin Y, nevertheless, is what led to the general Tesla gross sales bars rising and rising.
These subsequent three charts present cumulative gross sales development of the Mannequin 3 and Mannequin Y, with the latter two charts utilizing the identical scale as a way to permit for higher comparability of the Mannequin 3 and Mannequin Y. Whereas Mannequin 3 cumulative gross sales development is easy and strong, Mannequin Y cumulative gross sales development seems virtually exponential.
To see extra interactive model-by-model bar charts in addition to interactive variations of the charts above, head on over to CleanTechnica Professional and check in or turn out to be a Member, Supporter, Technician, or Ambassador (after which check in).
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