Despite a semi-conductor shortage which has many carmakers reeling, EV pureplay Tesla has eclipsed its previous best full-year sales results. But it’s not all good news…
While the rest of the automotive world struggles to find enough semi-conductors to keep production lines running, Tesla reports that it is going from strength to strength.
Tesla’s third-quarter (July-Sept) 2021 global production and delivery results released on Saturday show the company produced 237,823 new vehicles and delivered a record 241,300 vehicles during that period.
This strong Q3 result means 2021 is officially Tesla’s best year ever with a total of 627,350 deliveries – up 26 per cent on the previous record set in 2020 (499,550 deliveries).
Tesla delivered 367,500 new vehicles globally in 2019.
Tesla’s decision to produce its own semi-conductors seems to be paying off for the EV posterboy. Because, while Tesla’s production line is running full speed, others are being forced to idle theirs as they wait for semi-conducting supplies to return to normal.
In its 2021 Q2 earnings statement, Tesla said: “Our team has demonstrated an unparalleled ability to react quickly and mitigate disruptions to manufacturing caused by semiconductor shortages. Our electrical and firmware engineering teams remain hard at work designing, developing and validating 19 new variants of controllers in response to ongoing semiconductor shortages.”
On Friday, General Motors reported a 33 per cent decline in its Q3 sales in America, moving just 446,997 units compared to 665,192 a year ago. But GM says it can now see the light at the end of the tunnel.
“The semiconductor supply disruptions that impacted our third-quarter wholesale and customer deliveries are improving,” said Steve Carlisle, executive vice president and president of GM North America. “As we look to the fourth quarter, a steady flow of vehicles held at plants will continue to be released to dealers, we are restarting production at key crossover and car plants, and we look forward to a more stable operating environment through the fall.”
Stellantis Group (the entity formed by the merger of FCA and PSA) also reported a steep decline in US sales on Friday, down 19 per cent compared to Q3 2020. Toyota, on the other hand, enjoyed modest gains of 1.4 per cent for the quarter, outselling General Motors in America for an unprecedented second consecutive quarter.
Tesla’s record result is not all good news, however.
During the third quarter, the Model 3 small car and Model Y small SUV accounted for 228,882 production units and 232,025 deliveries, which equates to roughly 96 per cent of all vehicle production and sales.
The Model S large sedan and Model X large SUV continued their market decline, managing just 9275 deliveries between them. This decline in interest for its larger cars must be concerning to Tesla; in 2020 the Model S and X accounted for 11 per cent of Tesla’s deliveries, and in 2019 they accounted for 19 per cent.
There’s no denying that small cars are going gangbusters for Tesla. But large car sales are not just declining as a share of overall sales. They’re down dramatically in outright sales, too.
In 2019 Tesla delivered 68,500 Model S and X units. In 2020 that number was down to 57,039, and in 2021 Tesla’s two oldest cars will struggle to make even half of that – YTD volumes are at 13,185 with just one quarter left to play.
The post Tesla sets full-year sales record with three months to spare appeared first on Drive.
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