published in December 25, 2018 |
by Zachary Shahan
December 25, 2018 per Zachary Shahan
For this month's issue of "Nasty Tesla Charts," I decided to add a sales chart that I should have added months ago. It's very good of a chart not to include here.
That's right, in case you missed out, the three vehicles with the lowest likelihood of injury, according to NHTSA statistics, are the Tesla Model 3, the Tesla Model S, and the Tesla Model X (in that order).
That's just one of the ways Tesla has attracted so many sales. Tesla's three models are also the fastest vehicles in their class, probably have the best semi-autonomous steering technology, have access to super-fast recharge, regularly improve through software upgrades through the air and have a lot of fun features.
|Luxury car brand||November 2018 (US sales)||Segment Share|
|Cars Jaguar (est.)||935||1%|
|Tesla Cars (est.)||20,500||27%|
All in all, Tesla apparently now sells more luxury cars than any other car manufacturer in the US. According CleanTechnica It is estimated that in November, 27% of US luxury car sales were Tesla cars (ie, Model 3 and Model S sales). That puts Tesla first, well ahead of BMW, Mercedes-Benz and everyone else.
Not too poor for a 15-year-old company that started producing mass-produced cars 6 years ago. Where is Tesla 6 years from now?
|Brand||November 2018 (US sales)||Market share|
|Jaguar Land Rover||11,744||7%|
The first two sales charts were for car (which does not include sales of pickup trucks, SUVs and crossovers). As the two charts and table show directly above, if you look more widely, Tesla is one of the top luxury automakers in the US … even with only three models on the market. Despite not having a crossover on the market, Tesla is waiting for just a few thousand sales below the Lexus.
In November, Tesla accounted for about 14% of luxury car sales, based on CleanTechnica and official figures from car manufacturers.
Taking a ginormous step back, the chart above shows the top 20 lightest US vehicles in November. Model 3 still makes this list, based on our November estimates and official numbers from non-Tesla automakers.
If you delete trucks and SUVs, just look at the top cars Model 3 occupies the 6th place in November and the 11th place between January and November 2018.
On the third of these graphs, you can jump from month to month to watch Model 3 rise in the rank month after month.
If you slow down and just examine the luxury car classes that the Tesla Model 3 is competing for (based on price, quality and performance), that's where the story starts to get really crazy. Even for January-November, Model 3 destroys the competition of Mercedes-Benz, BMW, Lexus, etc.
Because of how distorted the comparisons between models and models have been, I have come in the habit of comparing Model 3 sales with sales of other brand offers in these classes, all combined (the BMW 2 + 3 + 4 and + 5 series, for example ). Even so, as you can see, model 3 is at the top of the stack.
While some Tesla fans may find that this kind of comparison is not fair as we are grouping midsize luxury cars with small luxury cars. However, the point is that Tesla does not sell smaller cars than Model 3, while its competitors do. If you want a small Tesla, you have to settle for a Model 3. For that reason, I think it makes sense to combine these models in these classes.
I also found that pulling sales of some iconic models would be particularly interesting for a deeper dive. Above, you can enjoy four charts showing the evolution of sales of the Tesla Model 3 this year to the evolution of Ford Mustang sales. Below you can see the same for the Tesla Model 3 versus the BMW 3 Series + 4 Series.
After a production ramp of approximately 1 year, as you can see, the Tesla Model 3 rose above the Ford Mustang and the BMW 3/4 Series in July. Now he lives in a different realm – at least until January.
Will the Mustang and the 3/4 series survive when people learn that model 3 is faster, safer, has more advanced technology, lower total cost of ownership and is simply cooler? Honestly, who would buy a Ford Mustang or a BMW 3/4 Series after comparing the driving experience and the details of these cars and the Tesla Model 3? I think the only reason why Ford and BMW were not forced to close production of these models is that relatively few people have heard about Model 3 and fewer have experienced the electric monster.
If you want to buy a Tesla, enjoy my work and need a reference code, here goes: http://ts.la/tomasz7234.
Note that our monthly estimates for Tesla Model 3 sales are based on approximately half a dozen different sources and discrete Tesla statements. We feel quite confident in the overall estimates, but as mentioned above, they are not official numbers leaked by someone within Tesla or something like that. This month, Paul Fosse's estimate won the vote and was selected as the unofficial official number.