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In the third quarter of 2021, Tesla sold 241,300 cars. This is 102,000 more than the same period last year. Of course, that’s just over half of the 446,997 cars GM has sold in the past three months. But, that number represents a sharp drop of 33% year-over-year for GM. And (if my math is correct) that would mean it has sold more cars than Subaru in the world in the past three months.
That Tesla has surged as other automakers struggle isn’t a huge surprise once you start digging into the details, however. As other manufacturers have taken the brunt of the global chip shortage, Tesla has started sourcing different silicon, according to The edge, and rewrite its software to work with these new components.
Additionally, the company only recently started selling its popular Model Y in Europe and it is still relatively new to the Chinese market, giving it plenty of room for growth.
Of course, things are not all rosy for Tesla. The company is still under investigation by the National Transportation Safety Board here in the United States. And it is only a few months away from a massive recall of nearly 300,000 vehicles in China. Not to mention that its Roadster, Cybertruck and electric semi-trailer face prolonged delays.
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