30 Nasty Charts | CleanTechnica

January 20, 2019 by Zachary Shahan

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With our US Large Luxury Car Sales Report, our small and medium luxury car sales reports, our US electric vehicle sales reports, and other sales reports from the United States. Tesla recently completed, the time has come for another edition of Nasty Tesla Graphics!

The number of graphics continues to grow. Overall, the sales charts show that Tesla has seen a dramatic rise in the US and around the world in 2018, its dominance in a few market segments and the reason why it has finally been treated quite seriously by the executives other major car manufacturers.

Given the high number of diagrams and the fact that we have already discussed them, the rest of this article does not include a lot of text – just brief notes outlining the points to remember from each diagram. Enjoy.

(Note that on multiple maps, it is possible to click between different vehicles or different periods.)

This first graph shows the dramatic increase of Tesla over the last six years. The company has grown from 2,400 exciting, exciting and groundbreaking deliveries in the fourth quarter of 2012 to only 90,700 in the fourth quarter of 2016.

OK, it's not too bad. I'm sure you could have done better, but hey, give Elon a little time.

In a way, the record number of 90,700 deliveries has disappointed badysts already bearish on Wall Street, but this is another story that we will not be interested in here.

If we divide sales growth by model over the last two years, it is clear who is the big dog. It's the smallest dog. The unveiling of Model 3 shocked the world on March 31, 2016, both because it had received over 100,000 bookings even before being unveiled to the public and as these bookings were flocking faster after the unveiling . Many spectators remained skeptical. Would these bookings really become sales? Apparently, many of them have done so and Tesla has also begun to attract a higher number of unreserved sales. Score for Tesla.

This interactive graph uses the same data as the linear graph above. This time, however, you can more blatantly drooling Consider significantly the sales growth of the Tesla Model 3.

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Leaving the Tesla world and seeing how the Tesla Model 3 compares to the best-selling cars in the United States is a different kind of pleasure. What is shocking here is that Model 3 is close to these Toyota and Hondas, despite its much higher average selling price.

The problem is that: Model 3's low operational costs mean its total cost of ownership is closer to non-luxury models than you would think at first. In addition, Model 3 is much safer, much faster and much more technological. And it's 100% electric, which means it's clean. The added value of these benefits exceeds the initial upfront costs for hundreds of thousands of people.

This is another interactive graphic. You can click from December to the fourth quarter of 2018 to get a more detailed perspective on model 3 sales compared to Honda and Toyota. Model 3 production increased throughout the year; so we'll have to focus on 2019 before seeing how Model 3 compares in a "normal" production year with no backlog of bookings. (I'm optimistic, but this article is about looking back and not forecasting.)

If you look at the year-over-year sales changes (2017 to 2018) for these five models, it's hard not to feel that Model 3 sales are weighing on Toyota Camry, Toyota Corolla, Honda Accord and Honda Civic. Indeed, despite the trend in crossovers and SUVs, we know that many model 3 buyers come from the following countries: Accord, Civic, Toyota Prius, BMW 3 Series and Nissan LEAF.

Here is another fun way to compare the sales of these 5 vehicles in 2018 compared to 2017. Again, click on each model to see all the graphs. Note: the last is the most fun.

In this chart, I begin to detail the complete list of the 20 most popular cars in America. (To be clear, this does not include SUVs, crossover vehicles and vans, which belong to other clbades of vehicles.)

In this chart, we are simply looking at December 2018. Model number 3 is an estimate of CleanTechnica, but it is based on the official Tesla figures for the quarter and on common badumptions about Tesla's delivery patterns.

Again, what is staggering is that there is no other luxury car close to the Model 3. The only luxury car on this list is the Mercedes CLA-Clbad, which is well back in 18th place.

Model 3 ranks the same for the full quarter, just behind the No. 4 Toyota Corolla to sit comfortably in 5th place.

Of course, no matter how much enthusiasm Tesla buyers and fans have for this near-impossible ranking for such a young company in such a niche, Tesla's critics keep claiming that this is not enough and that the success story will implode each day. What I find useful to remember is that some of these people have been making these claims for about a decade, every milestone reached during our journey.

Cognitive dissonance is a bitch.

Largely because of the relatively weak production of Model 3 in early 2018, Tesla's fourth production vehicle landed in 11th place when sales of the year were taken into account.

Admittedly, it was a little disappointing not to see the model 3 enter the top 10, but the 11th place remains a staggering ranking in 2018, all the more considering all that Tesla and its tens of thousands of Employees went through. the last 7 years.

Ok, that's where the charts start to be a little naughty. Porsche and Jaguar are not offended here. They now seem to be aiming to become the leader in the electricity business themselves, but I find this chart really helps to give Tesla a useful perspective on the global automotive market.

Tesla was missing about 14,000 units to match Porsche's global sales and Jaguar's global sales. combined in the 4th quarter.

If you click on the 2018 tab, Tesla has not managed to reach Porsche's 11,000 sales. Another quarter and Tesla will surely have a higher cumulative total over 12 months. Meanwhile, Tesla is already making around 75,000 more sales than Jaguar.

Initially, I did not intend to include this chart or the next two, but I had the inspiration to write an article comparing the sales of some of these previously labeled "Tesla killers" to Tesla vehicles .

The Chevy Bolt, a solid car that we have repeatedly praised, simply does not compete with the Model 3 for a multitude of factors that matter to many consumers – safety, acceleration, ultra-fast access, autonomous driving technology and technologies advanced clean technologies. of the parent company, for example. The result, combined with factors related to dealers and automobile regulations, is the table above.

Long before the Chevrolet Bolt was described in the media as a Tesla killer, there was the BMW i3. I drive an i3. I like the i3. But the i3 is not a Tesla and that's why it does not sell like any other. Tesla's S and 3 models offer several advantages, just as they do with the Bolt, which pushes most people to buy one of them rather than an i3. In fact, the i3 has only one selling point compared to a Tesla, as far as I know, it's tiny.

With a super-fast charge, increased range, comparable behavior to the Tesla autopilot, faster acceleration, a little styling and a higher safety rating, the i3 (or a larger i4 or i5) could possibly be registered 10 times more sales. What do you think?

BMW has several plug-in hybrids that complement the i3 in its range of "electrified vehicles". Many have argued that plug-in hybrids are more convenient and user-friendly at this stage of the revolution, so I thought it might be more interesting to compare Tesla's sales to BMW and MINI's electrified vehicle sales. Tesla still had a lead of more than 100,000 in 2018 in the world.

Maybe BMW should really try to provide an i4 or an i5 with specifications, features and prices comparable to a Tesla Model 3. Of course, we had to start on this issue about 5 years ago, but we can hope.

This is perhaps the most wicked Tesla table of all. Clearly, model 3 is "the one who does not belong" here. It looks like something is wrong with this one, and I even had to question my work for a while. Model 3 shows that it is not only competitive in the mid-size luxury car category – it's unique.

The sales badysis for the year does not help much to balance the playing field. The Model 3 remains more than twice as competitive as the second best luxury car, if you base your competitiveness on sales.

A few months ago, it seemed to me that it would be more accurate to compare model 3 to model combinations from other manufacturers. Tesla does not offer several mid-size luxury cars, nor any small luxury car. It therefore makes more sense to combine other mid-size cars (and even their small cars) with luxury car manufacturers when comparing sales data.

Nevertheless, Tesla continues to dominate the market, with nearly twice as many sales in December as the fleet of Mercedes-Benz in these categories and 32% of the market.

Looking at the full year, you finally get a chart that gives the market a competitive edge. Of course, even with low production levels in the first half and minimal in-store or in-store sales, the Model 3 finally became the king of the hill.

The two interactive charts above are two of my favorites. I like to click from month to month and watch the sales of Model 3 rise. I must admit that I do it sometimes more than once in the same session, fascinated by colored bars and all that they represent.

Ah, the big old Tesla Model S. It was once the hype of the auto market, the city's speech, the vanguard car that was devouring the prices shocked the world. With Model 3 here and sales dominating, the S model barely gets a mention. Nevertheless, it continues to dominate the large luxury car category in the same way that the 3 model dominates the mid-size luxury car category (+ the small luxury cars). It's always hard to believe, especially considering the low level of public awareness about Tesla and its products.

This month is the first time I created the multi-quarter interactive whiteboard above for the Model S and its Gasmobile competitors. Very different from the similar graphs in Model 3, the S model is consistently dominant quarter after quarter. Is this what we can expect from model 3 in 2019 or 2020?

Model X is the only Tesla yet to reach the top of its automotive segment. It was No. 3 in the 4th quarter and No. 2 all year, according to our estimates. Another great performance, and I'm sure the lower-level automakers would like this place, but it looks like the X-Model needs a bit of a push to knock the Cadillac Escalade off its thrilling throne.

By combining all the luxury car sales (not SUVs and crossovers), Tesla was able to break the sweat and climb to the top in December. However, she "only" registered the silver medal for the year, about 24,000 sales behind BMW. Does BMW transpire around 2019? Well, you must think so, but who knows?

When you combine all Luxury vehicles, Tesla does not rank finally No. 1 in December. Mercedes-Benz, Lexus and BMW still have crossover vehicles and popular SUVs that record tens of thousands of sales per month. Tesla was at the bottom of a dominant top 4 in December, and in the middle of the pack in 2018. Expect to easily overtake Buick and Audi in 2019, but we'll see further with Mercedes-Benz, Lexus and BMW.

Once a fascinating monthly and annual race among top sales, reports on electric vehicle sales in the United States now communicate the bipolar status of the market. Sales of Tesla Model 3 are exciting and growing, and the X and S models (as we have already shown) are very advantageous in terms of price. On the other hand, no one is more and more interested in an electric vehicle that makes almost 10,000 sales per quarter, not to mention 10,000 to 25,000 sales a month.

I updated this chart of the market capitalization of automakers Thursday and I was hoping to be able to use it despite the eve of the last trading day of the week. Oy. It turned out that Tesla released at the end of the week information on layoffs and finances that frightened some shareholders.

So, I updated it again this weekend and Tesla [TSLA] moved from # 4, just behind Daimler, to # 7. Naturally, the stock market is volatile. Who knows where TSLA will be Monday, next Friday or in a year.

We do not provide investment advice, but it's fun to follow Tesla's position in the market, where its market capitalization is tied to auto sales in a very different way than other automakers.

I hope you enjoyed the January issue of Nasty Tesla Charts. Stay tuned for future editions, which, I admit, will be much harder to create because Tesla does not split sales by country (or by month) and now ships models 3 in Europe and China. Help me, please!

Again, if you also want to reduce pollution and buy a Tesla, do not hesitate to use my referral code – http://ts.la/tomasz7234 – to benefit from 6 months of free overeating (or 9 months if you do not bother, to test the car). The deadline for using these reference codes is February 1, 2019.

Keywords: Acura, Audi, BMW, BMW 3 Series, BMW 4 Series, Daimler, EV Sales, Ford, Ford Mustang, Infiniti, Jaguar, Jaguar, Land Rover, Lexus, Mercedes, Tesla, Tesla Model 3, Tesla Model 3, Tesla Model S , Tesla Model X, Tesla Sales, US Electric Vehicle Sales