Tesla (TSLA) sales soar in domestic market, thanks to Model Y



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Tesla’s record quarter in Q4 2020 was helped by strong performance in the United States, especially California, according to new registration data.

Tesla sales in California

California is an important market for Tesla. Obviously, this is the automaker’s home market and the headquarters of its main factory, but it’s also the country’s largest electric vehicle market with generous incentives.

In the second quarter of 2020, Tesla’s sales were nearly halved in California at the start of the pandemic.

Tesla started picking things up in the third quarter and set a new global delivery record, to which California contributed with more than 16,000 vehicles, or roughly twice as many vehicles as last quarter.

Now Tesla is maintaining the momentum in its home market in the fourth quarter.

Tesla Q2 2020 deliveries in California

Based on new registration data released by Cross-Sell, Tesla sold more than 22,000 electric vehicles in California in the fourth quarter, contributing to its new record global deliveries of 180,000 vehicles in the quarter.

At around 11,400 units, the Model Y made up more than half of Tesla’s deliveries to California, the data shows.

Sales of the Model 3 declined as the Model Y diverted some of the demand for the electric sedan.

Additionally, Tesla began rollout of the 2021 Model 3 in the fourth quarter, which could have affected the sales performance of the electric vehicle.

Tesla sales in the United States

Cross-Sell also publishes data on Tesla’s sales in other states, but registration data is only available in 23 states.

Based on the 23 states, Tesla shipped at least 44,749 electric cars to the United States in the fourth quarter, making it one of its largest markets. Again, the Model Y accounted for about half of these deliveries.

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