I have to say that Tesla has defied the odds in getting this far. They benefitted from starting from scratch, both in focus, product and assembly plants that were designed specifically for electric cars. That could also have been a negative in that they had to get all those factors just about right or blow their chance.
Below in the chart, I've put both deliveries and production side by side. There is a repetition of very similar data but you can choose which is your preference. I'll focus on delivery data here.
In 2016, 76,000 vehicles were delivered with the medium size crossover model named X arriving during the year to support the existing large five-door liftback S. 2017 was up 35% in volume and a good result with the X (picture above) getting a full year under its belt.
The four-door fastback styled car called the Model 3 was introduced and deliveries went through the roof. An increase of 138% was enjoyed by the company, followed by a more sedate 50% in 2019.
2020 heralded the Y model, a compact crossover. An increase of only 36% was caused by a fall in S and X sales. The combined 3 and Y models were now the volume drivers. The same situation has continued in 2021 with deliveries only 23% behind 2020 with half the year to go. Put another way, deliveries are +116% comparing the first six months of both years.
So sales for Tesla are continuing at a pace as traditional carmakers are now rushing to catch up with them. The ICE (internal combustion engine) manufacturers haven't had the same singular focus but with many countries ending ICE sales in the near future, they are quickly switching their focal point to electric cars. The real battle has only just begun.
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