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Tesla already outsells Lexus and is approaching 1 million cars delivered in 2021

Tesla sold 936,000 vehicles last year, 87% more than in 2020. And this 2021 has manufactured 930,422 cars. Tesla, led by Elon Musk, delivered 308,600 vehicles in the fourth quarter, well above analysts’ forecasts of 263,026 vehicles.

Tesla has posted a record for quarterly deliveries that has far exceeded Wall Street estimates, circumventing a global shortage of chips and increasing its production in China.

This is the sixth consecutive quarter that the world’s most valuable automaker has posted a record delivery. And it also did so in a context in which the NHTSA (American Highway Traffic Safety Agency) question some functionalities of their models and with a recent voluntary review call from close to 475,000 cars.

Tesla has long ceased to be a start-up, but with six consecutive quarters with benefits And manufacturing nearly a million cars a year, Tesla is one of the largest manufacturers in the world. Tesla was often compared to Porsche, perhaps the largest luxury or premium manufacturer. But with the arrival of the Model 3 and Model Y, Tesla and Porsche are not really rivals, except in a specific way between a Model S and a Taycan.

Tesla, halfway to Audi and overtaking Lexus

Tesal Model 3 showroom

Audi Y LexusHowever, they struggle in the same market segment. And it is more striking to see the achievements of Tesla when we compare them with the two premium manufacturers. There are no 2021 figures for these manufacturers yet, but Audi made 1.6 million cars in 2020 and Lexus sold 718,715 units that same year, which represented a drop of 6% compared to the previous year. Tesla is halfway to Audi today and has already overtaken Lexus. Tesla already outsells Lexus. There is nothing.

Tesla Model S factory

The one operated in the last 10 years by the brand is still spectacular growth. And Tesla has done it with basically four models. However, this, which could be a short-term advantage, could also be a long-term problem. The Model 3 and Model Y represent 96% of the brand’s sales. His two other models, Model X Y Model S, much more expensive, weigh about 4% in the company’s sales. Tesla does not suffer from monoculture, but almost.

Diversification to establish the company is essential, because if the Model 3 and Model Y sales fail, the results could be negative very quickly.

Obviously, at Tesla they are aware of this. That is why the brand wants to launch the Semi, your tractor unit for the transport of goods, the Cybertruck, with the US market in mind, and a possible compact model, dubbed by the media as Model 2, more affordable than the Model 3, for Europe. Although, for now, Semi and Cybertruck are late, while the Model 2 is just an intention.

In Motorpasión | We tested the Tesla Model 3 Performance on the track. And yes, an electric car can overshadow a BMW M3

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Lenny Li

I started to play with tech since middle school. Smart phones, laptops and gadgets are all about my life. Besides, I am also a big fan of Star War. May the force be with you!

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