News
Electric Vehicle sales increased 109 percent in 2021, China and Europe set the pace
Electric vehicle sales increased 109 percent in 2021 compared to 2020, a new report from analyst firm Canalys indicated. As the all-electric vehicle sector continues to heat up with competition, EVs made up 9 percent of the total automotive sales globally last year, a sharp increase from the year prior. China and Europe continue to lead other regions in EV adoption, with both areas making up 85 percent of the total global EV sales in 2021.
The report, released earlier today, indicates the global electric vehicle market is continuing to expand at a rate that many analysts cannot comprehend. Two areas, in particular, Mainland China and Europe are without a doubt the two regions to adopt EVs with the most enthusiasm. Mainland China accounted for 50 percent of the total EV sales globally in 2021, while Europe maintained 35 percent of the total deliveries. The United States accounted for 8 percent, while the rest of the world made up the remaining seven points.
China’s EV market is incredibly diverse and competition enters the sector nearly every day. Jason Low, Principal Analyst at Canalys, attributes China’s widespread adoption of EVs to the numerous body styles, sizes, and designs that consumers have available to them. “Over 3.2 million EVs were sold in Mainland China in 2021 – half of all-electric cars sold worldwide, and 2 million more than were sold in the country in 2020. Many new models are launching every month in each important market segment, from tiny, inexpensive city cars to mainstream and premium sedans and SUVs,” Low said.
Despite China’s incredible sales figures, Europe still is the region with the highest rate of EV adoption. Although the area had less cumulative sales than Mainland China, Europe has a higher concentration of EV drivers than China.“Demand for EVs continues to be strong in Europe. In fact, in many European countries EVs represented more than a quarter of new cars sold. but customers must be patient. A nine to 12 month wait time for a new EV is not unusual,” said another Canalys analyst, Ashwin Amberkar.
Tesla performed well in both the Chinese and European markets. In China, the Model 3 and Model Y were the most popular vehicles just behind the $5,000 HongGuang Mini EV. In Europe, the Model 3 dominated sales figures fueled by exports from Gigafactory Shanghai. The all-electric Model 3 was the best-selling EV in Europe in 2021.
Tesla Giga Shanghai shows off its Model 3 production efficiency in recent video
United States Electric Vehicle Share
Data from the Canalys report also indicated that, while U.S. EV sales made up just 4 percent of new vehicle sales last year, the momentum of the region’s sector shows promise. New electric vehicles are being launched regularly in the United States thanks to more committed efforts to electrification from legacy car companies. Additionally, the introduction of the all-electric pickup truck market is sure to help the U.S. EV market share grow in the coming years, especially with favorable offerings like the Ford F-150 Lightning, Tesla Cybertruck, GMC Hummer EV, and Chevrolet Silverado EV. Additionally, all-electric manufacturer Rivian started deliveries of the R1T all-electric pickup late last year. Rivian was the first company to offer an all-electric pickup.
“The competition’s EV sales are nowhere near Tesla’s in the US since Model 3 shipments ramped up in 2018. Tesla even outsells many premium car brands in the overall market,” Canalys VP and Chief Analyst Chris Jones said. “Pick-up trucks will give the US EV market a huge lift in 2022. Rivian was first to deliver at the end of 2021, while Ford and GM have had strong interest in the F-150 Lightning and GMC Hummer Pickup respectively.”
Tesla’s Culture of Dominance
Tesla made up 14 percent of worldwide EV sales, beating Volkswagen by two percentage points and SAIC by three percent. “Sales of the Model Y started in the major markets in 2021 and quickly overtook those of the Model 3 in Mainland China and the US. Tesla vehicle production is well established in Mainland China and will commence in Europe in the first half 2022 as it focuses on delivering existing models rather than launching new ones in 2022,” the report said.
Canalys full report is available here.
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News
Tesla Cybercab includes this small but significant feature
The Cybercab is Tesla’s big plan to introduce fully autonomous ride-sharing in a seamless fashion. In fact, the Full Self-Driving suite was geared toward alleviating the need to manually drive vehicles.
Tesla Cybercab manufacturing is strikingly close, as the company is still aiming for an April start date. But small and significant features are still being identified for the first time as production units appear all over the country for testing and for regulatory events, like one yesterday in Washington, D.C.
The Cybercab is Tesla’s big plan to introduce fully autonomous ride-sharing in a seamless fashion. In fact, the Full Self-Driving suite was geared toward alleviating the need to manually drive vehicles.
This was for everyone, including the disabled, who are widely reliant on ride-sharing platforms, family members, and medical shuttles for transportation of any kind. Cybercab aims to change that, and Tesla evidently put a focus on those riders while developing the vehicle, evident in a small but significant feature revealed during its appearance in the Nation’s Capital.
Tesla Cybercab display highlights interior wizardry in the small two-seater
Tesla has implemented Braille within the Cybercab to make it easier for blind passengers to utilize the vehicle. On both the ‘Stop/Hazard Lights’ button and the Door Releases, Tesla has placed Braille so that blind passengers can navigate their way through the vehicle:
The hazard lights button will be used as an emergency stop. Smart pic.twitter.com/vkYBioqmKm
— Whole Mars Catalog (@wholemars) March 10, 2026
We have braille on the interior door releases as well
— Eric (@EricETesla) March 11, 2026
This is a great addition to the Cybercab, especially as Full Self-Driving has been partially pointed at as a solution for those with disabilities that would keep them from driving themselves from place to place.
It truly is a great addition and just another way that Tesla is showing they are making this massive product inclusive for everyone out there, including those who have not been able to drive due to not having vision.
The Cybercab is set to enter mass production sometime in April, and it will be responsible for launching Tesla’s massive plans for an autonomous ride-sharing program.
Elon Musk
Tesla and xAI team up on massive new project
It is the latest move by a Musk company to automate, streamline, and reduce the manual, monotonous, and tedious work currently performed by humans through AI and robotics development. Digital Optimus will be capable of processing and actioning the past five seconds of a real-time computer screen video and keyboard and mouse actions.
Elon Musk teased a massive new project, to be developed jointly by Tesla and xAI, called “Digital Optimus” or “Macrohard,” the first development under Tesla’s investment agreement with xAI.
Musk announced on X that Digital Optimus will “be capable of emulating the function of entire companies.”
Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI.
Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of…
— Elon Musk (@elonmusk) March 11, 2026
It is the latest move by a Musk company to automate, streamline, and reduce the manual, monotonous, and tedious work currently performed by humans through AI and robotics development. Digital Optimus will be capable of processing and actioning the past five seconds of a real-time computer screen video and keyboard and mouse actions.
Essentially, it will be an AI version of a desk worker in many capacities, including accounting, HR tasks, and others.
Musk said:
“Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind).”
Its key applications would be used for enterprise automation, simulating entire companies, high-volume repetitive tasks, and potentially, future hybrid use with the Optimus robot, which would handle physical tasks, while Digital Optimus would handle the clerical work.
The creation of a digital AI suite like Digital Optimus would help companies save time and money, as well as become more efficient in their operations through massive scalability. However, there will undoubtedly be concerns from people who are skeptical of a fully-integrated AI workhorse like this one.
From an energy consumption perspective and just a general concern for the human workforce, these types of AI projects are polarizing in nature.
However, Digital Optimus would be a great digital counterpart to Tesla’s physical Optimus robot, as it would be a hyper-efficient addition to any company that is looking for more production for less cost.
Musk maintains that there is no other company on Earth that will be able to do this.
Elon Musk
Tesla China posts strong February wholesale growth at Gigafactory Shanghai
The update was shared by Tesla observers on social media platform X, citing monthly China Passenger Car Association (CPCA) data.
Tesla China sold 58,599 vehicles wholesale in February, reflecting strong year-over-year growth. The figure includes both domestic deliveries in China and vehicles exported to international markets.
The update was shared by Tesla observers on social media platform X, citing monthly China Passenger Car Association (CPCA) data.
Tesla’s February wholesale result represents a 91% increase year over year, compared with 30,688 vehicles in February 2025. Month over month, the result was down 15.2% from January, when Tesla China recorded 69,129 wholesale units.
The February total reflects combined sales of the Model 3 and Model Y produced at Gigafactory Shanghai. The facility produces the two vehicles for both domestic sales and exports.
Gigafactory Shanghai continues to serve as Tesla’s primary vehicle export hub, supplying vehicles to markets across Asia and Europe. Data compiled by Tesla watchers shows that 18,485 vehicles were sold domestically in China in January 2026, while exports accounted for 50,644 units during the same period.
Tesla has also been extending financing programs in China as it pushes to strengthen domestic demand. The company recently extended its seven-year ultra-low-interest and five-year interest-free financing programs through March 31, marking the second extension of the promotion this year.
The financing initiative was first introduced on January 6 as a strategy aimed at offsetting higher ownership costs ahead of China’s planned 5% NEV purchase tax in 2026. The promotion was originally scheduled to expire at the end of January before being extended to February and then again through the end of the first quarter.
Tesla’s efforts come amid growing competition in China’s EV market. According to data compiled by CNEV Post, Tesla’s 2025 retail sales in China reached 625,698 vehicles, representing a 4.78% year-over-year decline. Part of that decline was linked to the Model Y changeover to its updated variant in early 2025, which temporarily reduced deliveries during the transition period.