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Electric Vehicle sales peaked in Q4 2021, Tesla dominates market share with 72%: KBB

(Credit: Tesla Greater China)

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A new report from Kelley Blue Book indicates electric vehicle sales peaked in the United States in Q4 2021, accounting for 4.5 percent of all automobile sales in the final three months of the year. Despite widespread parts and chip shortages that plague the industry to this day, 2021 was the United States EV industry’s most successful year, with nearly 148,000 electrified units sold. Tesla led all manufacturers in the EV segment with 72 percent of all EV sales for the year.

The KBB report says nearly 500,000 fully-electric vehicles were purchased last year. However, it seems the entire landscape of the “electrified” category is picking up traction. Whether it would be a fully-electric car, hybrid, or plug-in hybrid, consumer data seems to show more emphasis on buying sustainable vehicle options. While fully-electric models are preferred for environmental reasons, KBB also includes plug-in and standard hybrid sales in its estimate of electrified vehicles sold, which amounts to nearly 1.5 million, it says.

“Electrified vehicle sales accounted for 9.7% of all sales in 2021, and in the fourth quarter, 11.8% of sales were electrified,” KBB said in the report. “Yet sales might have increased even more last year if inventory and supply issues had not been as problematic. For example, battery and production troubles all but eliminated Chevrolet Bolt and Bolt EUV sales in the second half of the year, and hybrid-leader Toyota struggled with inventory throughout much of the fourth quarter.”

It is important to note that electrified vehicles include battery-electric, hybrid, and plug-in hybrid powertrains.

In the fully-electric segment, Tesla stayed atop the leaderboard in terms of market share, owning 72 percent of all EVs sold in 2021. Tesla owned 80 percent of the market share in 2020, but the company increased its overall delivery figures by 71 percent, delivering over 934,000 cars last year. Additionally, the loss of market share should not be considered a negative in Tesla’s eyes, given the company’s mission. Tesla continues to fend off competitors that emerge nearly every day. Q4 was especially potent, as 25 different EV models sold during the quarter, meaning there are plenty of options besides the four in Tesla’s lineup. Despite plenty of attractive options from other manufacturers, Tesla still remains the most purchased full-EV manufacturer in the market by a considerable margin.

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According to a more in-depth analysis of the figures from KBB parent company Cox Automotive, the Model 3 was the second most popular EV in the country, being outsold only by the Model Y, which reached a whopping 39.1 percent of the total market share in the United States. The third-most-popular car in the U.S. automotive market for EVs was the Mustang Mach-E from Ford, accumulating 27,140 sales and 5.6 percent of the EV market share.

Tesla Model Y wins Cars.com’s Best Electric Vehicle of 2022 award

2021 presented encouraging figures for the growth of the EV sector in the U.S. It will be interesting to see what 2022 brings as more electrified models are set to hit the market before the year ends. The biggest catalyst to EV sales in the coming years could be the emerging EV pickup market, which will have new additions with the Ford F-150 Lightning in 2022, and Tesla Cybertruck and Chevrolet Silverado EV in 2023.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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California proposal to allow self-driving tests for heavy-duty trucks

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A new proposal in the state of California would allow initial testing of self-driving heavy-duty trucks, as Tesla and others aim to bring their driverless technologies to market with Class 8 trucks and other large vehicles.

On Friday, the California Department of Motor Vehicles (DMV) said that it’s proposing self-driving vehicle tests be allowed on public roads for heavy-duty trucks and other large vehicles, as detailed in a report from Reuters. The news comes as heavy-duty vehicles about 10,001 pounds are currently unable to utilize public self-driving tests in California, as well as others such as Texas, Arizona, and Arkansas.

The proposal would restrict autonomous testing for semi-trucks and other oversized vehicles to specified, pre-selected routes that would be pre-determined to be legal for size, weight, and loading requirements. It would also ban testing these vehicles on city streets, with selected routes primarily including major highways.

The state would also prohibit testing of specific heavy-duty vehicles until further notice under the proposal, including household movers, commercial vehicles used to transport passengers, oversize loads, bulk liquids, or hazardous materials.

READ MORE ON SELF-DRIVING FOR HEAVY-DUTY TRUCKS:

The DMV plans to hold a public hearing on the proposal on June 10, after which point it would be allowed to move forward with the agency.

California has been preparing regulations for autonomous trucking since at least last August, when the state submitted an initial draft for such a legal framework.

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The state is also evaluating whether light-duty vehicle testing requirements should be updated. Currently, the state requires a permit to test self-driving vehicles utilizing a safety driver, before applying for subsequent phases of driverless testing and deployment permits.

To apply for driverless testing permits, manufacturers are required to conduct testing for a minimum of 50,000 miles, while heavy-duty manufacturers would be required to complete at least 500,000 autonomous testing miles under the proposal. Of them, up to 40,000 of the miles are allowed to be completed outside of California.

The news also follows the Trump administration’s aims to accelerate self-driving deployment this week through the expansion of exemptions for certain reporting requirements.

Although Tesla’s Full Self-Driving (FSD) is not currently available for the company’s electric Semi, it’s expected to become available at some point in the future. Tesla has also been spotted testing its FSD on the Semi in and around Giga Nevada, ahead of the company’s plans to launch the software on the Class 8 truck.

Tesla is currently aiming to ramp up production of the Semi, and it’s constructing an expansion to its Gigafactory in Nevada to eventually scale up to volume production.

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Tesla receives its first robotaxi permit in California

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Tesla reservation emails hint at imminent launch in India

Tesla appears to be nearing the launch of vehicle sales in India, as hinted at in a recent correspondence with early reservation holders.

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A report this week says that Tesla has sent out a new batch of emails to some of its earliest reservation holders in India, suggesting that the company’s highly anticipated launch of electric vehicles (EVs) in the country could be imminent.

As seen in emails viewed by Bloomberg in a Friday report, Tesla has begun refunding early reservation holders in India, indicating that the U.S. automaker seems to be nearing its official debut in the country. Some Model 3 reservation holders in India initially paid deposits to purchase a Tesla as early as 2016, and they come due to the company having refreshed the vehicle’s design last year.

“We would like to return your reservation fee for the time being,” Tesla writes in the email. “When we finalize our offerings in India, we will reach out in the market again. We hope to see you back with us once we are ready to launch and deliver in your country.”

The launch is thought to be highly consequential for Tesla, as India is the world’s third-largest auto market, and thousands of people in the nation are employed by vehicle and component manufacturing facilities. However, years of talks between Tesla and the government about launching sales and potentially a factory there have hit a standstill multiple times, largely due to disagreements over the country’s high import duties.

READ MORE ON TESLA INDIA: India to hold EV import policy workshop in bid to attract Tesla, other EV makers: report

While many are speculating as to when exactly Tesla could launch vehicle sales in India, several other indicators have also suggested that the maker is getting close to doing so.

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Last weekend, a Tesla Model Y with a privacy wrap was seen being tested in India, marking the second such sighting to take place in the past few weeks. The company also officially began the certification and homologation processes for the new versions of both the Model Y and Model 3 in India last month, and it has been hiring and picked out two sites for initial stores in the country, the first in Mumbai and a second in New Delhi.

A Bloomberg report in February also claimed that Tesla was aiming to sell vehicles in India around the third quarter of the year, though models being sold in the country had not yet been revealed at the time.

Tesla India partners with Tata Group on local supply chain: Rumor

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These Tesla Superchargers are free today for Earth Week

Canada and other countries are missing on the free Earth Week Supercharging map, while the U.S. state of California gets the promo at two sites.

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Tesla has made several of its Supercharging stations free in markets around the world over the weekend, in order to commemorate Earth Day, which took place earlier this week.

On Friday, Tesla posted on its charging account on X that it would be offering free Supercharging across 30 select stations on Saturday in celebration of Earth Day and Week. The chargers are set to be free during daytime work hours, and they’re scattered in locations across Europe, North America, and the Asia-Pacific region.

Tesla also says it may have employees handing out “goodies” at some of the sites, though the company didn’t disclose what they would be.

“Closing out Earth Week with free charging at the following Superchargers on April 26th,” Tesla writes. “You might even catch some Tesla employees with goodies!”

In the U.S., the Supercharger stations offering free charging include two located in California, along with one each in Florida, Arizona, Illinois, and New Jersey. The company is also offering free Supercharging in Nuevo León, Mexico, in the city of Monterrey.

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You can see the full list of free Supercharger locations below, along with the times the offer is still available on Saturday.

READ MORE ON TESLA SUPERCHARGERS: Tesla’s Hollywood Diner is finally getting close to opening

Tesla Superchargers offering free charging on Saturday, April 26

Europe (9:00 a.m. to 6:00 p.m.)

North America (9:00 a.m. to 6:00 p.m.)

Asia-Pacific

Tesla’s Superchargers in North America opening to non-Tesla EVs

Along with allowing Tesla’s vehicles to charge at Supercharger stations, the company has slowly been rolling out access to other, non-Tesla electric vehicle (EV) brands in North America over the past several months. For example, Superchargers opened to Kia’s EVs in North America on Thursday, increasing the company’s chargers to the over 40,000 DC fast-charging stations and doubling the number of stations owners of the car brand can use.

Other brands with access to Tesla’s Superchargers include Kia parent company Hyundai, Ford, GM, Genesis, Lucid, Mercedes, Nissan, Polestar, Rivian, and Volvo, and Volkswagen and subsidiary Audi are the next brands in line to gain access.

Tesla also runs three-month Supercharger voting periods for owners to cast votes on where they’d like to see new Superchargers built, and the company recently opened its voting round for the second quarter along with revealing the winning locations from Q1.

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Tesla Superchargers were over 10 times as reliable as these rivals

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