News
Tesla dominates China’s EV exports with 14,174 Model 3 on top of 25,845 local sales
Following a blockbuster March that saw Tesla China selling an impressive 35,478 vehicles domestically, the EV maker continued to hit its rhythm in April 2021. This was evident in Tesla’s total sales of 40,019 vehicles, comprised of 25,845 units sold domestically and 14,174 exported to other territories. With these results, Tesla China effectively dominated the country’s EV exports for April 2021.
The data, which was released recently by the China Passenger Car Association (CPCA), shows that Tesla could maintain its strength in the market despite a wave of controversies and negative media coverage. Tesla China was embroiled in a series of issues last month, the most notable of which was a high-profile protest at the Shanghai Auto Show and rumors that the company’s vehicles had faulty brakes. These rumors were later debunked by the real-world performance of Tesla’s brakes in multi-vehicle accidents.
Top 3 wholesale volumes of new energy passenger vehicles in April in China (data from CPCA):
1. SAIC-GM-Wuling: 30,602
2. #Tesla China: 25,845
3. BYD: 25,450Top 3 exporters:
1. $TSLA China: 14,174
2. SAIC Motors: 2,378
3. AIWAYS: 335 pic.twitter.com/wwP2vVYiap— 42HOW (@42how_) May 11, 2021
That being said, Tesla China’s domestic sales did drop 27% compared to March 2021, though this is likely not due to a lack of demand. Instead, the notable drop in Tesla’s domestic sales was most due to the 14,174 vehicles that were exported to other territories. Without the exported cars from March, Tesla China might have broken its domestic sales records in March.
But even with its 27% drop in domestic sales, Tesla China’s local numbers are still up 611% year-over-year. That’s impressive growth either way, especially considering that Gigafactory Shanghai has only just begun the production ramp of the Made-in-China Model Y. Considering that the Model Y is expected to outsell the already-formidable Model 3 due to its crossover design, there is a good chance that Tesla China’s numbers over the next few months would likely be even more impressive.
New Energy Vehicles seem to be hitting their stride in China. Just like Tesla, companies like NIO have seen strong year-over-year growth. Earlier this month, NIO reported that it had delivered 7,102 vehicles in April, a 125.1% increase YoY. Xpeng Motors, on the other hand, delivered 5,147 cars last month, an increase of 285% year-over-year. Li Auto, another up-and-coming player in China’s EV space, reported sales of 5,539 units in April, an increase of 111.3% YoY.
Exports-wise, however, the race was not even close. Tesla’s 14,174 vehicles sent to other countries stood unrivaled at the top. Its closest challenger was SAIC Motors, which exported 2,378 vehicles in April, and third place is Aichi Auto, which exported 335 EVs over the month.
The China Passenger Car Association’s April sales report could be viewed here.
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Elon Musk
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
News
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
News
Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”