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Tesla China ends Q3’s first month on a strong note with 13,500 registrations
Tesla China is ending the first month of the third quarter on a strong note, with the electric vehicle maker seeing 13,500 new vehicle registrations over the week of July 22-28, 2024. This represents a 28.57% increase over the 10,500 registrations that were recorded in the week ending July 21.
Tesla China does not report its weekly sales figures, though a general idea of the company’s domestic vehicle sales can be inferred through new vehicle registration data. Fortunately, this data is closely tracked by industry watchers. Some automakers like Li Auto have also taken it upon themselves to share new vehicle registration data regularly.
And as per Li Auto’s recent posts, Tesla China saw 13,500 new vehicle registrations last week. For context, the electric vehicle maker saw 10,500 registrations in the week ending July 21; 11,400 new vehicle registrations in the week ending July 14; and 6,500 registrations in the week ending July 7, 2024.
pic.twitter.com/EP1FmcmIog— Tsla Chan (@Tslachan) July 30, 2024
With this in mind, Tesla China has seen 41,900 registrations in July 2024 with three days to spare. Industry watchers have observed that this July, Tesla China achieved its highest insurance numbers for the first month of any quarter to date. It would then not be surprising if Tesla China ends up achieving especially impressive domestic sales this month.
This means that Tesla just achieved its highest insurance numbers in China for the first month of any quarter in its history.
Tesla China recently extended its 5-year 0% interest loan incentive for car purchases until the end of August. Exports to Europe have also slowed due to… https://t.co/bnXjVWCS9e— Sawyer Merritt (@SawyerMerritt) July 30, 2024
Tesla China’s strong domestic performance this month bodes well for the electric vehicle maker. The company’s results this year have so far been lagging behind 2024’s figures. But with last week’s 13,500 new vehicle registrations in place, Tesla China’s domestic sales seem to be down just 1.8% year-over-year.
In China, 13.5k Tesla insurance registrations were reported for the week of July 22 to 28. ??
The quarter is +49.6% QoQ and +18.9% vs. 24Q1 the best quarter after 4 weeks. YTD is at -1.8% YoY. Highest week of the quarter. pic.twitter.com/n92kwpbiJu— Roland Pircher (@piloly) July 30, 2024
Elon Musk has noted that he still expects Tesla to beat 2023’s vehicle delivery record this 2024. For context, Tesla delivered a record 1,808,561 vehicles in FY 2023. From the first to the second quarter of 2024, Tesla has so far delivered 830,776 vehicles, 426,623 of which were from Giga Shanghai. Considering Musk’s targets, Tesla China and Giga Shanghai would likely be extremely busy until the end of the year.
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News
Tesla’s Sweden standoff draws UAW support as unions widen pressure campaign
In a post shared on social media, the United Auto Workers stated that it stands with IF Metall workers who are striking against Tesla Sweden.
The United Auto Workers (UAW) has publicly expressed solidarity with Swedish union IF Metall as its strike against Tesla continues, adding international attention to the extended labor dispute in the European country.
UAW supports IF Metall’s strike
In a post shared on social media, the United Auto Workers stated that it stands with IF Metall workers who are striking against Tesla Sweden. UAW Region 8 Director Tim Smith stated that the union fully supports IF Metall’s efforts to secure a collective bargaining agreement with the automaker.
“UAW stands with IF Metall workers on strike against Tesla, fighting for a collective bargaining agreement. UAW Region 8 Director Tim Smith pledged the UAW’s full support and solidarity,” the UAW International Union stated in its post.
IF Metall launched its strike against Tesla Sweden in late 2023 over the electric car maker’s refusal to sign a collective agreement. The action has since been supported by other unions through sympathy strikes affecting ports, logistics, and service operations.
Tesla Sweden has maintained that it complies with Swedish labor laws and offers competitive pay and benefits, though the company has not publicly commented on the UAW’s latest show of support.
Tesla owners get union attention
Pro-union groups in Sweden have recently expanded their outreach beyond Tesla’s facilities and workforce. Activists have begun distributing informational leaflets against the EV maker directly on Tesla vehicles parked across Stockholm, as per a report from Swedish outlet Dagens Arbete.
The yellow slips, designed to resemble parking notices, urge regular Tesla owners to pressure the company into signing a collective agreement. Organizers involved in the effort have argued that the leaflets are intended to simply inform consumers rather than single out individual owners. When owners are present, however, activists stated that they explain the dispute verbally.
Tesla has not issued a public response regarding the leaflet distribution campaign as of writing.
News
Starlink goes mainstream with first-ever SpaceX Super Bowl advertisement
SpaceX used the Super Bowl broadcast to promote Starlink, pitching the service as fast, affordable broadband available across much of the world.
SpaceX aired its first-ever Super Bowl commercial on Sunday, marking a rare move into mass-market advertising as it seeks to broaden adoption of its Starlink satellite internet service.
Starlink Super Bowl advertisement
SpaceX used the Super Bowl broadcast to promote Starlink, pitching the service as fast, affordable broadband available across much of the world.
The advertisement highlighted Starlink’s global coverage and emphasized simplified customer onboarding, stating that users can sign up for service in minutes through the company’s website or by phone in the United States.
The campaign comes as SpaceX accelerates Starlink’s commercial expansion. The satellite internet service grew its global user base in 2025 to over 9 million subscribers and entered several dozen additional markets, as per company statements.
Starlink growth and momentum
Starlink has seen notable success in numerous regions across the globe. Brazil, in particular, has become one of Starlink’s largest growth regions, recently surpassing one million users, as per Ookla data. The company has also expanded beyond residential broadband into aviation connectivity and its emerging direct-to-cellular service.
Starlink has recently offered aggressive promotions in select regions, including discounted or free hardware, waived installation fees, and reduced monthly pricing. Some regions even include free Starlink Mini for select subscribers. In parallel, SpaceX has introduced AI-driven tools to streamline customer sign-ups and service selection.
The Super Bowl appearance hints at a notable shift for Starlink, which previously relied largely on organic growth and enterprise contracts. The ad suggests SpaceX is positioning Starlink as a mainstream alternative to traditional broadband providers.
Elon Musk
Tesla engineers deflected calls from this tech giant’s now-defunct EV project
Tesla engineers deflected calls from Apple on a daily basis while the tech giant was developing its now-defunct electric vehicle program, which was known as “Project Titan.”
Back in 2022 and 2023, Apple was developing an EV in a top-secret internal fashion, hoping to launch it by 2028 with a fully autonomous driving suite.
However, Apple bailed on the project in early 2024, as Project Titan abandoned the project in an email to over 2,000 employees. The company had backtracked its expectations for the vehicle on several occasions, initially hoping to launch it with no human driving controls and only with an autonomous driving suite.
Apple canceling its EV has drawn a wide array of reactions across tech
It then planned for a 2028 launch with “limited autonomous driving.” But it seemed to be a bit of a concession at that point; Apple was not prepared to take on industry giants like Tesla.
Wedbush’s Dan Ives noted in a communication to investors that, “The writing was on the wall for Apple with a much different EV landscape forming that would have made this an uphill battle. Most of these Project Titan engineers are now all focused on AI at Apple, which is the right move.”
Apple did all it could to develop a competitive EV that would attract car buyers, including attempting to poach top talent from Tesla.
In a new podcast interview with Tesla CEO Elon Musk, it was revealed that Apple had been calling Tesla engineers nonstop during its development of the now-defunct project. Musk said the engineers “just unplugged their phones.”
Musk said in full:
“They were carpet bombing Tesla with recruiting calls. Engineers just unplugged their phones. Their opening offer without any interview would be double the compensation at Tesla.”
Interestingly, Apple had acquired some ex-Tesla employees for its project, like Senior Director of Engineering Dr. Michael Schwekutsch, who eventually left for Archer Aviation.
Tesla took no legal action against Apple for attempting to poach its employees, as it has with other companies. It came after EV rival Rivian in mid-2020, after stating an “alarming pattern” of poaching employees was noticed.