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Tesla China wholesale figures rise 16.74% to 72,573 units in May 2024

(Credit: WuWa)

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Data from the China Passenger Car Association (CPCA) has indicated that Tesla China sold 72,573 wholesale units in May 2024. This number includes vehicles that were exported abroad and sold in the domestic Chinese automotive market. 

Tesla China’s May 2024 wholesale numbers indicate that the electric vehicle maker’s sales saw a 16.74% increase from the 62,167 units that were sold wholesale in April 2024. However, Tesla China’s May 2024 results are still down 6.59% from the 77,695 units that were sold wholesale in May 2023.

Considering Tesla China’s results from last month, it appears that the electric vehicle maker has sold 355,616 vehicles from January to May 2024. This number is impressive, but it still represents a 7.12% drop from the 382,859 units that were sold wholesale in the same period last year, as noted in a report from CNEV Post

Tesla China is home to Giga Shanghai, which stands as the company’s largest vehicle production facility by output. It is also Tesla’s primary vehicle export hub. Thus, the Tesla Model 3 sedans and Tesla Model Y crossovers that are produced at Giga Shanghai are not just delivered in China. They are delivered to customers worldwide, from Europe to countries like Australia and New Zealand. 

Tesla China seems to be entering the final month of the second quarter on a strong note, with new vehicle registrations in the week ending June 2, 2024 reaching 15,200 units. If Tesla China can continue this momentum in the closing weeks of Q2, the company’s 2024 results could get closer to last year’s stellar numbers. 

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Tesla China’s numbers this 2024 so far are lower compared to 2023, though the gap seems to be improving. In Tesla China’s domestic sales alone, the gap between 2024 and 2023’s results has improved by a notable degree. During the week ending April 21, for example, Tesla China’s 2024 domestic sales were down 12% year-over-year, but as of the week ending June 2, Tesla China’s domestic sales were just down 2.9% year-over-year

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Sweden faces new pressure in Sweden as Assa Abloy joins union action

The sympathy strike will block Assa Abloy’s 330 employees across six Swedish facilities from servicing or maintaining locks and gates used at Tesla Sweden’s sites.

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Credit: NicklasNilsso14/X

The labor standoff between Tesla and Sweden’s IF Metall union has widened again, this time pulling in Assa Abloy Industrial, a manufacturer of industrial doors and locks. 

IF Metall announced a new sympathy strike halting all Assa Abloy services for Tesla, set to take effect November 4, according to Dagens Arbete (DA). The move is aimed at further pressuring Tesla into signing a collective agreement after nearly two years of ongoing labor conflict.

New strike targets Tesla’s industrial operations

The sympathy strike will block Assa Abloy’s 330 employees across six Swedish facilities from servicing or maintaining locks and gates used at Tesla Sweden’s sites. IF Metall hopes the measure will disrupt Tesla’s daily operations and highlight the growing solidarity among Swedish companies.

Assa Abloy becomes the latest in a line of firms drawn into the dispute, with the Swedish Mediation Institute now logging fourteen conflict notices since September. The escalation shows that unions and partner industries are aligning to support of IF Metall’s campaign to secure a collective bargaining deal, something Tesla has consistently resisted.

IF Metall says Tesla must understand Sweden’s labor model

IF Metall chair Marie Nilsson recently reiterated her call for Tesla Sweden to reconsider its stance on organized labor, noting that Sweden’s union system differs sharply from the more adversarial model in the United States. 

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“I can certainly understand that Elon Musk and Tesla are skeptical of the trade union movement,” Nilsson said. “They have experience with American unions that operate in a completely different environment and that have to be militant in a different way.”

Nilsson emphasized that Swedish unions function cooperatively and that signing a collective agreement locally does not commit Tesla to similar deals elsewhere. “Let’s give us a chance,” she added. “It is the practical system we have here to regulate the conditions.”

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Elon Musk: Tesla autonomous driving might spread faster than any tech

The CEO noted that “hardware foundations have been laid for such a long time.”

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Credit: Tesla

Elon Musk has shared one of his most optimistic forecasts for Tesla’s self-driving rollout yet. As per the CEO, Tesla’s self-driving system could see the fastest technological adoption in history, thanks to the fleet’s capability to gain autonomous capabilities through a software update.

The CEO shared his forecast in a post on social media platform X.

Tesla’s aims to scale autonomy

Musk’s comment came as a response to industry watcher Sawyer Merritt, who posted a comparison between the geofence of Tesla’s Robotaxi network and Waymo’s service area. As can be seen in the graphic, Tesla’s Austin geofence has gotten noticeably larger compared to Waymo’s service area. 

In his response, Musk stated that “Tesla autonomous driving might spread faster than any technology ever.” He also stated that “hardware foundations have been laid for such a long time,” as a software update could unlock full autonomy “for millions of pre-existing cars in a short period of time.”

Musk’s comment bodes well for Tesla’s Robotaxi ambitions, which seem to be finally in reach with the deployment of Unsupervised FSD in vehicle factories, as well as Austin and the Bay Area. For now, however, Tesla’s Austin Robotaxis and Bay Area ride-hailing vehicles are still operated with a safety monitor in the driver’s seat. 

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Tesla’s latest Austin expansion

Tesla recently expanded its Austin Robotaxi service area this week to 243 square miles, its largest yet and nearly triple the coverage from two months ago. The move outpaces Waymo’s local service footprint, which remains at around 90 square miles.

The expansion marks Tesla’s second major Austin update since August and emphasizes its push to dominate the autonomous ride-hailing landscape. With both Tesla and Waymo racing to prove scale and reliability, Musk’s confidence suggests the real contest may be about who can move fastest once the tech flips on across Tesla’s fleet. Once that happens, Tesla would effectively be able to win the self-driving race. 

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Tesla sends clear message to Waymo with latest Austin Robotaxi move

It is the first expansion Tesla has made in Austin since the one on August 26. The company still operates in the Bay Area of California as well, referring to that program specifically as a “ride-hailing service.”

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Credit: Tesla

Tesla has sent a clear message to Waymo with its latest move to its Robotaxi program in Austin, Texas.

Tesla and Waymo are the two true leaders in autonomous ride-hailing to an extent. Tesla has what many believe is a lot of potential due to its prowess with the Supervised Full Self-Driving suite. It is also operating a driverless Robotaxi service in Austin with a “Safety Monitor” that sits in the passenger’s seat.

Tesla explains why Robotaxis now have safety monitors in the driver’s seat

The two companies have been competing heavily in the market since they both launched driverless ride-hailing services in Austin this year: Waymo’s in March and Tesla’s in June.

One of the main drivers in the competition between the two is service area size, or the geofence in which the cars will operate without a driver. In August, the two were tied with a service area of about 90 square miles (233.099 sq. km).

Tesla then expanded to about 170 square miles (440.298 sq. km) on August 26, dwarfing Waymo’s service area and expanding to freeways. Tesla’s freeway operation of the Robotaxi suite requires the Safety Monitor to be in the driver’s seat for safety reasons.

On Tuesday evening, Tesla made another move that sent a clear message to Waymo, as it expanded once again, this time to 243 square miles (629.367 sq. km).

This is according to Robotracker:

It is the first expansion Tesla has made in Austin since the one on August 26. The company still operates in the Bay Area of California as well, referring to that program specifically as a “ride-hailing service.”

Yesterday, it expanded that service to the San Jose Mineta International Airport, something it has been working on for several months.

Waymo has its own set of distinct advantages over Tesla as well, as it operates in more cities and states than the EV maker. Waymo currently has its autonomous vehicle services in Phoenix, Arizona, San Francisco, Los Angeles, Austin, and Atlanta, Georgia.

Tesla plans to have half of the U.S. population with access to the Robotaxi platform by the end of the year.

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