Connect with us

Elon Musk

Tesla continues California domination despite slide in registrations

Tesla lost some of its market share in California but it still has a commanding lead.

Published

on

tesla model x
A Tesla Motors Inc Model X is seen at Tesla's introduction of its new battery swapping program in Hawthorne, California June 20, 2013. Tesla Motors Inc on Thursday unveiled a system to swap battery packs in its electric cars in about 90 seconds, a service Chief Executive Elon Musk said will help overcome fears about their driving range. REUTERS/Lucy Nicholson (UNITED STATES - Tags: TRANSPORT BUSINESS LOGO) - RTX10VSH

Tesla has continued its domination in the California auto market as the state’s New Car Dealers Association (CNCDA) has released data from the first quarter of 2025.

2025 is going to be one of the more difficult years to determine the outlook of the automotive sector due to the uncertain impact of tariffs and how much they will hinder overall growth.

However, we can break Tesla’s situation down a little further and explain why there were some Year-over-Year declines in registrations in California.

As a whole, Tesla registered 42,322 vehicles year-to-date through March, data from the CNCDA’s report shows. This is a 15.1 percent decrease from the 49,857 cars that had been registered by owners in the same time frame last year.

Tesla still owns 43.9 percent of the overall Zero Emissions Vehicles (ZEV) segment in California, down from 55.5 percent at this point last year. It is a decrease, but there is more to it.

Advertisement

The Top 25 BEV and PHEV models are led by the Model Y and Model 3, which counted 23,314 and 13,992 registrations, respectively. The third-place vehicle is the Honda Prologue with 4,493 registrations. The Tesla Cybertruck landed in 8th place with 2,282 registrations, and the Model X was 13th with 1,800.

The same quarter last year saw roughly 10,000 more registrations for the Model Y than this year, as Q1’24 saw the all-electric crossover accumulate 33,467 registrations. The decrease is due to Tesla’s switchover of production lines to the new Model Y build. Tesla said in its quarterly delivery report that it lost “several weeks” of production due to this changeover.

Tesla dominates in California but EV growth is the true winner

Interestingly, the Model 3 performed better than last year, as it only had 11,162 registrations through the same period in 2024. It had 13,992 registrations in California this year.

The question regarding Elon Musk’s political involvement and its impact on Tesla’s sales figures remains. Without surveying them individually, there is no way of knowing exactly how many people chose to go with another EV maker’s vehicle due to the politics. However, the Model 3’s slight bump is an encouraging look: it’s not all gloom and doom.

Advertisement

The CNCDA writes:

“Tesla’s troubles continue to worsen as Californians are giving the cold shoulder to the direct-to-consumer automaker (and controversial owner, Elon Musk). Registrations show a massive decline of 15.1 percent through March vs. this time last year. A year and a half of continuous quarterly declines proves this downward trajectory for Tesla is a lasting trend. The company’s market share also dropped by 11.6 percent at the end of Q1, now holding less than half of the California Zero Emission Vehicle (ZEV) market for the year.”

Most importantly, Tesla outpaced every other EV maker’s registration figures by a considerable margin, despite many analysts stating that there is irreparable brand damage.

Tesla had 42,322 registrations in California in Q1, significantly more than second-place Ford, which had 5,819 ZEV registrations in the Golden State through the first three months.

Despite what many are stating regarding Tesla’s “brand damage,” the company is still in control of the market substantially. It was always expected that Tesla’s market share, which sits at 43.9 percent, would fall slightly each quarter after more automakers had EVs to offer.

Advertisement

However, the company’s control still remains, at least for now.

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

Advertisement
Comments

Elon Musk

Tesla bull, ARK head Cathie Wood says brand damage is not long-term

Cathie Wood of ARK Invest does not believe Tesla brand damage is a long-term problem.

Published

on

Tesla bull and head of ARK Invest, Cathie Wood, admitted during an interview with Bloomberg that she does believe the company has experienced some brand damage due to CEO Elon Musk’s political involvement. However, she does not believe it is a long-term issue.

Over the past eight months, Musk’s involvement in the U.S. political landscape has swayed some to stop supporting Tesla, others to ditch their cars, and some to boycott the brand altogether. Inversely, others have started supporting Musk, Tesla, and its products as a nod of support for what he’s done for government efficiency.

The perspective on how Musk’s involvement has impacted Tesla truly varies. Its impact has been noticeable, especially in Europe, as some countries have seen some pretty drastic declines in deliveries since the start of the year.

However, some of this can be attributed to the company’s switchover to new production lines for the updated Model Y. Some can also be blamed on economic issues, as the cost of living is still relatively high. There is no denying that at least some of the impact has come from those who simply disagree with Musk and are choosing not to buy his companies’ products.

Wood is among Tesla’s most outspoken bulls and has tremendously high expectations for the stock moving into the late 2020s and into the 2030s. In a recent interview, she highlighted the brand’s exceptional potential moving forward, but did address some of the short-term concerns, especially regarding Tesla’s perception amongst the public:

Advertisement

“I think he feels he has a duty to the country to make sure we don’t ‘blow ourselves up’ with these deficits. Brand damage? Yes. I do not believe [it is long-term]. Tesla, we believe, will have a lock on the Robotaxi business in the U.S., and we believe they are going to proliferate through the United States, especially if we remove regulation from a state level to a federal level, which we believe will happen.”

Musk announced during the company’s most recent Earnings Call that he would step back from his government duties and return to Tesla in a more consistent role, as his work with the Department of Government Efficiency (DOGE) seemed to be winding down to a certain extent.

Advertisement

Tesla CEO Elon Musk confirms time spent with DOGE will drop ‘significantly’

It was a big win for Tesla investors, as many were interested in Musk returning his focus to the automaker, especially as 2025 is expected to be a year of many catalysts between the Robotaxi launch, affordable models coming into play, production of the Semi starting at the tail-end of the year, and the Optimus robot continuing consistent development.

Wood was quick to point out that Tesla is not the only car company that was suffering with lagging sales, as a macro-level perspective on the automotive industry proves that many automakers are looking for ways to avert disaster due to the ongoing tariff war.

Tesla is still the highest-valued automaker in the world, and it has plenty of bullish points to look forward to as the year nears the halfway point.

Advertisement
Continue Reading

Elon Musk

The Boring Company paves the way for Tesla robotaxi future

The Boring Company breakthrough boosts Tesla’s robotaxi dream. Autonomous Cybercabs may soon zip through tunnels, solving gridlock for good.

Published

on

the-boring-company-tesla-robotaxi
(Credit: The Boring Company

Earlier this week, The Boring Company (TBC) announced that it has continuously mined in a Zero-People-in-Tunnel (ZPIT) configuration. A Tesla executive responded to TBC’s latest milestone and explained how Elon Musk’s tunneling company will create Tesla’s robotaxi future.

The Boring Company shared videos of its ZPIT configuration and explained why this is a huge milestone.

“In the same way that full rapit reusability is the holy grail for rockets, ZPIT continuous mining is the holy grail for Boring Machines. This is the safest, fastest, and least expensive architecture to build tunnels,” TBC clarified.

Tesla vehicles with human drivers are currently used in The Boring Company’s Las Vegas tunnels to transport people. The Tesla Cybercab would significantly impact the functionality of TBC’s tunnels. Tesla’s VP of AI Software, Ashok Elluswamy, explained how The Boring Company would help create Tesla’s vision for robotaxis.

Advertisement

“Will need this big time in the future,” Elluswamy said, referring to The Boring Company’s announcement about reaching ZPIT configuration.

“With autonomous vehicles, we’ll have affordable premium transport for everyone. This will likely increase traffic due to the increased usage, even though each vehicle is much more efficiently utilized,” he elaborated.

The Boring Company’s main missions are to solve traffic and provide rapid point-to-point transport. Elon Musk believes the solution to traffic is 3D road designs, which include tunnels that act like a wormhole or warp tunnel.

TBC’s Las Vegas Convention Center tunnel network showcases Musk’s idea of 3D road designs and how fast it can transport people. The Vegas Loop in Las Vegas is also expanding and will support The Boring Company’s mission.

The Boring Company is close to beating Gary the Snail’s tunneling speed with its Prufrock boring machine–another big milestone. According to TBC, the latest iteration of Prufrock can start tunneling within 48 hours of arriving at a site and dig over 1 mile per week. Prufrock’s next goal is to beat 1/10th of a human walking speed or 7 miles per day.

Advertisement

Tesla is preparing to launch robotaxi services in Texas this summer. As Elon Musk’s electric vehicle company ramps up robotaxi services, his tunneling company will ensure the roads are clear of mind-numbing traffic.

Continue Reading

Elon Musk

Tesla seems to have fixed one of Full Self-Driving’s most annoying features

Tesla seems to have resolved an issue that many users of the Full Self-Driving suite complained about recently.

Published

on

tesla cabin facing camera
Tesla's Cabin-facing camera is used to monitor driver attentiveness. (Credit: Andy Slye/YouTube)

Tesla seems to have listened to drivers and owners who complained about a very annoying feature that monitors the eyes of the vehicle operator while using the Full Self-Driving suite.

Earlier this month, owners complained that versions of Full Self-Driving Supervised were too quick to alert drivers of their eyes going off the road, which is required for operation.

Tesla to fix an FSD driver monitoring annoyance, Elon Musk hints

If you’re doing something as simple as adjusting HVAC settings or changing Autopilot speed offset, the cabin-facing camera would alert the driver that their eyes need to be on the road.

It was incredibly quick to warn you, and many argued that changing these features while the vehicle is using FSD is safer than doing it while operating the car manually.

After several complaints, Tesla CEO Elon Musk said he agreed with the fact that FSD would warn drivers so quickly. When a user on X noted that “I can’t even glance at the display to add a nav stop without getting yelled at” and stated it was what they hated most about FSD, Musk replied, “You’re right.”

Tesla is now rolling out a new update of the FSD suite with v13.2.9, which includes various improvements. One of which appears to be a less dramatic driver monitoring system, which includes perhaps a slightly longer grace period before it will alert you to look at the road.

Several owners are reporting they’ve noticed a change, with it being less restrictive than previously:

Driver monitoring is very important, considering people do abuse FSD and its capabilities. It is important to pay attention, even if you are overwhelmingly confident in the abilities of FSD, because, in the event of an accident, Tesla will be the one to take the bad publicity for it.

This is even if the driver is found liable for the accident.

However, from personal experience, the alerts it gave were slightly dramatic, and I felt that they were over the top. I was admonished by the driver monitoring system for simply adjusting the Autopilot speed offset.

Many owners welcome this change. FSD is being refined with every update, becoming more robust, accurate, and less naggy with its requests.

Continue Reading

Trending