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Tesla commands nearly a quarter of the world’s EV sales in 2020, and it’s still just getting started

(Credit: Justin Wegner)

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Tesla’s domination of the electric vehicle market has continued in 2020, with the Silicon Valley-based EV maker accounting for nearly one quarter of electric car sales worldwide. This was despite the company’s Fremont and Shanghai plants experiencing shutdowns due to the pandemic, as well as the fact that the company’s highest-volume vehicle, the Model Y, is still ramping its production in Fremont and Gigafactory Shanghai. 

In a statement to The Driven, José Pontes of the EV Sales Blog, who has been tracking the electric vehicle market for years, noted that Tesla essentially outsold its challengers two-to-one. Estimates indicate that the worldwide BEV market sold 2,141,311 electric cars last year, and among this, Tesla accounted for 499,535 cars. That’s 23% of the global EV market, which is impressive considering that Tesla, for the most part, was producing cars in just one factory and a half. 

Tesla’s production ramp in China was largely focused on the Model 3 last year, with Gigafactory Shanghai starting Model Y production only at the end of 2020. With this in mind, Tesla’s 2020 numbers essentially depended on vehicles produced at the Fremont Factory and Giga Shanghai’s Phase 1 facility, which is only in its first year of production. The fact that the EV maker was able to account for nearly a quarter of the global electric car market with these resources is incredibly impressive. 

Also notable was that Tesla still topped the world’s rankings even if sales of plug-in hybrid vehicles were included. PHEVs, while marketed as EVs by some automakers, are still equipped with an internal combustion engine. Yet even with the addition of PHEVs, automakers like Volkswagen still fell behind Tesla, with the German automaker commanding 13% of the global EV segment including PHEVs. Tesla, which only produces BEVs, held 16% of the BEV+PHEV market. 

Tesla’s numbers also shine considering that the company’s vehicles are still typically premium-priced compared to the competition. In China, for example, the Model 3 saw fierce competition from the Wuling Mini, a small, bare-bones EV without airbags that is made in collaboration with GM. Despite this, Tesla’s sales in the country remained notable, and with the Model Y in the picture, the company’s figures will likely be even better this year. 

While Tesla’s 2020 numbers are compelling however, it should be noted that the EV maker is still just getting started. Gigafactory Shanghai just started ramping its Model Y production, and the Model 3 line is still being optimized. In the Fremont Factory, the Model Y’s Giga Press was only recently deployed, allowing the company to produce the all-electric crossover in an efficient, cost-effective manner. Two other facilities, Gigafactory Berlin and Giga Texas, are also expected to start vehicle production sometime this year. With as many as four factories producing EVs in 2021, Tesla’s numbers would likely be even more impressive this year. 

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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 Semi’s biggest adoptee gives an update on production timeline

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Credit: Tesla

Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.

Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.

Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.

The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”

In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.

Tesla Semi gets its largest order yet

Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.

Tesla plans to launch the Semi officially on September 24, five months after production started ramping.

Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.

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Tesla Cybercab uses a unique strategy for picking up the right rider

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Credit: ARTSIMAGE | X

Tesla Cybercab is using a unique strategy for picking up the correct rider, which is a crucial part of ride-hailing to ensure people end up in the right place and are charged the correct price.

Cybercab will utilize an RGB strip in its front light bar that will illuminate in a variety of different colors to mark itself.

This identifying mark will also appear in the Robotaxi app, giving riders in the same location a notable distinction in an effort to avoid any confusion regarding who should get in each vehicle.

Other ride-hailing services use similar strategies: Lyft and Uber rides are recognizable through driver identity, vehicle type and color, as well as license plate. Waymo will display the rider’s initials on top of the vehicle, letting them know that the specific vehicle for them has arrived.

Tesla’s strategy is unique and interesting, but there are some flaws. Cybercab’s main purpose is aimed toward being an autonomous ride for all, including those who have disabilities like being blind or even color blind.

Tesla will likely have something in the pipeline for those who cannot see colors or have limited vision. There will definitely be multiple ways to identify which vehicle is the one that “you” specifically ordered.

Cybercab is set to start giving public rides next Thursday, September 3, in Austin, as it announced a dedicated event last week and invited many members of the Tesla community.

Tesla will launch Cybercab on September 3

Additionally, members of the public will be invited as well. Tesla has been offering employee rides in Cybercab for nearly two months.

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Tesla ends in-house wrap service that always seemed like a short-term program

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Credit: Tesla

Tesla has said goodbye to one customization option for its vehicles: the wrap service it launched several years ago.

After launching an in-house wrap service in August 2020 for the first time in China. In the U.S., it launched in October 2023. Tesla continued to expand the program and adjust it with better pricing and fewer options for the Cybertruck.

By December 2023, it was giving owners of the Model 3, Model Y, and the Cybertruck the opportunity to give their vehicle a fresh look with a vinyl wrap.

Tesla revamps in-house vinyl wrap service with better pricing

It was only available in five locations: Costa Mesa, Oceanside, Santa Clara, West Covina, all in California, and Seattle, Washington.

However, Tesla made some big adjustments to its shop, and the wrap service is officially gone:

Wraps are very popular across the Tesla lineup, especially since the company offers relatively few colors. Many choose to wrap their Teslas with interesting colors, patterns, or even finishes, turning their cars from glossy to satin or matte.

However, Tesla’s wrap service was so limited geographically that it never really had a chance to get off the ground or compete with local shops. Every area in the United States is now overflowing with detailing shops, mobile detailers, and other automotive specialists, many of whom perform wrap services.

Tesla’s service was confined to the Pacific time zone and only spanned across two states. It was never going to be something Tesla was a major competitor in, nor was it going to disrupt the wrapping industry. Now that the program has ended, it seems pretty ideal to believe it was always going to be a short-term thing.

Along with the wrap service, Tesla removed several other products, but nothing too crazy. The Model 3 Door Pocket and Cupholder Liners, the Model S 19″ Magnetite Wheel and Winter Tire Package, Model X/Y Ski/Snowboard Carrier for Hitch Rack, Tesla’s Electric Summer Party Tee, and the Electric Summer Tee were the other items the company totally eliminated from its online shop.

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