Connect with us

News

Tesla vs. competition: How many BEVs did OEMs sell in the U.S. in 2024?

Credit: Tesla

Published

on

Tesla remained the dominant seller of battery-electric vehicles (BEVs) in the U.S. last year, with early estimates showing that the company sold more than most of its competitors combined. While data isn’t yet available for every automaker selling BEVs in the U.S., we took the time to compile some of the earliest estimates available for 2024 BEV sales, giving us an idea of where Tesla’s competitors landed in the year’s sales.

According to Cox Automotive, automakers sold 1.3 million BEVs in the U.S. in 2024, making up 8 percent of the total market share of nearly 16 million vehicles sold across powertrain types. EV sales also jumped in Q4 to 356,000 vehicles, marking a 12 percent jump year over year.

Cox also expects EV deliveries to surpass 1.5 million in the U.S. in 2025, while 2023 deliveries topped out at 1.2 million.

General Motors (GM) and Ford took up the second and third spots in U.S. BEV sales in 2024, both following Tesla, which held first place decisively. GM’s BEV sales were made up of the Chevy Equinox EV, the Chevy Blazer EV, the Chevy Silverado EV, the Cadillac Lyriq, the GMC Hummer EV, the GMC Sierra EV, and the BrightDrop EV600 commercial van. Ford’s BEV sales were comprised of the Mustang Mach-E, the F-150 Lightning, and the E-Transit.

Toyota was one of the few other manufacturers to release specific U.S. and BEV data, with the latter being made up of those from the BZ4X and Lexus RZ. The vast majority of Toyota’s “electrified” vehicles is comprised of hybrid and plugin hybrid powertrains, along with the Mirai which sports a fuel cell powertrain. All of these electrified vehicle types are excluded from the figure below.

Hyundai’s BEV figure was made up of Ioniq 5, Ioniq 6, and Kona BEV sales, the latter of which is also offered in a hybrid version. The company’s subsidiary Kia had BEV sales including the battery-electric EV6 and EV9, and while the automaker also sells a BEV version of the Niro, it did not separate the vehicle’s hybrid and BEV versions in its report released last week.

Advertisement
-

It’s worth noting that Tesla doesn’t share figures for individual market sales, though the maker was estimated by Cox Automotive to have sold about 633,000 units to remain the clear leader in the market. Others, such as Lucid and Rivian, deliver the vast majority of their vehicles in the U.S., though they do not break out region-specific figures. Meanwhile, similar estimates for the brands have not yet been shared publicly.

READ MORE ABOUT U.S. BEV SALES: Colorado becomes the #1 state for EV sales, beating California

Audi had 23,152 BEVs sold in the U.S. made up of its e-tron Q4, Q6, Q8, and GT lineups, while its parent company, Volkswagen, sold blank units comprised of the ID.4 and newly launched ID.Buzz, which was only sold in the market in the fourth quarter. BMW sold its battery-electric i4, i5, i7, and iX models in the U.S. last year.

Nissan’s BEVs included the Leaf and the Ariya, which saw year-to-date sales increases of 57 and 47 percent, respectively.

Cox Automotive is also expected to unveil its 2024 EV Sales report in the coming weeks, which should shed light on many of the automakers that have not shared market-specific figures.

You can see the recent estimates from Cox Automotive on the top EV makers in the U.S. in 2024 below, along with some figures directly from each automaker. Additionally, the source of the figures are linked near the bottom of the page.

Advertisement
-

How many BEVs did automakers sell in the U.S. in 2024?

  1. Tesla: 633,762
  2. GM: 114,432
  3. Ford: 97,865
  4. Hyundai: 61,797
  5. Kia: 56,099
  6. Rivian: 51,442
  7. BMW: 50,981
  8. Nissan: 31,024
  9. Toyota: 28,267
  10. Mercedes-Benz: 21,154
  11. Audi: 23,152
  12. Volkswagen: 18,183

Top 10 EV models sold in the U.S., according to Cox Auto estimates

  1. Tesla Model Y
  2. Tesla Model 3
  3. Ford Mustang Mach-E
  4. Hyundai Ioniq 5
  5. Tesla Cybertruck
  6. Ford F-150 Lightning
  7. Honda Prologue
  8. Chevy Equinox EV
  9. Cadillac Lyriq
  10. Rivian R1S

You can see detailed estimates from Cox Automotive, which were released on January 13.

Audi | BMW | Ford | GM | Hyundai | Lucid | Nissan | Rivian | Tesla | Toyota | Volkswagen

Updated 1/19: Added the latest figures from Cox Automotive estimates.

What are your thoughts? Did I miss any automakers or U.S. sales figures? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Study reveals less than 1% of EV owners wish to switch back to ICE

 

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Advertisement
Comments

News

Tesla drops big hints ahead of Semi handover event

Published

on

Credit: Tesla

Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.

Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.

Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.

Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.

Tesla Semi lands the biggest electric truck deal in U.S. history

Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.

Tesla first unveiled the Semi back in 2017 with a 2019 production target.

Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.

Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.

Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.

Continue Reading

News

Tesla App now shows you what your Supercharger will look like upon arrival

Published

on

Credit: Tesla

The Tesla App is now giving owners a better indication of what to expect when visiting a Supercharger site, as it is now sharing Site Maps in the app itself, making the feature no longer exclusively available in the car.

Tesla owners can now preview a Supercharger’s layout and live stall status from their phone thanks to the App’s new software version, v4.61.0. Zooming into a supported Supercharger on the charging map now switches the familiar street view into a site-specific map that shows stall positions, occupied bays, out-of-service posts, and a live count of open Superchargers.

It will even show you which specific Tesla model is charging at each occupied stall.

This is the same view drivers first saw inside the car with the 2025 Holiday Update, which started as a pilot for Tesla in California and Texas. Those early maps showed layout, nearby amenities, and the status of each operational stall. The feature has spread to most Superchargers in the U.S., but now Tesla wants the feature available through the Smartphone App, which is now rolling out to owners.

The in-vehicle screen maps remain a richer 3D canvas and originally required AMD Ryzen infotainment hardware, which left many Intel-based Model 3 and Model Y owners without the view. The app version removes that hardware barrier, so any owner can now get a preview of their upcoming Supercharger stop on their phone.

Anyone with the updated version of the app can open a Site Map on their phone. The feature has provided some additional peace of mind to anxious travelers and those who might be looking for a place that is less congested for faster charging speeds. It is a meaningful addition to many owners, especially for trips to unfamiliar locations.

You can now pick a Supercharger location that might be more aligned with what you are looking for or need: you can pick a site based on what stalls are open, where ADA stalls sit, how you will pull in, and more, instead of circling a crowded lot after arriving. Owners of older cars now have access to the feature without having to purchase a new vehicle altogether.

Site Mpas will not reserve a stall, nor will it change how Fast Charging works. Tesla does something simpler and more useful by giving owners a dedicated preview of the Supercharger they’re about to charge, turning an unknown parking lot into a place that may seem more familiar thanks to the preview.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

Continue Reading

Investor's Corner

Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery

Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.

Published

on

By

Tesla Optimus Gen 3 [Credit: Tesla]

Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.

Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.

The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.

The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.

This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.

The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.

Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.

Continue Reading