The third quarter of 2023 was a kind of uncommon quarters the place Tesla had fewer gross sales (deliveries) than the quarter earlier than. The rationale for that appears to easily be that the corporate needed to retool at its Shanghai manufacturing facility for the discharge of its refreshed Tesla Mannequin 3 (aka Mannequin 3 Highland). That induced a pause in manufacturing that led to fewer deliveries. Whether or not that was only a blip on Tesla’s lengthy stand up the gross sales ladder is what many individuals are nonetheless questioning and debating, particularly in mild of latest Tesla worth cuts that appear to suggest weakening client demand.
No matter is occurring over at Tesla and with its trajectory (or not) towards the 20 million automobiles the corporate goals to promote yearly by 2030, let’s take a look again on the wild and loopy journey Tesla has been on quarter after quarter by way of Q3 2023.
The rise from mid-2018 onward has been steep, and fairly regular. There are quarterly dips right here and there, however the development is clearly upward, and upward quick. Any time gross sales dip or stagnate, questions of Tesla’s continued development come up. Usually, 1 / 4 or two later, Tesla gross sales are by way of the roof once more. Does that imply we will anticipate the identical within the coming years? Not essentially. It’s simply an attention-grabbing factor to have a look at this chart and consider these completely different moments in Tesla’s historical past and what folks had been saying on the time.
This second chart exhibits the identical factor however with bars for every mannequin stacked on high of one another for every quarter. Naturally, what stands out right here is how the Mannequin S & X disappeared in relevance, and the way the Mannequin Y bar simply obtained larger and larger.
This line graph, consider it or not, exhibits the identical factor differently. In one other approach, the identical issues thus soar out — the Mannequin Y’s rising dominance, the Mannequin 3’s rise after which stagnation, and the Mannequin S & X simply chugging alongside on the backside. Be aware that particular person mannequin gross sales are estimates (very knowledgeable estimates) — Tesla doesn’t cut up out the numbers that a lot. What Tesla gives is these numbers:
The Tesla Mannequin 3 & Y lastly had one other dip final quarter. The general development you see in that line graph, although, is rise upon rise upon rise — so steeply.
After which right here’s a cumulative gross sales chart that demonstrates the exponential nature of Tesla’s development. Beautiful.
The rest of the charts are interactive charts — first one set of 4 (in pink) the place you possibly can toggle between every mannequin’s quarterly gross sales through the years, after which interactive variations of the charts above. Be aware that these charts typically don’t present effectively on telephones — they’re much higher seen on a traditional laptop.
Any remaining ideas from all of those charts? Any charts you’d like to see that weren’t included?
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Tesla Gross sales in 2023, 2024, and 2030
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