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Tesla TSLA Q4 2021 production and delivery quantity


Visitors look at the Chinese-made Tesla Model Y electric vehicle at Auto Shanghai 2021 show in Shanghai, China, on April 27, 2021.

Qilai Shen | Bloomberg | beautiful pictures

Tesla on Sunday said it delivered 308,600 electric vehicles in the fourth quarter of 2021, beating the previous quarter’s record as well as analyst expectations. The automaker produced a total of 305,840 all-electric vehicles during the same period.

During the whole year, Tesla delivered 936,172 cars, up 87% from 2020 when the company reported its first annual profit from deliveries of 499,647.

In the third quarter of 2021, vehicle deliveries reached 241,300, Tesla’s previous best quarter.

According to a consensus compiled by FactSet, Wall Street analysts have predicted Tesla will deliver 267,000 units in the fourth quarter and 897,000 units for all of 2021.

Delivery is the closest approximation to sales reported by the CEO By Elon Musk electric car company.

Tesla combine delivery quantities for higher-priced Model S and X vehicles and lower-priced Model 3 and Y vehicles. The company does not break down sales or production volumes by region.

Deliveries of the flagship Model S sedan and Model X falcony SUV accounted for just under 3% of Tesla’s total deliveries in 2021. Model 3 and Model Y deliveries amounted to 296,850 units during the quarter. the end of 2021 and 911,208 units for the whole year.

Tesla makes Model 3 and Model Y vehicles at factories in Shanghai and Fremont, California, but only makes Model X and Y in Fremont.

Recovery of shortage

At Tesla’s 2021 annual shareholder meeting, Musk lamented a year marked by supply chain problems that made it difficult to procure enough microchips and other unspecified parts.

During the second year of the global coronavirus pandemic, Tesla was able to increase vehicle deliveries by ramping up production at its first overseas factory in Shanghai, and by making technical changes to the vehicle. cars that the automaker manufactures in Fremont, California, to be able to remove some parts altogether.

Notably, Tesla announced in May that remove radar sensor from Model 3 and Model Y vehicles manufactured for customers in North America. These cars now rely on camera systems to activate Tesla’s driver-assistance features like cruise control, which adjusts traffic or automatic lane keeping.

Look forward

Musk has stated that he wants to increase Tesla’s vehicle sales to 20 million units per year within the next nine years. To pursue that growth, Tesla is poised to begin production of the Model Y crossover at its new plant in Austin, Texas this year. It aims to open another factory in Brandenburg, Germany, then.

The company recently moved its headquarters to Texas. The CEO announced the plan in October, and Tesla officially announced the plan in early December.

Last month, Musk wrote on Twitter, where he has about 68.4 million followers, “Giga Texas is a $10 billion+ investment over time, creating at least 20k direct jobs and 100k indirect jobs. next.” Based on public profileTesla plans to spend $1.6 billion on the plant in Austin, Texas, whose initial phase is currently underway.

Despite advances and ambitions in Texas, Tesla has delayed plans to begin mass production of the Cybertruck, a distinctly angular pickup, until 2023. The company’s improved line of pickup trucks and Roadsters. company is still in operation.

Industry Outlook

The company now dominates sales of battery-powered electric vehicles in the US and much of the world. But it is expected to lose market share as competitors launch their own all-electric models.

Eg, Toyota told investors it would $35 billion investment By 2030, 30 electric vehicles will run on batteries. Rivian recently start delivery battery-powered pickups and SUVs. And Ford stop taking bookings for it F-150 Lightning electric pickup truck after receiving 200,000 orders.

Tesla sales are still expected to grow along with overall electric vehicle demand, driven in part by climate regulation.

In the hope of reducing air pollution from transportation, states include California and New York, is following in the footsteps of several European countries and cities, by fixing a date when they will ban the sale of most gas-powered vehicles.

According to a forecast from Alix Partners, by 2030, about 24% of new cars sold worldwide will be fully electric.

CNBC’s Jessica Bursztynsky and Jordan Novet contributed reporting.

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