Tesla Y 265,068 units (-7.7%)
Tesla 3 155,180 units (+17.6%)
Chevrolet Equinox EV: 52,834 units (+389.9%)
Ford Mustang Mach-E: 41,962 units (+17.8%)
Hyundai Ioniq 5: 41,091 units (+35.5%)
Honda Prologue: 36,553 units (+157.8%)
Ford F-150 Lightning: 23,034 units (+1%)
Volkswagen ID.4: 22,125 (+35.1%)
Chevrolet Blazer EV: 20,825 units (+36.7%)
Rivian R1S: 19,687 units (+0.6%)
With the exception of Tesla the rest of the auto manufacturers are following the tried & true business plan of news models and changing the design of models.
IMO, the Tesla EVs have a link to utility and an appliance. And a limited number of models that with little design change of the models though the Model 3 & Y have been recently refreshed with no major changes.
Yes Tesla is losing some market share. But that was inevitable.
This year’s sale figure seems to indicate: “We Don’t Need No Stinking New Models!”
It seems to me that Tesla has zero interest in the $25-30K EV. The margin is too small.
Tesla is banking on that self-driving and eventually autonomous EVs will win the way.
Definitely the long term plan.