EV Market infographics

1. EV = Cars x EV%

Annual car sales declined even before COVID-19

Annual EV Penetration in Europe takes off (subsidies)

Annual EV Penetration in Europe takes off (subsidies)

Monthly car sales in China recover, US recovers in 2021

Monthly EV penetration benefits from low car sales / EU fines

Monthly EV penetration benefits from low car sales

2. BEV vs. PHEV

             BEV and PHEV suffered in April/MAy

 

            Annual PHEV is trailing in US

 

             China PHEV is far behind BEV

PHEV and BEV penetration in % track closely

 

Tesla Model 3 and Y boosts BEV vs. PHEV in US

 

Growth is driven by BEV in China

 

3. Brand/Models

            In Europe Tesla M3 is flat, others emerge

 

           Tesla is >75% of US BEV market

            Tesla M3 stays ahead in 4Q20

Quarterly Tesla deliveries filtered out

 

Tesla US market share remains high, no competition yet

 

Many Chinese brands take share

 

4. Tesla Special

            In Europe the EV market exploded over 4Q

 

           Tesla is >75% of US BEV market

 

            Tesla M3 grew strongly in China

 

         Tesla LT sales projection

Tesla M3 lost EV market share in Europe over FY20

 

Tesla market share in US stable around 60%

 

But China EV market share stabilises

 

Tesla quarterly sales by region