Tesla Gobbled Up 78% Of US Electric Vehicle Sales In 2019* | CleanTechnica
Based on CleanTechnica estimates*, Tesla Model 3 sales accounted for 81% of US electric vehicle sales in December and 72% of 4th quarter EV sales. The Model 3 accounted for 65% of US electric vehicle sales in 2019 as a whole. In other words, 2 out of every 3 electric vehicle sales were Tesla Model 3 sales. The Model 3’s 150,000+ deliveries made it the 9th best selling car in the United States and the #1 best selling luxury vehicle (reports coming).
All together, Tesla accounted for 89% of US EV sales in December, 83% in the 4th quarter, and 78% in 2019, based on our estimates as well as official automaker data and some third party data.
As you can see, December and 4th quarter EV market share didn’t depart much from the full-year breakdown (there’s not much room for departure when one model dominates so profoundly), but Tesla was stronger at the end of the year than the beginning, and other brands are so low volume that their month-to-month or quarter-to-quarter changes are negligible across the market as a whole. Here are charts for December and the 4th quarter of 2019:
The big auto makers blocked EV sales for so long, now they are trying to play catch up, and Tesla is grabbing just about all of the market share of the EV market, because TESLA won’t back down or recall all of their EV’s, just to jam them into a crusher.
This is a disruptive technology. Just like horse and buggies got replaced by cars, fossil fuel vehicles are obsolete. Most owners just don’t realize it yet, but they are driving the equivalent of a horse and buggy, just as Ford came out with the next new disruption.
This graph explains how far the big auto makers are being left behind, and unless they figure out a way to catch up, they will be gone and disappear entirely within ten years, as the big shift into electric cars happens.