1 | Deliveries | Seasonality | Production | Deliveries | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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2 | North America | Europe | Asia/Pacific | Total | Year | Deliveries | Model S | Model X | Model 3 | Model S/X | Model S/X/3 | Quarter | Model S/X Worldwide | Model S/X/3 Worldwide | Model S/X/3 Europe | Model S&X | Model 3 | Model S/X/3 | S/X in transit | In transit as weekly prod | S/X scrapped this Q | S/X scrapped running total | S/X scrapped running total | Model 3 in transit | In transit as weekly prod | Model 3 scrap/stock | M3 scrapped running total | M3 scrapped running total | Total auto revenue | Automotive sales | Model 3 ASP | Model S ASP | Model X ASP | Calculated revenue | ZEV Credits | Other GHG/CAFE (Green House Gas) credits | Total regulatory credits | US Model S&X | US yearly S&X | Canada S/X | Canada 3 | Canada S/X/3 | US Model 3 | US Model S/X/3 | California Model S | California Model X | California Model 3 | California S&X&3 | California /US | California /US | US/Global S&X | US/Global S&X | US/Global S&X | Europe/ Global S&X | Europe/ Global S&X | Asia&Pacific/ Global S&X | Asia&Pacific/ Global S&X | |||
3 | Q3 2012 | 250 (01*) | 0 | 0 | 250 | 2012 | 2,650 | 250 (07*) | 250 (07*) | 250 (07*) | Q3 2012 | 345 (12*) | 345 (12*) | 250 (11*) | 2,555 (13*) | 0 (10*) | 0 (10*) | 250 (11*) | 123 (14*) | 123 (14*) | 49.20% | 48.38% | 100.00% | 96.42% | 2,650 | 0.00% | 0.00% | 0.00% | 0.00% | |||||||||||||||||||||||||||||||
4 | Q4 2012 | 2,400 (01*) | 0 | 0 | 2,400 | 2,400 (07*) | 2,400 (07*) | 2,400 (07*) | Q4 2012 | 2,760 (12*) | 2,760 (12*) | 2,305 (11*) | 95 (10*) | 95 (10*) | 2,305 (11*) | 1,113 (14*) | 1,113 (14*) | 48.29% | 96.04% | 0.00% | 0.00% | |||||||||||||||||||||||||||||||||||||||
5 | Q1 2013 | 4,832 (02*) | 79 (04*) | 0 | 4,911 | 2013 | 22,477 | 4,911 (08*) | 4,911 (08*) | 4,911 (08*) | Q1 | 21.8% | 21.8% | 2.0% | Q1 2013 | 5,050 (12*) | 5,050 (12*) | 67,900 | 17,100 | 85,000 | 4,674 (11*) | 17,825 (13*) | 158 (10*) | 158 (10*) | 4,674 (11*) | 2,406 (14*) | 2,406 (14*) | 51.48% | 46.73% | 95.17% | 79.30% | 22,477 | 1.61% | 17.86% | 0.00% | 0.00% | ||||||||||||||||||||||||
6 | Q2 2013 | 5,120 (02*) | 42 (04*) | 0 | 5,162 | 5,162 (08*) | 5,162 (08*) | 5,162 (08*) | Q2 | 23.0% | 23.0% | 1.0% | Q2 2013 | 5,450 (12*) | 5,450 (12*) | 51,500 | 17,900 | 69,400 | 4,936 (11*) | 184 (10*) | 184 (10*) | 4,936 (11*) | 2,308 (14*) | 2,308 (14*) | 46.76% | 95.62% | 0.81% | 0.00% | ||||||||||||||||||||||||||||||||
7 | Q3 2013 | 4,288 (02*) | 1,224 (06*) | 0 | 5,512 | 5,512 (08*) | 5,512 (08*) | 5,512 (08*) | Q3 | 24.5% | 24.5% | 30.5% | Q3 2013 | 6,100 (12*) | 6,100 (12*) | 10,400 | 14,800 | 25,200 | 4,126 (11*) | 162 (10*) | 162 (10*) | 4,126 (11*) | 1,823 (14*) | 1,823 (14*) | 44.18% | 74.85% | 22.21% | 0.00% | ||||||||||||||||||||||||||||||||
8 | Q4 2013 | 4,223 (02*) | 2,669 (06*) | 0 | 6,892 | 6,892 (07*) | 6,892 (07*) | 6,892 (07*) | Q4 | 30.7% | 30.7% | 66.5% | Q4 2013 | 6,587 (07*) | 6,587 (07*) | 0 | 14,800 | 14,800 | 4,089 (11*) | 134 (10*) | 134 (10*) | 4,089 (11*) | 1,793 (14*) | 1,793 (14*) | 43.85% | 59.33% | 38.73% | 0.00% | ||||||||||||||||||||||||||||||||
9 | Q1 2014 | 3,384 (02*) | 3,073 (06*) | 0 | 6,457 | 2014 | 31,655 | 6,457 (07*) | 6,457 (07*) | 6,457 (07*) | Q1 | 20.4% | 20.4% | 32.3% | Q1 2014 | 7,535 (07*) | 7,535 (07*) | 0 | 11,600 | 11,600 | 3,226 (16*) | 16,689 (7*) | 158 (10*) | 158 (10*) | 3,226 (16*) | 1,533 (14*) | 1,533 (14*) | 47.52% | 36.61% | 49.96% | 52.72% | 31,655 | 47.59% | 30.07% | 0.00% | 14.53% | ||||||||||||||||||||||||
10 | Q2 2014 | 3,042 (03*) | 2,519 (06*) | 2,018 (09*) | 7,579 | 7,579 (07*) | 7,579 (07*) | 7,579 (07*) | Q2 | 23.9% | 23.9% | 26.5% | Q2 2014 | 8,763 (07*) | 8,763 (07*) | 10,000 | 15,800 | 25,800 | 2,806 (15*) | 236 (10*) | 236 (10*) | 2,806 (15*) | 954 (14*) | 954 (14*) | 34.00% | 37.02% | 33.24% | 26.63% | ||||||||||||||||||||||||||||||||
11 | Q3 2014 | 4,911 (03*) | 1,649 (06*) | 1,225 (09*) | 7,785 | 7,785 (07*) | 7,785 (07*) | 7,785 (07*) | Q3 | 24.6% | 24.6% | 17.3% | Q3 2014 | 7,200 (12*) | 7,200 (12*) | 76,100 | 16,700 | 92,800 | 4,644 (15*) | 267 (10*) | 267 (10*) | 4,644 (15*) | 1,239 (14*) | 1,239 (14*) | 26.68% | 59.65% | 21.18% | 15.74% | ||||||||||||||||||||||||||||||||
12 | Q4 2014 | 6,199 (03*) | 2,279 (06*) | 1,356 (09*) | 9,834 | 9,834 (07*) | 9,834 (07*) | 9,834 (07*) | Q4 | 31.1% | 31.1% | 23.9% | Q4 2014 | 11,627 (07*) | 11,627 (07*) | 1,450 | 1.6 weeks | 3,185 | 3,185 | 5.19% | 66,000 | 20,100 | 86,100 | 6,013 (15*) | 186 (10*) | 186 (10*) | 6,013 (15*) | 2,384 (14*) | 2,384 (14*) | 39.65% | 61.15% | 23.17% | 13.79% | |||||||||||||||||||||||||||
13 | Q1 2015 | 5,477 (03*) | 3,453 (06*) | 1,115 (09*) | 10,045 | 2015 | 50,658 | 10,045 (07*) | 10,045 (07*) | 10,045 (07*) | Q1 | 19.8% | 19.8% | 20.7% | Q1 2015 | 11,160 (07*) | 11,160 (07*) | 2,550 | 3.0 weeks | 15 | 3,200 | 4.41% | 51,000 | 15,000 | 66,000 | 5,080 (15*) | 25,414 (7*) | 397 (10*) | 397 (10*) | 5,080 (15*) | 2,623 (14*) | 2,623 (14*) | 51.63% | 41.24% | 50.57% | 50.17% | 50,658 | 34.38% | 32.97% | 11.10% | 12.90% | |||||||||||||||||||
14 | Q2 2015 | 6,507 (03*) | 3,904 (06*) | 1,121 (09*) | 11,532 | 11,532 (07*) | 11,532 (07*) | 11,532 (07*) | Q2 | 22.8% | 22.8% | 23.4% | Q2 2015 | 12,807 (07*) | 12,807 (07*) | 3,900 | 4.0 weeks | -75 | 3,125 | 3.66% | 14,300 | 13,000 | 27,300 | 5,920 (15*) | 587 (10*) | 587 (10*) | 5,920 (15*) | 2,526 (14*) | 2,526 (14*) | 42.67% | 51.34% | 33.85% | 9.72% | |||||||||||||||||||||||||||
15 | Q3 2015 | 6,324 (03*) | 3,517 (06*) | 1,762 (09*) | 11,603 | 11,597 (07*) | 6 (07*) | 11,603 (07*) | 11,603 (07*) | Q3 | 22.9% | 22.9% | 21.1% | Q3 2015 | 13,091 (07*) | 13,091 (07*) | 5,350 | 5.3 weeks | 38 | 3,163 | 3.21% | 852,555 | 769,015 | 38,594 | 11,210 | 49,804 | 5,764 (15*) | 560 (10*) | 560 (10*) | 5,764 (15*) | 2,187 (14*) | 2,187 (14*) | 37.94% | 49.68% | 30.31% | 15.19% | ||||||||||||||||||||||||
16 | Q4 2015 | 9,116 (03*) | 5,827 (06*) | 2,535 (09*) | 17,478 | 17,272 (07*) | 206 (07*) | 17,478 (07*) | 17,478 (07*) | Q4 | 34.5% | 34.5% | 34.9% | Q4 2015 | 14,037 (07*) | 14,037 (07*) | 1,900 | 1.8 weeks | 9 | 3,172 | 2.82% | 2,888,418 | 1,014,337 | 8,181 | 17,430 | 25,611 | 8,650 (15*) | 466 (10*) | 466 (10*) | 8,650 (15*) | 3,126 (14*) | 20 (14*) | 3,146 (14*) | 36.37% | 49.49% | 33.34% | 14.50% | |||||||||||||||||||||||
17 | Q1 2016 | 8,610 (05*) | 3,848 (06*) | 2,352 (09*) | 14,810 | 2016 | 76,285 | 12,410 (07*) | 2,400 (07*) | 14,810 (07*) | 14,810 (07*) | Q1 | 19.4% | 19.4% | 23.7% | Q1 2016 | 15,510 (07*) | 15,510 (07*) | 2,615 | 2.2 weeks | -15 | 3,157 | 2.47% | 1,026,064 | 901,892 | 56,987 | 16,100 | 73,087 | 8,150 (05*) | 44,184 (13*) | 460 (10*) | 460 (10*) | 8,150 (05*) | 2,552 (14*) | 385 (14*) | 2,937 (14*) | 36.04% | 39.87% | 55.03% | 57.92% | 76,285 | 25.98% | 21.27% | 15.88% | 17.54% | |||||||||||||||
18 | Q2 2016 | 9,002 (05*) | 2,979 (06*) | 2,421 (09*) | 14,402 | 9,764 (07*) | 4,638 (07*) | 14,402 (07*) | 14,402 (07*) | Q2 | 18.9% | 18.9% | 18.4% | Q2 2016 | 18,345 (07*) | 18,345 (07*) | 5,150 | 3.6 weeks | 1,408 | 4,565 | 3.12% | 1,181,852 | 1,030,224 | 64 | 18,750 | 18,814 | 8,500 (05*) | 502 (10*) | 502 (10*) | 8,500 (05*) | 4,967 (14*) | 58.44% | 59.02% | 20.68% | 16.81% | |||||||||||||||||||||||||
19 | Q3 2016 | 15,443 (03*) | 5,000 (06*) | 4,378 (09*) | 24,821 | 16,047 (07*) | 8,774 (07*) | 24,821 (07*) | 24,821 (07*) | Q3 | 32.5% | 32.5% | 30.8% | Q3 2016 | 25,185 (07*) | 25,185 (07*) | 5,500 | 2.8 weeks | 14 | 4,579 | 2.67% | 2,148,727 | 1,917,442 | 138,541 | 27,360 | 165,901 | 14,584 (07*) | 859 (10*) | 859 (10*) | 14,584 (07*) | 5,299 (14*) | 36.33% | 58.76% | 20.14% | 17.64% | |||||||||||||||||||||||||
20 | Q4 2016 | 13,627 (05*) | 4,399 (06*) | 4,226 (09*) | 22,252 | 12,729 (07*) | 9,523 (07*) | 22,252 (07*) | 22,252 (07*) | Q4 | 29.2% | 29.2% | 27.1% | Q4 2016 | 24,882 (07*) | 24,882 (07*) | 6,450 | 3.4 weeks | 1,680 | 6,259 | 3.19% | 1,994,123 | 1,739,449 | 19,840 | 24,080 | 43,920 | 12,950 (05*) | 677 (10*) | 677 (10*) | 12,950 (05*) | 4,412 (14*) | 34.07% | 58.20% | 19.77% | 18.99% | |||||||||||||||||||||||||
21 | Q1 2017 | 13,369 (05*) | 6,657 (06*) | 5,025 (09*) | 25,051 | 2017 | 103,084 | 13,476 (07*) | 11,575 (07*) | 25,051 (07*) | 25,051 (07*) | Q1 | 24.7% | 24.3% | 23.5% | Q1 2017 | 25,418 (07*) | 25,418 (07*) | 4,650 | 2.4 weeks | 2,167 | 8,426 | 3.80% | 2,289,600 | 2,035,060 | 0 | 17,320 | 17,320 | 12,600 (05*) | 48,972 (13*) | 769 (10*) | 769 (10*) | 12,600 (05*) | 3,130 (14*) | 1,619 (14*) | 4,749 (14*) | 37.69% | 40.02% | 50.30% | 48.34% | 101,312 | 26.57% | 27.94% | 20.06% | 20.30% | |||||||||||||||
22 | Q2 2017 | 11,254 (05*) | 5,526 (06*) | 5,246 (09*) | 22,026 | 12,020 (07*) | 10,006 (07*) | 22,026 (07*) | 22,026 (07*) | Q2 | 21.7% | 21.4% | 19.5% | Q2 2017 | 25,708 (07*) | 25,708 (07*) | 3,500 | 1.8 weeks | 4,832 | 13,258 | 5.36% | 2,286,616 | 2,013,852 | 100,000 | 16,230 | 116,230 | 10,472 (05*) | 782 (10*) | 782 (10*) | 10,472 (05*) | 2,702 (14*) | 1,581 (14*) | 4,283 (14*) | 40.90% | 47.54% | 25.09% | 23.82% | |||||||||||||||||||||||
23 | Q3 2017 | 14,073 (05*) | 7,093 (06*) | 4,971 (09*) | 26,137 | 14,058 (07*) | 11,857 (07*) | 222 (07*) | 25,915 (07*) | 26,137 (07*) | Q3 | 25.6% | 25.4% | 25.1% | Q3 2017 | 25,076 (07*) | 260 (07*) | 25,336 (07*) | 4,820 | 2.5 weeks | -2,159 | 11,099 | 4.07% | 28 | 1.4 weeks | 10 | 10 | 3.85% | 2,362,889 | 2,076,731 | 575 | 24,620 | 25,195 | 12,900 (05*) | 951 (10*) | 951 (10*) | 222 (07*) | 13,122 (05*) | 2,802 (14*) | 1,666 (14*) | 94 (14*) | 4,562 (14*) | 35.36% | 49.78% | 27.37% | 19.18% | ||||||||||||||
24 | Q4 2017 | 15,518 (05*) | 9,027 (06*) | 5,325 (09*) | 29,870 | 15,200 (07*) | 13,120 (07*) | 1,550 (07*) | 28,320 (07*) | 29,870 (07*) | Q4 | 28.0% | 29.0% | 31.9% | Q4 2017 | 22,140 (07*) | 2,425 (07*) | 24,565 (07*) | 2,520 | 1.5 weeks | -3,880 | 7,219 | 2.45% | 860 | 4.6 weeks | 43 | 53 | 1.97% | 2,702,195 | 2,409,109 | 179,142 | 22,410 | 201,552 | 13,000 (05*) | 976 (10*) | 976 (10*) | 1,542 (07*) | 14,542 (05*) | 3,179 (14*) | 2,044 (14*) | 780 (14*) | 6,003 (14*) | 46.18% | 45.90% | 31.88% | 18.80% | ||||||||||||||
25 | Q1 2018 | 20,870 (05*) | 6,321 (06*) | 2,789 (09*) | 29,980 | 2018 | 245,461 | 11,730 (07*) | 10,070 (07*) | 8,182 (07*) | 21,815 (07*) | 29,980 (07*) | Q1 | 21.9% | 12.2% | 20.6% | Q1 2018 | 24,728 (07*) | 9,766 (07*) | 34,494 (07*) | 4,060 | 2.1 weeks | 1,373 | 8,592 | 2.69% | 2,040 | 3 weeks | 404 | 457 | 0 | 2,735,317 | 2,561,881 | 50,314 | 80,329 | 130,643 | 12,000 (05*) | 55,225 (13*) | 688 (10*) | 0 (10*) | 688 (10*) | 8,182 (07*) | 20,182 (05*) | 2,145 (14*) | 1,662 (14*) | 3,723 (14*) | 7,530 (14*) | 62.75% | 55.01% | 28.98% | 12.78% | ||||||||||
26 | Q2 2018 | 31,067 (05*) | 7,307 (06*) | 2,366 (09*) | 40,740 | 10,930 (07*) | 11,370 (07*) | 18,449 (07*) | 22,319 (07*) | 40,740 (07*) | Q2 | 22.4% | 16.6% | 23.8% | Q2 2018 | 24,761 (07*) | 28,578 (07*) | 53,339 (07*) | 3,892 | 2.0 weeks | 2,610 | 11,202 | 3.25% | 11,166 | 5 weeks | 1,003 | 1,460 | 0 | 3,357,681 | 3,117,865 | 0 | 54,010 | 54,010 | 12,000 (05*) | 618 (10*) | 2,785 (10*) | 3,403 (10*) | 15,664 (05*) | 27,664 (05*) | 2,848 (14*) | 2,300 (14*) | 8,931 (14*) | 14,079 (14*) | 117.33% | 53.77% | 32.74% | 10.60% | |||||||||||||
27 | Q3 2018 | 72,459 (05*) | 7,992 (06*) | 3,324 (09*) | 83,775 | 14,495 (07*) | 13,215 (07*) | 56,065 (07*) | 27,710 (07*) | 83,775 (07*) | Q3 | 27.9% | 34.1% | 26.1% | Q3 2018 | 26,903 (07*) | 53,239 (07*) | 80,142 (07*) | 3,776 | 1.8 weeks | -691 | 10,511 | 2.83% | 8,048 | 2.0 weeks | 292 | 1,752 | 1.86% | 6,098,766 | 5,878,305 | 60,332 | 99,287 | 107,520 | 6,242,555 | 0 | 15,350 (05*) | 706 (10*) | 1,848 (10*) | 2,554 (10*) | 54,555 (05*) | 69,905 (05*) | 22,758 (14*) | 148.26% | 55.40% | 28.84% | 12.00% | ||||||||||||||
28 | Q4 2018 | 79,841 (05*) | 9,027 (06*) | 2,098 (09*) | 90,966 | 13,526 (07*) | 14,081 (07*) | 63,359 (07*) | 27,607 (07*) | 90,966 (07*) | Q4 | 27.8% | 37.1% | 29.5% | Q4 2018 | 25,161 (07*) | 61,394 (07*) | 86,555 (07*) | 1,897 | 1.0 weeks | -567 | 9,944 | 2.51% | 1,010 | 0.2 weeks | 5,073 | 6,825 | 4.38% | 15,875 (05*) | 550 (10*) | 1,766 (10*) | 2,316 (10*) | 61,650 (05*) | 77,525 (05*) | 25,969 (14*) | 32.70% | ||||||||||||||||||||||||
29 | Q1 2019 | 31,900 (05*) | 22,378 (06*) | 8,722 (09*) | 63,000 | 2019 | 367,656 | 4,900 (05*) | 7,200 (05*) | 50,900 (07*) | 12,091 (07*) | 63,000 (07*) | Q1 | 18.1% | 20.5% | Q1 2019 | 14,150 (07*) | 62,950 (07*) | 77,100 (07*) | 7,475 (05*) | 300 (10*) | 1,700 (10*) | 2,000 (10*) | 22,425 (05*) | 29,900 (05*) | 20,491 (14*) | ||||||||||||||||||||||||||||||||||
30 | Q2 2019 | 22,422 (06*) | 22,422 | 17,722 (7*) | Q2 | 26.5% | 20.5% | 19,594 (14*) | ||||||||||||||||||||||||||||||||||||||||||||||||||||
31 | Q3 2019 | 29,572 (06*) | 29,572 | 17,483 (7*) | Q3 | 26.2% | 27.1% | 18,542 (14*) | ||||||||||||||||||||||||||||||||||||||||||||||||||||
32 | Q4 2019 | 34,868 (06*) | 34,868 | 19,475 (7*) | Q4 | 29.2% | 31.9% | 0 | 13,999 (14*) | |||||||||||||||||||||||||||||||||||||||||||||||||||
33 | Q1 2020 | 0 | 2020 | 510,000 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
34 | Q2 2020 | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
35 | Q3 2020 | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
36 | Q4 2020 | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
37 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
38 | Total | 403,106 | 214,651 | 64,375 | 268,513 | 128,041 | 198,727 | 451,259 | 595,270 | 410,479 | 218,612 | 629,091 | 939,438 | 486,649 | 1,426,087 | 218,339 | 210,864 | 12,428 | 8,099 | 20,527 | 164,240 | 382,579 | 206,332 | |||||||||||||||||||||||||||||||||||||
39 | 682,132 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
40 | Color codes | https://i.imgur.com/QxIkDbm.png | ▼ | ▲ | ▼ | ▼ | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
41 | Published by Tesla | https://ftalphaville.ft.com/2018/08/06/1533575544000/Tesla--a-strange-case-of-credits/ | ▲ | ▼ | ▲ | ▲ | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
42 | Data we collected | Adjust this | Until these two look OK | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
43 | Estimate, medium confidence | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
44 | Estimate, high confidence | 2349 Roadsters | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
45 | Notes: | Seasonality: Model S/X Deliveries Worldwide | Links: | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
46 | (01*) | North America sales = Global sales (Tesla published quarterly sales numbers and the Model S was sold only in North America.) | Q1 | Q2 | Q3 | Q4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
47 | 2013 | 21.8% | 23.0% | 24.5% | 30.7% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
48 | (02*) | Model S was sold only in North America and Europe. Therefore North America sales = Global - Europe. For example in Q4 2013 global sales were 6892 according to Tesla. Europe sales were 2669 according to data we collected. Therefore North America sales are calculated as 6892-2669= 4223 units. | 2014 | 20.4% | 23.9% | 24.6% | 31.1% | |||||||||||||||||||||||||||||||||||||||||||||||||||||
49 | 2015 | 19.8% | 22.8% | 22.9% | 34.5% | Date of manufacture | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
50 | 2016 | 19.4% | 18.9% | 32.5% | 29.2% | Hardware | From | To | ||||||||||||||||||||||||||||||||||||||||||||||||||||
51 | (03*) | US sales and Canada sales are known for these quarters. Therefore North America = US + Canada. | 2017 | 24.7% | 21.7% | 25.6% | 28.0% | No AP | 1 Jan 2010 | 18 Sept 2014 | D event 9 Oct 2014 | |||||||||||||||||||||||||||||||||||||||||||||||||
52 | 2018 | 21.9% | 22.4% | 27.9% | 27.8% | AP1.0 | 19 Sept 2014 | 15 Oct 2016 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
53 | (04*) | This number is based on revenues in Europe. The number was adjusted until revenues per car in Europe was similar to other quarters. | 2019 | 18.1% | 26.5% | 26.2% | 29.2% | AP2.0 | 16 Oct 2016 | 27 July 2017 | << This has FSD | 28 July 2017 | for Model 3 | |||||||||||||||||||||||||||||||||||||||||||||||
54 | AP2.5 | 9 Aug 2017 | 27 Mar 2019 | << This has FSD | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
55 | (05*) | These are estimates based on percentages of known quarters. | Seasonality: Model S/X/3 Deliveries Worldwide | AP3.0 | 28 Mar 2019 | Current | << This has FSD | |||||||||||||||||||||||||||||||||||||||||||||||||||||
56 | (06*) | Europe registrations data we collected from institutions that publish car registration stats. Click on numbers for more details. Click here to open the TMC wiki. | Q1 | Q2 | Q3 | Q4 | @TroyTeslike | |||||||||||||||||||||||||||||||||||||||||||||||||||||
57 | 2013 | 21.8% | 23.0% | 24.5% | 30.7% | ModelS facelift | 12 Apr 2016 | |||||||||||||||||||||||||||||||||||||||||||||||||||||
58 | (07*) | Published by Tesla. Click on the numbers for data source. | 2014 | 20.4% | 23.9% | 24.6% | 31.1% | S/X touchscreen | 14 Mar 2018 | |||||||||||||||||||||||||||||||||||||||||||||||||||
59 | (08*) | These three quarterly numbers Tesla published were rounded down (4,900, 5,150 and 5,500). We adjusted them to match the 22,477 yearly sales number Tesla published on the following document: | 2015 | 19.8% | 22.8% | 22.9% | 34.5% | |||||||||||||||||||||||||||||||||||||||||||||||||||||
60 | 2016 | 19.4% | 18.9% | 32.5% | 29.2% | InsideEVs' estimate | Source | Actual number | Source | Difference | Accuracy | |||||||||||||||||||||||||||||||||||||||||||||||||
61 | Page 65, FORM 10-K Annual Report, 2013 | 2017 | 24.3% | 21.4% | 25.4% | 29.0% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
62 | (12*) | Tesla didn't release exact production numbers for these quarters. Instead, they used more vegue descriptions like over 5,100 or a few hundreds units more than deliveries. | 2018 | 12.2% | 16.6% | 34.1% | 37.1% | 2014 US Model S sales | 17,300 | 8 Feb 2016 | 16,689 | 10 Feb 2016 | 611 | 96.3% | ||||||||||||||||||||||||||||||||||||||||||||||
63 | 2015 US Model S sales | 25,700 | 8 Feb 2016 | 25,202 | 10 Feb 2016 | 498 | 98.0% | |||||||||||||||||||||||||||||||||||||||||||||||||||||
64 | (13*) | Tesla didn't release Model S/X production numbers separately. They only released the delivery numbers separately and the S+X total production. The S+X total production was divided based on the delivery ratio. | Seasonality: Model S/X/3 Deliveries in Europe | Q3 2016 US Model S sales | 9,625 | 8 Oct 2016 | 9,156 | 12 Oct 2016 | 469 | 94.9% | ||||||||||||||||||||||||||||||||||||||||||||||||||
65 | Q1 | Q2 | Q3 | Q4 | Q3 2016 US Model X sales | 5,800 | 8 Oct 2016 | 5,428 | 12 Oct 2016 | 372 | 93.1% | |||||||||||||||||||||||||||||||||||||||||||||||||
66 | (09*) | Global, US, Europe and North America sales are known. Therefore, Asia/Pasific = Global - Europe - North America | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
67 | 2014 | 32.3% | 26.5% | 17.3% | 23.9% | Q2 2018 US Model 3 sales | 16,187 | 5 Jul 2018 | 17,940 | Tesla's charts | -1,753 | 90.2% | ||||||||||||||||||||||||||||||||||||||||||||||||
68 | (10*) | Data source for Canada EV sales estimates (Tab name is: CDN EV #s) | 2015 | 20.7% | 23.4% | 21.1% | 34.9% | Jul 2018 US Model 3 sales | 14,250 | 5 Aug 2018 | 13,650 | Tesla's charts | 600 | 95.6% | ||||||||||||||||||||||||||||||||||||||||||||||
69 | (11*) | US = North America - Canada | 2016 | 23.7% | 18.4% | 30.8% | 27.1% | |||||||||||||||||||||||||||||||||||||||||||||||||||||
70 | (14*) | Published by www.cncda.org (California New Car Dealers Association) | 2017 | 23.5% | 19.5% | 25.1% | 31.9% | |||||||||||||||||||||||||||||||||||||||||||||||||||||
71 | (15*) | Tesla said 16,689 units were registered in the US in 2014. However, this is the yearly number and needs to be divided to quarters. To do that, I have looked at how the estimated quarterly US number would related to California registrations and what impact it would have on Asia/Pacific percentages. | 2018 | 20.6% | 23.8% | 26.1% | 29.5% | |||||||||||||||||||||||||||||||||||||||||||||||||||||
72 | 2019 | 20.5% | 20.5% | 27.1% | 31.9% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
73 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
74 | (16*) | NA and Canada numbers are known. Therefore US = NA - Canada | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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