Tesla reported its 3rd quarter vehicle production and delivery numbers earlier today. That allowed us to update various spreadsheets and create updated charts of Tesla's long-term delivery trends. Some of the charts below use Tesla's
The first chart we have to look at here is simply’s Tesla’s total quarterly vehicle deliveries going back to Q3 2012. that it’s imperceptible on this chart.) Clearly, the production and sales ramp in the second half of 2018 is the first big, noticeable bump in Tesla’s output.
This second chart is almost the same chart. It just splits the bars according to estimated model sales. This is the first chart or graph showing how much the Model 3 and Model Y dominate Tesla’s production and sales. These two line graphs visualize the same thing as the first two bar charts, just using a line graph design instead for a different way of looking at the data. From this view, though, you see the rise of the Model Y above even the Model 3 and far above the Model S and Model X in recent quarters. With more than 200,000 deliveries in the 3rd quarter, many are wondering if the Model Y can become the best selling vehicle model in the world — from any brand and in any class.
An overall chart of Tesla’s cumulative vehicle deliveries shows that Tesla has now passed 3.2 million cumulative deliveries. The chart is almost a perfect example of exponential sales growth. It’s beginning to look like a skateboard ramp or gigantic, epic Hawaii wave. This next chart stacks cumulative sales of the Model 3 and Model Y. It shows how the Model 3 accounts for the strong base of that cumulative growth, but also how quickly the Model Y has been making up ground and aiming to reach the same cumulative total as the Model 3, before passing it up and never looking back.
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