Tesla’s deliveries in the second quarter of 2020 suffered somewhat from supply chain challenges and covid-related lockdowns in Shanghai, China, where Tesla Giga Shanghai is located. It was the first quarter in a long time in which Tesla deliveries were not higher than the previous quarter. However, one thing still grows – cumulative sales or deliveries to be precise. I’ll get to quarterly vehicle deliveries by model in the second half of this article, but let’s look at some graphs of Tesla’s cumulative deliveries first.
Cumulative Tesla Sales
To start, we have the basic chart above that shows cumulative sales of Tesla vehicles from the third quarter (Q3) of 2012 through the second quarter (Q2) of 2022. That’s actually exactly 10 years! (The crazy thing is, I remember reporting Tesla’s first vehicle deliveries like it was last year.) By the end of that decade of Tesla vehicle sales, the company had reached nearly of 3 million cumulative vehicle deliveries.
To be specific, based on our calculations, Tesla was at 2,899,877 vehicle deliveries on June 30, 2022. Based on recent trends and general Tesla directions, I expect the company to reach 3 million cumulative customer shipments at the end of July or at some point in time. in August. The exact timing depends on how Tesla cleared some production bottlenecks and how quickly it now delivers cars to customers.
I expect Tesla to announce its 3 millionth customer vehicle, whether with a photo of it rolling off the production line, sitting outside the factory where it was produced, or delivered to the buyer – or all of the above. It would also be a good time to commemorate Tesla’s 10 years of producing and delivering vehicles.
Looking at the cumulative sales of Tesla’s two most popular vehicles, the Model 3 and the Model Y, we can see how the Model Y has earned an increasingly larger slice of the pie, while the Model 3 has continued to enjoy strong growth quarter after quarter. You can also view an interactive version of this chart at Clean Technica Pro.
The following two graphs present the sales of the Y and 3 models for a more precise overview of each of them. The same scale is used to allow comparison. Again, you can view an interactive version of these charts at Clean Technica Pro. The Model Y is growing rapidly, but it still has a long way to go to catch up to its Model 3 sibling. In general, the Model Y should see more sales quarter after quarter, so you’d expect it to catch up to the Model 3 in terms of cumulative deliveries. However, the Model 3 has such a head start and is also still hugely popular that it’s hard to guess when the Model Y will surpass it, or even if it will be able to do so. Maybe I will report on this momentous event in 10 years!
Tesla quarterly sales
Now let’s take a look at quarterly sales. I previously posted a basic chart and graph of the numbers released by Tesla (which include combined Model 3 and Model Y sales as well as combined Model S and Model X sales). Using estimates of Troy Teslike on the distribution of these sales by model, you will find below another table and graph.
This line chart lets you really see how Model 3 and Model Y deliveries have dropped in Q2 2022 compared to Q1 2022. I expect we’ll see a solid rebound for both over the course of the next quarter (quarter 2022). Tesla also retooled the factory, again slowing production. However, the company ended the second quarter with its biggest vehicle production month ever. This production record and what it means for the future bodes well for another potential record quarter. We will see.
Finally, you can see interactive versions of the above graph and chart at Clean Technica Pro, and you can also see a final interactive series of bar charts that I’m just going to preview here. Below you can see the Tesla Model 3 quarterly vehicle sales chart from this series of bar charts, but you can also switch to the Model Y, Model S or Model X charts in this Clean Technica Pro article.
Which company will be next to sell 3 million all-electric cars?
How long do you think it will take Tesla to reach 4 million cumulative vehicle deliveries?
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