https://www.media.volvocars.com/us/e...-cars-in-march

Volvo Car USA sees continued growth of electrified cars in March

Apr 04, 2022 ID: 298291

• Volvo Recharge (EV and PHEV) sales up 92 percent over March 2021 in the U.S.
• Recharge models represented 25.8 percent of total U.S. sales nationwide
• Volvo Car Canada Recharge sales more than tripled
• Volvo Car Americas Recharge sales up 90 percent

MAHWAH, NJ (April 4, 2022) March sales of Volvo electric and plug-in hybrid cars in the U.S. were up 92 percent over the same period last year with 9,428 cars sold overall despite continued supply constraints and other industry challenges, Volvo Car USA reported today.

The company’s Recharge models (EVs and PHEVs) represented nearly 26 percent of total March sales nationwide, led by the company’s SUVs and crossovers. In California, Recharge sales were up 75 percent, and accounted for more than 54 percent of total sales over the same period last year.

The Volvo Car Americas region reported a total of 11,766 cars sold in March, down 5.2 percent from the same period last year. Volvo Car Canada saw a nearly 206 percent growth in Recharge sales and an overall sales increase of 0.5 percent year-over-year. More than 60 percent of sales in Latin America were of Recharge models. A total of 3,598 Recharge models were sold in the Americas region representing 30.6 percent of total volume.

“Within a challenging landscape across the Americas we close out the first quarter on an electrified high note,” said Anders Gustafsson, Senior Vice President, Volvo Car Americas and President and CEO, Volvo Car USA. “Demand for Volvo cars remains strong and we are confident that consumers will continue to make the switch to electrified products and keep Volvo at the top of their consideration list.”

 

gm shipped 358 Bolt EVs and 99 Hummer EVs. (i thought maybe q4 was better, but checked and they only shipped 25 bolts!)
ford shipped over 2K Mach-E's (better)
globally, tesla shipped over 310K vehicles!

Tesla Broke Delivery Records Despite Supply Chain Problems

CORY GUNTHER @xguntherc
APR 4, 2022, 12:36 PM EDT | 1 min read


TeslaOver the weekend, Tesla released its Q1 2022 numbers, confirming it had a record-breaking quarter by delivering 310,048 electric vehicles. Despite supply chain constraints, COVID shutdowns, and more, it still reached record volumes.

While Tesla produced slightly fewer vehicles than it did in Q4 2021, it managed to have enough inventory to exceed previous quarters. That said, analysts and Wall Street predicted the company would be able to ship around 317,000, so while Tesla broke its own record, it didn’t quite meet some expectations.

According to Tesla, “In the first quarter, we produced over 305,000 vehicles and delivered over 310,000 vehicles, despite ongoing supply chain challenges and factory shutdowns.”

For those wondering, Tesla’s latest Model Y and somewhat more affordable Model 3 made up the bulk of the deliveries, with over 295,000. The company also produced or shipped nearly 15,000 of its fancy Model S/X vehicles. That’s a pretty impressive number, all things considered.

Tesla’s CEO Elon Musk regarding the all-time sales figure, stating that “This was an exceptionally difficult quarter due to supply chain interruptions and China’s zero COVID policy.” Then Musk went on to thank the Tesla team and its key suppliers.

What makes Tesla’s Q1 2022 numbers even more impressive is the overall growth and improvement year-over-year. In the first quarter of 2021, Tesla delivered 184,800 vehicles and produced roughly 180,338, making Q1 2022 a 69% increase. Basically, Tesla managed to ramp up production and hit some lofty goals despite global problems.

Between the Gigafactory Berlin, Texas, and Shanghai, we could see Tesla do even better come Q2, even though shortages continue to be a problem. However, we’ll have to wait and see. It’s also worth noting that if you order a new Tesla today, it likely won’t ship until sometime in 2023 due to most models being sold out.

Either way, this tells me that while Ford, Rivian, and GMC are struggling to produce electric trucks at a realistic rate, they could all learn a thing or two from Tesla, who is busy smashing production and delivery records. The Tesla Cybertruck can’t come soon enough.

https://www.reviewgeek.com/114043/te...hain-problems/

 

Tesla doesn't give monthly but this is an interesting article on how many Teslas sold in Q1. If you consider them in competition with the luxury brands due to their high ASPs, then they are crushing everyone.


https://www.autoweek.com/news/indust...onal-vehicles/

Tesla Is Crushing More than Just the EV Market

Stack up Tesla’s performance against makers of piston-powered cars, and the results must send a chill from Detroit to Wolfsburg to Tokyo.

• For years, the market for midsize gasoline-fueled luxury cars was a battle for supremacy between BMW, Mercedes, and Lexus. Tesla's all-electric Model 3 is beating them all.
• Looking at sales for the Model Y midsize luxury crossover, the trendline is the same. The closest rival, the Lexus RX with a combustion engine, trails nearly 3-to-1.
• “With Tesla’s recent sales performance, we can no longer think of Tesla as somehow a separate EV brand,” says Michelle Krebs, executive analyst at *** Automotive.

The world knows Elon Musk as a wide-eyed dreamer and mercurial dude. He wants to send people to Mars, tunnel his way to a world with less traffic, wants to put neural interface microchips in people’s brains, and will pay $44 billion for Twitter. How many of the world’s richest men have hosted Saturday Night Live?

There’s also the car business, which he has single-handedly disrupted with Tesla Motors, a company valued at a trillion dollars, depending on the day.

Tesla makes nothing but battery-electric cars—and absolutely owns the market until other established automakers roll out enough new EVs in an attempt to seize some market share.

What’s been lost in the auto industry’s late-pandemic haze of the past six months is Tesla’s sales performance relative to the entire industry—not just other EV makers. In terms of volume, we know Tesla has been clobbering the (well-received) Volkswagen ID.4, Ford Mustang Mach-e, and Porsche Taycan. Tesla reportedly owns more than 70% of the EV market in the US.
Stack up Tesla’s performance against makers of conventional piston-powered cars, and the results must send a chill from Detroit to Wolfsburg to Tokyo. It takes some legwork to establish apples-to-apples comparisons. While other automakers report sales by region generally once a quarter, Tesla only reports two numbers every quarter: total vehicles produced globally and total vehicles delivered globally.

Recently, Tesla said it produced more than 305,000 vehicles and delivered more than 310,000—clearly including some vehicles made in the fourth quarter of 2021. The folks at Kelley Blue Book have done their best guesstimating and determined that, of those 310,000 vehicles sold worldwide in the first quarter, Tesla sold more than 125,000 of them in the US.

Here’s where things get interesting. In the US, the more recently launched Model 3 sedan and Model Y crossover would make up the vast majority of those sales. The KBB analysts say Tesla sold 46,707 Model 3s in the US in the first quarter and a whopping 71,358 Model Ys in the same period.



Tesla CEO Elon Musk greets fans while presenting Model 3 assembled at the company’s Shanghai “giga-factory” in January 2020. GETTY IMAGES/STRGETTY IMAGESNow let’s compare the Model 3 and Model Y to the non-electric vehicles in those respective segments. Based on size and price, Model 3 would compete with midsize luxury cars such as the Acura TLX, Audi A4, BMW 3-Series, Cadillac CT4/CT5, Lexus ES, and Mercedes C-Class. Those are the popular models in the segment, and there are a dozen more that sell in lower volume. For years, it’s basically been a battle for supremacy between BMW, Mercedes, and Lexus.

Here's how Tesla stacked up to them in the first quarter in US sales:

• Tesla Model 3 – 46,707
• Lexus ES – 10,051 (throw in Lexus IS numbers and you get 14,513)
• BMW 3-Series – 8156
• Cadillac CT4/CT5 – 5236
• Audi A4 – 3597
• Acura TLX – 2991

Mercedes C-Class will come on strong later in the year, but the first-quarter sales numbers are way down due to model changeover.

If we look at sales for the Model Y, the grossly uneven trendline is essentially the same.

• Tesla Model Y – 71,358
• Lexus RX – 26,795
• BMW X5 – 16,477
• Mercedes GLE – 13,028
• Audi Q5 – 10,368
• Acura RDX – 7878
• Lincoln Corsair – 6944

For context, the Mustang Mach-e resides in this segment as well and finished the quarter with a respectable 6734 deliveries.

There are a lot of reasons for these lopsided sales results: Tesla has managed to better navigate component supply shortages than many automakers, and Tesla still benefits from its status as an outlier, an alternative to the status quo. Lots of buyers are ready for a big change.

“With Tesla’s recent sales performance, we can no longer think of Tesla as somehow a separate EV brand,” says Michelle Krebs, executive analyst at *** Automotive, which also owns Kelley Blue Book. “It is a full-fledged luxury brand that challenges and sometimes beats the established luxury brands.”

With more than 125,000 US deliveries in the first quarter, Tesla outsold BMW, Mercedes, and Lexus by at least 50,000 units. That means Tesla crushed brands that sell in even lower volume: Audi, Cadillac, Chrysler, Dodge, Land Rover, Lincoln, Mazda, and Volkswagen. Tesla nearly outsold Subaru and was less than 10,000 units from reaching Ram. We’re talking about all vehicles sold by these brands—not just a smattering of battery-electrics. At what point will rabid demand for Teslas level off?

Of course, one quarter is merely a skirmish in a protracted battle that will be waged for years from brand to brand and startup to startup, and the weapons will be both electric motors and fading internal-combustion engines. Legacy automakers are bought in to electrification, and Tesla’s wild ride—and the first-quarter sales results—illustrates precisely why some automakers are going all-in, ready to swear off piston power at a certain point.
Musk arrives in a modified Tesla Model X during an unveiling event for the Boring Co. test tunnel in Hawthorne, south of Los Angeles, in December 2018. GETTY IMAGES/ROBYN BECKGETTY IMAGESTesla’s first-quarter smackdown was not an isolated phenomenon. In 2018, when Model 3 production was fully ramped up, it instantly topped its segment while sales volume for the Mercedes C-Class, which led the segment in 2017, fell more than 20%, recalls Paul Waatti, manager of industry analysis at AutoPacific.

Again in 2020, when the Model Y went on sale, it overtook the segment. Nearly all nameplates in the segment lost market share, including 2019’s best-selling BMW X3, which saw volumes drop around 15%, Waatti says.

“Some of the core tenets that designate a traditional luxury vehicle—like impeccable build quality, fit and finish, and premium appointments—don’t necessarily need to apply for a Tesla buyer,” Waatti says. “In reality, Tesla’s products don’t compete with many of the luxury products it conquests by established standards.”


With Tesla dominating the luxury ranks, it makes sense that BMW will launch its new flagship 7-Series sedan later this year with both battery-electric and combustion engines. If the manufacturing model is flexible enough, BMW can pivot to meet demand for either propulsion system.

This could be an expensive strategy in a full-size luxury sedan segment that has fallen dramatically over the past decade. But BMW doesn’t have much choice: Its current-generation 7-Series, along with the Audi A8, Porsche Panamera, and even the spectacular new Mercedes S-Class were handily outsold in the first quarter by the Tesla Model S—a car that’s been in the market for a decade and is badly in need of a complete re-engineering.

And yet, thousands of well-heeled buyers still want it.