On January 3, 2022, Tesla officially announced the production and delivery volume of the brand in the fourth quarter and full year of 2021. According to official data, Tesla delivered 936172 new vehicles in the global market in 2021, an increase of 87.4% compared with 499,550 units in 2020; full-year production was 930422 units, an increase of 82.5% year-on-year. The fact that deliveries outstrip production may also reflect that Tesla has been in short supply over the past year.
In addition, in the fourth quarter of 2021, Tesla's global production and delivery volume reached a new high, of which the delivery volume reached 308,600 units, while the production volume was 305,840 vehicles.
In terms of specific models, Tesla Model 3 and Model Y contribute most of the brand's sales, with 911208 deliveries in 2021, of which 296,850 in the fourth quarter; in terms of production capacity, Tesla Model 3 and Model Y production is 906032 units, of which 292731 units were produced in the fourth quarter.
As for the Tesla Model S and Model X, the two models delivered a total of 24,964 units in 2021, of which 11,750 were delivered in the fourth quarter, accounting for almost half of its full-year deliveries. In terms of production, Tesla Model S and Model Y produced a total of 24,390 new vehicles in the whole year, of which 13,109 were produced in the fourth quarter.
It is worth mentioning that Tesla will only count the delivery volume if the vehicle is actually delivered to the customer, and all the formalities and documents are completed, so the actual delivery quantity may be more than the published quantity.
It is understood that Tesla has achieved more than 90% of the supply chain localization, which may also be one of the important reasons why Tesla can achieve rapid growth in the environment of shortage of important components such as chips. However, production capacity is still a major problem that Tesla needs to solve urgently. Recently, Tesla China's official website updated the delivery date of Tesla Model 3 and Model Y models, from the previous "expected first quarter of 2022" to "expected 12 weeks to 16 weeks", which also means that consumers now order these two models, until the second quarter of 2022 to pick up the car.
According to recent news, Tesla's Shanghai factory is ready to expand the project, which is expected to be completed in the first half of 2022, which may alleviate some of the delivery pressure. In addition, some overseas media revealed that Tesla will launch a model with a lower positioning than Model 3 by 2023, and the price is expected to be around 25,000 US dollars (about 160,000 yuan), if the news is true, then the overall sales of Tesla may be expected to bring further improvement.