In recent years, the US new energy vehicle giant Tesla can be described as unlimited scenery. As more and more economies roll out carbon-neutral routes, Tesla is very popular in the global market. Statistics show that in 2021, Tesla's global car delivery volume reached 936,200 units, a year-on-year increase of nearly 90%, and there is almost no suspense in taking the first place in global sales.
Over the years, tesla has been able to rank first in global sales for a long time, nothing more than because of its first opportunity in the two major markets in China and the United States. The U.S. market naturally needless to say, Tesla, as the most successful of the American new energy vehicle brands, currently has a local market share of 69%.
In the Chinese market, Tesla's market share in the past few years has also been expanding. According to the data, in the first half of 2019, Tesla's market share in China was less than 6%, which was defeated by a series of domestic cars such as BYD, BAIC, Geely, Jacques and Chery; however, by the first half of 2020, Tesla's market share in China jumped to 21.4%, surpassing domestic brands such as BYD and SAIC, ranking first in the Chinese market.
With the support of the performance of the Chinese and American markets, Tesla's sales volume in 2020 is still sitting firmly in the first place. However, as the saying goes, the tree is a big move, tesla, as the "overlord" in the field of new energy vehicles, naturally has become the goal of peer transcendence.
No, Bank of America has recently felt that Tesla may not be happy for long. Why? Bank of America said that with a series of new energy vehicle models on the market, tesla's market share in the United States may be seized by other car companies by 2024, reduced by 50% from the current 69% to 19%.
Bank of America believes that 2022 is the first year of global new energy vehicle commercialization, many electric vehicle companies will launch new products this year, at the same time, traditional companies are also constantly exerting efforts, and this year will also officially join the competition through new products. In other words, this year Tesla will really face a challenge in the United States.
The bank believes that Tesla's market share in the United States in 2024 is likely to be lower than that of traditional car companies, and in the action of dividing the market share of the company, the traditional car giants GM and Ford in the United States will become the biggest winners.
It can be seen that Bank of America believes that Tesla can currently monopolize nearly 70% of the US new energy vehicle market, purely because there is no strong competitor at home. Once other car companies accelerate the launch of new products, then Tesla's "hegemonic" position will also be in jeopardy.
It's hard to say whether Tesla's outlook in the U.S. market will really be as pessimistic as Bank of America predicted. However, from the current point of view, Tesla's sales in China in 2021 may be difficult to sit first.
Although Tesla has not yet released the sales data in China in 2021, but from the perspective of many data, the sales of BYD new energy vehicles in the Chinese market this year are likely to surpass Tesla and continue to maintain the first position in domestic sales.
According to the data, BYD's sales soared 75.4% year-on-year to 730,000 vehicles last year; among them, the sales of new energy vehicles soared by nearly 232% year-on-year to 593,700 units. Among them, in the fourth quarter of last year, BYD's sales volume was much more than Tesla's.
In December, for example, BYD sold 93,300 units, while Tesla China sold only 70,800 units, more than 20,000 fewer than BYD. If Tesla's advantages in the Chinese and American markets are no longer there, then whether the company can maintain its position as the world's number one salesman is also a problem.
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