On April 2, 2022, Tesla released its first quarter 2022 delivery report. According to the data, in the first quarter of 2022, Tesla delivered more than 310,000 vehicles worldwide.
Table 1: Detailed breakdown of Tesla production and delivery data for the first quarter of 2022
According to the report, in the first quarter of 2022, in January, the export volume of Shanghai Gigafactory reached 40,500 vehicles, and in February, the export volume of Shanghai Gigafactory was 33,315 vehicles, which was another achievement for China's intelligent manufacturing on the international stage. At the same time, in January and February, Tesla also ranked in the "50,000 club" with domestic sales of 59,846 units and 56,515 units.
In the first quarter of 2022, the Berlin plant in Germany was officially put into operation, tesla sales in Europe rose, and on April 7, the Texas plant in the United States will open for production, which is the largest of Tesla's four gigafactories, and will produce model Y and electric pickup truck Cyberruck as planned. With the addition of two new gigafactories, Tesla's global production efficiency will increase, and global delivery volumes may rise.
Figure 1: Tesla's first quarter 2022 production report
Affected by the supply of battery raw materials and the global epidemic, the cost and production pressure of enterprises are rising steadily, Tesla accurately controls the supply chain, strictly implements various epidemic prevention and control requirements, and maximizes the production efficiency and delivery progress.
In the first quarter of 2022, in France, Tesla's sales exceeded that of traditional fuel vehicles for the first time, and the Model 3 became the most registered electric model. In Norway, Tesla relied on the Model 3 and Model Y to win more than 18% of the electric vehicle market share, and the two models temporarily ranked first and second in the sales list. In Spain, the Model 3 became the best-selling electric vehicle in the first quarter, with quarterly sales exceeding the total sales volume for the whole year of 2021. In the United States, Tesla was the only car company to achieve year-on-year growth last year, becoming one of the automakers dealing with semiconductor and chip supply problems.
Made in China Tesla adds weight to global deliveries
In the first quarter of 2022, the export volume of Shanghai Super Factory reached more than 70,000 units in January and February, meeting the demand for domestic delivery, and the export volume also achieved dazzling results.
A British Model 3 owner said that his Tesla painting process from the US factory could not be satisfactory, but the Model 3 paint standard from the Shanghai Gigaf factory has a PPF paint protection film in the front part. A Japanese owner mentioned the Chinese-made Model 3 and said" "I love this car to death", when he first test-drove the test-drive door from the American factory, the touch and sound of closing made people a little concerned, but the Chinese-made Model 3, whether it is the assembly of the door or the sound of closing the door, let him no longer have any worries. He also said that he was very satisfied with the appearance of the vehicle, the texture of the interior, and the acceleration performance.
Tesla China innovates delivery methods to improve delivery efficiency
Affected by the epidemic, Tesla has promoted the "self-service pick-up" service in China, reducing the frequency of people-to-person contact, shortening the pick-up time, ensuring the safety and health of car owners, and optimizing the owner experience. Owners who select "Self-Service Pick-up" can complete the pick-up in as soon as 20 minutes. Shorter time, less contact, and widespread acclaim among car owners make an important contribution to delivery.
Tesla China launched the "Home Delivery" delivery model, in the case of reaching an agreement with the owner and meeting the conditions, Tesla directly sent the new car to the designated pick-up location, and the owner did not need to wait on the spot to collect the car. Before delivery, Tesla will send a vehicle function explanation video for the owner, detailing the details of unlocking the vehicle, steering wheel adjustment, vehicle charging, button position and function.