The annual sales volume is higher than that of BYD! This brand is the real king of electric cars, but the status may not be guaranteed?

In the professor's view, the relationship between BYD and Tesla is somewhat similar to Chinese and English. Although BYD has the world's highest sales of new energy vehicles, its sales are mainly concentrated in the Chinese domestic market. Although Tesla's new energy vehicle sales are not as good as BYD's, its influence in the global new energy vehicle market is far better than BYD's.

Two days ago, the professor reviewed a brilliant record of BYD in 2023. Next, let's review another new energy vehicle giant other than BYD, Tesla's delivery performance in 2023 and the delivery of various models.

On January 2, Tesla released its 2023 global production and delivery report. According to the report, Tesla produced about 1.85 million new energy vehicles worldwide in 2023, a year-on-year increase of about 35%. In addition, its deliveries reached about 1.81 million units, a year-on-year increase of about 38%. Tesla is still the annual champion on the global pure electric vehicle production and sales list in 2023.

The reason why I say "still" is because BYD's pure electric vehicle sales in 2023 will reach 1.576 million units, a year-on-year increase of 52.27%. Judging from the product layout and sales growth rate of Tesla and BYD, the professor believes that the former's pure electric vehicle sales are likely to be surpassed by the latter in 2024.

Of course, unlike BYD, which is currently focusing on the Chinese market and eager to try overseas markets, Tesla has achieved good results in various regional markets around the world, including China, North America, and Europe.

Among them, the United States is Tesla's home base, and its sales in the American market are about 670,000 units, a year-on-year increase of about 28.3%. China is the place where Tesla has risen, and its sales in the Chinese market have reached 941,000 units. In addition, sales in the European market have also increased significantly since the start of production at Tesla's Gigafactory in Berlin, with its annual sales rising to 365,000 units.

In terms of models, Tesla currently has five models on sale: Model 3, Model Y, Model S, Model S and Cybertruck electric pickup, of which the Cybertruck electric pickup truck, which delivered only 10 units last year, contributed almost negligible sales.

The Model 3 and Y are Tesla's two models responsible for the volume, and their annual deliveries reached about 1.66 million units, a year-on-year increase of about 40%.

As Tesla's first mainstream electric model, the Model 3 has taken its place in the global compact luxury car market with its sleek appearance and excellent performance, while the Model Y, as a versatile crossover SUV, has attracted a large number of family users with its spacious interior space and strong range.

If Tesla's Model 3/Y is responsible for the mission, Model S/X is responsible for Tesla's high-end brand image. A total of about 150,000 Model S/X units were delivered in 2023, less than one-tenth of the Model 3/Y, and almost the same as in 2022.

Obviously, the Model 3 and Model Y, Tesla's main sales models, dominate the delivery volume in 2023, and these two models are popular around the world due to their relatively affordable prices, excellent performance, and good user experience.

Overall, 2023 is a year full of challenges and opportunities for Tesla. In the face of increasingly fierce market competition and changing consumer demand, Tesla has achieved continuous growth in deliveries with its excellent product strength, technological innovation and market strategy.

However, in the face of intensified market competition and changes in the policy environment, Tesla still needs to remain vigilant and take effective measures to deal with the challenges. In the next few years, Tesla needs to continue to launch more new models to expand its market share, strengthen technological innovation and enhance brand influence. After all, compared with Tesla in the first few years, the professor believes that Tesla in recent years has shown signs of "exhaustion" of products and technology, and this is the biggest risk for Tesla, which is known for its technology.