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Tesla’s Model S outsells Mercedes S-Class, Porsche Panamera, and BMW 6/7 Series combined in the US

Hamartia Antidote

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https://electrek.co/2017/05/26/tesls-model-s-leading-us-large-luxury-segment/

While Tesla has been increasingly focusing on other markets, like China, where it had some significant success lately, the US remains Tesla’s most important market and where it dominates its segments.

Tesla shocked the industry last year when it confirmed having delivered 25,202 Model S sedans in the U.S. in 2015, which gave the company a 25% market share in the premium sedan market.

Some industry watchers thought that it might be a fluke, but the latest registration data suggests that Tesla is still maintaining its lead in the large luxury sedan segment in 2017.

The company’s goal has always been to make the best vehicle possible that just happens to be electric.

This way, they can focus on stealing market shares from gas-powered cars, which is ultimately the goal of the electric vehicle revolution.

It’s not really a problem in the large luxury sedan in which the Model S competes since it’s the only all-electric vehicle in said segment. It should get a little busier by the end of the decade when Porsche, Audi and Mercedes are all supposed to be launching all-electric competitors.

Of course, they will be going after Tesla’s market share in an attempt not to cannibalize their own sales in the same segment and since the company has now the biggest piece of the pie.

We used car sales data from Good Car Bad Car and new car registration data from IHS Markit (via Bloomberg) to visualize the current segment for the first quarter 2017:

2017-us-registration-for-large-luxury-sedans-ytd.png


It means that Tesla’s Model S so far outsells Mercedes S-Class, Porsche Panamera, and BMW 6/7 Series combined in the US in 2017.

There has been some controversy over whether or not the Model S should be considered a ‘large sedan’, but the EPA defines the segment as vehicles with 120 ft³ or more of combined passenger and cargo interior volume, which is exactly Tesla’s interior volume.

Therefore, it should technically fit the description – though barely admittedly. Some other vehicles in the segment, like the Mercedes-Benz S-Class or Porsche Panamera, only have 4 more ft³.

Based on the same IHS Markit, Tesla’s Model S sales in the US has been stabilizing at just over 7,000 units per quarter over the past few quarters:
1x-1-e1495823714410.png


It will be interesting to see if Tesla will be able to maintain that with the upcoming Model 3, which is aimed at the midsize sedan market, but it could still steal sales from the Model S.

Some people are only looking for a long-range electric car or simply wanting a Tesla, and while they would have normally bought the Model S because it was the only option, now they could decide to go for the Model 3 despite being a smaller vehicle with fewer features.

As for the Model X, Tesla was still ramping up production as of last quarter and therefore, it’s not really useful to look at a single market since some production is allocated to specific markets. Global deliveries were up last quarter:

tesla-q1-2017-deliveires.png


The next few quarters should give us a very good idea of Tesla’s overall demand for the Model S and Model X, but it could more difficult to identify with the Model 3 in the mix.

Nonetheless, it should be an interesting few months to follow Tesla’s sales – both in the US and in other markets.
 
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American Manufacturing would be back in business in the next decade.

No, robot manufacturing will be in business in the next decade. Manufacturing jobs are gone and are not coming back. About time people figured that out. The question is how do you distribute the wealth created by a multi-trillion dollar (and growing) economy in an equitable manner, rather than just giving it to the 1%. The country that figures that out the soonest will win the next race.
 
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No, robot manufacturing will be in business in the next decade. Manufacturing jobs are gone and are not coming back. About time people figured that out. The question is how do you distribute the wealth created by a multi-trillion dollar (and growing) economy in an equitable manner, rather than justing giving it to the 1%. The country that figures that out the soonest will win the next race.

I said manufacturing is coming back.

Even with automation there would be at least 20% jobs that would return. Automation would only replace the core machinist jobs. The remain jobs like planners, buyers and machine maintenance jobs which have all disappeared when manufacturing moved to China would return back to USA.
 
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Tesla Model S and Model X are disappearing from showrooms, further hinting at coming ‘refresh’


Recent reports from the electric vehicle community have indicated that some of Tesla’s showrooms are now lacking the Model S and Model X. These updates, coupled with the halt at the production line of the two flagship vehicles in the Fremont Factory last month, seems to suggest that an upcoming “refresh” of sorts is indeed poised to be rolled out soon.

As noted by the Tesla Owners of Silicon Valley group on Twitter, the Tesla Stanford showroom now only features the Model 3 and the Model Y as its display units. Other EV owners and enthusiasts later noted that Tesla showrooms such as the Century City site no longer have Model S and Model X displays either. Test drives for the Model S and Model X are reportedly unavailable for now as well.


🔥🔥🔥 pic.twitter.com/YGJsDzDBpQ
— Tesla Owners of Silicon Valley (@teslaownersSV) January 15, 2021

What is rather interesting is that the Tesla Model S skateboard that has long been a staple of some showrooms have reportedly been pulled out. This has fueled speculations among members of the electric vehicle community that Tesla may be preparing to roll out an updated skateboard design for the two flagship vehicles, perhaps one that features some changes on the battery pack.

While the Tesla Model S and Model X has long been the electric car maker’s flagship vehicles, the large sedan and SUV were still equipped with some of the company’s older technology. This is especially notable in the vehicles’ battery packs, which still utilized 18650 cells, the same form factor that was used in the original Tesla Roadster over a decade ago. With this in mind, it definitely seems that some updates will benefit the Model S and Model X significantly.


No skateboards either. That’s the more interesting part. Meaning the refreshes model has a different looking battery pack or changes are more significant than we thought.
— MK (@MK50380647) January 15, 2021
Tesla shut down the Model S and Model X lines late last month, on December 24, with CEO Elon Musk noting in an email that the vehicles’ production lines will be reactivated on January 11. Neither Tesla nor Elon Musk specified the reasons behind the shutdown of the Model S and Model X lines at the Fremont Factory, though speculations suggest that the halt may have been adopted to provide the company with time to update the two vehicles’ manufacturing lines as needed.
 
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