The all-electric car segment in the U.S. almost doubled year-over-year during the first 10 months of 2021, reaching new all-time records.
According to the car registration data from Experian (via Automotive News), some 378,466 electric vehicles were registered from January to October 2021, which is 94% more than in 2020 at this point. That's about 2.9% of the total market, compared to 1.7% a year ago.
We estimated that in October, roughly 40,000 new battery-electric cars were registered (in January-September 2021 it was about 338,000).
See more sales reports about the U.S. here.
California has the biggest share in the BEV market (34.3%, or about 129,800), but it's decreasing (from 38.3% a year ago). The reason for that is the growth rate of 74% year-over-year - lower than the nationwide average.
New BEV registrations in the U.S.
- January-October: 378,466 (up 94%) and 2.9% market share
- October: rouhly 40,000
- California: roughly 129,800 (up 74%) nad 34.3% of the total
Models and brands
Tesla, with 260,932 units, has an almost 69% share in the BEV segment, and the Model Y, with 134,504, is the most popular model with a very fast growth rate. Basically, two out of every three new BEVs are Model 3 or Model Y.
The third most registered car is the Chevrolet Bolt EV/EUV duo (unfortunately, affected by a battery recall that prevents this number from growing quickly). It means that the Ford Mustang Mach-E has a chance to become #3 in 2021.
The ramp-up of the Tesla Model S probably will allow Tesla's flagship to become #5, ahead of the supply-constrained Volkswagen ID.4.
BEV registrations in the U.S. - January-October 2021
- Tesla Model Y - 134,504 (up 182%; 35.5% of all BEVs)
- Tesla Model 3 - 112,314 (up 39%; 29.7% of all BEVs)
- Chevrolet Bolt EV/EUV - 23,041 (up 47%)
- Ford Mustang Mach-E - 20,518 (new)
- Volkswagen ID.4 - 13,787 (new)
- Tesla Model S - 12,272 (up 9.4%)
- Nissan LEAF - 11,933 (up 100%)
- Hyundai Kona Electric - 8,620 (up 265%)
- Porsche Taycan (all versions) - 7,818 (up 156%)
- Kia Niro EV - 6,749 (up 210%)
- other - 26,910
- Total - 378,466 (up 94%)
including roughly 260,932 Tesla (68.9% of the total) and 117,534 non-Tesla
Tesla vs luxury/premium brands
Automotive News notes also that Tesla is strengthening among luxury/premium brands after passing Mercedes-Benz for third in September.
Considering the momentum, Tesla might be #1 by the end of 2021 or in early 2022.
Registrations in the U.S. - January-October 2021
- BMW - 288,701 (up 32%)
- Lexus - 272,094 (up 29%)
- Tesla - 260,932 (up 68%)
- Mercedes-Benz - 230,273 (up 9.1%)
- Audi - 181,307 (up 27%)
- Acura - 140,858 (up 31%)
- Cadillac - 111,191 (up 14%)
- Volvo - 106,383 (up 25%)
- Lincoln - 78,967 (down 5.4%)
- Land Rover - 69,843 (up 13%)
The Model Y and Model 3 were considered the two top-selling premium models in the U.S., ahead of the Lexus RX (98,297), Mercedes-Benz C-Class and BMW 3 Series.