Tesla Model 3 Races Past Toyota Corolla In U.S. Passenger Car Sales

Tesla Model 3 Performance - Midnight Silver Tarmac Motion

OCT 3 2018 BY WADE MALONE 118

Model 3 leaves all luxury and plug-in competition behind, charts with mainstream ICE passenger cars instead.

Here in the EV world, the Tesla Model 3 tends to be compared to its perceived competitors in the luxury sedan market or the plug-in market. This is understandable, but is becoming increasingly irrelevant. Moving forward, the Model 3 will be leaving most EV and luxury competition behind.

Based on numbers reported by GoodCarBadCar last month, the Model 3 charted a course for the top 5 of passenger car sales in August. This placed Model 3 sales in between the Hyundai Elantra (15,475) and the Toyota Corolla Family (26,155).

Needless to say, no plug-in vehicle has ever achieved this before. It will be quite some time before any other plug-in vehicle will pull it off.

Poor Toyota Corolla :'(

Now it looks like the Model 3 has cleared that next hurdle and passed the Corolla Family in sales. Corolla sales dropped to 20,797 this month. Allowing the best selling electric sedan to slip by it in sales with an estimated 22,250 deliveries in September.

This, despite the fact that the Model 3 base model is not yet available and the fact that Tesla continues to have bottlenecks holding back deliveries in many U.S. locations.

So, what is the next car to be dethroned as the Model 3 climbs the passenger car sales charts? If Tesla can keep up this pace, the Honda Accord, Civic and Toyota Camry had better keep a close eye on their rearview mirrors. The Teslas are coming!

Model 3 Outsells Corolla

We look forward to watching the Model 3 continue to grow for the remainder of the year as Tesla launches the short-range model and extends deliveries into global markets.

Source: Toyota

TESLA MODEL 3

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2. Tesla Model 3
Range: 310 miles; 136/123 mpg-e. Still maintaining a long waiting list as production ramps up slowly, the new compact Tesla Model 3 sedan is a smaller and cheaper, but no less stylish, alternative, to the fledgling automaker’s popular Model S. This estimate is for a Model 3 with the “optional” (at $9,000) long-range battery, which is as of this writing still the only configuration available. The standard battery, which is expected to become available later in 2018, is estimated to run for 220 miles on a charge. Tesla Model 3 charge port (U.S.) Tesla Model 3 front seats Tesla Model 3 at Atascadero, CA Supercharging station (via Mark F!) Tesla Model 3 Tesla Model 3 The Tesla Model 3 is not hiding anymore! Tesla Model 3 (Image Credit: Tom Moloughney/InsideEVs) Tesla Model 3 Inside the Tesla Model 3 Tesla Model 3 rear seats Tesla Model 3 Road Trip arrives in Tallahassee Tesla Model 3 charges in Tallahassee, trunk open.

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118 Comments on "Tesla Model 3 Races Past Toyota Corolla In U.S. Passenger Car Sales"

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Madan R

Corolla took a hefty 35% sales drop despite the 2019 model going on sale. Probably it lost its sales to crossovers.
And Tesla did all it can to sell 22,250 units of Model-3 which is really great.

With production of only around 5,200 / week, Tesla will be producing 23,000 Model-3 this month and including the inventory, it may sell somewhere in the range of 23,000 – 24,000 this month. If Corolla sells more than this, then Model-3 may again fall back into 5th place.

But in value, its still #1 in cars as each Model-3 sells for $60,000.
What is surprising is that no one predicted that Model-3 will overtake Corolla.

sir_tech

Sedan sales are declining drastically for all car makers. SUVs growing at rapid pace. Model Y can’t come soon enough.
Tesla will try to squeeze as many LR Model 3s as possible for Q4. $35K SR Model 3 will keep the sales growth for 2019.

Viking79

Honestly, I think most Sedans are boring. Model 3 stands a chance to reverse that trend given importance of efficiency for EV performance. People will see how much better the sedan will do for range, and that translates to lower costs for the same performance.

Agree, Y will sell incredibly well too though.

Lawrence

Sedans are boring as opposed to what? In comparison to performance sports cars? Surely not in comparison with the prevalent, mommy centric SUV’s and crossovers.

Dante

Yeah, I don’t think it’s the best idea to buy a gas-guzzler when the administration is pro oil. Maybe not everyone figures that out right away, but enough will.

Tedfredrick

The Administration is pro American and Tesla is an American car company

Scott

The administration is not pro american. Just pro rich people that look a certain way. They are enjoying the economy the previous administration fixed. Its only a matter of time before the erratic behavior of the last two years comes home to roost.

Pushmi-Pullyu

“The Administration is pro American…”

Proof that Abe Lincoln was right: You really can fool some of the people all of the time!

Vexar

Except that the president is pro-fossil fuels, which seems to show up in things like EPA and SEC appointed positions. Pro-Tesla is therefore not a valid assumption.

Michael

The Administration is Pro-Trump. Anything else is just window dressing.

Windbourne

If so, then SEC would NOT be doing what it is doing.

super390

Trump WHOLEHEARTEDLY supports GOP voter suppression, registration purges, and gerrymandering crusades whose effects target people of color and college students. He has made more explicit right wing innuendos that they are not real Americans, along with Moslems, US born children of the undocumented, Puerto Ricans, and environmentalists. Who will this obsession with purity exclude tomorrow? People who install solar panels instead of gouging subsidized holes in public wilderness for Real Americans like Exxon?

Speculawyer

Trump is also very sympathetic to Russia, Israel, and Saudi Arabia. This has resulted in a very hard line against Iran. Now that may seem to conflict with Russia’s alliance with Iran but Putin would happily take higher oil prices instead of Iran…and that is what we have got with the administration blowing up the Iran nuclear deal. Brent oil is at $85 today. That’s a 4 year high. Last year, a bunch of energy folk took bets on what the oil price would be at the end of this year….the highest bet was $81…and that was an outlier. (Look up #oilpricebet on Twitter.) It may go up to $100.

So yeah…owning a gas guzzler may become painful. And if a missile flies directly from Saudi Arabia to Iran or Iran to Saudi Arabia during the current proxy war in Yemen….all hell may break loose.

pjwood1

The sedan space requires more tech, to meet better fuel performance (within CAFE). It isn’t all a mad rush to CUV/SUV. It’s just the way Toyota, etc., like it.

Scott Franco

Yea, this “everyone is a soccer mom” meme is a bit annoying. I don’t find crossovers attractive in the slightest.

Haggy
Sedans aren’t inherently boring. It’s a matter of marketing perception. Different segments end up with certain images, and they don’t necessarily reflect the reality of what people need. People will literally buy a vehicle in a segment that’s not optimal for them because of image. In the 1970s, station wagons were taking market share from sedans because of added value. They had more room for children and more cargo space. There was a reason to perceive value even when people might have been able to find a sedan that rode and handled better. But if the growing family next door got one…. Station wagons became known as Mom’s cars. Minivans were more practical, had more headroom, more storage, and were a new concept. They had “van” in the name, and that was something that was a far cry from “mom.” But over time, they became the choice of soccer moms. So they got a stigma, as if there’s anything wrong with a vehicle just because women like it. Then SUV sales started to pick up. They didn’t have the minivan stigma. They were good for off road use. It didn’t matter that almost nobody buying them had any intention of… Read more »
Andy
Yet sedans are arguably just as much a marketing win too. They do very little better than a hatchback, which is more practical for family use. The hatch has more space for luggage, yet it’s smaller than the equivalent sedan. That leaves the sedan as having performance as the only real “unique” marketable factor – most people buy a car for practicality so performance is largely unimportant to them, but why it was focused on so much by certain manufacturers (BMW, Audi, Tesla) who aim their sedans not at families, but (usually) men that travel long distances alone and want a bit of comfort but performance too. Hence the reason they became known as repmobiles – the german sedan, the car of choice of the travelling sales rep, with a boot/trunk big enough for an overnight bag and a bag of golf clubs. In Europe sedan sales have declined, with Hatchbacks and CUV’s taking most of the volume. Those that complain about CUV’s yet drive a sedan should reconsider what they’re arguing about because they could almost certainly get away with a smaller hatchback, just as those CUV drivers could. At least the CUV is smaller (exterior dimensions) than their… Read more »
dan

Sedans are not boring. They are useless. Big difference.

Gregg

They really need to release a station wagon/ hot hatch version of the model 3 in late 2019/early 2020. There would be minimal overall cost since it would/could share almost all of it’s parts with it’s sedan version, but a wagon would be much more practical for many people out there.

Will

Station wagons are niche items. Very inefficient in the way you production of the Waco with very low sales

Ron Swanson's Mustache

A hot hatch version of a Model 3 would be fantastic!

Dante

Sedan sales are fine over $30k. Tesla is more than propping up that market and it’s up YoY overall. It’s weird how losing market share to Tesla can be spun into “everyone is having this problem.” Nope, Tesla isn’t having any problems selling sedans. When the Model Y comes out well just hear how no one wants SUV’s and trucks are all people want.

Down market, there are hundreds of thousands of people not buying sedans while Tesla prepares the $35k version.

Scott

And for those that can’t wait for the 35k Model 3 the used market for the Model S is looking good. I have seen some Models with only 30k miles selling for the low 40s.

Vexar

The problem with passenger car sales figures is that the analysts are *not counting* Tesla. Take a look. When you aren’t counting a top-three sedan model, you’re just being obstinate and careless.

Michael

Good Car/Bad Car stopped including Tesla because they couldn’t use Tesla reported regional numbers since Tesla doesn’t release information by region.

Andy

Very few people are saying “everyone is having problems” because they’re not. Sedan sales are falling, but that’s a different story. Overall manufacturer sales are generally stable or on the up.

How you may ask? Because, for most manufacturers, their CUV sales are increasing at a the same or greater rate than the decrease in their sedan sales, counter to the narrative your post would suggest.

Sure, there are a couple of hundred thousand people worldwide potentially not buying a sedan and waiting for the Model 3 (the reservation list), but doesn’t appear to be denting current YoY sales.

Dante

I said people are saying “everyone is having this problem” where the problem is falling sedan sales. You just did it. As for the overall vehicle market, September 2018 was pretty bad overall.

Furthermore, the Model 3 beat all but the top 5 SUV/CUV’s in September. The top four SUV/CUVs had sales drops YoY just like the top three sedans (Model 3 is the #4 Sedan).

I’m sorry, but what you’re saying isn’t actually happening. SUV/CUV sales were weak with the exception of Jeep. If I’m wrong, go ahead and post the numbers. You can see Toyota’s numbers right in the article: down 23,000 YoY overall for September.

Here are the top 6 brands in September 2018 compared to their sales in September 2017:

Ford: -17%
Toyota: -11%
Chevrolet: -20%
Honda: -8%
Nissan -13%
Jeep +14%

Andy
I guess the difference here is we’re talking about different metrics. You’re talking about one month, I’m talking about broad trends over several months/a year. A single months data is not enough to create an informed opinion on the way the market is in general. In fact it’s these sinle month figures that have created this warped narrative that the Model 3 is significantly hurting sales of other sedan makers (I used to think this too, but this same thing was pointed out to me). Sedan sales peaked in 2014ish and have been falling significantly ever since, in that same time interval most manufacturers have seen steady/increased overall sales because they have “upsold” customers to their more profitable CUV lines. Yes, Tesla are bucking that trend, and there are probably multiple reasons why – including the fact they have long reservation list built up over two years that they are working through, the fact they don’t sell a mid sized CUV and it is pretty much currently the only remotely affordable long range BEV on the market available in largish quantities. Let me ask you this question. Discounting any production constraints, do you think Tesla would sell more or less… Read more »
Dante
We all know that the Model 3 ramped up from less than 2,000 sales per month up to more than 22,000 sales in just 9 months and if you average that over the year, you can carve a narrative that Tesla sales have half the impact that they have today. That’s essentially just playing with the numbers. In reality, massive non-Tesla YoY drops happened in July, August and September and as a result, YTD sales are ALSO down for the vast majority of brands. You can’t just play it off as some sort of fluke. Furthermore, the vast majority of the Model 3s that Tesla sold in September were up-optioned over even the base LR version by over $10,000 (dual motor plus autopilot) which is up-optioned over the upcoming SR version by a further $14,000. This means that despite selling so well, the vast majority of consumers are currently precluded from buying a Model 3. Also, it’s a false narrative that Tesla accumulated its backlog over the course of “two years.” The reservation list mostly accumulated over the course of a single week and leveled out when it corresponded to a ridiculously long wait. As for hypotheticals on CUVs and… Read more »
Andy
Lets inject some numbers into this discussion. Lets start with those cherry picked months you used to back up your assertion that the Model 3 is having a major impact on the sedan market. We’ll go with the Corolla first, as this article is about it. http://carsalesbase.com/us-car-sales-data/toyota/toyota-corolla-matrix/ Monthly US sales figures since 2015. Sure, Corolla sales were down 1% YoY in both July and August – due, as you claim to Model 3 production ramp? Well if that’s the case how do you rectify the 15% drops YoY in both months the year before? This is a pretty consistent trend throughout the sales figures. And sure, YoY overall US Toyota sales are down in August and July, yet they’re still higher than both 2015 and 2016. 2017 looks like it was a great year for Toyota in the US, they grabbed a nice chunk of marketshare too. Can we attribute that YoY decline in Toyota sales to The Model 3 as well, or just them having a great year last year? http://carsalesbase.com/us-car-sales-data/toyota/ Now, how about the BMW 3 Series – people like to claim it’s been hard hit by the Model 3 ramp up AND it’s considered a luxury sedan.… Read more »
Dante

I think the aforementioned surge of reservations for the Model 3 in early 2016 corresponds to a decline in BMW 3/4 (please be careful of the split between the 3 and 4 in June 2015) series sales, which peaked in 2015 and fell each subsequent year. Some effect might be in the SUV market, but It is fairly obvious that a directly competing vehicle that accumulates ~200,000 US reservations in a week would drastically affect sales of a vehicle that sold ~140,000 per year.

If you disagree, that’s your prerogative. I just don’t think it’s useful to ignore the impact of a vehicle with 50% market share. It is literally impossible for BMW to not lose share to the Model 3. Now that the Model 3 is in the top 5 of sedans, it’s also impossible for it not to affect EVERYONE’s sedan sales both before and during the production ramp.

I just don’t get the logic of assuming that a sedan outselling the Corolla doesn’t affect the Corolla.

Andy
That’s certainly one option, that the reservations impacted sales of BMW in 2016, however what does the increased sales of BMW since then suggest if that is the case? Perhaps that reservation holders are dropping their Model 3 reservations and moving back to BMW? Or that those reservation holders are staying put with Tesla, but BMW is now not losing sales to Tesla? Neither is a good outlook for Tesla long term – it suggests that there’s much smaller organic, long term sales opportunities for them once the reservation list has been fulfilled – i.e. this surge is an artificial bump and will drop in a few months/year. Yes, I don’t disagree that the Model 3 is affecting sales of the 3 Series in some way, just the extent of it. And now we move on to market share, which is a very different thing to actual sales numbers. As we’ve already discussed the decline in the luxury sedan market has been arrested (temporarily?) by the Model 3. That means that overall BMW sales don’t actually have to go down for Tesla to increase theirs. I personally think there are a lot of people that wouldn’t usually buy in this… Read more »
Dante

Nonsense. Sales at BMW haven’t increased since the reveal.

2015: 346,023
2016: 313,174 (-9.5%)
2017: 305,685 (-2.4%)
2018: 175,368 YTD (+1.7%)

September 2015: 31,022
September 2016: 29,413
September 2018: 29,369

What increase since 2016? BMW is NOT selling as many vehicles as 2016 so we aren’t even agreeing on the definition of increase.

Dante

Toyota SUV sales are down YoY too. 77,046 in September 2018 versus 78,286 in September 2017. The whole Toyota US division is down quite a bit YoY. Honda and Nissan too.

The Honda Civic and Accord only sold 24,806 and 25,357 respectively last month. Tesla is basically a stone’s throw from being the best selling sedan period.

Will

Not period sedans we’re selling 40k a month

Robert Weekley

There is a good possibility that Q1, 2019, will see a Base Range, Premium Upgrade, $40,000 Model 3, and the $35,000 Non Premium Model 3, won’t arrive before Q2. That does give Tesla a bit more time to ramp up to 8,000+ Model 3’s per week, before releasing the $35,000 Base Base Model!

Vexar

Interesting notion. I like it! More configurations, but not the cheapest, until they hit 10k / week

philip d

I would think this will happen as well. That way they don’t have to integrate the base interior on the line yet and only have to install the smaller pack which has to be much easier. Everything else will be identical. I’m really curious to see what they do with the base interior and how they do a metal roof.

Yves Laurin

The fact that model Y and the 35K model are not avail for now is not really relevant as the production is maxed out anyway

Windbourne

I think that you are discounting the effect that M3/MS are having. Basically, both are selling great. So, it is not sedans that are failing. It is the fact that it is ICE sedans that are failing.

Haggy

Unless you are saying that Tesla is not a car maker, that’s obviously not true. People who talk about SUVs, light trucks, or anything else, need to recognize that if Tesla is making them as fast as they can sell them, they aren’t going to get extra sales no matter what they make, unless they can make them faster. But if they speed up current model production, sales will increase proportionally. If the competition does that, it will lead to cars being sold at a discount as they stagnate on lots.

Sedan sales declined 18% YOY in September, counting the aggregate of 132 passenger cars. But the Model 3 sales increased 18,917% YOY. If Tesla can grow in a shrinking segment, then imagine what they can do in growing ones such as light trucks.

The growth is despite the overall decline, and the rest of the industry would still be seeing steep declines even if they didn’t lose sales to Tesla.

REXisKing

The 2019 Toyota Guppy Face Corolla?
Some one was waiting for the 2019? Highly doubt it.
More likely, all of America is waiting for the Model 3 $35,000 version.

Or, Toyota has a secret plan to make the Corolla so ugly no one buys it, switching to the less ugly CUV, or, they buy a Tesla.

M Hovis

I think the Toyota guppy face on all Toyota models is preparing for the needed air intake for fuel cells. Yes, it is hideous and yes it hurts CD. From my understanding as long as Mr. Toyoda is alive he will promote the fuel cell approach until the end and no one will challenge it. This might be necessary for the energy needs on the island of Japan, but the rest of the world will not stay this course. The Model 3 is proving it!

Tedfredrick

Every given year the auto sales are a zero sum game. Tesla is stealing sales from someone and in this cas it looks like it’s Toyota. I love my model 3 and I tell everyone which collectively is having a huge effect

theflew

With 400k pre-orders it should overtake the Corolla. The question is is it sustainable QTQ, YTY?

Will

Hopefully the sales don’t fall off when Model 3 reservations are fullfilled

Michael

What happened when Model S reservations were fulfilled? Or Model X? The entire time the reservation lists were still active, people talked about a backlog and how once that was gone sales would crater. Never happened.

Windbourne

Actually, a number of us have predicted that other sedans, including the corolla, would lose out.
Wait until a $25K sedan hits the market. At that time, accord, civic, generally, all ICE sedans, will be discontinued.

Haggy
That’s if Toyota can hold their own. Last October, the Civic saw a month over month drop of 14.48% from September. The year before that there was also a drop. Those raw figures are too superficial to draw conclusions from, because other factors need to be considered such as when model years hit showrooms, etc. But if the Civic has even a more moderate drop next month, it will move the Model 3 to third position. Corolla dropped 24.72% month over month last October, so I don’t see why you’d expect a big jump this year. If they repeat last year, then they will fall even more. The Camry took a 24.41% drop month over month last October. If it does the same thing this year, that would put them at about 20,891 cars for the month. That would move the Model 3 to number one. It would be ridiculous to give these numbers any real weight because regardless of what happened last year and the year before, what motivates consumers to buy any given car, or buy any car at all, is far more important. But if you do want to look at real numbers and what has been… Read more »
hannes beukes

lawl not exactly the corolla moment i was looking for ( when you can buy an ev with the range of a corolla for the price of a corolla ) but yeah still amazing.

Mike

I can’t believe the Mirai sold 159 for the month!

rey

Mike, Only because the “FUEL” was FREE and the lease was a steal. lol-LOL

tko

thought only lease, not sold…

Do Not Read Between The Lines

They sell, but doubt anyone buys. The leases are much cheaper and the free fuel period is sufficient for the lease.

Pushmi-Pullyu

Last I read, the Mirai was lease only. I’ll be very surprised if that changes, because as soon as the governments of Japan and California pull the plug on the “hydrogen economy” boondoggle, Toyota will stop making the car. They certainly don’t want to get stuck with having to stock parts for this dead-end technology.

Will

Japan won’t do that to Toyota. Japan government and economy are intertwined cronyism at its finest in that country

Speculawyer

Sometimes you lose no matter how much cronyism you use to push something. Japan had an analog HDTV system that they tried to push…others didn’t go for it.

Pluto

Lol that’s awesome but to be fair the Toyota Corolla is experiencing a model generation change right now (I had to look it up to find out). If it’s anything like the rollout for this current version of the Hyundai Elantra it’ll take a few years before its sales numbers are restored.

Robb Stark

An ICEv generation change usually means a bump in sales. The 2019 Corolla is not radically different from the 2018. It would not cause “production hell.”

Lawrence

Same thing with the comparison with the BMW 3. That car was long in the tooth and slated for a 2019 redesign but somehow people thought that the sales drop was due to the Model 3. We really won’t know that until we’re well into 2019.

Henry

Pundits had been saying the same about the Model S versus premium large sedans for years until they found out they couldn’t argue against hard facts or convince anyone. That argument was gone, as will the argument about the Model 3 dominance versus its competitors.

jelloslug

Exactly. Both the 7 Series and the S Class have had complete redesigns during the Model S product cycle and neither of them have managed to recover the loss of sales that the Model S caused.

Vexar

…and loving it!

Lawrence

I own two Tesla’s but not a fanboy. BMW’s never appealed to me past the 1990’s. However, I don’t argue using a single point of correlation. I don’t start celebrating and declare victory at the first quarter of a game, especially when you have a fresh car introduced vs a car that has been on the market for 7 years and had announced a replacement around the same time that the Model 3 started being delivered. As I had said we will know well into 2019 since we have two newly released cars. One established and one a distruptor.

Cypress

People may be waiting to see what the 2019 brings though.

CDAVIS

Article Headline: “Tesla Model 3 Races Past Toyota Corolla In U.S. Passenger Car Sales”
———-

Each new Tesla Model 3 sells the next two.

Robert Weekley

He he! “Try to do That, Toyota!”
😀

rad

Your new Corolla is so cool. I just got to have one!

Not

Will

38 mpg for non hybrid is not bad

William

35-40 mpg is a good non hybrid vehicle efficiency, until gas prices start to edge up, and surpass the $3.50 – $4.00 per gallon price range. With gas EVentually going above $4.00 per gallon, the thrifty hybrid 50-55 mpg starts to look more like a better deal in cost of ownership.

That is until the $35 k 200 mi. +EV is ubiquitous, and people can easily shop for them, in their preferred ICE OEM or Tesla brand.

Windbourne

In fact, I think that we should STOP all subsidies for EVs, and instead, should take care of our roads, by raising gas/diesel taxes by .01 / gal EACH MONTH for the next 100 months.
Gas portion should go to the state, while Diesel should go to the feds.
And all of that money MUST go to infrastructure.

Finally, add a .01 / kwh for charging at public chargers from 0900-2100.
Then another .01 / kw for 1400-1800.

If you are driving long distance, not a big deal.
If you are charging daily on it, well, you might want to move off.

Andy

There are very specific use cases where a $35k EV will be cheaper than a $20k ICE – usually it’s if you’re a high mileage user. It’s certainly not going to be the average student/second car sort of mileage. Taxi drivers sure, but outside of that there’s probably not a huge market in the grand scheme of things.

People don’t buy Corollas because they aspire to them, they usually buy them because they’re cheap, reliable and have a low TCO. Something a Tesla, with its premium maintenance/repair and high up front costs does not have, unless you’re doing those previously mentioned high miles.

The hybrid question really depends on the vehicle. If they reduce in price to the same, or only slightly more than, their ICE equivalent then they may well make sense. The issue with most hybrids today is they carry an up front cost too high to pay off the savings in fuel, unless you’re doing high mileage too. Not every hybrid – and some have other benefits (such as the XC90, which is much more powerful) – but currently they still need rebates to bring them in to line for the average car buyer.

Michael

Yes it is. My 2012 Sonata is non-hybrid and gets 35.

Rightofthepeople

True, not bad. At 40 mpg and current gas price of $2.75 per gallon (in the great state of GA anyway) that’s 6.9 cents per mile cost of fuel. Model 3 in Georgia (where marginal cost per kWh is about $0.11) will have a cost of 2.8 cents per mile. So even an amazingly fuel efficient (if incredibly boring) ICE sedan has fuel cost almost 2.5 times that of the Model 3.

Windbourne

at $3-4 / gal, it is still expensive to own.

drpawansharma

With an average selling price about double of Corolla.

acevolt

Probably closer to triple the price. Last month $1B worth of Model 3’s were sold compared to around $850M in Camry’s. Really, the Model 3 is the #1 selling car 2 months in a row from a gross revenue perspective.

Correlation is NOT Causation.

Last month? More like last week!
The Denver Tesla delivery center moved over 200 cars on Friday and 250 on Saturday; at $55k per car that’s 25 million. Based on what the staff said, they were delivering more than 100 cars every day so another 25M for Monday-Thursday. Or 50 million from Denver alone. You only need 20 delivery centers (they have more than that, but I don’t know how many more) and that’s a cool billion from last week alone.

ffbj

Oh Fortune, like the Moon, ever waxing ever waning.
https://www.youtube.com/watch?v=GXFSK0ogeg4
As one star rises others fall..

Manuel

This quarter Model 3 sold more than all BMW passenger cars combined. We need an article and a chart about that.

Will

In the us market

Lee Ramer

Duh! What other market would it be? The model 3 is basically sold in the Us and a few in Canada.

REXisKing

And this is the mistake Toyota made, the Prius never out sold the Corolla.
Kind of shows, Toyota never rally tried.

Viking79

Toyota Prius success was tied to high gas prices. Most people didn’t actually want the car other than for the fuel economy.

Robb Stark

No, it shows the inherent inflated cost in two drive systems vs one. Prius was never going to achieve price parity with Corolla.

adoreizi

This is starting to get real very quick! In just a few years (once Model Y production gets going) Tesla is going to outsell Toyota…then Tesla Truck…..

Doubledutch

Well, next year Fremont will be producing for Europe and the Far East as well. It will take time for GF3 (China) and GF4 (Europe) to come on stream. US, but not Tesla ovarall sales will see a temporary dip.

Some Guy

I would not be so sure about a US temporary dip in 2019. Tesla will continue to ramp up and the base models will likely stay in the home market at least until the reservation list is filled, as well as a good share of the higher trims for new orders. Why export around the globe, what you can sell at home right at the factory gates without high logistics cost? LR and Performance will go to export to Europe in massive quantity, though, but as 2019 has for quarters, and the first two in 2018 had lower Model 3 sales in US than the current level, I expect a notable increase in US Tesla sales also for 2019 over 2018 as a whole.

Windbourne

actually, as long as we have the subsidy, it will continue. Once the US subsidy stops, likely, tesla will allow some of the US delivery to drop.

Will

Toyota is the number 1 car company in the world at 4 million cars sold a year

Andy

And over 10 million vehicles in total per year.

Michael

You’re a bit ahead of yourself. It will take well over a decade for Tesla to outsell any of the big three GM/VW/Toyota.

Andy

They need to officially announce them and then build the facilities to manufacture them yet. In the meantime the market isn’t standing still. The Model 3 still sits in a market of just about one vehicle at the moment, whereas the Y and whatever the pickup becomes won’t have the same luxury.

REXisKing

Tesla has Liftoff with Rocket Growth in Car Numbers!

mzs112000

Hey look, Lexus sold 24,597 cars in total, Tesla Model 3 alone had 22,250 sales in September….
So, one Tesla model sold almost as much as all of Lexus(in the US).

My only question is, does that table count all passenger vehicles or just cars/sedans? It would be nice for just the Model 3 to outsell all Lexus sedans, wagons and SUV’s

Huhu

That 24597 figure includes all Lexus US sales, 8537 cars, 16060 trucks/SUVs.

Dante

The Lexus number at the top of the chart includes all vehicle types.

Alex

SR version will not go on sale before year end.

JoeInTheUK

You forgot the Mirai. Maybe Toyota will make up Corolla sales with … OK maybe not …

SJC

Worldwide Corolla is 500,000 units, when M3 gets there it will be a milestone.

Will

👏👏👏👏👏 now they have to pass the Camary and they will be king of dying sedan market

Chris Hsu

why would you want to buy corolla/camry/accord/civic? they are like relics.

Lou Grinzo

Seriously? You can’t look at the world and see that there are a lot of people for whom a BEV isn’t yet the right kind of vehicle? You think everyone has convenient access to a way to charge and can afford the often higher initial price of a BEV over a Corolla or Civic?

A good friend of mine lives in a townhouse with no way to charge at home and no at-work charger. This means long charging times (relative to filling a tank with gasoline), especially coupled with a 60-mile round trip work commute. In a case like that in 2018 a BEV of even PHEV still doesn’t make sense. And this is a person who could easily write a check for a Model S and would like to.

We’ll get there. The charging infrastructure will keep improving and charging times will drop. But right now we’re not close to 100% BEV use being feasible.

Michael

All relatively minor problems. Cities and landlords need to start having conversations about how to serve the EV community. Once an outlet is put in, the problem is solved for good.

Will

They are good designs but wrong Powertrain

William

@ Chris H.
You mean like relics of a bygone era?

Some people will attempt to resist change, often ignoring the glaringly obvious EV benefits. That thinking goes out the window, when it becomes EVident that, “resistance is futile!”

“We are The Tesla”,
“You will EVentually be assimilated, into the EV collective!”

Jeff

Chris Hsu, Because a 21 year old kid fresh out of college can’t afford a Tesla. They can’t lease one. But they can afford a used (and very reliable) Corolla and Civic.

Assaf

Sweet! Now start the base model earlier than planned, to keep those numbers going and increasing.

Ron M

Tesla will sell more EV’s globally in 2019 than all EV’s sold in the US in 2018.

pjkPA

When mentioning Car sales it should be mentioned that That Unfair Trade keeps sales of the Chevy Volt , Tesla, Chevy Bolt down… while the US gives foreign car makers $7500 per electric car… they put a $20,000 tariff on the Chevy Volt… without this unfair trade .. GM couldn’t make enough Volts. Try to buy a Chevy Volt in Japan.. it will cost you $80,000.. same with China, UK… Germany etc. What would happen if we did the same?

Xcel

The cheap Corolla ended up being worthless, reducing the price won’t help, will only kill the thin margins.

menorman

The Civic just barely eked by, so I fully expect it to be outsold before the end of the year for sure. It’s currently the best-seller in California, so to see it get dethroned will be interesting.

Yves Laurin

All the news are good on Tesla side (yes I do believe that removing Elon from CEO position is a good thing for Tesla and himself, that way he will have more time to push is ideas and maybe get some sleep), but still the Tesla stock is going down.

Haggy
That moves Tesla to number four overall. In the same month, Civic sales dropped over 30% from the prior September. They are still ahead of Model 3 sales, by 596 cars per week. If Tesla increases a small amount, they will move to third place, even if Honda holds steady. But the other cars aren’t holding steady. The Accord is down 14.88% from the same month last year. The top ranked Camry is down 20.42%. The Model 3 is up 67,137% compared to last year so far. The other tops cars are all on the way down. Some people might think it’s unfair to compare the percent increase to a year with hardly any production, but let’s not forget that the rest of the industry wants to play by those rules. Does anybody remember when Tesla made 260 cars for the quarter out of an estimated 1500 and critics called it an 83% miss? The reality was that Tesla was ramping up to 5000 cars/week and gave guidance for being 2.3% toward that goal. Instead they were at 0.4%, meaning they were off by 1.7 days’ worth of eventual production. Yet the industry wanted to look at the ratio of… Read more »
Jeff

Pretty sure Corolla buyers aren’t cross shopping a Tesla Model 3. So neither the drop in sales, or a comparison of the 2 sales numbers are relevant.