Let’s Look At Tesla Sales Against Rivals: BMW & Mercedes

Deep Blue Metallic Tesla Model 3 Gets Aftermarket ADV.1 Wheels

OCT 3 2018 BY MARK KANE 30

Tesla outsold BMW, Mercedes in passenger cars with ease.

Those automotive dinosaurs don’t have it easy these days as the push to drive electric is taking over.

Let’s check out how Tesla sales results in the U.S. compared to two German brands – BMW and Mercedes-Benz – that are typically seen as Tesla’s closest competitors as brands (despite the fact that neither offers direct competitive BEV models to Tesla Model S, X or 3).

Third quarter results:

Passenger cars:

  • Tesla (Model S + Model 3) – 61,875
  • BMW – 45,452
  • Mercedes-Benz – 29,442

SUVs:

  • Mercedes-Benz (excludes commercial vans) – 37,100
  • BMW – 26,227
  • Tesla (Model X) – 8,050

All passenger cars and SUVs:

  • BMW – 71,679
  • Tesla (Model S, X & 3) – 69,925
  • Mercedes-Benz (excludes commercial vans) – 66,542

As you can see, Tesla’s advantage in the passenger car segment is already huge and it could further increase with Model 3 sales expected to rise even more.

In the case of SUVs, Tesla’s portfolio is currently too narrow with just the single Model X at very high-end. Everything could change when the Model Y is introduced. That could be a major hit to the BMW X3, the automaker’s best-selling vehicle right now.

Anyways, in the Q4, Tesla will easily outsell both BMW and Mercedes-Benz in the U.S. – a good sign ahead of the Model 3 invasion of Europe.

Categories: BMW, Mercedes, Sales, Tesla

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30 Comments on "Let’s Look At Tesla Sales Against Rivals: BMW & Mercedes"

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Deepak

I hope that Elon brings Model Y much earlier, like Q1 or Q2 of 2019. This will make Tesla super strong

TM3x2 Chris

I’d like to see TMY as soon as possible, but realistically it is not going to happen in 2019. My hopes are for early 2020.

Dimitrij

I reckon 2020 might be early enough for TMY to help park the so called “European Luxury cars” on the periphery of the US market, in the Miscellaneous Oddities niche 🙂

Dimitrij

I agree with the sentiment, but the TMY hasn’t even been revealed yet. My guess would be the deliveries will start in 2020. Which suits me well, as my Bolt lease expires then 🙂

Andy

Late 2020 at the earliest, probably later 2021 for the start of deliveries.

They need to build somewhere to manufacture them first and that’s going to take 3 years unless they cannibalize the Model 3 lines in the current factory – which could indicate sustained sales of <10,000 Model 3's worldwide. Unless they ramped down Model 3 production for a while before ramping it up in their China factory in 2021/22.

BillT

Given the huge sales of the model 3 I suspect many states would bend over backwards to land a model Y plant and would probably even be willing to help fund building it. Of course they still need to be able to source the batteries. If that requires another GigaFactory that could be the determining factor.

rey

Texas and Michigan will be off that list

Windbourne

I am hoping that THIS TIME, that Tesla is not introducing the MY, until they have a line set-up.

rey

Yeah ,the Lineup starts there, behind me,and there is already half a million in front of me

TM3x2 Chris

Great results for Tesla, they are positioned to do even better in Q4. Hope this trend continues throughout 2019.

Dav8or

It would be nice to see what BMW and Mercedes sales numbers in the US were prior to the TM3 for comparison. The assumption here is, TM3 sales are conquest sales from these manufacturers. Are they? Some no doubt are, but how many?

WARREN

I would imagine globally Tesla is not anywhere in the top 5?

Viking79

Give them a couple years. Once the Model 3 starts selling worldwide I would expect similar sales performance.

Andy

Tesla are currently an American car manufacturer primarily. BMW sell around 500,000 3 series worldwide each year alone.

windbourne

And model 3 selling just in America should hit over 500K before 2019Q2. and possibly 2018Q4.

Nick

Probably you said the same about Apple when they entered the phone market.

BEVfan

No, he said the same about BlackBerry

Windbourne

why modded down? He is correct.

Benz

What are the annual total sales numbers (in the first 9 months of 2018) in the US of:

– Mercedes Benz C-Class
– The BMW 3-Series
– Audi A4
– Lexus IS

Viking79

They already posted this as a story today (latest post as of this writing), the Model 3 easily outsells them.

theflew

The only issue with this story is it’s comparing a newly released vehicle – model 3 that has a backlog with vehicles that have in some cases has been available for decades. Until Tesla gets into steady state sales and not working through a preorder backlog we don’t know how it will compare.

Some Guy

I have the feeling that the Model 3 sales in the US are still far from steady state. But not in a way that sales will decline after a while. I expect sales to rise a good deal further and then level out way above current numbers, always limited by how many cars Tesla can make.
Just look at what happend with Model S sales, in a far smaller market for large luxury sedan, every shorter said sales would be declining after an initial peak. They were proven incorrect, only the average sales price increased.

Andy

That’s assuming there is no competition over then next few years, which is doubtful. If that’s correct then overall EV sales are going to be pretty awful.

Viking79

Takes about 4 to 6 years to design and build a car, so have to figure in when they started. Also, vehicles like the ETron, EQC, IPace don’t really seem competitive to me yet. They are less efficient and more expensive with less features that buyers of Tesla cars want.

Speculawyer

My how the goalposts have changed. People said EVs would never sell. People said EVs would never sell in large quantities. Now we are down to “Well, they are selling well but you can’t compare a brand new product with a backlog to a steady state product.”

OK. Whatever.

rey

The German Big 3s offerings are like yesterdays leftovers. kind of stink.

101101

Tesla is now out selling the Mercedes in the us and bringing in more revenue. Maybe this is why their head just quit.

Model 3 outselling Corolla.

magama52

Can Tesla produce the M3 and the Y in the same line? I see other car makers doing two different models at the same time, it will help if the Y has the same platform as the M3 and use a good percentage of parts. Just a thought.

Windbourne

No.
Musk has said that he wants the MY to be the next iteration of frame.
In particular, all of the cars have MILES of wiring. Notice the fusebox? You have homeruns on just about everything for power AND control. And 12 V is way too low.

Now, he wants to design it so that he has 2 levels of electric (high voltage and either 48 or 96V). I am guessing that they run a parallel set-up on the ‘low’ voltage, but with circuit breakers that are connected to CAN or perhaps a new network. And with the exception of CPU/monitors, all will be accessed through monitor ‘Controls/settings’.
So, what will the difference be? The wiring will change from 2-4 km / car. to less than 500 m. What does that translate to? Lower assembly costs, faster assembly, ease/low-costs of maintenance, etc. Ideally, they will create plug-ins at seats for power AND CAN. IOW, ability to do add-ons.

rey

don’know the price of electricity in Europe but it is cheaper than gasoline consider Fossil cars DEAD