Tesla Sold 1,800 Model S Sedans In California In Q4, Just Over 8,300 For Year

FEB 14 2014 BY JAY COLE 10

1 In Every 205 Vehicles Sold In California-Based Tesla Was A Model S in 2013

1 In Every 205 Vehicles Sold In California-Based Tesla Was A Model S in 2013

The data for California vehicle registrations for the fourth quarter is now in.  And this data gives us a initial look at how Tesla has done in the state, and really in the US in general to end out the year ahead of earnings next week.

New EV registrations in Netherlands For 2013 - Most Of Which Coming In Q4 For Tesla

New EV registrations in Netherlands For 2013 – Most Of Which Coming In Q4 For Tesla

For the October to December timeframe CNCDA (California New Car Dealers Association) reports that Tesla sold 1,793 vehicles in their state in Q4, and overall the company moved 8,347 cars for the year.

Traditionally, almost half of Tesla’s US sales are California based, so the 1,793 registrations does illustrate how Tesla focused on Europe in the last quarter of 2013 – especially given the pressure to deliver in places like the Netherlands with tax incentives expiring at year’s end.

Tesla sold 578 cars in the Netherlands in just December alone – then 7 in January.

Overall, Tesla grabbed an impressive 9.8% of the “Luxury and Sports” classification in California, and 1 in every 205 vehicles sold overall was a Tesla (.5%)


Categories: Sales, Tesla


Leave a Reply

10 Comments on "Tesla Sold 1,800 Model S Sedans In California In Q4, Just Over 8,300 For Year"

newest oldest most voted

Based on your data, Tesla’s sales rate in California declined in Q4.

Typically Q4 is a stronger period for EVs, not weaker, given the tax rebate deadline.

Lower sales in combination with a shorter wait time for delivery indicates demand waned in Q4.

Jay Cole

Well, that perhaps could be true…but I don’t think it shows itself in any data presented this quarter.

Q4 sales is definitely an allocation story as we already have confirmation that Tesla bested 4th quarter worldwide sales estimates by about 1,000 at 6,900-odd units.


There are lots of plausible explanations for the CA numbers. I think Jay is correct. Though, saturation of the CA market is real possibility. Still, international expansion gives a lot of headroom for Tesla sales. It also appears that lead time for delivery has kept constant meaning that they aren’t eating into their backlog.

Rob Stark

Tesla delivered 132 Model S last month in Norway.

Does that mean the Norwegian market is saturated ?

Doubt it. Tesla simply allocated limited inventory elsewhere.

Anton Wahlman

Every time sales are down, it’s because Tesla somehow refused to sell cars there. Funny how that works. As for California, the lead times have been pretty constant for 9 months now: If you order a car for factory pickup, you get it in 4-6 weeks; add 2-3 weeks for delivery elsewhere in the US. That tells me that production has been increased in line with demand; not behind demand.


That is less than what Volt and LEAF each sold in the same quarter in California…


Market saturation is the least of Tesla’s problems and will be for many, many, years. By then the Gen 3/Model E. plus the Model X. will be out. I suppose that if you are predisposed to view all Tesla news items as negative, no matter how positive they may be, that you must, or more likely probably should, but most certainly will not, change your viewpoint. Extrapolating from that fact back to your opinions being relatively valueless in this regard, would not be a great leap of logic.


Are all of the 2013 California Model S quarter totals known?

Jay Cole

Yupe, the list is really one of two halves.

H1-all us production
H2- Euro production got underway in June and it was split

Q1 2013 – 2406
Q2 2013 – 2308
Q3 2013 – 1840
Q4 2013 – 1793


Looks like about 1800/qtr is natural demand rate for CA. First two quarters were still working off backlog. That’s roughly 22K annual demand for all US, assuming CA is about 1/3. Will be interesting to see where this goes in 2014. Would be great if Teslacan maintain this rate in US.

I know Tesla sees Europe as a little more than 1/2 US market but I think it could be similar or even better if they play their cards right. Canada should be 1/6-1/7 of US. Will also be very interesting to see how Asia region plays out. I think Tesla is playing it a little risky pushing China so hard when there are less risky growth opportunities out there. Big risk, big reward though.