Very weak OCT21 car sales out of 🇨🇭.
Part shortages are still to blame.
OEM are clearly allocating scarce parts with priority to BEV, PHEV and MHEV, allowing those to maintain 50% of the market.
This is without help from $TSLA which registered only 58 cars for the month.
Part shortages are still to blame.
OEM are clearly allocating scarce parts with priority to BEV, PHEV and MHEV, allowing those to maintain 50% of the market.
This is without help from $TSLA which registered only 58 cars for the month.
$TSLA OCT21 sales were also very weak in other 🇪🇺 for which data is already available (Spain, Netherlands, Norway, Finland, Ireland, Sweden).
The bulk of 2 ship-loads of $TSLA that arrived in OCT21 should show up in NOV21.
Raw $TSLA market share data for 🇨🇭:
The bulk of 2 ship-loads of $TSLA that arrived in OCT21 should show up in NOV21.
Raw $TSLA market share data for 🇨🇭:
There is no sign yet of any "dampen the quarterly wave" in the raw data above.
The smoothed data shows continuation of the long-term downward trend of $TSLA market share.
With 2 more months we will get a first measure of degree of M3 cannibalization by MY.
The smoothed data shows continuation of the long-term downward trend of $TSLA market share.
With 2 more months we will get a first measure of degree of M3 cannibalization by MY.
Competitors are growing their BEV, PHEV and HEV sales much quicker than $TSLA, despite the parts shortages:
$TSLA grew only 11.1% ytd compared to 2020 jan-oct. PHEV and HEV grew > 80%!
Without $TSLA, BEV sales would have grown +107%. $TSLA is dragging that down to +78.6%.
$TSLA grew only 11.1% ytd compared to 2020 jan-oct. PHEV and HEV grew > 80%!
Without $TSLA, BEV sales would have grown +107%. $TSLA is dragging that down to +78.6%.
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