Tesla 3rd quarter world car sales

Here are the third quarter results for sales in the USA. The Tesla market share was 2.2 %.

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It would be interesting to see the numbers from all manufacturers if trucks were removed from the calculations. Ford's enormous success with the F-150 undoubtedly adds a lot to their quantity of vehicles sold.

I think over a year ago the Tesla Model 3 was outselling the Toyota Camry which is pretty impressive. If their pre-orders for the Cybertruck, which are now reportedly at 1.3 million comes to fruition and they get that rumored sub $25k economy model out on the market it is going to be an interesting sales chart by 2024.
 
Seems to me the best all around car would have the electric motor that charges from alternating and running the gas engine.
I think some are set up that way. You can run on the smaller gas engine when the battery is low and recharge while driving.
They still in the unobtanium price range for me.
Amazing that FORD who made some sedans the last 10 years that folks really liked (good quality also) just flat decided there is too much profit (mark up) from trucks and SUVs that they announced they would only build and sell one car anymore. Mustang. Car sales buddy told me years ago of the insane profit margin that they make building & selling trucks and SUVs.
 
When we picked up our Tesla the outlet (like a dealership) was incredibly busy. Nope they said, we're only delivering 13 cars today, we deliver 40 on a busy day. That outlet is 1 of 3 in Vancouver.

When I was a kid I worked for a summer at a small town Pontiac Buick dealership. We maintained a lot of cars but didn't sell even 1 car a week. There would have been real money in selling "only 13 cars a day".
A normal day for us at a medium sized BMW dealer is 20 cars delivered.
 
Topping wall street expectations, but many analysts expected more production. Supply chain and, of course, semiconductor chip issues hurt them.
Teslas have use far more chips than most cars, which makes it tough.

The official numbers just came out, but beating earlier expectations is not a surprise. The stock has been on the rise lately.
Uh, how do you figure they use more chips? There is nothing inside the car except an oversized iPad. They actually use significantly less. In any other car, and window switch, heater control panel, radio button panel etc etc etc all have “chips” inside them.
 
Uh, how do you figure they use more chips? There is nothing inside the car except an oversized iPad. They actually use significantly less. In any other car, and window switch, heater control panel, radio button panel etc etc etc all have “chips” inside them.

You are both right.

There are less overall assembly's and controllers in a tesla than anything they've counted so far - by a lot.

They use more high speed networking chips (like the 12Gig FPGA's we compete with them for) but put them in a unified central compute, often board to board functionality is networked vs moved across a bus. The central unified vs distributed 3rd party control is cheaper, faster, and allows you to control the whole car with over the air upgrades.
 
You are both right.

There are less overall assembly's and controllers in a tesla than anything they've counted so far - by a lot.

They use more high speed networking chips (like the 12Gig FPGA's we compete with them for) but put them in a unified central compute, often board to board functionality is networked vs moved across a bus. The central unified vs distributed 3rd party control is cheaper, faster, and allows you to control the whole car with over the air upgrades.
Not sure I can agree, for several reasons. Teslas use far more dense chips than other manufacturers because they use 7nm technologies vs 45 to 90nm geometries. Far more transistors, even millions, can be on a single chip. Tesla is currently working with Samsung, I believe, on a 5nm tech node. The 45nm technology node is 80's or early 90's technology. Chip makers prefer to build the new chips (used in the latest cell phones, etc).

This is a key reason Tesla was able to procure and repurpose chips (through firmware rewrites).
It is my understanding that EVs use 3 to 5 times as many chips as ICE vehicles.
Chip Shortage
 
Not sure I can agree, for several reasons. Teslas use far more dense chips than other manufacturers because they use 7nm technologies vs 45 to 90nm geometries. Far more transistors, even millions, can be on a single chip. Tesla is currently working with Samsung, I believe, on a 5nm tech node. The 45nm technology node is 80's or early 90's technology. Chip makers prefer to build the new chips (used in the latest cell phones, etc).

This is a key reason Tesla was able to procure and repurpose chips (through firmware rewrites).
It is my understanding that EVs use 3 to 5 times as many chips as ICE vehicles.
Chip Shortage

agree on super high density chips they use a ton more than anyone there, especially in areas like the autopilot board.

Lots of standard automative stuff doesnt need to be that fast, but FPGA's are all over and down to the 16nn range.

Munroe does a great job of showing assembly and sub assemblies, but chip "count" only read bits and pieces.

Overall count would be interesting to see broken down by a third party.

By virtue of having the smallest footprints it many very well have the most - jammed onto a just a few boards so more chips, but on fewer assemblies.
 
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Not surprised. The demand is still massive globally. A few more factories opening within a year or so, the chip shortage hopefully clearing up and new products mean these number will only skyrocket.

I bet the Cybertruck will be hugely successful. Once “truck guys” see how weak even a TRX or Raptor is compared to the Plaid power train, they’ll start switching en masse.


Not yet, not me
 
agree on super high density chips they use a ton more than anyone there, especially in areas like the autopilot board.

Lots of standard automative stuff doesnt need to be that fast, but FPGA's are all over and down to the 16nn range.

Munroe doe a great job of showing assembly and sub assemblies, but chip "count" only read bits and pieces.

Overall count would be interesting to see broken down by a third party by virtue of having the smallest it many very well have the most - jammed onto a just a few boards..
Good point. Back in the earlier 2000's, there was a big "refurb" business where we used to buy back older SEMI process chambers and repurpose them for chip making that did not require the latest geometries. There are so many uses for processors; as consumers we are mostly only aware of computer and cell phone chips.

The problem legacy car makers have is they are stuck in the old days. Try telling TSMC, Samsung or Renesas to spend billion$ to produce what is a 286 or 386 processor.
Those older chips work well for many car purposes, but Tesla does much more with modern chips saving considerable cost. Yesterday's gone. That's a fact. Now there's no more looking back.
The legacy companies need to start using current technology because the old chips are increasingly harder to procure and can do less overall. And it will only get worse.
 
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Not surprised. The demand is still massive globally. A few more factories opening within a year or so, the chip shortage hopefully clearing up and new products mean these number will only skyrocket.

I bet the Cybertruck will be hugely successful. Once “truck guys” see how weak even a TRX or Raptor is compared to the Plaid power train, they’ll start switching en masse.
I don't know about that. Truck is really more of an identity and fit in thing in many part of the country, that they are bought not for acceleration power. If they like acceleration power they would have bought more sport cars instead to begin with.
 
Don't most concept cars have a bit of an extreme look?
Not that far off. To be honest the Cyber Truck is more of a "we want to make SpaceX stainless alloy cheap so why don't we make trucks out of it", and then "since it is so hard to mold this tough metal let's just cut it straight and then weld them into a unibody" way of building a truck. In other word, a "since we need to make lemon oil we don't know what to do with the juice, why don't we make citric acid out of it" kind of deal.

I think even a small Cyber Truck volume is enough to make the alloy into economy of scale and make the rocket cheap, mission accomplish. If the volume is big they can make a more traditional truck.
 
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