Between the pandemic and the shortage of semiconductors and raw materials, intensified by the war in Ukraine, the context is not easy for the automotive industry.
Tesla is not spared with in particular two recent closures of its Shanghai factory, resulting from the “zero covid” policy led by China. However, this did not prevent the electric car manufacturer from signing its best quarter to date in terms of deliveries.
In the first quarter of 2022, Tesla delivered 310,048 cars, beating analysts’ forecasts. This is a new record, beyond the 308,600 cars delivered in the fourth quarter of 2021. Production was however very slightly lower with 305,407 cars assembled, compared to 305,840 the previous quarter.
|3/Y-model||291 189||295 324|
Tesla therefore delivered almost 0.5% more cars than in the fourth quarter of 2021, and almost 68% more than in the first quarter of 2021. Over a rolling year, Tesla for the first time exceeded one million deliveries.
In detail, more than 95% of the cars delivered by Tesla in the first quarter of 2022 were Model 3 or Y, the remainder being made up of Model S and X. Despite the arrival of new products for these most high-end models in America du Nord, the sales of Model S and X therefore remain quite anecdotal in the face of the success of the Model 3 and Y.
Note that the first models out of the production lines of the Giga Berlin have just been delivered, for the moment only Model Y.