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Study Id60897 Tesla-Report
Study Id60897 Tesla-Report
Study Id60897 Tesla-Report
December 2022
Agenda
01 Overview 04 Appendix
Market definition Recommended studies & reports
Make profile Analysis by country
Executive summary Methodology
Passenger Cars market worldwide Country/territory coverage
Technical Specifications Included models
Product overview and authors
02 Analysis by region
Market share
Revenue and unit sales
Price comparison
03 Analysis by segment
Core segments
Growth-share matrix
In-depth segment analysis
2
CHAPTER 01
Overview
• Make profile
• Executive summary
In the future, a crossover vehicle and a pickup truck will also be a part of the
US$20.2bn +20.9%
company's line-up. In the field of autonomous driving, Tesla includes many
Revenue in 2021 CAGR(2) 2016-2021
assistance systems in their cars, such as the Autopilot, which is an advanced driver-
0.3m +30.1%
assistance system, including features such as lane guidance, adaptive cruise control
cars sold in CAGR(2) 2016-2021
and automated parking. The introduction of a fully autonomous car was planned Unit sales 2021
for the end of 2019.
5 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook (2) CAGR: Compound Annual Growth Rate / average growth rate per year
• Tesla realized a total revenue of US$20.2 billion worldwide, while the total market
11%
revenue amounted to US$1.8 trillion in 2021.
• The largest passenger cars segment, SUVs, accounted for 58% of Tesla's revenue
in 2021.
Passenger Cars
• Tesla's second largest segment was the Large Cars segment. It accounted for 31% revenue
of the makes revenue in 2021. US$20.2bn 31%
58% in 2021
• In the market share by revenue category, Toyota (12.0%), Ford (7.3%) and
Volkswagen (6.3%) take the lead worldwide. Tesla had a 1.12% market share.
6 Notes: (1) Data on Luxury Cars is not available for China. Undefined refers to the revenue share from the unit sales of unclassified vehicles (2) Worldwide includes all countries that are covered by the Mobility Market Outlook
Passenger Cars(1) revenue worldwide(2) in 2016 Passenger Cars(1) revenue worldwide(2) in 2021
0.3% 1.1%
99.7% 98.9%
7 Notes: (1) Data on Luxury Cars is not available for China (2) Worldwide includes all countries that are covered by the Mobility Market Outlook
16.5 16.5
9.5
7.8
5.5
4.1
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
8 Notes: (1) CAGR: Compound Annual Growth Rate / average growth rate per year (2) Worldwide includes all countries that are covered by the Mobility Market Outlook
Notes:
Ford 7.3%
Volkswagen 6.3%
Honda 6.1%
revenue
Nissan 5.2%
Hyundai 5.1%
Mercedes-Benz 5.0%
(1) Worldwide includes all countries that are covered by the Mobility Market Outlook
Suzuki 1.8%
Renault 1.6%
Buick 1.6%
Market share of passenger cars revenue worldwide in 2021
Peugeot 1.5%
Volvo 1.5%
Lexus 1.3%
Subaru 1.3%
Land Rover 1.2%
Tesla 1.1%
Ram 1.1%
GMC 1.1%
Porsche 1.0%
Mitsubishi 0.9%
Citroën 0.9%
BYD 0.9%
Skoda 0.9%
Geely 0.8%
Fiat 0.8%
Cadillac 0.7%
Dongfeng 0.7%
Opel/Vauxhall 0.7%
Changan 0.7%
Infiniti 0.5%
Chery 0.5%
Dodge 0.5%
SEAT 0.5%
Haval 0.5%
Lincoln 0.4%
Chrysler 0.3%
Acura 0.3%
Ferrari 0.3%
Tesla achieved a 1.12% market share of the worldwide(1) passenger cars market
Wuling 0.3%
10
Toyota 12.1%
Notes:
Ford 6.9%
Volkswagen 6.8%
Hyundai 6.4%
Honda 6.3%
Nissan 5.3%
(1) Worldwide includes all countries that are covered by the Mobility Market Outlook
Audi 2.1%
Mazda 2.1%
Peugeot 1.9%
Buick 1.6%
Market share of passenger cars unit sales worldwide(1) in 2021
Geely 1.5%
Changan 1.5%
Jeep 1.3%
Fiat 1.3%
Subaru 1.2%
Chery 1.1%
Skoda 1.1%
Ram 1.1%
Mitsubishi 1.1%
Citroën 1.0%
Dongfeng 1.0%
BYD 0.9%
Wuling 0.9%
Opel/Vauxhall 0.9%
Haval 0.9%
Out of all Passenger Cars sold in 2021, 0.6% are of Tesla make
Volvo 0.9%
GMC 0.8%
Dacia 0.7%
SEAT 0.7%
Lexus 0.6%
Tesla 0.6%
Baojun 0.4%
Land Rover 0.4%
MG 0.4%
Lada 0.4%
In 2021, passenger cars sold in Europe produced about 103 gCO2/km on
average
Overview: technical specifications (1/4)
177
150
145 142 140
133
126 122 119
103
84
78 76 74
64
11 Notes: (1) Calculations for the emissions use the volume-weighted average emissions of base models
2%
8%
43%
98%
92%
57%
12 Notes: (1) Calculations for the connected cars share based on base models
1% 1%
5% 7%
14% 7%
9%
28%
6%
85%
78%
60%
13 Notes: (1) Calculations for the fuel or drive-type share based on base models
2%
8% 6%
26%
55% 36%
7%
67%
56%
39%
14 Notes: (1) Calculations for the autonomous driving level share based on base models
Analysis by region
• Market share
• Price comparison
With 3.1% of the market share, the U.S. is the largest market of Tesla
Analysis by region: market share (1/2)
ROW(1) Country/Region
Market share of Tesla by revenue in 2021 Market share of Tesla by unit sales in 2021
17
+22%(1)
19.1 19.0
18.0 17.6
17.1
15.9 16.3
14.8
11.3 11.0
4.4 4.6
2.3
1.5
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
18 Notes: (1) CAGR: Compound Annual Growth Rate / average growth rate per year
+10%(1)
3.7
3.1
2.7 2.8
2.6 2.7 2.6
2.5
2.3
1.9
1.5
1.4
1.0
0.8
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
19 Notes: (1) CAGR: Compound Annual Growth Rate / average growth rate per year
191.6 193.8
200
150
100
47.6 50.1
50 31.0 37.4
25.4 28.3 29.0 23.3 27.2 26.6 25.2 28.4
16.7 15.0 16.1 18.5
9.1 10.4
0
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
United States Europe
20
+237%
98,802
+50%
56,724
37,817
29,360
Analysis by segment
• Core segments
• Growth-share matrix
23
Worldwide(1) passenger cars growth and market share comparison(2) Growth-share matrix
market growth 21/20 The chart groups car segments by
35% relative market share and growth rates.
Question Marks Stars
30% Question Marks – low relative market
Sports share in a fast-growing market.
25%
Cars
20% Stars – large relative market share in a
fast-growing industry.
15% SUVs
Dogs – low relative market share in a
10% Large
slow growing market.
5% Cars
Cash Cows – large relative market share
0%
in a slow growing industry. The
-5% segments here are the most “mature”
-10% and they contribute growth without
Dogs Cash Cows additional investments.
-15%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Other segments Core segment relative market share
24 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook (2) Bubble size depicts revenue
3% 3% 1%
Large Sports SUVs
Cars Cars
25
97,633
+88%
71,043
63,724
+39%
48,400
34,832 33,850
Tesla's large cars segment sales worldwide(1) Average price(2) comparison in the segment in 2021
48,072
European Car segment: D (Large Cars)
Also known as: Large Family Cars, Intermediate Cars, Compact Executive
Cars, Entry-level Luxury Cars
Competitor Models: Audi A4, BMW 3 Series, Citroën C5, Ford Mondeo, Honda
Accord, Mazda 6, Mercedes-Benz C-Class, Opel Insignia, Peugeot 407, Toyota
Avensis, Volkswagen Passat
US$6.36bn +72.5%
Revenue in 2021 CAGR(3) 2016-2021
0.13m United
+67.9%
cars sold in CAGR(3) 2016-2021 States
Unit sales 2021
Market Average Make Average
27 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook
(2) Average price is a volume-weighted average price (3) CAGR: Compound Annual Growth Rate / average growth rate per year
Sources: Statista Mobility Market Outlook 2022
The Large Cars segment accounted for around 51% of Tesla's worldwide
revenue in 2021
Analysis by segment: Large Cars (2/4)
Revenue shares of Tesla from large cars sold worldwide(1) Share of the segment among car sales revenue in 2021
The Large Cars Market segment includes family passenger cars of an average
footprint around 4.30m² (46 ft²), an average mass around 1640kg (3620lbs)
and a passenger/cargo volume between 3.1 m³ and 3.4 m³ (110 ft³ and 119
ft³).
10%
United
States
34%
51%
43%
10% 7% 5% 8%
2016 2017 2018 2019 2020 2021 Market Average Make Average
28 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook
Volkswagen 10.6%
Honda 7.9%
revenue
Audi 6.9%
Mercedes-Benz 5.5%
Analysis by segment: Large Cars (3/4)
Hyundai 4.6%
Ford 4.5%
BYD 4.1%
(1) Worldwide includes all countries that are covered by the Mobility Market Outlook
Nissan 4.1%
Market share of large cars revenue worldwide(1) in 2021
Tesla 3.4%
Kia 3.2%
Buick 2.4%
Volvo 2.3%
Chevrolet 2.1%
Renault 1.8%
Mazda 1.8%
Infiniti 1.7%
Citroën 1.5%
Lexus 1.3%
Subaru 1.3%
Geely 1.3%
Peugeot 0.9%
Skoda 0.8%
Cadillac 0.7%
Opel/Vauxhall 0.6%
Jaguar 0.5%
Tesla achieved a 3.4% market share of the worldwide Large Cars market
Changan 0.3%
Lincoln 0.3%
30
Notes:
Toyota 15.7%
Volkswagen 11.9%
Honda 8.8%
BMW 5.5%
Ford 5.1%
Analysis by segment: Large Cars (4/4)
Audi 5.0%
Hyundai 4.9%
Mercedes-Benz 4.5%
(1) Worldwide includes all countries that are covered by the Mobility Market Outlook
BYD 3.6%
Kia 2.9%
Market share of large cars unit sales worldwide(1) in 2021
Buick 2.9%
Chevrolet 2.9%
Tesla 2.5%
Volvo 2.0%
Geely 1.9%
Mazda 1.9%
Renault 1.9%
Citroën 1.3%
Subaru 1.2%
Infiniti 1.2%
Out of all Large Cars sold in 2021, 2.5% are of Tesla make
Lexus 1.0%
Skoda 1.0%
Peugeot 0.9%
Opel/Vauxhall 0.7%
Changan 0.7%
Cadillac 0.4%
Besturn 0.4%
Jaguar 0.3%
Tesla's sports cars segment sales worldwide(1) Average price(2) comparison in the segment in 2021
100,107
European Car segment: S (Sports Coupes) 94,637 93,413
U.S. Car segment: Sports Cars, Two-seaters
Competitor Models: Audi TT, BMW i8, Cadillac XLR, Chevrolet Camaro,
Chrysler Crossfire, Jaguar XK, Ford Mustang, Porsche Boxster, Volkswagen Eos
US$2.19bn -13.8%
Revenue in 2021 CAGR(3) 2016-2021
United Europe
0.02m -15.1%
cars sold in CAGR(3) 2016-2021 States
Unit sales 2021
Market Average Make Average
31 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook
(2) Average price is a volume-weighted average price (3) CAGR: Compound Annual Growth Rate / average growth rate per year
Sources: Statista Mobility Market Outlook 2022
The Sports Cars segment accounted for around 18% of Tesla's worldwide
revenue in 2021
Analysis by segment: Sports Cars (2/4)
Revenue shares of Tesla from sports cars sold worldwide(1) Share of the segment among car sales revenue in 2021
3%
United
72% 79%
59% States
50%
6%
28%
18%
2016 2017 2018 2019 2020 2021 Market Average Make Average
32 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook
13.6%
10.8%
9.8%
8.8%
7.3%
5.8%
5.2%
4.0%
3.9%
3.4%
1.7%
1.5%
1.1%
1.0%
0.9%
0.9%
0.8%
0.6%
0.6%
0.5%
0.5%
0.5%
0.5%
Chevrolet
BMW
Ford
Toyota
Tesla
Aston Martin
Audi
Lamborghini
McLaren
Nissan
Volkswagen
Fiat
Hyundai
Maserati
Subaru
Peugeot
Opel/Vauxhall
Mazda
Mercedes-Benz
Lexus
Jaguar
Mercedes-AMG
Porsche
Ferrari
33 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook
13.6%
9.9%
9.5%
9.4%
8.0%
7.0%
6.3%
3.9%
3.8%
2.5%
1.8%
1.3%
1.1%
1.0%
1.0%
0.9%
0.7%
0.6%
0.5%
0.3%
0.3%
Mini 0.3%
Mercedes-AMG 0.2%
Fiat
Toyota
Volvo
Chevrolet
Peugeot
Lamborghini
Hyundai
Tesla
Opel/Vauxhall
Jaguar
MG
BMW
Mercedes-Benz
Mazda
Audi
Ford
Nissan
Subaru
Ferrari
Lexus
Volkswagen
Porsche
34 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook
Tesla's small suvs segment sales worldwide(1) Average price(2) comparison in the segment in 2021
101,385
European Car segment: J (Sport Utility Cars)
US$11.69bn +32.8%
Revenue in 2021 CAGR(3) 2016-2021
0.18m Europe United
+43.8%
cars sold in CAGR(3) 2016-2021 States
Unit sales 2021
Market Average Make Average
35 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook
(2) Average price is a volume-weighted average price (3) CAGR: Compound Annual Growth Rate / average growth rate per year
Sources: Statista Mobility Market Outlook 2022
The SUVs segment accounted for around 31% of Tesla's worldwide revenue in
2021
Analysis by segment: SUVs (2/4)
Revenue shares of Tesla from SUVs sold worldwide(1) Share of the segment among car sales revenue in 2021
69%
57%
United
42%
36% States
28% 31%
18% 59%
14%
2016 2017 2018 2019 2020 2021 Market Average Make Average
36 Notes: (1) Worldwide includes all countries that are covered by the Mobility Market Outlook
• Motorcycles Report
37
Statista dossiers
The Statista dossiers provide a range of interesting statistics and facts related
to digital trends, industries, consumers, politics, society, countries as well as
brands and companies. They include high-quality in-depth information and a
multitude of comparisons using key performance indicators such as number
of employees, revenue, company value, stock price, and number of
registrations for different regions. Some recommended dossiers are:
38
Passenger Cars revenue in the Americas in million US$ Passenger Cars revenue in Europe in million US$
Passenger Cars revenue in Asia & Australia in million US$ Passenger Cars revenue in Africa in million US$
39
Research and data collection Data pre-processing Modeling and forecasting Quality assurance and output
Find and combine reliable sources Standardize input format, inspect Classification of different car Validation, adjustments, and
on passenger car makes, their missing data points and outliers, models and forecasting of publication of comparable key
sales figures and prices ensure consistency Passenger Cars market indicators
Our team of international experts We ensure that the information used in The Passenger Cars model takes into Extensive plausibility and consistency
identifies and evaluates available data our models is comparable and consideration the consumer behavior in checks of derived time series are done
sources. These include national expressed in standard units. Using an countries in which Passenger Cars are in order to assure the high level of
statistical offices and environment algorithmic approach, outliers are fast-moving products. The forecasting is quality of our market analysis. This
agencies, international associations, and eliminated, and missing data points are done on a make level for Passenger quality assurance also includes
annual reports by makes, as well as either estimated (if enough information Cars, using a mix of standard validations which are done using
their media centers and websites. is already available) or further approaches, e.g., exponential external sources.
researched. smoothing, and uses parameters which Model/make data is finally aggregated
best fit the historical data. into indicators for the Statista platform.
40
41
42
Full list of countries, territories, and regions covered in the Statista Mobility Market Outlook
43
Full list of countries, territories, and regions covered in the Statista Mobility Market Outlook
44
Full list of countries, territories, and regions covered in the Statista Mobility Market Outlook
45
Full list of countries, territories, and regions covered in the Statista Mobility Market Outlook
46
Small Cars -
Medium Cars -
Executive Cars -
Luxury Cars -
Minivans -
SUVs Model-X
Full-size Vans -
Pickup Trucks -
47 Notes:
48
Authors
maria.andrades-sanchez@statista.com marlon.braun@statista.com
Dr. Maria Andrades Sanchez studied Demography at the University of Rostock in Marlon Braun studied Marketing & Business Studies at the University of Applied
Germany before she went on to study for her Ph.D. at the statistical faculty of Science Hamburg (B.Sc.). Currently he is studying Business Administration and Data
Sapienza University of Rome in Italy. Before joining Statista in 2019, she worked as Science (M.Sc.) at the Copenhagen Business School. Before working at Statista, he
the Head of the Data Analysis Department for an investment company in Cyprus. worked as a student assistant in the market research department of an advertising
Now, she leads several teams within the Strategic Insights Department as the platform.
Senior Team Lead Mobility & Industrial Markets at Statista.
49
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