Indeed, Tesla owns all things EV for now in North America.
The exact dominating number is 79% of the market leaving only 21% for all others.
The Tesla phenomenon will be recounted in automotive history as having nearly as much impact on the business as did Ford when they launched the assembly line. In less than a decade, the brand pushed the EV agenda to new heights and its importance shows as they continue to rule all other OEMs combined in sales.
The race to get EVs to the masses was won by Tesla. The question now is: Can they keep it up? With nearly all major carmakers announcing plans to introduce new EVs in the next few years, Tesla’s considerable lead will likely be chipped away. For the moment, however, there is no contest.
All four of Tesla’s models, the S, X, 3, and Y find themselves in the Top 5 selling EVs in the US for 2020. Only the Chevrolet Bolt, in the 3rd spot, outsold the Model S and Model X. Even so, the first mass-produced EV, the Nissan Leaf, was outdone by the Model S with about 75% more deliveries, according to Road Show.
2021 will see a number of additional models land on this list including the Ford Mustang Mach-E, Volkswagen ID.4, and the soon-to-arrive Chevrolet Bolt EUV. By year’s end, others will join including the Nissan Ariya, and let’s not forget a number of electric pickups from Rivian and Ford.
Tesla’s the only maker here with something to lose.