Tesla Wins U.s. Pure Electric And Luxury Car Sales In The First Five Months

Tesla has reportedly consolidated its position in the U.S. all-electric and luxury vehicle segment, according to the latest vehicle registration data.

According to the latest registration data from Iberian, Tesla's U.S. new vehicle registrations rose 66 percent year-over-year to 179,574 units from January to May 2022. Ford is in third place with 17,409 all-electric vehicle registrations, well behind Hyundai Motor Group's 27,746.

For the first five months, the Tesla Model Y was the most popular all-electric model in the U.S. market, with 82,880 registrations, surpassing the Tesla Model 3 (74,092). The Ford Mustang Mach-E is the third best-selling all-electric model in the U.S., with 15,491 registrations. In addition to these models, only two all-electric models had more than 10,000 U.S. registrations: the Tesla Model S (13,008) and the Hyundai Ioniq 5 (10,776). The Tesla Model X and Kia EV6 registered slightly less than 10,000 units, at 9,594 and 9,508, respectively.

In the U.S. luxury car sales segment, Tesla not only ranks number one, but has a very clear advantage and strong growth rate. With the exception of Genesys, all other brands saw their U.S. sales decline.

From January to May this year, Tesla's U.S. luxury vehicle registrations were 179,574, up 66 percent year-over-year; followed by BMW with 133,209 units sold, down 11 percent year-over-year, including 1,211 pure electric vehicles; Lexus with 112,296 units sold, down 19 percent year-over-year; followed by Mercedes-Benz with sales down 17 percent year-over-year to 110 , 584 units, including 3,250 EQS sales; Audi sales were down 35 percent to 67,986 units, including 6,617 all-electric vehicles.

U.S. pure electric vehicle registrations from January to May 2022 (brands and models)

Tesla: 179,574 units (Model Y: 82,880 units, Model 3: 74,092 units, Model S: 13,008 units, Model X: 9,594 units)

Ford: 17,409 units (Mustang Mach-E: 15,491, E-Transit: 1,495, F-150 Lightning: 423)

Kia: 15,582 units (EV6: 9,508 units, Niro EV: 6,074 units)

Hyundai: N/A (Ioniq 5: 10,776 units)

Nissan LEAF: 7,178 units

Audi: 6,617 units

Polestar 2: 4,118 units

VW ID.4: 3,964 units

Chevrolet Bolt EV/Bolt EUV: 3,645 units

Porsche Taycan Series: 3,627 units

Volvo Cars: 3,330 units

Mercedes-Benz EQS: 3,250 units

Rivian R1T: 2,045 units

BMW: 1,211 units

Lucid Air: 827 units

Mazda MX-30: 306 units

GMC Hummer EV Pickup: 225 units

Jaguar I-PACE: 220 units

Toyota bZ4X: 181 vehicles

Cadillac Lyriq: 40 vehicles

Tesla Model 3

In addition, U.S. luxury car and light truck sales declined 11 percent to 560,856 units in the second quarter, a smaller decline than the 21 percent decline in total U.S. vehicle sales, as supply chain constraints impacted U.S. vehicle sales. Among luxury car brands, only Tesla, Lincoln, Porsche and Genesis saw their U.S. sales rise in the second quarter.

Although Tesla did not announce specific U.S. sales for the first half of the year, the Automotive News Research & Data Center estimates that Tesla delivered 118,700 cars and crossovers in the U.S. in the second quarter, a 53 percent spike from the same period last year. The center also expects Tesla to account for 21.6 percent of total U.S. luxury car sales in the first half of the year, up from 13 percent in the first half of 2021.

BMW's second-quarter U.S. sales were down 18 percent to 78,905 units, with light trucks accounting for more than two-thirds of the total. Mercedes delivered 79,105 vehicles in the U.S. in the second quarter, down 4 percent year-over-year and 200 more than BMW. However, BMW still led Mercedes by 11,263 U.S. sales in the first half of the year. (Note: Mercedes' figures exclude commercial trucks and vans)

After trailing rival BMW by more than a year in its quarterly U.S. sales, Mercedes-Benz regained ground on BMW in the second quarter on improved inventories, according to Cox Automotive, which showed that BMW had 30 days of inventory availability as of June, compared to 36 days for Mercedes-Benz.

Tesla is also working to capture the U.S. luxury car sales crown for 2022. In the first half of the year, Tesla sold 76,081 more units than second-place BMW.


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