Tesla is gradually reaching one million sales per year
- The production volumes of the Californian carmaker Tesla are in line with its objectives, as they could exceed 850,000 units over the whole 2021 year, compared to 510,000 in 2020 and 365,000 in 2019. At this rate, they could reach one million units by 2022, making Tesla one of the world's fifteen largest carmakers for the first time in its history.
- This expected 67% increase in Tesla's global production in 2021 is largely due to the ramp-up of the carmaker Chinese plant in Shanghai. This plant will produce 400,000 vehicles in 2021 (Model 3 and Model Y), i.e. nearly half of Tesla's worldwide production, while the American plant located in Fremont could produce up to 450,000 vehicles this year (Model 3 and Model Y, but also Model S and Model X), a figure close to the maximum capacity of the plant.
- It is obvious that if Tesla wants to meet the growing demand for its models, it needs a third factory, the one expected in Germany, near Berlin. Given that Tesla's sales in Europe will reach between 130,000 to 135,000 units in 2021, the Berlin plant could be calibrated for 150,000 units per year and even 300,000 per year if the carmaker confirms the expansion of its range with the Model 2 sedan, a model comparable in dimensions to a Volkswagen ID3.
- Currently, Tesla's European market is supplied mainly by the American plant in Fremont, which could clear 100,000 units per year (transferred to Berlin) to support the production of the battery electric pick-up already unveiled but not yet industrialized. The market for this pickup will in fact be mainly located in the United States. The Tesla plant in Shanghai mainly supplies the Chinese market (295,000 sales in the first nine months of 2021).
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