Tesla and Volkswagen have released their sales figures since the beginning of 2022. Tesla remains ahead of Volkswagen and even surpasses the German group. This is finally the 3rd worldwide, behind a Chinese manufacturer, BYD.
Volkswagen’s new boss Oliver Blume has his work cut out for him. He succeeds Herbert Diess, who allowed the German group to turn the electric car around. But now that every Volkswagen brand (or almost) has at least one 100% electric model in the catalog, it’s time to move on to the second. The stated aim is to overtake Tesla, the leader in electric cars, by 2025. Let’s take a closer look at the sales of the two manufacturers to find out how far the German giant needs to go.
Tesla widens the gap with Volkswagen
As of January 2022, Tesla has delivered 564,000 electric cars. In six months, in the same period, Volkswagen sold 217,100 electric vehicles. It is twice less; And the most worrying thing is that in the whole of 2021, Volkswagen delivered 452,900 units compared to nearly a million Model 3, Model Y, Model S and Model X for Tesla. If sales in the second half are similar to the first, Tesla would surpass a million, while Volkswagen would do less well than in 2021.
But the comparison with the first half of 2021, when the Volkswagen group delivered 170,900 electric cars, should reassure investors a little. The German group announces that the beginning of 2022 had been complicated, because of Covid, the war in Ukraine and the semiconductor crisis. The second half of the year should therefore be better than last year, and therefore, we imagine that sales figures for the full year will be better. But certainly not enough to hope to catch up to Tesla.
Tesla doubles its production capacity
In turn, the American manufacturer has gone into overdrive in recent months. The opening of the Gigafactory in Berlin and Texas, as well as the improvement of its other factories (Shanghai and Fremont), allowed the American manufacturer to double its production capacity! We should therefore expect a record semester for Tesla, which will not make the task any easier for Volkswagen.
It should be remembered, however, that the group Volkswagen sold more than 3.8 million vehicles in the first six months of the year with its many factories around the world., all engines combined. The German manufacturer therefore still has plenty of resources to deploy against Tesla, but the switch to electric is expensive and time-consuming. The German group has just opened its first battery factory.
Audi in second place
If we go into details, Volkswagen delivered, in the first six months of the year, 115,900 electric cars against 50,000 for Audi, 22,200 for Skoda, 18,900 for Porsche and 8,300 for the Seat/cupra duo. The Volkswagen ID.4 and ID.5 sold best with 66,800 units between them, compared to 26,000 for the ID.3, 24,700 for the Audi e-tron (including Sportback), 22,200 for the Skoda Enyaq iV (including Coupé) and finally 18,200 for the Audi Q4 e-tron.
Volkswagen 3rd, behind China’s BYD
Finally, before catching up with Tesla, the Volkswagen group will first have to try to outshine Chinese manufacturers. Chinese group BYD is No. 2 in electric cars, with 323,519 100% electric vehicles sold as of January 2022. The manufacturer’s cars are already on the road in Norway and could arrive in France within a few months.
Some observers also compare Volkswagen to the Chinese group SAIC (which, notably, owns MG Motors). The group announced that it has sold 392,749 connected cars, but that includes 100% electric and hybrids. In the absence of details, we cannot know the number of 100% electric cars and we assume it is not higher than the BYD, otherwise SAIC would be careful to specify it. This puts Volkswagen in 3rd position worldwide.
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