Visualizing EV Production in the U.S. by Brand
How long will Tesla hold onto its dominant electric vehicle (EV) market share?
This is one of the biggest questions facing the U.S. automotive industry. On one hand, Tesla has a very strong brand and loyal customer base (similar to Apple). The company also has a headstart in EV production and spends more on R&D per car than its competitors.
On the other hand, legacy automakers such as Volkswagen are eager to overtake Tesla. As the incumbents, they have decades more experience in building cars and are investing billions of dollars to catch up.
To keep you up to date on this evolving story, we’ve visualized data from the EPA’s 2022 Automotive Trends Report.
Data for the 2021 Model Year
Although it comes from a 2022 report, the comprehensive production data used in this infographic is for the 2021 model year.
The table below breaks out total production by EV and PHEV (plug-in hybrid electric vehicle).
|Manufacturer||EV Production||PHEV Production||Combined Production|
*Rounded to nearest 1,000. Numbers may not add up due to rounding. Includes top 14 manufacturers with U.S. footprint
Toyota and Stellantis are the two biggest legacy automakers in this dataset, though it’s worth pointing out that they only produced PHEVs. Toyota’s first EV, the bZ4X, isn’t slated for release until 2023.
Stellantis appears to be even further behind, though the company has plenty of untapped potential with brands like Jeep and Ram. In a recent interview, Stellantis CEO Carlos Tavares revealed that the company has set aside $36 billion for electrification and software.
Legacy Brands with the Most Momentum
When it comes to building EVs, some legacy brands have moved quicker than others.
Among these legacy brands is Volkswagen, which has made a major commitment to EVs in the fallout of its Dieselgate scandal. The group aims to produce 22 million EVs by 2028, and is rolling out various models including the ID.3 hatchback, the ID.4 SUV, and the ID. Buzz (an electric revival of the classic Microbus).
Ford is also showing good pace, announcing $22 billion in EV investment between 2021 and 2025. The brand produced its 150,000th Mustang Mach-E in Nov. 2022, and is aiming to build 270,000 of them in 2023 alone.
Ford’s highly anticipated F-150 Lightning has also received over 200,000 reservations. Production of the Lightning is expected to be 15,000 in 2022, 55,000 in 2023, and 80,000 in 2024. Rivian, Ford’s primary rival in the electric pickup truck segment, is on track to reach 25,000 vehicles in 2022.
Ranked: Electric Vehicle Sales by Model in 2023
Today, electric vehicle sales make up 18% of global vehicle sales. Here are the leading models by sales as of August 2023.
Ranked: Electric Vehicle Sales by Model in 2023
Electric vehicle (EV) sales are gaining momentum, reaching 18% of global vehicle sales in 2023.
As new competitors bring more affordable options and new performance features, the market continues to mature as customers increasingly look to electric options.
This graphic ranks the top-selling EVs worldwide as of August 2023, based on data from CleanTechnica.
The Best Selling EVs in 2023 (Through August)
Below, we show the world’s best selling fully electric vehicles from January to August 2023:
|Tesla Model Y||🇺🇸 U.S.||772,364|
|Tesla Model 3||🇺🇸 U.S.||364,403|
|BYD Atto 3 / Yuan Plus||🇨🇳 China||265,688|
|BYD Dolphin||🇨🇳 China||222,825|
|GAC Aion S||🇨🇳 China||160,693|
|Wuling HongGuang Mini EV||🇨🇳 China||153,399|
|GAC Aion Y||🇨🇳 China||136,619|
|VW ID.4||🇩🇪 Germany||120,154|
|BYD Seagull||🇨🇳 China||95,202|
As we can see, Tesla‘s Model Y still holds a comfortable lead over the competition with 772,364 units sold. That’s more than double the sales of the #2 top selling vehicle, Tesla’s Model 3 (364,403)
But it’s hard to ignore the rising prevalence of Chinese EVs. The next five best selling EV vehicles are Chinese, including three from BYD. The automaker’s Atto 3 (or Yuan Plus, depending on market), is being sold in various countries including Germany, the UK, Japan, and India.
Meanwhile, Chinese automaker GAC Group also had two models of its Aion EV brand make the rankings, with the Aion S selling 160,693 units so far.
Regional market strength is also clear. For Volkswagen’s ID.4 model (120,154 units sold), Europe and China account for the majority of sales.
Given growing cost efficiencies and changing consumer behavior, global EV sales are projected to make up half of new car sales globally by 2035, according to forecasts from Goldman Sachs.
GDP6 days ago
Visualizing U.S. GDP by Industry in 2023
Brands2 weeks ago
Ranked: Fast Food Brands with the Most U.S. Locations
Economy2 weeks ago
Visualizing 30 Years of Imports from U.S. Trading Partners
Markets2 weeks ago
Ranked: The Biggest Retailers in the U.S. by Revenue
Globalization2 weeks ago
The Top 50 Largest Importers in the World
Maps1 week ago
Mapped: Which Countries Recognize Israel or Palestine, or Both?
United States1 week ago
Ranked: America’s Best Universities
War1 week ago
Ranked: Share of Global Arms Imports in 2022