Tesla Q1 production up 12.6％, deliveries up 6.3％ On April 2, Tesla reported that it had produced 408,386 vehicles in Q1 2026, up 12.6% from the 362,615 units produced in Q1 2025. Of those vehicles produced in Q1 2026, 394,611 were Models 3/Y, and 13,775 were other models, including Models S/X, Cybertruck, and Semi. In Q1, Tesla delivered 358,023 vehicles, up 6.3% from the 336,681 units delivered in Q1 2025.  Of those vehicles delivered in Q1...

News  Updated at: 2026/04/03

U.S. auto sales fall 11.8% in March amid elevated vehicle prices and weakening demand The number of new vehicles sold in the U.S. in March 2026 (preliminary figures including estimates for GM/Stellantis/Tesla, etc.), aggregated by MarkLines as of April 2, totaled 1,405,817 units, down 11.8% year over year. March had 25 selling days, one fewer than a year earlier. Seasonally adjusted at annual rates (SAAR, millions/year)  *March data will be upda...

News  Updated at: 2026/04/02

the same month last year. Renault Group sales of 48,956 units increased 13.3% (28.2% share) while Group Stellantis sales of 44,495 units increased 2.7% (25.6% share). Volkswagen Group sales of 23,728 units increased 3.5% (13.7% share) while Toyota Group sales of 10,167 units were flat (5.9% share). Tesla sales of 9,569 units increased 203.1% (5.5% share). BMW Group sales of 9,128 units increased 34.5% (5.3% share) while Hyundai Group sales of 6,4...

News  Updated at: 2026/04/02

Tesla files site plans for Gigafactory Texas campus expansion On March 23, multiple sources reported that Tesla has filed new site plans with Travis County, Texas detailing a significant expansion of its Gigafactory Texas campus, including infrastructure for the recently announced Terafab project, a joint USD 20-25 billion semiconductor fabrication venture between Tesla, SpaceX, and xAI that Musk unveiled on March 21. The filings, which include ...

News  Updated at: 2026/04/01

Tesla investing to expand service center, charging network in Japan On March 30, Tesla CEO Elon Musk said in a post that “Tesla is making a big investment in Japan with service & Superchargers. Many of the parts in Teslas are made in Japan. Panasonic has been our biggest strategic supplier over the past 2 decades.” The post accompanied information that Tesla plans to double the number of directly operated service centers in Japan to more than...

News  Updated at: 2026/03/31

that China’s automotive industry will achieve more sustainable and healthier long-term development. As the base of China’s automotive market grows increasingly large, it is gradually entering an era of micro-growth. Moreover, the price war has been effectively contained by policy measures. With Tesla’s Full Self-Driving (FSD) technology expected to be rolled out in 2026, the underlying logic of competition in the country’s auto industry w...

News  Updated at: 2026/03/30

Motor Co., Ltd., Subaru Corporation, Mazda Motor Corporation, and Mitsubishi Motors Corporation, the subsidy amount will remain high, while the subsidy amount for uncertified companies such as Nissan Motor Co., Ltd., Suzuki Motor Corporation, and BYD Co., Ltd., will decrease. The subsidy amount for Tesla, Inc. will remain unchanged, based on procurement of a certain number of batteries from Panasonic Corporation. (From an article in the Nikkan Ji...

News  Updated at: 2026/03/30

Tesla estimates its Q1 deliveries at 365,645 units, down 12.6% from Q4 2025 On March 26, Tesla published its latest company-compiled delivery consensus of sell-side analysts as a preview to its actual Q1 2026 results. Tesla had done the same ahead of releasing actual Q4 2025 figures as a way of tempering analysts’ expectations before making its quarterly report public. The figures show Tesla Q1 2026 deliveries coming in at 365,645 units, down 1...

News  Updated at: 2026/03/28

Tesla appears to be preparing a larger SUV for U.S. market On March 25, Tesla CEO Elon Musk responded to a suggestion from a fan to make a minivan. Musk first responded that the Cybertruck has isofix points in the back seat for child car seats. He later posted “Something way cooler than a minivan is coming”, signaling the possibly a new product. The communication should be taken in context as drone pictures taken around Gigafactory Texas rece...

News  Updated at: 2026/03/27

through 2030, the South Korean company plans to invest KRW 75 billion (JPY 8.25 billion) to build a precision plastic parts plant.  Founded in 2008, Samkwang Wintech has built a global supply chain as a supplier to Continental and Hyundai Mobis. It has also been registered as a tier 1 supplier to Tesla Inc. and Renault S.A. in 2025. (From a press release on March 18, 2026)...

News  Updated at: 2026/03/26

ck+ and 18 earned a Top Safety Pick.Winners included EV, ICE, and hybrid vehicles. SUVs of different sizes made up 35 of the 45 total Top Safety Pick+ winners and 12 of the 18 Top Safety Picks. No minicars, minivans or small pickups earned awards this year, and only two large pickups qualified, the Tesla Cybertruck and Toyota Tundra crew cab. (Insurance Institute for Highway Safety release on March 24, 2026)...

News  Updated at: 2026/03/26

Stellantis EV drivers get access to Tesla Supercharger Network in U.S. On March 19, Stellantis announced that through agreement with Tesla, owners of Dodge, Jeep, Ram, FIAT and Maserati battery-electric vehicles in North America now have expanded access to more than 27,500 Supercharger locations. Stellantis BEV customers can access Tesla V3 and V4 Superchargers using a Free2move Charge North American Charging System (NACS)-CCS1 DC adapter, availa...

News  Updated at: 2026/03/25

Tesla reported in talks for USD 2.9 billion of solar manufacturing equipment from China Tesla Inc. is reportedly in discussions with several Chinese companies to acquire solar manufacturing equipment worth USD 2.9 billion, according to Reuters. Suzhou Maxwell Technologies, a leading maker of screen-printing equipment for solar cell manufacturing, is a top contender for the project and is reportedly seeking export approval from China's commerce mi...

News  Updated at: 2026/03/25

Tesla CEO Musk announces Terafab chip plant in Austin, Texas On March 21, Tesla CEO Elon Musk announced at the Seaholm Power Plant that his much-anticipated Terafab chip plant will be built near Gigafactory Texas, ending a week of speculation after teasing the project on his social media platform X. Musk said the new Terafab, which will be a joint venture between Tesla, SpaceX and X parent company xAI, will produce the chips to be employed across...

News  Updated at: 2026/03/24

Tesla completes final vehicle testing phase for full self-driving (Supervised) with RDW, Netherlands On March 20, Tesla Europe, Middle East & Africa, in a social media update, announced that it has completed the final vehicle testing phase for Full Self-Driving (Supervised) with RDW, Netherlands. It has submitted all documentation required for the UN R-171 approval + Article 39 exemptions. RDW handles the type-approval and registration of motoriz...

News  Updated at: 2026/03/23

eepal and Avatr), Geely, Chery (Omoda & Jaecoo and Lepas), Dongfeng Motor (Forthing), Maxus, and Geely Riddara; Japanese brands including Toyota and Lexus, Mazda, Isuzu, Mitsubishi Motors, Nissan, Honda, and Suzuki; as well as other global marques such as Audi, BMW and MINI, Porsche, Mercedes-Benz, Tesla, Ford, Jeep, Rolls-Royce Motor Cars, Aston Martin, Maserati, Volvo Cars, Hyundai, and Kia. Among the exhibitors, two-wheeler brands include Hond...

News  Updated at: 2026/03/23

GlobalData blog: How is Tesla’s pivot to robotics and AI likely to affect it going forward? Tesla has announced plans to wind down production of its Model S and Model X flagship models, with no successor programs confirmed, while retooling sections of its Fremont factory to support early production of its Optimus Gen 3 humanoid robot later this year.  The move marks the clearest signal yet that Tesla intends to diversify beyond its core vehicl...

News  Updated at: 2026/03/23

U.S. NHTSA widens Tesla FSD probe to 3.2 million vehicles On March 18, the National Highway Traffic Safety Administration (NHTSA) announced that it was widening an earlier probe to the examine the Full Self-Driving (FSD) feature in 3,203,754 vehicles in the U.S.  Affected models include 2016-2026 Models S and X, 2017-2026 Model 3, 2020-2026 Model Y, and 2023-2026 Cybertruck. The probe is moving from a preliminary evaluation launched in October 2...

News  Updated at: 2026/03/21

Tesla Robotaxi service appears to be expanding in Las Vegas next Tesla Robotaxis have not yet been deployed outside of Austin, Texas, where safety drivers sit in the front passenger side while delivering passengers, or the San Francisco Bay Area, where safety drivers sit behind the steering wheel, but a new city may be in the process of receiving the Model Y taxis. A parking lot full of Model Y vehicles has been reported in Henderson, Nevada, a t...

News  Updated at: 2026/03/21

Musk shares Optimus production plans for Fremont plant On March 11 at the "Abundance Summit" technology summit, Tesla CEO Elon Musk talked about the progress of AI, mass production timing of Optimus 3, and other topics.Musk said that Tesla is in the final stages of completing Optimus 3. “We’re in the final stages of completion of Optimus 3, which is really going to be by far the most advanced robot in the world. Nothing’s even close,” Mus...

News  Updated at: 2026/03/20