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Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (December 2025)

ced that its global production and delivery volumes for Q4 down 5.5% y/y to 434,000 units and 15.6% y/y to 418,000 units, respectively. The Q4 financial results are scheduled to be announced on January 28th. Also on January 20, Tesla CEO Musk indicated that the initial production pace of the new Cybercab, a new compact hatchback BEV self-driving cab scheduled to go into production by the end of 2026, will be very slow and then accelerate over ...

Market & Tech Reports Updated at: 2026/01/26

Tesla: Struggling with Slowing U.S. BEV Demand and Intensifying Competition in China

pete against other models in this category, like the F-150 Lightning, the Rivian R1T or the mid-size truck KIA is working at to introduce to the north American market by 2026. Tesla would also have to get this vehicle down to a very competitive price to help it get buyers. New lower-cost platform / Cybercab robotaxi In October 2024, Musk unveiled the long-awaited Tesla Cybercab Autonomous Taxi, which the automaker aims to use to gain leverage ...

Market & Tech Reports Updated at: 2026/01/14

Analysis Report: Lithium-Ion Battery (Japanese, European, U.S. and Korean Markets)

e OBBB Act will have a major impact on the company, which achieved sales of USD 99.7 billion in 2024. Although CEO Elon Musk has not announced any major business plans since joining then leaving the Trump administration, the company announced a robotaxi (an autonomous, driverless taxi, a two-seater Cybercab) in October 2024, and is aiming for a market size of 2-6 million units from 2026 onwards. In addition, in the ESS business, the Shanghai Mega...

Market & Tech Reports Updated at: 2025/12/01

Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (September 2025)

les volume in September was 181,000 units, reflecting an increase of 12.2% compared to the same month last year. According to Tesla's third-quarter results released on October 22, global production was 447,000 units and deliveries reached a record high of 497,000 units. Regular production of the Cybercab and Tesla Semi is scheduled to begin in 2026, but there was no report of low-cost models that were mentioned in the second-quarter financial ...

Market & Tech Reports Updated at: 2025/10/27

Where is Tesla heading ?

ss in Austin, Texas, fulfilling a long-standing promise to his shareholders, customers, and fans. In an April 2019 tweet, Musk stated, " Tesla will launch the first driverless robotaxi fleet next year, with over one million vehicles in service." At the We Robot event last October, Musk unveiled the CyberCab, a prototype vehicle that will realize this dream. The CyberCab is a two-seater vehicle without a steering wheel, pedals, or mirrors. Finally...

Market & Tech Reports Updated at: 2025/10/01

Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (March 2025)

ts. Tesla attributes this decrease to a production stoppage due to the switchover of the production line to the all-new Model Y. The company said that it is on track to begin production of new models, including lower-priced models, in the first half of 2025, and that it plans to begin production of Cybercab, a self-driving taxi, in 2026. Canada's Minister of Transport said on March 25 that subsidies to Tesla worth CAD 43 million (about JPY 4.5...

Market & Tech Reports Updated at: 2025/04/25

Tesla Robotaxi: What are the Challenges Ahead?

This article has good perspectives on Tesla's move to E2E deep learning for its AI-centric AV development: https://www.thinkautonomous.ai/blog/tesla-end-to-end-deep-learning/ The next table summarizes Tesla's automotive introductions. No information on the Optimus robot is included. The Cybercab looks like a concept vehicle or prototype and has a way to go for a production version. It is a robotaxi for two people with no steering whee...

Market & Tech Reports Updated at: 2024/11/25

Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (September 2024)

I team announced its software release schedule. The schedule up to the second quarter (Q2) of 2025 has been revealed, including FSD (Full Self-Driving) functions such as automatic parking, as well as FSD release dates in Europe and China. On October 10, at its own We Robot event, Tesla unveiled its Cybercab robo-taxi for the first time, as well as the Robovan, a 20-passenger van. The following graph shows Tesla's share of sales by major reg...

Market & Tech Reports Updated at: 2024/10/28