I’m a huge fan of several non-Tesla electric cars. I’d happily recommend the Ford Mustang Mach-E or Volkswagen ID.4 to anyone who expressed any interest in those vehicles. I currently own a Tesla Model 3, but I previously owned and loved a BMW i3 and I would say without a doubt that I’m more excited to see a non-Tesla EV on the road than a Tesla — in large part because the former are so much more rare and the latter are everywhere.
Looking at Q4 2021 sales, the Tesla Model 3 and Tesla Model Y each had around 50,000 sales. The next best electric models were the Ford Mustang Mach-E, with just 8,285 sales; the Volkswagen ID.4, with 4,463 sales; and the Nissan LEAF, with 4,165 sales. Below are versions of the Q4 2021 sales chart with and without Tesla’s sales .
Note that this is not a comprehensive analysis of electric vehicle sales in the US. Sales are not independently reported for some electric vehicle models, such as the Hyundai Kona EV and Kia Niro EV. It’s a similar story looking at 2021 as a whole. While Tesla Model 3 and Model Y sales were around 147,000 and 185,000, the next best selling electric vehicles — the Ford Mustang Mach-e, Chevy Bolt EV/EUV, Volkswagen ID.4, and Nissan LEAF — had just 27,140, 24,828, 16,742, and 14,239 sales, respectively. No other electric vehicle reached 10,000 sales in 2021 as far as we know.
What will it take to get the US to European levels? When will Ford, Volkswagen, and others be ready to ramp up US sales of electric vehicles to 100,000+ per year.
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Tech is like CandyLand - the first movers have a higher probablity of winning.