3 ms·

Ford is on track to deliver 1.6 million cars this year. Tesla is doing 300k a quarter with two factories and about to open two more factories. Volkswagen is tar

Ford is on track to deliver 1.6 million cars this year. Tesla is doing 300k a quarter with two factories and about to open two more factories. Volkswagen is targeting 2.4 million this year. Consensus from the street (not provided by Tesla) is that Tesla will deliver around 1.5 million as it works through the Germany and Texas ramp up. You may want to true up your perceptions.

hef19898 4y ago
So non EV cars don't count anynore or what? VW is just a tad above 10 M cars per year, that is without Audi, Skoda, SEAT and the trucks under MAN / Scania. Ford is at 6.4 M cars.
- InTheArena 4y ago
  Not sure where you get your numbers from, but they are incorrect per WSJ / NYT. A quick Google doesn't validate your 6.4 million number anwhere. On Ford - "The Detroit automaker sold 1,905,955 vehicles in 2021, ending up behind new U.S. leader Toyota Motor Corp (7203. T) and rival General Motors Co (GM. N). Ford had sold 2,044,744 vehicles a year earlier.Jan 5, 2022" VW (not including sub-brands, which are managed and mostly built separately): 4,896,900 It's worth noting both of those companies production is failing, while Tesla is increasing 50% YoY.
  - hef19898 4y ago
    e.g. here: https://www.hotcars.com/largest-car-manufacturers/ https://www.hotcars.com/largest-car-manufacturers/ Statista has similar numbers. Edit: Turned out it was more like 2017 numbers... This source here has 9.5 million units for Toyota, 8.8 million for VW, both after steep drops in 2020. Ford is down to 3.9 million, I am honestly surprised by this. But then I undersetimated the drop in car deliveries in 2020. https://www.factorywarrantylist.com/car-sales-by-manufacturer.html https://www.factorywarrantylist.com/car-sales-by-manufacture...
    - panick21_ 4y ago
      What we are seeing now in the car industry that there is a lot of grouping up to save cost. We will have a few really large groups, VW, Toyota, Stellantis, Renault–Nissan–Mitsubishi alliance. GM has also lost a gigantic amount of vehicle volume in the last 10 years. There will likely be even more consolidation. In general volume is going down and because of supply issues its not going up as much as people thought this year.

hef19898 4y ago

So non EV cars don't count anynore or what? VW is just a tad above 10 M cars per year, that is without Audi, Skoda, SEAT and the trucks under MAN / Scania. Ford is at 6.4 M cars.

InTheArena 4y ago
Not sure where you get your numbers from, but they are incorrect per WSJ / NYT. A quick Google doesn't validate your 6.4 million number anwhere. On Ford - "The Detroit automaker sold 1,905,955 vehicles in 2021, ending up behind new U.S. leader Toyota Motor Corp (7203. T) and rival General Motors Co (GM. N). Ford had sold 2,044,744 vehicles a year earlier.Jan 5, 2022" VW (not including sub-brands, which are managed and mostly built separately): 4,896,900 It's worth noting both of those companies production is failing, while Tesla is increasing 50% YoY.
- hef19898 4y ago
  e.g. here: https://www.hotcars.com/largest-car-manufacturers/ https://www.hotcars.com/largest-car-manufacturers/ Statista has similar numbers. Edit: Turned out it was more like 2017 numbers... This source here has 9.5 million units for Toyota, 8.8 million for VW, both after steep drops in 2020. Ford is down to 3.9 million, I am honestly surprised by this. But then I undersetimated the drop in car deliveries in 2020. https://www.factorywarrantylist.com/car-sales-by-manufacturer.html https://www.factorywarrantylist.com/car-sales-by-manufacture...
  - panick21_ 4y ago
    What we are seeing now in the car industry that there is a lot of grouping up to save cost. We will have a few really large groups, VW, Toyota, Stellantis, Renault–Nissan–Mitsubishi alliance. GM has also lost a gigantic amount of vehicle volume in the last 10 years. There will likely be even more consolidation. In general volume is going down and because of supply issues its not going up as much as people thought this year.