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Tesla Model S/X Deliveries Drop By Half to Hit All-Time Low

Tesla’s Model X and Model S vehicles have hit a historic low for the company. Here’s how few the company delivered in 2021.

Tesla, its fans, and investors are celebrating a very good year for overall vehicle production. In 2021 the company reports its total deliveries reached 936,172 vehicles. That is up from 499,550 in 2020. However, these global deliveries consist almost entirely of the Model 3 and Model Y. The more expensive, higher-performance Tesla models, the Model S sedan and the Model X minivan/crossover have dropped to the lowest levels since the Model X began its production ramp.

Delivery data per Tesla

The chart above contains data from Tesla’s annual delivery reports posted to its public website. As shown, the Model S/X have dropped every year since the Model X’s production capability was fully realized. Sales this year of Tesla’s two most advanced models are now just one-quarter of the sales achieved five years ago, and dropped by half over the past 24 months. The decline began well before the market disruption.

24,964 units of very expensive vehicles that can top $100,000 are nothing to sneeze at. However, it is important to remember this is not a U.S. market delivery volume, but global, accounting for Tesla total sales in all markets and all countries. Tesla still has a very long lead over upstart companies like Lucid and Rivian, who will begin to take market share in the S and X segments in 2022.

Related Story: It's Been This Many Years Since Tesla Promised the Roadster, Cybertruck, and Semi

Tesla’s very popular Cybertruck sold zero units in 2021 as did its new Roadster. Both vehicles have yet to begin consumer deliveries. The media coverage for these two models is almost embarrassing given this fact.

If Tesla supplies a market and model breakdown of its four models we will provide a full analysis of the brand’s market share by segment. That Tesla does not provide this information is no accident. With sales now doubling year to year overall, we suspect Tesla will begin providing more details on its deliveries in important markets to highlight its success.

Tesla retail image by John Goreham

John Goreham is a long-time New England Motor Press Association member and recovering engineer. John's interest in EVs goes back to 1990 when he designed the thermal control system for an EV battery as part of an academic team. After earning his mechanical engineering degree, John completed a marketing program at Northeastern University and worked with automotive component manufacturers, in the semiconductor industry, and in biotech. In addition to Torque News, John's work has appeared in print in dozens of American news outlets and he provides reviews to many vehicle shopping sites. You can follow John on TikTok @ToknCars, on Twitter, and view his credentials at Linkedin

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DeanMcManis (not verified)    January 3, 2022 - 2:06PM

Yeah, it made me smile seeing Tinsae's article proclaiming Model S numbers to be 50% above their estimates, and right next to it was John's article saying that the sales were down 50% (from 2017). Tinsae gets the Optimist Award for 2022. It is actually good news that Model S production is up, after a sluggish start. I am hoping to see production ramp FAR more steeply once the Model Y production begins at Giga Texas later this month. Since the Fremont, CA facility has been producing ALL domestic Teslas, and the majority of sales have been of the Model 3/Y, Tesla has just squeezed out a small number of the refreshed Model S Plaid, and only a few LR Model S, and no Model Xs so far. I have a friend who owns a Model S Plaid and has had a Model X Plaid on order since early last year, but even though you could get a Model S Plaid pretty quickly, the Long Range Model S is not predicted to ship until July of 2022, and the Model X Plaid ordered now is estimated to deliver in October 2022, or 2023 for the LR model. Clearly Tesla is not on the fast track to build the non-Plaid Model S or X right now. But I suspect that things will change dramatically by mid year, 2022.