California has reached a file of twenty-two% market share for battery-electric autos (BEV) and over 40% when you account for PHEVs and HEVs.
Tesla has been liable for a lot of California’s EV management, however the automaker is now down within the vital EV market.
Battery-electric autos (BEV) are actually hitting an all-time file of twenty-two.2% market share within the state – greater than twice the nationwide BEV market share:
Tesla has been largely liable for this progress as much as 2023, however this stopped in 2024.
In keeping with the CNCDA information, Tesla’s gross sales are down 12.6% year-to-date:
To be truthful, total automobile gross sales are down 1.7% within the state year-to-date, however Tesla’s gross sales are definitely down greater than the typical and BEV gross sales are nonetheless rising.
CNCDA commented on the scenario:
This marks a full 12 months of registration declines for Tesla in California, leaving the “different powertrain door” open for conventional automakers. Producers and sellers have embraced this shift, increasing their share of battery electrical car (BEV) gross sales to 40.2 % as shoppers more and more flip to thrilling, new electrical car (EV) choices.
Regardless of Tesla’s slowdown in gross sales, the automaker nonetheless has 4 autos within the prime 10 best-selling EVs within the state, and the Mannequin Y is undoubtedly in a league of its personal:
| Rank | Mannequin | Kind | Regs. |
| 1 | Tesla Mannequin Y | BEV | 105,693 |
| 2 | Tesla Mannequin 3 | BEV | 37,219 |
| 3 | Hyundai Ioniq 5 | BEV | 11,711 |
| 4 | Ford Mustang Mach-E | BEV | 8,013 |
| 5 | Toyota RAV4 | PHEV | 7,805 |
| 6 | Tesla Mannequin X | BEV | 7,312 |
| 7 | BMW i4 | BEV | 6,667 |
| 8 | Tesla Cybertruck | BEV | 6,349 |
| 9 | Rivian R1S | BEV | 6,279 |
| 10 | Jeep Wrangler | PHEV | 6,277 |
However on the finish of the day, BEVs are nonetheless rising within the state regardless of Tesla’s gross sales happening and broader automobile gross sales additionally being down.
Hyundai’s Ioniq 5 and Ford’s Mustang Mach-E are selecting up a few of Tesla’s slack.
Tesla is just not the one EV producer having points in California. We will see BEV gross sales from Chevy, Polestar, Porsche VW, and Volvo crashing:
Nonetheless, Chevy’s crash was because of the transition away from the Bolt EV. Gross sales ought to begin to decide up with new EVs launching by the model.
GM can be seeing its GMC model’s BEV gross sales surge.
Within the luxurious BEV segments, most are doing properly, apart from Tesla, with Audi, BMW, Mercedes, and Lexus all seeing double-digit share will increase.
Rivian can be doing properly, with a 35% enhance in deliveries in California.
However to be truthful to Tesla, these will increase are all on comparatively low volumes of deliveries final 12 months whereas Tesla delivered a file 182,000 electrical autos within the state in 2023 – greater than all different automakers mixed.
