Tesla has market share of EV is declining from 29% January 2019 to 11% April 2021.
Market share of total vehicle sales is reported at 3.6% (if you assume the US is a representative market), although with 70m vehicles sold in 2020 (maybe not a representative year) Tesla's 0.5m represents 7.1% so I think they had a good year in 2020.
Not to talk Tesla down but with 3 recalls for safety (granted not for battery safety) in a few months all impacting China and Model 3 they're under the pump.
Similar story on PV and Consumer Storage (home batteries) where they've gone from 35% market share to 5%, at least it's only 10% of their sales revenues.
Cobalt: growing supply gap., page-11
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