It is hard to get complete EV statistics for the US market since there is no central publicly available database.
"Morgan Stanley is out with a new report stating that Tesla is losing market shares to the Ford Mustang Mach-E in the US.The firm released its February 2021 US auto sales report and they found that electric vehicle sales were up by almost 40%.Tesla still had majority market shares, but it fell compared to last year and Morgan Stanley attributes the change almost entirely to the Mustang Mach-E:
BEV sales outgrew the total market by nearly 40% (EV +34% YoY adj. vs. total market -5%). Tesla’s share of the BEV market declined significantly to 69% vs. 81% in the prior year. The Ford Mustang Mach-E accounted for nearly 100% of the share loss.Here are some other electric vehicle highlights from Morgan Stanley’s US auto sales report:
- While total industry sales on a selling day adjusted basis was -5.4% y/y, BEV sales came in at +34.1% y/y.
- Tesla nominal sales estimated at +5.4%; Non-Tesla BEV sales +104.9%
- Tesla accounted for 69% of BEV share vs. last year at 81%.
- BEV penetration for the month was 2.6% vs. 1.8% last year. However, BEV sales likely account for a higher percentage of revenue given their higher ASPs.
- Tesla’s 21,550 assumed US sales compared to the rest of the OEM BEV US sales of 9,527 which consists of: Jaguar, BMW, Porsche, Audi, Chevrolet, Hyundai, Kia, VW, Nissan, Volvo, Mini Cooper, Mercedes, Honda, Ford and Fiat. Tesla appears to be outselling the rest of the OEMs in BEVs by ~2.3x"
https://electrek.co/2021/03/03/tesla-losing-market-shares-ford-mustang-mach-e-morgan-stanley/
This is from Ford:
"- Fully electric Mustang Mach-E, Ford F-150 PowerBoost Hybrid and Escape and Explorer hybrids pushed overall electrified vehicle sales to a new February record – sales were up 56.1 percent over a year ago, with 9,267 vehicles sold.
- Mustang Mach-E sales totaled 3,739 vehicles in its first full month of sales. Nearly 70 percent of Mach-E orders are from competitive brands, while just over one-fifth were sold in California"
https://s23.q4cdn.com/799033206/files/doc_news/2021/03/03/Ford-February-2021-Sales-Release-Final.pdf
