Tesla sales at 940k units for 2021CY, and 308k for December quarter, y-o-y growth of 87%. NIO sales up 109% y-o-y, obviously from a much smaller base.
Based on estimates for Dec sales, full year EV sales are expected to come in around 6.5 to 6.8 mill units, up 106% y-o-y, roughly 7.8% of overall vehicle sales.
Heaps of new models coming this year and greater choice across broader segments, including pickups, semis, delivery vans, etc.
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