Tesla has navigated the chip shortage better than most | Hacker News Reader

Tesla has navigated the chip shortage better than most

jalopnik.com

11 pointsCarCooler3 comments

    "It should be noted that Tesla delivered around 499k cars this year, so this isn’t exactly apples to apples. For context, Toyota sold almost 750k cars in August of 2021."

This year? They are about to delivery 900k+ in 2021 (i.e. this year) and will be 1.5m in 2022. Toyota is declining at 20% annually and Tesla is growing at 50-70% annually.

Even if you go with the 2020 number their deliveries were 499647 so rounded to the nearest 1,000 it becomes 500k. Just shows the deep seated bias of anything Gizmodo.

Tesla doesn’t adhere to normal economics. every other car company had to cancel orders in 2020 to save their cash expecting a drop in demand. Tesla either due to their unique economics or sheer lack of knowledge of the tight supply chain management had the option not to do this. The result? They didn’t lose their components when demand didn’t drop. This wasn’t a risk other companies were able to afford to take (possibly with some exceptions such as Toyota who had a strategy around this)

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