Q3 2022 Update: Sales and market share numbers are in. See the latest U.S. EV market share numbers below.
As electric cars, trucks and SUVs enter the mainstream, the tug-of-war between EV startups and legacy giants is heating up. Will Tesla hold its lead, or will Ford, General Motors and the rest catch up? Bookmark this page for the latest quarterly and monthly sales and market share updates for electric vehicles in the United States.
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As automaker stats trickle in, here are some notable numbers announced so far:
- Automotive News estimates that Tesla’s US sales totaled 114,000 in Q3 2022.
- In Q3 2022, Tesla’s EV market share dropped from 66% last quarter to 60%.
- Fully-electric vehicles had 5.5% market share in Q3 2022. This is down slightly from 5.6% in Q2 2022, but up from 3.1% one year prior.
- Ford EV sales in September increased by 197.3% over the same month last year.
- Hyundai and Kia are suffering through supply chain issues, leading to lower deliveries of the IONIQ 5 and EV6. Sales were down 45% in Q3 2022 compared to the previous quarter.
In the third quarter of 2022, fully-electric vehicles (BEVs) held steady at 5.5% of new sales market share in the United States. 187,526 of the estimated 3.4 million new vehicles sold were fully electric.
| Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | |
| Battery Electric Vehicles (BEV) | 2.5% | 2.7% | 3.1% | 4.5% | 5.3% | 5.6% | 5.5% |
| Electrified (Hybrid + PHEV + BEV) | 7.8% | 8.5% | 10.4% | 11.5% | 12.4% | 12.6% | TBD |
According to analyses by Automotive News, Tesla sales accounted for 60% of all EVs sold in the US in Q3 of 2022. In Q1 2022, Tesla had a 75% EV market share in America.
| Automaker | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|
| Tesla | 69,300 | 76,230 | 75,509 | 115,248 | 129,743 | 130,047 | 114,000 (est.) |
| Ford | 6,614 | 6,361 | 5,880 | 8,285 | 6,734 | 15,273 | 18,257 |
| General Motors | 9,025 | 11,263 | 4,515 | 26 | 457 | 7,217 | 15,156 |
| Nissan | 2,925 | 4,804 | 2,345 | 4,165 | 4,371 | 3,251 | 1,276 |
| Volkswagen Group | 6,805 | 11,675 | 8,357 | 9,081 | 7,932 | 8,961 | 11,893 |
| Hyundai-Kia | 2,829 | 4,401 | 5,921 | 5,246 | 15,480 | 17,979 | 9,796 |
| Mercedes-Benz | 0 | 0 | 0 | 443 | 2,091 | 1,959 | 2,717 |
| BMW | 340 | 511 | 426 | 199 | 1,171 | 1,082 | 4,337 |
| Stellantis | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Volvo/Polestar | 435 | 2,153 | 2,430 | 2,986 | 3,092 | 4,518 | 3,510 |
| Rivian | 0 | 0 | 0 | 920 | 1,227 | 4,467 | 6,584 |
| Lucid | 0 | 0 | 0 | 125 | 460 | 482 | 1,398 |
| TOTAL US EV sales | 98,832 | 118,233 | 106,562 | 147,799 | 173,561 | 196,788 | 188,924 |
As the Chevrolet Bolt recall fixes are installed, GM’s EV sales numbers are climbing back in a big way. Hyundai and Kia introduced new EVs in 2021 that have catapulted the Korean brands to the top 5 among electric vehicle sales. Ford’s EV sales are expected to increase dramatically as the Mustang Mach-E is now joined by the production ramp-up of the F-150 Lightning. Ford has already delivered nearly 9,000 F-150 Lightnings.
| Automaker | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|
| Tesla* | 70.9 | 64.4 | 70.0 | 72.0 | 74.8 | 66.1 | 60.3 |
| Ford | 6.8 | 5.4 | 5.5 | 5.6 | 4.4 | 7.8 | 9.7 |
| General Motors | 9.2 | 9.5 | 4.2 | 0.0 | 0.3 | 3.7 | 8.0 |
| Nissan | 3.0 | 4.1 | 2.2 | 2.8 | 2.5 | 1.7 | 0.7 |
| Volkswagen Group | 7.0 | 9.9 | 8.3 | 6.1 | 4.6 | 4.6 | 6.3 |
| Hyundai-Kia | 2.9 | 3.8 | 5.5 | 3.6 | 8.9 | 9.1 | 5.2 |
| Mercedes-Benz | 0.0 | 0.0 | 0.0 | 0.3 | 1.2 | 1.0 | 1.4 |
| Mazda | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.0 |
| BMW | 0.7 | 0.8 | 0.9 | 0.6 | 0.7 | 0.5 | 2.3 |
| Stellantis | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Jaguar | 0.3 | 0.3 | 0.2 | 0.1 | 0.1 | 0.1 | n/a |
| Rivian | 0.0 | 0.0 | 0.0 | 0.4 | 0.7 | 2.3 | 3.5 |
| Lucid | 0.0 | 0.0 | 0.0 | 0.4 | 0.3 | 0.2 | 0.7 |
| Volvo/Polestar | 0.4 | 1.8 | 2.3 | 2.0 | 1.9 | 2.3 | 1.9 |
As 2021 came to a close, the worsening chip shortage dominated automotive headlines. Inventory was slim to none, and dealer markups were complicating the market for buyers. By year’s end, plug-in vehicles (fully battery-electric and plug-in hybrids) claimed 4.8% market share in the United States. Battery-electric vehicles were 3.4% of all new car sales in the US in 2021. In Q4 of 2021, that figure reached 4.5%.
Electrified vehicles (EVs, plug-in hybrids, and hybrids) were 10.9% of 2021 new vehicle sales. Notably, this was months prior to the record gas prices of early 2022.
In total, 471,426 fully-electric vehicles were sold to American car buyers in 2021. The total represents a 83% increase in fully-electric vehicle sales since 2020.
Electrified powertrains continue to see rapid growth. By the fourth quarter of 2021, electrified vehicles made up 11.5% of new light-duty vehicle sales.
As the chip crisis continues, legacy automakers have been hit the hardest. Tesla’s vertically-integrated manufacturing and supply chain strategy has proven to be a major strength. Despite numerous new entrants into the electric vehicle market, Tesla retains a 66% market share among fully-electric sales in the United States. That’s a 9% drop since last quarter, but Tesla remains far ahead. Tesla market share is expected to continue to drop with more competition, but sales will rise.
Check back for the latest data once Q2 2022 numbers are released. Additional data and insights will be added to this ‘living’ page.
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