SageBrush wrote:OrientExpress wrote:Yeah, I saw that, but then again those numbers are speculative estimates, while these are based on actuals.
The one big takeaway here is that globally, the Model 3 and the LEAF are essentially at sales parity.
No, Nissan rather conveniently stopped counting in October 2018
The real take-away is that Tesla is running away from Nissan in sales. Tesla sold in a couple months the volume it took Nissan years, and the gap is now growing fast and accelerating.
That is because he is comparing a global sales market for the Leaf to the US sales market for Tesla Model 3. Tesla has not started selling outside the US until just this week, and then in only a few markets to start out. Within a few months they are going to be selling 2x or 3x the Leaf sales rate.
Leaf is a fine product, but lets not pretend it is the market leader any longer. They once had the title, but Tesla has intercepted and running away with the ball at this point. I don't see the plus cars getting the leader title back in Nissan's hands. It is a nice improvement, but depending on the price may not do much. The way I see it, it is the car that we expected Nissan to make at this point and for about the price they are selling the non plus for. They really cant put a big price differential between them or they just wont sell. So either very little price difference and all sales go to the plus or they lower the price of the non plus cars. That might be a big win for Nissan.