As jlv stated, total spin job.lorenfb wrote:InsideEVs May M3 update; https://insideevs.com/news/352626/ev-sa ... -may-2019/
1. 2019 YTD (5 months) M3 U.S. - 46K
2. 2019 YTD Average per month - 9K
3. 2018 Q4 M3 U.S. - 62K, average per month - 20K
4. May 2019 M3 U.S. - 14K
Conclusion - Three months in 2018 outsold five months in 2019. M3 YTD U.S. demand compared to 2018 Q4 is weak.
If you want to claim that North American demand for model 3 has peaked at 50k per quarter (200k per year), then own it!
But you wouldn't want to claim that would you? After all, the short thesis of "limited demand" would be crushed once deliveries exceeds that number, much like how model S demand exceeded projections back in 2015.
It's okay though, once the model Y is produced in volume, I agree that the model 3 sales will be limited, as there's a general preference for CUVs over sedans.