Model Y
2022 225,799
2023 385,897
2024 (ytd) 108,999
Model 3
2022 195,698
2023 232,702
2024 (ytd) 42,000
Model S
2022 90,473
2023 26,701
2024 (ytd) 6001
Model X
2022 24,099
2023 24,700
2024 (ytd) 499
Cybertruck
2024 (ytd) 3,878
A lot of their models are looking pretty stale. The updates to the Model 3 for this year scarcely qualify as a mid-cycle refresh.
A fairly large number of start ups had launched a single car model over the years. The difficulty comes with sustaining that with updated models, while competition heats up.
They have to fight newcomers like Rivian and Lucid, both having really solid offering, plus all the "legacy" manufactures, who are rapidly catching up.
Add in a nut-job, high-profile, and distracted CEO, and they've got a lot of headwinds.