Tesla Report 2020 Statista Mobility Market Outlook – Make Report July 2020 Agenda 01 Overview 04 Appendix ▪ Make profile ▪ COVID-19 impact ▪ Executive summary ▪ Analysis by country ▪ Passenger Cars market worldwide ▪ Included models ▪ Product overview 02 Analysis by region ▪ Market share ▪ Revenue and unit sales ▪ Price comparison 03 Analysis by segment • Core segments • Growth-share matrix • In-depth segment analysis 2 ▪ Authors OVERVIEW 3 Tesla sold about 0.3 million cars worldwide1 in 2019 Overview: make profile About Tesla Key Facts Tesla is a U.S.-American company focusing on sustainable cars, power stores and photovoltaic systems headquartered in Silicon Valley, USA, which was founded in 2003. The founders’ aspiration was to show that electric cars can be technically superior to gasoline-driven cars. Tesla cars are exclusively battery-driven, and the brand stands for dynamic and efficient cars. Tesla’s mission is “to accelerate the world’s transition to sustainable energy”. In 2008, Tesla started the production of the Tesla Roadster, the first car using lithium-ion cells. This was followed by a higher-class model, the Model S, and a medium-sized SUV, the Model X. Since 2018, Tesla has also offered the Model 3, a mid-range sedan, which is the best-selling Tesla model. Group: Tesla In the future, the company wants to start the production of a crossover vehicle and a pickup truck. In the field of autonomous driving, Tesla includes many assistance systems in their cars, such as the Autopilot, which is an advanced driver-assistance system, including features such as lane guidance, adaptive cruise control and automated parking. The introduction of a fully autonomous car was planned for the end of 2019. Founded: 2003 Headquarters: Palo Alto, United States CEO: Elon Musk Largest segment: Large Cars Website: http://tesla.com/ Sales worldwide1 US$16.5bn Revenues Volume sales 4 1: Worldwide includes all countries which are covered by the Mobility Market Outlook 2: CAGR: Compound Annual Growth Rate / average growth rate per year Source: Statista Mobility Market Outlook 2020 +48.3% in 2019 CAGR2 2014-2019 0.3m +58.5% cars sold in 2019 CAGR2 2014-2019 In 2019, the make realized 48% of its worldwide2 revenue in the Large Cars segment Overview: executive summary Management summary ▪ Tesla realized a total revenue of US$16.5 billion worldwide2, while the total market revenue amounted to US$2.2 trillion in 2019. ▪ The largest passenger cars segment3, Large Cars, accounted for 48% of Tesla's revenue in 2019 ▪ Tesla's second largest segment was the Large SUVs segment. It accounted for 26% of the makes revenue in 2019. ▪ In the market share by revenue category, Toyota (9.5%), Volkswagen (7.4%) and Ford (5.9%) take the lead worldwide. Tesla had a 0.85% market share. Tesla Passenger Cars1 revenues worldwide2 in 2019 Sports Cars 23.2% Large Cars 47.8% Passenger Cars revenues US$16.5bn in 2019 26.0% 2.9% Undefined 5 1: Data on Luxury Cars is not available for China; Data on Full-size Vans and Pickup Trucks is only available in the U.S. Undefined refers to revenue share from the unit sales of unclassified vehicles 2: Worldwide includes all countries which are covered by the Mobility Market Outlook 3: For SUVs, model grouping is based on the U.S. classification. For more information, please check the methodology Source: Statista Mobility Market Outlook 2020 Large SUVs Tesla's global market share grew from 0.1% in 2014 to 0.7% in 2019 Overview: Passenger Cars Market worldwide (1/3) Passenger Cars1 revenues worldwide2 in 2014 Tesla Tesla 0.1% 0.7% Passenger Cars revenues Passenger Cars revenues US$1.9tn US$2.2tn 99.9% 99.3% Other Other in 2014 6 Passenger Cars1 revenues worldwide2 in 2019 in 2019 1: Data on Luxury Cars is not available for China; Data on Full-size Vans and Pickup Trucks is only available in the U.S. 2: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 Tesla continues to grow globally with a CAGR of 45.4% Overview: Passenger Cars Market worldwide (2/3) Tesla's passenger cars revenue3 worldwide1 in bnUS$ +45.4%2 14.4 0.4 2013 7 2.3 2014 3.7 2015 6.0 2016 16.5 13.5 15.7 15.5 15.6 2021 2022 2023 7.5 2017 2018 2019 2020 1: Worldwide includes all countries which are covered by the Mobility Market Outlook 2: CAGR: Compound Annual Growth Rate / average growth rate per year 3: The forecast was adjusted for the expected impact of COVID-19 Source: Statista Mobility Market Outlook 2020 8 Toyota 4.4% BMW 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 0.4% 0.4% Jaguar Changan 0.4% 0.5% Infiniti Mini 0.5% 0.4% 0.5% SEAT Trumpchi 0.4% 0.5% Chrysler Roewe 0.7% Haval Lincoln 0.8% 0.8% Dodge 0.8% 0.8% Tesla Fiat 0.9% Ram Citroën 0.9% 0.9% 1.0% Daihatsu BYD 1.0% Opel/Vauxhall Porsche 1.0% 1.0% 1.1% Lexus Cadillac 1.2% GMC Mitsubishi 1.2% Subaru 1.4% Volvo 1.4% 1.4% Skoda 1.3% 1.4% Peugeot Geely 1.6% 1.5% Buick 1.7% Mazda Suzuki 1.7% Land Rover 3.3% 2.6% Renault Kia Jeep 3.7% 4.6% Mercedes-Benz Audi 4.9% 4.7% 5.6% Nissan Hyundai 5.8% Honda Chevrolet 5.9% Ford Volkswagen 7.4% 9.5% Tesla achieved a 0.8% market share of the worldwide1 passenger cars market revenue Overview: Passenger Cars Market worldwide (3/3) Market share of passenger cars revenue worldwide1 in 2019 ANALYSIS BY REGION 9 With 2.2% of the market share, the United States is the biggest market of Tesla Analysis by region: market share (1/2) Passenger Cars revenue share in 2019 Other United States 2.2% 97.8% 10 Source: Statista Mobility Market Outlook 2020 Make Europe China 0.5% 0.0% 99.5% 100.0% Tesla achieved the highest revenue market share in the Netherlands and unit sales share in Norway Analysis by region: market share (2/2) Market share of Tesla by revenue in 2019 Netherlands Market share of Tesla by unit sales in 2019 11.1% Norway 9.8% United States 2.2% Norway 3.5% Netherlands 3.4% United States 1.3% Sweden 0.9% Sweden 0.3% Switzerland 0.9% Switzerland 0.3% Portugal 0.2% Portugal 0.7% Ireland 0.4% Ireland 0.1% Belgium 0.4% Belgium 0.1% United Kingdom 0.2% United Kingdom 0.1% Germany 0.2% Germany 0.1% 11 Source: Statista Mobility Market Outlook 2020 Passenger Cars sales of Tesla in the U.S. will grow with a CAGR of 27.4% between 2014 and 2023 Analysis by region: revenue and unit sales (1/3) Tesla's passenger cars revenue3 in bnUS$ in the United States2 +27.4%1 11.3 12 1.5 2.3 2014 2015 4.4 4.6 2016 2017 2018 13.4 13.2 13.1 13.2 2021 2022 2023 10.9 2019 2020 1: CAGR: Compound Annual Growth Rate / average growth rate per year 2: Includes sales of Pickup trucks and Full-size Vans 3: The forecast was adjusted for the expected impact of COVID-19 Source: Statista Mobility Market Outlook 2020 Tesla Passenger Cars sales continue their steady growth in Europe Analysis by region: revenue and unit sales (2/3) Tesla's passenger cars revenue2 in bnUS$ in Europe +19.7%1 2.6 1.4 1.5 2015 2016 2.7 2.6 2.2 2.2 2.1 2.1 2020 2021 2022 2023 0.8 0.4 2013 13 2014 2017 2018 2019 1: CAGR: Compound Annual Growth Rate / average growth rate per year 2: The forecast was adjusted for the expected impact of COVID-19 Source: Statista Mobility Market Outlook 2020 In 2019, 222 thousand Tesla cars were sold in the United States Analysis by region: revenue and unit sales (3/3) Passenger Cars unit sales1 in thousands by region United States Europe 221.8 207.3 204.6 203.8 191.6 173.6 47.6 16.7 3.9 9.1 2013 14 2014 25.4 50.1 28.3 29.0 27.2 23.0 22.9 22.2 22.1 2017 2018 2019 2020 2021 2022 2023 16.1 15.0 2015 2016 1: The forecast was adjusted for the expected impact of COVID-19 Source: Statista Mobility Market Outlook 2020 In Europe, Tesla cars cost 244% more than an average car Analysis by region: price comparison Average passenger cars prices1 in 2019 Market Average Make Average +244% US$95,945 +73% US$60,551 US$35,064 US$27,905 Europe 15 1: Average price is a volume weighted average price of base models Source: Statista Mobility Market Outlook 2020 United States ANALYSIS BY SEGMENT 16 Core segments of Tesla are Large Cars, Sports Cars and Large SUVs Analysis by segment: core segments (1/3) Revenue share in Tesla's portfolio in 2019 Core segments definition Other segments Core segment Large Cars (>10) Large SUVs (>10) Sports Cars (1) 17 We define core segments as segments in which the make either generates at least 20% of their revenue, or holds a market leader position (top 10 in the segment) with at least 10% of its revenues generated in the segment. 49.3% 26.8% 23.9% 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 Numbers in the brackets show the position of the make in the segment. Out of the core segments, Tesla has the highest market share in the Sports Cars segment Analysis by segment: core segments (2/3) Market share of core segments by revenue in 2019 Other makes 96% 4% Large Cars 18 Source: Statista Mobility Market Outlook 2020 88% 12% Sports Cars Make 98% 2% Large SUVs Tesla's Large SUVs cost 124% more than an average vehicle in the segment Analysis by region: core segments (3/3) Average passenger cars prices1 in 2019 Market Average Make Average +124% +10% US$100,204 US$92,299 US$83,587 +54% US$48,036 US$44,706 US$31,153 Large Cars 19 1: Average price is a volume weighted average price of base models Source: Statista Mobility Market Outlook 2020 Sports Cars Large SUVs Tesla's largest segment, Large Cars, is a Dog segment Analysis by segment: growth-share matrix Worldwide1 passenger cars growth and market share comparison2 Other segments 25% Core segment Question Marks Stars 15% 10% 5% Stars – large relative market share in a fastgrowing industry. Stars should be invested in more in order to maintain their growth and fight competitors. Large Cars 0% Large SUVs -5% -10% -15% Dogs 0% Cash Cows 10% 20% 30% 40% 50% 60% 70% relative market share 20 The chart groups car segments by relative market share and growth rates. Relative market share is calculated by dividing the make revenue with the revenue of the largest make in the segment. Question Marks – low relative market share in a fast-growing market. Segments in this section can grow fast, but at the expense of the company’s resources. They should be analyzed closely and frequently. Sports Cars 20% market growth 19/18 Growth-share matrix 1: Worldwide includes all countries which are covered by the Mobility Market Outlook 2: Bubble size depicts revenue Source: Statista Mobility Market Outlook 2020 80% 90% Dogs – low relative market share in a slow growing market. While dog-segments often break even, they are prime candidates when divesting. Cash Cows – large relative market share in a 100% slow growing industry. The segments here are the most “mature” and they contribute growth without additional investments. In Europe, Large Cars of Tesla are more expensive than the market average Analysis by segment: Large Cars (1/4) Large Cars Segment Average price3 comparison in the segment in 2019 European Car segment: D (Large Cars) Market Average U.S. Car segment: Mid-size Cars Make Average US$48,955 Chinese Car segment: Category B Also known as: Large Family Cars, Intermediate Cars, Compact Executive Cars, Entry-level Luxury Cars Tesla models: Model-3 US$48,036 US$38,062 US$31,408 Competitor Models: Audi A4, BMW 3 Series, Citroën C5, Ford Mondeo, Honda Accord, Mazda 6, Mercedes-Benz C-Class, Opel Insignia, Peugeot 407, Toyota Avensis, Volkswagen Passat Tesla's segment sales worldwide1 US$7.90bn Revenues in 2019 0.16m Volume sales cars sold in 2019 - CAGR2 2014-2019 CAGR2 - 2014-2019 Europe 21 1: Worldwide includes all countries which are covered by the Mobility Market Outlook 2: CAGR: Compound Annual Growth Rate / average growth rate per year 3: Average price is a volume weighted average price of base models Source: Statista Mobility Market Outlook 2020 United States The Large Cars segment accounted for around 44% of Tesla's worldwide revenue in 2019 Analysis by segment: Large Cars (2/4) Background Share of the segment among car sales revenues in 2019 The Large Cars Market grew out of the Medium Cars market as manufacturers’ response to consumers’ desire for larger, affordable vehicles around the middle of the twentieth century. This class was a subject to many redefinitions influenced by regulations, making its borders fluent in regard to models size. The Large Cars Market segment in this report, includes family passenger cars of an average footprint around 4.30m2 (46 ft2), an average mass around 1640kg (3620lbs) and a passenger/cargo volume between 3.1 m3 and 3.4 m3 (110 ft3 and 119 ft3). Market Average 12% United States 59% Share of the segment among car sales revenue of Tesla worldwide1 44% 8% Europe 0% 1% 2014 22 2015 2016 2017 2018 2019 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 Make Average 23 4.0% Tesla 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 1.0% 0.9% 0.8% 0.6% 0.6% 0.4% 0.3% 0.2% Lexus Opel/Vauxhall Subaru Jaguar Lincoln Chrysler Alfa Romeo Changan Renault 0.2% Peugeot 0.2% 1.2% 2.0% Cadillac Infiniti 2.0% Volvo 1.5% 2.1% Skoda Mazda 2.2% 2.6% BYD Hyundai 3.0% 4.2% Ford Kia 4.4% Nissan 3.1% 4.5% Buick Chevrolet 4.6% 6.9% Honda Geely 7.2% 8.2% BMW Mercedes-Benz 8.3% 9.1% Audi Toyota Volkswagen 13.0% Tesla achieved a 4.0% market share of the worldwide Large Cars market revenue Analysis by segment: Large Cars (3/4) Market share of Large Cars revenue worldwide1 in 2019 24 5.8% 5.5% 5.4% 5.2% Buick Nissan Mercedes-Benz Ford 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 0.8% 0.7% 0.7% 0.6% 0.5% 0.5% 0.4% Infiniti Subaru Lexus Chrysler Changan Lincoln Jaguar Senova 0.2% Renault 0.2% Alfa Romeo 0.2% 1.0% 1.4% Mazda Cadillac 1.5% Volvo 1.0% 1.8% BYD Opel/Vauxhall 2.1% 2.6% Tesla Skoda 2.6% 3.1% Kia Hyundai 4.3% 6.1% BMW Chevrolet 6.1% 6.9% 7.6% Audi Geely Honda Toyota Volkswagen 9.4% 15.3% Out of all Large Cars sold in 2019, 2.6% are of Tesla make Analysis by segment: Large Cars (4/4) Market share of Large Cars unit sales worldwide1 in 2019 In Europe, Sports Cars of Tesla are less expensive than the market average Analysis by segment: Sports Cars (1/4) Sports Cars Segment Average price3 comparison in the segment in 2019 European Car segment: S (Sports Coupes) Market Average U.S. Car segment: Sports Cars, Two-seaters Make Average US$99,067 Chinese Car segment: Category B US$92,476 US$92,196 Also known as: Sportscars Tesla models: Model-S, Roadster US$73,894 Competitor Models: Audi TT, BMW i8, Cadillac XLR, Chevrolet Camaro, Chrysler Crossfire, Jaguar XK, Ford Mustang, Porsche Boxster, Volkswagen Eos Tesla's segment sales worldwide1 US$3.83bn Revenues Volume sales +10.7% in 2019 CAGR2 2014-2019 0.04m +10.0% cars sold in 2019 CAGR2 2014-2019 Europe 25 1: Worldwide includes all countries which are covered by the Mobility Market Outlook 2: CAGR: Compound Annual Growth Rate / average growth rate per year 3: Average price is a volume weighted average price of base models Source: Statista Mobility Market Outlook 2020 United States The Sports Cars segment accounted for around 26% of Tesla's worldwide revenue in 2019 Analysis by segment: Sports Cars (2/4) Background Share of the segment among car sales revenues in 2019 Ever since the first sports car – the Prince Henry Vauxhall 20hp - was sold in 1910, sports cars were distinct from others vehicle types by their speed and maneuverability. The Sports Cars Market segment includes passenger cars of an average footprint around 4.1m2 (44 ft2), an average mass around 1565kg (3450lbs) and they are usually two-seaters designed for quick response, easy maneuverability and high-speed driving. Market Average Make Average 3% Europe 54% Share of the segment among car sales revenue of Tesla worldwide1 86% 98% 3% 98% 63% United States 52% 26% 2014 26 2015 2016 2017 2018 2019 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 18% Tesla achieved a 12.5% market share of the worldwide Sports Cars market revenue Analysis by segment: Sports Cars (3/4) 27 1.3% 1.0% 0.9% 0.9% 0.5% 0.5% 0.5% 0.4% Audi Nissan Fiat Aston Martin Subaru Maserati ALPINE Bugatti Morgan 0.2% 1.5% McLaren Lotus 0.3% 1.7% Lexus 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 Hyundai 0.3% 1.7% 2.9% BMW Mazda 3.0% Jaguar 2.3% 3.4% Mercedes-AMG Mercedes-Benz 3.5% Lamborghini 10.2% Ferrari 12.5% Tesla 13.3% Chevrolet Ford Porsche 16.1% 20.3% Market share of Sports Cars revenue worldwide1 in 2019 Out of all Sports Cars sold in 2019, 11.3% are of Tesla make Analysis by segment: Sports Cars (4/4) 28 1.8% 1.4% 1.3% 1.3% 1.2% 0.8% 0.7% 0.6% 0.5% BMW Ferrari Lexus Nissan Subaru Hyundai Lamborghini ALPINE McLaren Opel/Vauxhall 0.3% 1.8% Mercedes-AMG Aston Martin 0.3% 2.3% Fiat Toyota 0.3% 2.4% Audi Abarth 0.3% 2.6% Mercedes-Benz 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 Volkswagen 0.4% 3.0% Jaguar Mazda Tesla Porsche Chevrolet Ford 4.9% 11.3% 15.6% 18.6% 25.2% Market share of Sports Cars unit sales worldwide1 in 2019 In Europe, Large SUVs of Tesla are more expensive than the market average Analysis by segment: Large SUVs (1/4) Large SUVs Segment Average price3 comparison in the segment in 2019 European Car segment: J (Sport Utility Cars – excluding Small SUVs) Market Average U.S. Car segment: Large Sport Utility Vehicles Make Average US$100,422 Chinese Car segment: Sport Utility Vehicles US$100,120 Also known as: Mid-size SUVs, Full-size SUVs, Large 4x4 Tesla models: Model-X Competitor Models: Audi SQ7, BMW X5, Honda Pilot, Land Rover Discovery, Land Rover Range Rover, Nissan Pathfinder, Volvo XC129 US$57,079 Tesla's segment sales worldwide1 US$4.30bn Revenues Volume sales US$46,146 +509.8% in 2019 CAGR2 2014-2019 0.04m +512.1% cars sold in 2019 CAGR2 2014-2019 Europe 29 1: Worldwide includes all countries which are covered by the Mobility Market Outlook 2: CAGR: Compound Annual Growth Rate / average growth rate per year 3: Average price is a volume weighted average price of base models Source: Statista Mobility Market Outlook 2020 United States The Large SUVs segment accounted for around 27% of Tesla's worldwide revenue in 2019 Analysis by segment: Large SUVs (2/4) Background Share of the segment among car sales revenues in 2019 Early SUVs originated form commercial repurposing of the military vehicles used around the Second World War, although those initial models were marketed as station wagons for over fifty years, before finally being called sport utility vehicles in the late 1980’s. After the financial crisis in the late 2000’s, sales of the Small SUVs recovered quickly and continued to rise, influencing many companies to redesign their models to suit this new market trend and making crossover SUVs the fasted growing trend today. The Large Sport Utility Vehicle Market segment includes light trucks, used as family vehicles, of an average footprint around 4.65m2 (50 ft2) and an average mass around 2185kg (4815lbs). Market Average Make Average 11% Europe 46% Share of the segment among car sales revenue of Tesla worldwide1 34% 10% 2014 30 0% 1% 2015 2016 2017 27% 43% 27% 2018 2019 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 United States 23% 31 7.0% Toyota 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 0.6% 0.6% Jaguar Wey 1.3% Chana (Oushang) 0.7% 1.4% Peugeot Mitsubishi 1.5% Skoda 0.7% 1.7% Tesla Subaru 1.7% Infiniti 0.8% 1.8% Lincoln Alfa Romeo 2.0% Volvo 0.9% 2.1% Honda Acura 2.1% Dodge 0.9% 2.1% Audi Porsche 2.3% Kia 3.4% GMC 2.6% 3.6% Nissan Hyundai 3.7% 4.1% Lexus Mercedes-Benz 4.4% Cadillac 5.7% 7.1% Jeep 8.9% 8.4% Land Rover Chevrolet Ford Volkswagen 12.0% Tesla achieved a 1.7% market share of the worldwide Large SUVs market revenue Analysis by segment: Large SUVs (3/4) Market share of Large SUVs revenue worldwide1 in 2019 32 1: Worldwide includes all countries which are covered by the Mobility Market Outlook Source: Statista Mobility Market Outlook 2020 1.0% 1.0% 0.9% 0.9% 0.9% 0.9% 0.8% 0.7% Wey Zotye Trumpchi Subaru Chery Acura Alfa Romeo Tesla 1.9% Mercedes-Benz 1.1% 2.0% Peugeot Audi 2.0% Skoda 1.2% 2.3% Kia Lincoln 2.6% Hyundai 1.2% 2.7% Lexus Infiniti 2.8% Cadillac 1.2% 3.0% Honda Volvo 3.1% Dodge 1.2% 3.3% Land Rover Chana (Oushang) 3.5% 3.9% 4.6% Jeep Nissan GMC Ford Toyota Chevrolet Volkswagen 7.6% 9.1% 12.2% 13.5% Out of all Large SUVs sold in 2019, 0.7% are of Tesla make Analysis by segment: Large SUVs (4/4) Market share of Large SUVs unit sales worldwide1 in 2019 Agenda 01 Overview 04 Appendix ▪ Make profile ▪ COVID-19 impact ▪ Executive summary ▪ Analysis by country ▪ Passenger Cars market worldwide ▪ Included models ▪ Product overview 02 Analysis by region ▪ Market share ▪ Revenue and unit sales ▪ Price comparison 03 Analysis by segment • Core segments • Growth-share matrix • In-depth segment analysis 33 ▪ Authors The global revenue from the vehicle sector is expected to decline by 20% as a result of COVID-19 • The vehicle sector is one of the sectors hit the hardest by the COVID19 outbreak. • This is partly because China has the world’s largest automobile market. • In terms of production, the Hubei province is responsible for a large part of cars produced in China. • The vehicle sector is extremely sensitive to crisis, and given China's role in production and supply, the ripple effect of the Coronavirus outbreak in China is sure to be felt globally. • We project that, given recent events, the global revenue accruing from Passenger Cars sales in 2020 will decline from a Pre COVID-19 estimate of US$2,252bn to a Post COVID-19 estimate of US$1,810bn. • Compared to previous estimates, the revenue accruing from Passenger Cars sold worldwide is expected to decline by 20%. Global1 Passenger Cars revenue in billion US$ in 2020 Passenger Cars -20% 2,252 1,810 Pre COVID-19 34 1: Global refers to the 150 countries covered in the Statista Market Outlooks (representative of 98% of worldwide GDP) Source: Statista Mobility Market Outlook 2020 Post COVID-19 The United States is the largest Passenger Cars market worldwide in 2019 Analysis by country: top six countries (all manufacturers) Passenger Cars revenue in million US$ by country Americas Asia & Australia Europe Africa 35 United States Brazil 54,736 Mexico 26,445 Canada 18,152 Argentina 13,959 Chile 7,396 China Japan 103,631 India 78,762 South Korea 38,845 Iran 23,269 Australia 21,990 Germany 104,321 United Kingdom 75,233 France 52,915 Italy 45,854 Russia 37,962 Spain 36,146 South Africa 10,249 Egypt 5,903 Morocco 5,099 Algeria 3,321 Tunisia 991 Nigeria 354 Source: Statista Mobility Market Outlook 2020 615,466 554,172 Overview of Tesla models Appendix: models overview Segment1 Car Models Mini Cars - Small Cars - Medium Cars - Large Cars Model-3 Executive Cars - Luxury Cars - Sports Cars Model-S, Roadster Minivans - Small SUVs - Large SUVs Model-X Full-size Vans - Pickup Trucks - 36 1: For SUVs, model grouping is based on the U.S. classification. For more information, please check the methodology About the Statista Mobility Market Outlook Everything you need to know about the future of mobility! The Mobility Market Outlook combines key mobility topics and provides relevant figures and forecasts of both the automotive market and mobility services on a global scale. We understand, measure, and predict market behavior and share the results with you. Motorcycle Sales Vehicle Sales: ▪ Over 80 relevant car makes (brands) ▪ 12 international car classes Motorcycle Sales: ▪ Vehicle Sales Over 30 leading motorcycle makes (brands) Mobility Services Mobility Services: ▪ ▪ Car Rentals, car-sharing, and ride hailing & taxi Bus, train, and plane tickets Travel & Tourism Travel & Tourism: ▪ ▪ Hotels and vacation rentals Cruises and package holidays Find out more on https://www.statista.com/outlook/mobility-markets Authors Andreas Ahlswede Ayodeji Oloruntoba Maria Andrades Sanchez Senior Researcher Analyst Team Lead Mobility Markets a.ahlswede@statista.com a.oloruntoba@statista.com m.andradessanchez@statista.com Andreas Ahlswede studied Human Geography at the University of Bremen and now works as a researcher with focus on transportation and logistics as well as automotive at Statista. Before joining Statista, he worked as a student trainee for the port railway of the Free Hanseatic City of Bremen. www.statista.com Ayodeji Oloruntoba studied Civil Engineering at Obafemi Awolowo University (B.Sc.) and Environmental Engineering at the Hamburg University of Technology (M.Sc.). Before starting as a full-time employee at Statista, he worked as a student researcher for the Editorial Research Intelligence team at Statista. Maria Andrades Sanchez studied Demography at the University of Rostock in Germany before she went on to study for her Ph.D. at the Sapienza University of Rome in Italy. Before joining Statista, she worked as the Head of the Data Analysis Department for an investment company in Cyprus.