Tesla TSLA This autumn 2021 car supply and manufacturing numbers

Visitors looking at a China-made Tesla Model Y electric vehicle at Auto Shanghai 2021 in Shanghai, China on April 27, 2021.

Qilai Shen | Bloomberg | Getty Images

Tesla am Sonntag said it delivered 308,600 electric vehicles in the fourth quarter of 2021, beating the previous record for a single quarter and analyst expectations. The automaker produced a total of 305,840 fully electric vehicles in the same period.

For the whole year, Tesla has delivered 936,172 vehicles, an 87% increase over 2020 when the company posted its first annual profit on deliveries of 499,647.

In the third quarter of 2021, vehicle deliveries reached 241,300, Tesla’s best quarter to date.

According to a consensus created by FactSet, Wall Street analysts had expected 267,000 Tesla deliveries in the fourth quarter and 897,000 for the whole of 2021.

The deliveries are closest to the sales reported by the CEO Elon Musks Electric car company.

Tesla summarizes the delivery figures of the higher-priced vehicles Model S and X as well as the cheaper vehicles Model 3 and Y. The company does not break down sales or production numbers by region.

Deliveries of the flagship Model S sedan and the Falcon Wing SUV Model X accounted for almost 3% of Tesla’s total deliveries in 2021. Model 3 and Model Y deliveries totaled 296,850 in the last quarter of 2021 and 911,208 for the full year.

Tesla manufactures Model 3 and Y vehicles at its Shanghai and Fremont, Calif., Facility, but only manufactures the X and Y models in Fremont.

Shake off bottlenecks

At Tesla’s annual shareholder in 2021 meeting, Musk lamented a year of supply chain problems that made it difficult to source enough microchips and other unspecified parts.

During the second year of a global coronavirus pandemic, Tesla increased vehicle deliveries by ramping up production at its first overseas factory in Shanghai and making engineering changes to the cars it produced in Fremont, California, some parts together.

Specifically, Tesla announced in May that it Remove radar sensors of Model 3 and Model Y vehicles built for customers in North America. These cars now rely on a camera-based system to enable Tesla’s driver assistance functions such as traffic-dependent cruise control or automatic lane keeping.

looking ahead

Musk has announced plans to increase Tesla’s vehicle sales to 20 million annually over the next nine years. To achieve that growth, Tesla is poised to begin production of the Model Y crossover at its new Austin, Texas factory this year. The aim is to open another factory in Brandenburg, Germany, afterwards.

The company recently relocated its headquarters to Texas. The CEO announced the plan in October, and Tesla made it official in early December.

Last month, Musk wrote on Twitter, with approximately 68.4 million followers, “Giga Texas is an investment of more than $ 10 billion over time that will create at least 20,000 direct and 100,000 indirect jobs.” According to public filings, Tesla plans to spend $ 1.6 billion on the Austin, Texas factory, which is now in phase one.

Despite advances and ambitions in Texas, Tesla has postponed plans to start mass production of its Cybertruck, a distinctly angular pickup truck, until 2023. The company’s semi and redesigned roadster are also still in the works.

Industry outlook

The company now dominates battery electric vehicle sales in the United States and much of the world. However, it is expected to lose market share overall as competitors launch their own all-electric models.

For example, Toyota told investors it will be Invest 35 billion dollars To bring 30 battery electric vehicles to market by 2030. Rivian recently started deliveries his battery-electric pick-up and SUV. and ford no more reservations for his F-150 flash Electric pickup after 200,000 orders.

Tesla sales are still expected to grow with overall demand for electric vehicles, which is in part driven by climate regulation.

Hoping to reduce air pollution from traffic, including states California and new York, are following in the footsteps of several European countries and cities by setting a date by which the sale of most gas-powered vehicles will be banned.

By 2030, Alix Partners predicts that around 24% of new vehicles sold worldwide will be fully electric.

– CNBC’s Jessica Bursztynsky and Jordan Novet contributed to the coverage.

Tesla TSLA Q3 2021 car supply numbers

Tesla delivered 241,300 electric vehicles in the third quarter of 2021, the company announced on Saturday.

Deliveries for the quarter exceeded expectations. Analysts predict that Tesla will deliver around 220,900 electric cars by September 30, according to StreetAccount estimates.

The company produced 237,823 cars through September 30, 2021, Tesla said in its report. 228,882 of these were for the Model 3 and Y models, the cheaper mid-range offers.

The remainder amounted to 8,941 of the S and X models.

Last quarter, Tesla shipped 201,250 vehicles and produced 206,421 cars, although production of its S and X models fell below 2,500.

“Our delivery count should be viewed as a bit conservative, as we only count a car as delivered when it is handed over to the customer and all papers are correct. Statement.

Tesla does not break down the delivery figures by model, nor do they have any sales or production figures from China compared to the USA (deliveries are the company’s closest approximation of vehicle sales.)

Elon MuskThe electric vehicle maker now manufactures cars at its Shanghai facility and its US facility in Fremont, California, while continuing to manufacture batteries domestically with Panasonic at its sprawling facility outside of Reno, Nevada.

For the period ending September 30, 2021, Tesla started shipping some lithium iron phosphate batteries from China for use in Model 3 vehicles for customers in the US

Tesla has also temporarily shut down some operations at its vehicle assembly plant in Shanghai, where it makes cars for customers in China and Europe. The stops have been attributed to a global semiconductor shortage that has challenged Tesla year-round and plagued the entire auto industry.

New battery electric models, especially Rivians R1T and the long-delayed luxury of Lucid Motors Lucid Air limousine, are now in production and are being sold to customers in the United States, an indication that competition is intensifying for Tesla in key markets.

At the same time, interest in electric vehicles is growing, even in the US, which is lagging behind China and Europe.

According to a June 2021 survey by Pew research, 39% of Americans say that “the next time they buy a vehicle, there is at least a certain chance they are seriously considering an electric drive.” About 7% of Americans said they have already bought a battery-only electric or hybrid electric vehicle.

This demand is only encouraged by rising fuel costs and environmental regulations.

For example in China, Government programs make it much faster and cheaper to get license plates for electric vehicles than vehicles with internal combustion engines. The Chinese government has also offered subsidies, tax breaks, and invested in charging infrastructure to encourage the production and adoption of electric vehicles.

Meanwhile, President Joe Biden has a volunteer destination for half of all new car sales in the USA there should be electric models by 2030 – including battery electrics, plug-in hybrids and hydrogen fuel cell vehicles. The move is part of the Biden government’s commitment to Cut US emissions by half by 2030.

Piper Sandler Senior research analyst Alexander Potter, a bull with a target price of $ 1,200 on Tesla stock, wrote in a note on Sept. 27:

“Tesla’s share of the battery electric vehicle (BEV) market will almost certainly decrease – as many competitors have not yet started selling BEVs. However, we assume that Tesla’s share of the overall market will continue to grow, and we emphasize that BEV’s market share is falling. ”Should not be taken as a bearish signal … After all, Tesla competes with vehicles of all types – not just other electric vehicles . “

Sam Fiorani, vice president of Auto Forecast Solutions, agreed. He said, “Tesla is so far ahead of the competition in the EV market that it is unlikely that anyone will overtake them anytime soon. The Tesla cult will bind buyers to the brand in the years to come. Even Audi and Mercedes are difficult to acquire the same aura. While their market share will decline, Tesla will maintain the leadership position for years to come without any major missteps within the company. “

Walmart launches supply enterprise to attach different native retailers with shoppers

Walmart announced Tuesday the launch of a delivery service called GoLocal that will move goods from other local retailers to consumers.

The company said it expects delivery to begin in late 2021 and that the delivery fleet will include newer technologies like self-driving vehicles and drones.

“It’s about bringing the skills we at Walmart have focused on building and connecting for our own customers to life for local and national businesses,” said Tom Ward, senior vice president of Last Mile at Walmart CNBC.

Walmart said GoLocal will be a white label service, which means deliveries will not be made on Walmart-branded vehicles. The company said it will offer two-hour shipping at competitive prices, as well as a two-day delivery option. Deliveries are handled by a combination of staff, gig staff, and sometimes other delivery companies.

Walmart is currently partnered with FedEx for online parcel delivery. The company wouldn’t say if FedEx is being used for GoLocal.

However, Ward said the company will find innovative delivery partners including Cruise, a self-driving electric vehicle startup that the retailer invested in last year, as well as Waymo and Nuro. The delivery of drones will also be a focus Partners like DroneUP, another company Walmart invested in last year, as well as ZipLine and FlyTrex.

“We’re excited to have all these different disruptive technologies as we scale up that bring the final mile together at Walmart,” said Ward.

Walmart has spent the past five years building its ability to deliver goods to customers. In August 2016, it acquired the e-commerce start-up Jet.com for $ 3.3 billion. In March 2018, Walmart launched its Grocery delivery serviceTo fulfill orders from Walmart stores. The company started Walmart Fulfillment Services in February 2020 to compete with the growth of marketplace-centric websites like Amazon and Shopify.

The company closed down Jet.com in May 2020, but CEO Doug McMillon credited the acquisition Supporting Walmart in expanding its delivery network.

Amazon has a similar service called Amazon shipping, in 2018 designed to compete with UPS and FedEx, however it has stopped working in June 2020.

David Vernon, senior transportation analyst at Bernstein, said a retailer’s local delivery service was unlikely to have a significant impact on FedEx and UPS revenues.

“The local delivery market has 230,000 companies competing in every city across America,” Vernon told CNBC. “There are two national packet networks. They have some overlap; business is shifting towards part of this local business. But in the long run, it’s not exactly the same.”

GoLocal already has contracts with a number of national retail customers, according to Walmart, and will begin accepting applications for new partners starting Tuesday.

Singapore e-commerce gamers face challenges in logistics and supply

Consumers are flocking to shop online as people want to avoid crowds due to the pandemic, but getting the goods into the buyer’s hands can be a challenge.

To capitalize on future opportunities, companies selling online must build on an infrastructure to support their business, said James Root, senior partner and chairman of Bain Futures, a global think tank at consulting firm Bain & Company.

“Ecommerce platforms need two infrastructures: They need a great digital payment. Second, they need a great supply chain, ”he told CNBC. “And both to manage cross-border products that come into a market like Singapore, to have fast customs clearance and easy paper processing for them.”

Ultimately, convenience is king … It’s the convenience of shopping when I want, where I want. And it’s 24/7.

“Adequate market skills” are also required, said Root.

“For example, parcel delivery locations near the large apartment blocks and very good transport on the last mile to get products into the hands of consumers at the speed we are teaching our consumers to expect now,” he says elaborated.

When Singapore imposed a “breaker” or partial lockdown at the height of the Covid-19 crisis last year, it exposed the delivery and logistics challenges e-commerce companies are facing.

On November 1, 2016, an employee picks up orders from the shelves of a warehouse in the newly opened SingPost Regional eCommerce Logistics Hub in Singapore.

ROSLAN RAHMAN | AFP | Getty Images

“Ultimately, convenience is king,” said Vaughan Ryan, managing director of E-Commerce Asia Pacific at NielsenIQ. “It’s the convenience of shopping when I want, where I want. And it’s available 24/7. This allows consumers to shop more often, especially in Singapore because we’re so digital.”

Still, he said, “Nobody moved fast enough.”

“The consumer has been ahead of the pace manufacturers and retailers can do – and is fast catching up.”

“There is still a lot of room for improvement in the logistical control of the whole thing. Even with the immediate movement control orders in the circuit breaker, the time windows for the actual online order were not available. That has improved a lot … There is a lot to be done in this area, “emphasized Ryan.

Closing the gap

Ninja Van, based in Singapore, is one of the fastest growing last mile logistics companies in Southeast Asia.

We connect the virtual world and the physical world – you buy something online and we make sure it is delivered to your doorstep, in a locker or in a nearby supermarket, “said Lai Chang Wen, CEO and Co-Founder of Ninja Van, a courier company in Southeast Asia.

He said Ninja Van turned to social media to help customers track their goods and improve the delivery process to cope with the changing times.

Ninja Van’s fleet of delivery trucks.

Ninja Van

“What we think is more important today is… the ability for us to interact with you through your favorite chat messenger. Whether Facebook Messenger, WhatsApp, Telegram, you choose it, you subscribe – and we give you real-time updates on where your driver is. “

“We think this is a new form of tracking that fits in with the way we use our phones, how we interact these days, where it’s not too intrusive and no one is necessarily calling you,” he said.

Ninja Van is currently working with ecommerce sellers in the city-state to bring out some of the supply-related disorders.

“What we see as an opportunity over the next few years is, we’re dealing with a lot of these e-commerce sellers, and they import a lot of their goods from overseas – we help them deliver (properly) to their customers,” said Lai .

“Could we help them with their supply chains too? We’re pretty much working on how to bridge the supply chains of all these ecommerce sellers, ”he added.

– Correction: This story has been updated to accurately reflect that Vaughan is Ryan from NielsenIQ.

EU prepares authorized motion towards AstraZeneca over vaccine supply shortages

President of the EU Commission Ursula von der Leyen

Thierry Monasse | Getty Images News | Getty Images

LONDON – The European Union is preparing legal action AstraZeneca about delivery bottlenecks of his Coronavirus Vaccine, according to four people familiar with the matter.

The EU and the pharmaceutical company were at odds on different occasions this year. Anglo-Swedish company AstraZeneca said it couldn’t deliver as many vaccines as the block expects in both the first and second quarters. This has delayed the rollout of Covid-19 vaccines in the 27 EU countries.

The European Commission, the EU’s executive branch, told the 27 European ambassadors at a meeting on Wednesday that they were considering legal action against AstraZeneca over these delivery issues, four EU officials who said they refused to be named due to the sensitivity of the issue CNBC Thursday. Politico first reported on the Commission’s plan late Wednesday.

“The commission wants to act quickly. It’s a matter of days,” one of the officials told CNBC over the phone, adding that the ambassadors had given “great support” to the legal process.

The same official stated that “few legal issues” were considered before the trial proceeded.

A second official said the Commission is taking this step to ensure that upcoming deliveries are as expected.

When a European Commission spokesman was contacted by CNBC on Thursday, he said: “It is critical that we ensure the delivery of a sufficient number of cans in line with the company’s previous commitments.”

“Together with the member states, we are examining all possibilities to achieve this,” said the same spokesman, without confirming or denying that legal action has been considered.

In March, the President of the European Commission, Ursula von der Leyen, expressed her disappointment with AstraZeneca during a press conference and said: “Unfortunately, AstraZeneca has produced too little and delivered too little. And of course this has painfully slowed the vaccination campaign. “

At the time, von der Leyen said the block was expecting 70 million cans from the company in the second quarter, compared to an originally expected 180 million.

Pascal Soriot, CEO of AstraZeneca, told EU lawmakers in February that low yields in EU production facilities were causing the delays.

A medical worker holds a vial containing the AstraZeneca COVID-19 vaccine at a vaccination center in Ronquieres, Belgium, on April 6, 2021.

Yves Herman | Reuters

Don’t Waste Your Cash: Meals supply delays

Posted: Mar 1, 2021 / 9:51 AM EST
Updated: March 1, 2021 / 9:51 AM EST

Grocery delivery services are more popular than anyone else during the COVID-19 pandemic. But with this popularity, some problems have become more common, especially orders that get to people’s doorsteps later than usual.

Business at Kung Food Chu is recovering thanks to delivery apps and a plethora of takeaway orders.

But owner Hana Chu has noticed a smoldering problem over the past few weeks.

“We noticed that a lot of third-party deliverers didn’t come to collect the food,” Chu recalls.

And she’s getting more and more angry calls.

“Some customers say it’s over two hours,” Chu said.

Delivery apps like GrubHub, Uber Eats, and DoorDash saved lives over the past year.

However, a lack of drivers can lead to longer waiting times. Another reason can be how many customers also tip the delivery drivers.

“The most common excuse I hear among drivers and customers is ‘no tip, no travel,'” said delivery driver Jason Barlow.

Barlow and “Kate” are two delivery drivers (abc27 agreed not to say which service they are driving for).

They both say if an order looks like it has no tip, it can stand for 30 minutes.

“If I see an order coming in without a tip, I will decline that order. It will be offered to the closest person and then that person can choose to take it or decline, ”explained Kate.

The drivers also say they are not told in advance how much tip a customer will leave. However, if an order indicates that it will only pay $ 3-5, it is assumed that a customer is not tipping and may be passing them by.

“Sometimes it’s not even worth it, you just work for free,” said Kate.

Barlow says a small tip is not realistic for a delivery person.

“Can you make money as a driver with 3 dollars? On 3 dollars? Realistically, no, ”said Barlow.

Delivery services show customers a “suggested tip” in their app. But Barlow and Kate suggest being generous.

“You are more likely to get your food faster,” said Barlow.

When it comes to restaurant servers or drivers, this can be a case where a customer should open their wallet a little more to help them out.