Part 3/11:
Model Y and Model 3: The Foundation
The majority of Tesla's volume will undoubtedly continue to stem from the Model 3 and Model Y, which currently dominate Tesla’s sales. Lee estimates these could reach up to 4–5 million units per year if production costs decrease further. This is a significant uptick from current levels, driven by economies of scale and continued price reductions, making EVs more accessible to a broader audience.
Emerging Models and Special Vehicles
Beyond the core sedans and SUVs, Tesla's future fleet will include: