Here’s why the new Tesla Model Y is arriving earlier in China than in France and the United States

This page is translated from the original post "Voici pourquoi la nouvelle Tesla Model Y arrive plus tôt en Chine qu’en France et aux États-Unis" in French.

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Tesla Model Y Chine

With its rapid growth and especially a relative lack of political interference, China is simply Tesla’s number one market.

Sorry to spoil the answer right away, but there’s no point in closing your eyes to reality. The heart of the electric vehicle beats in China. The brand new Tesla Model Y was unveiled exclusively for China, where it will be available first. Production began as early as October 2024 at the Shanghai Gigafactory, which has become a pillar of the company. Meanwhile, European and American consumers are still waiting for a launch date, which we estimate to be in May 2025.

Why this priority? Simply because China is, by far, Tesla’s main market. In December 2024, over 40,000 Model Ys were sold in the country despite the expected update of the model. On a market scale, electrified vehicle sales surpassed 50% at the end of the year (40.7% for 2024), with even more favorable prospects for 2025.

Conversely, Europe remains an unpredictable market. After a sales rebound in autumn, demand declined again in November, illustrating dependence on public subsidies. In the United States, despite the displayed friendship between Elon Musk and Donald Trump, it would be unthinkable for a serious manufacturer to neglect its primary market in favor of some patriotism. Anyway, Trump has never really had a fondness for Zero Emission vehicles, preferring to tout the virtues of pickup trucks.

Furthermore, the new administration seems intent on slowing the transition to electric vehicles, favoring hybrids to protect the oil industry, which is crucial for the American economy. This strategy reduces the urgency for Tesla to renew the Model Y in Uncle Sam’s country, a model that remains the market leader despite a 13% sales decline in October 2024 compared to 2023.

In summary, for Tesla, China is much more than just a market; it is the engine of its global growth. A status that certainly justifies some privileges.

READ ALSO: Is the new Tesla Model Y truly a new car?

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