Tesla sold one out of every 8 cars in California in 2023, 21.4% EV share
California hit a new record last year with 21.4% of new cars being all-electric, and once again Tesla led the pack with the two best-selling cars in the state, the Tesla Model Y and Tesla Model 3. But Toyota narrowly maintained its leadership as the top-selling brand in the state, with Tesla nipping at its heels.
The data was released yesterday by the California New Car Dealer’s Association (CNCDA) in their quarterly Auto Outlook. This was the Q4 and full-year report, reflecting on trends in auto sales for the full year in the state that leads the US in EV sales.
Compared to a national market share of 7.5%, EVs commanded 21.4% of sales in California. But just a couple years ago, California was down at ~7% of new EV sales, while the rest of the country was at ~2% – so we like to check in on CNCDA’s data every quarter to get a look at where the trends for the rest of the country might be going soon.
But California’s share of nationwide BEV registrations was down. Not long ago, California accounted for more than half of the EVs in the United States, but in 2023 California accounted for 33.8% of US BEV sales. This means that the rest of the country is picking up pace in EV sales, and that EVs are no longer the sole purview of California. This is an expected trend, but a welcome one – we don’t need California to keep hogging all the health benefits of EVs.
Leading the pack, as expected, were Tesla’s vehicles. The Model Y and Model 3 both outsold the competition by a wide margin – with Model 3 holding a 15.3% share in passenger cars (a 61% lead over the Toyota Camry, which had previously been the best-seller in California for decades) and Model Y holding a 10.8% share in light trucks, more than double its highest challenger, the RAV4, with a 4.7% share.
However, since Tesla only has a few models and Toyota has many, Toyota still maintained the crown for most sales in California. Toyota had a 15.7% market share for the whole year, and Tesla had a 13% market share, with Honda in third place at 9.7%.
13% means that one out of every 8 vehicles sold in California last year was a Tesla – from a company in just its 15th year of selling cars anywhere. Earlier in the year, it even looked like Tesla might be able to beat Toyota in California, as Tesla did outsell Toyota in Q2, but Toyota took back the crown in Q3 and maintained it in Q4.
One particularly interesting graph in the report is the share of alternative powertrain vehicles by type of dealership – Direct or Franchised. In this case, “Direct” refers to dealerships owned by the automaker in question, the vast majority of these sales coming from Tesla.
But in the chart we can see an increasing number of BEVs being sold by franchised dealers, as other manufacturers have finally gotten their BEV programs off the ground and are now selling a variety of vehicles, many of which only hit the market in the last model year or two. A majority of BEVs were still sold direct, but franchised dealer sales are catching up.
Between BEVs, PHEVs, and FCEVs, a full quarter of vehicles could access some sort of dedicated non-combustive energy source. Adding hybrids into the mix (you know, the cars that Toyota loves to pretend are electric, even though they aren’t), 35.9% of vehicles had an electric motor in them.
This was on the back of a tick down in EV share quarter over quarter, from 22.3% to 21.1%, and a tick up in hybrid share, from 11.7% to 13.3%. Plug-in hybrid share held roughly steady at 3.6%, up from 3.4%. Plug-in hybrids were buoyed by the exceptional popularity of the Jeep Wrangler PHEV, which is the 4th-best-selling car in the state with a plug on it, behind the two Teslas and the outgoing Chevy Bolt. The Wrangler PHEV outsold the RAV4 Prime almost two to one.
Tesla maintained its position as one of the companies with the best sales growth over the course of the year, up 24.6% from the previous year. Though this level of growth was lower than it has been in the past. With Tesla already being well established in California, it’s inevitable that growth percentages will slow down over time – or perhaps California, moreso than other states, is getting tired of Tesla CEO Elon Musk’s nonsense.
Tesla’s share of California’s BEV market dropped from 71% to 60.5%, another expected result of other vehicles entering the market. This was still higher than Tesla’s share of the overall US EV market, which stood at around 55% for the year.
But the winner in terms of sales growth was Rivian, which saw a 142.7% increase year over year. Big numbers like this are to be expected out of a new company with new models, but Rivian’s ramp up in production and sales this year was impressive nonetheless, with the company even raising (and then beating) production guidance during a year when media spent a lot of time falsely claiming that EV sales were down.
And on that point – in 2022, EVs made up 16.4% of the EV market in California, whereas in 2023 they made up 21.4%. That certainly looks like an increase to me, not a decrease. Meanwhile, one media narrative we haven’t heard much of is how ICE car sales actually are not growing. While auto sales as a whole were up in California by 11.9% in 2023, that’s because 190k more “electrified” vehicles (BEV/PHEV/HEV) were sold in 2023 than 2022, for a 2023 total of ~638k, whereas sales of pure combustion vehicles were flat at ~1.1 million. So in a year where the auto industry saw a significant recovery, most of that recovery, at least in California, was led by rising electric vehicle sales.
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Tesla reported three more crashes involving its Robotaxis in Austin, Texas – now bringing the total to 7 incidents despite low mileage and in-car supervisors preventing more accidents.
Since the launch of the ‘Robotaxi’ service in Austin, Texas, where Tesla moved the supervisor from the driver’s seat to the passenger seat, it now has to report crashes to NHTSA.
In the first month of operation in July, Tesla reported three crashes with its Robotaxi service.
The automaker reported one more Robotaxi crash last month, and this one was interesting because it coincided with Tesla announcing that the Robotaxi fleet had traveled 250,000 miles from its launch in late June to early November.
It revealed Tesla’s current Robotaxi crash rate, which is about 2x higher than Waymo’s, despite in-car supervisors that prevent an unknown number of crashes.
Now, Tesla has reported to NHTSA three more incidents that happened with the Robotaxi fleet in Austin in September:
| Report ID | Incident Date | Incident Time (24:00) | City State | Crash With | Highest Injury | Severity | Alleged SV | Pre-Crash Movement | CP Pre-Crash Movement | Narrative |
| 13781-1178 | 7 SEP-2025 | 13:08 | Austin TX | Animal | No Injured | Reported | Stopped | NM Crossing Roadway | [REDACTED, MAY CONTAIN CONFIDENTIAL BUSINESS INFORMATION] | |
| 13781-1178 | 6 SEP-2025 | 03:43 | Austin TX | Non-Motorist: Cyclist | Property Damage. | No Injured | Reported | Stopped | Moving Alongside Roadway | [REDACTED, MAY CONTAIN CONFIDENTIAL BUSINESS INFORMATION] |
| 13781-1178 | 4 SEP-2025 | 20:42 | Austin TX | Passenger Car | Property Damage. | No Injured | Reported | Proceeding Straight | Backing | [REDACTED, MAY CONTAIN CONFIDENTIAL BUSINESS INFORMATION] |
| 13781-1168 | 7 SEP-2025 | 01:25 | Austin TX | Other Fixed Object | Property Damage. | No Injured | Reported | Making Left Turn | NaN | [REDACTED, MAY CONTAIN CONFIDENTIAL BUSINESS INFORMATION] |
| 13781-1150 | 7 JUL-2025 | 03:45 | Austin TX | SUV | Property Damage. | No Injured | Reported | Stopped | Proceeding Straight | [REDACTED, MAY CONTAIN CONFIDENTIAL BUSINESS INFORMATION] |
| 13781-1145 | 9 JUL-2025 | 12:20 | Austin TX | Other Fixed Object | Minor | W/O Hospit | alization | Other, see Narrative | NaN | [REDACTED, MAY CONTAIN CONFIDENTIAL BUSINESS INFORMATION] |
| 13781-1137 | 5 JUL-2025 | 15:15 | Austin TX | SUV | Property Damage. | No Injured | Reported | Making Right Turn | Making Right Turn | [REDACTED, MAY CONTAIN CONFIDENTIAL BUSINESS INFORMATION] |
Unlike other companies reporting to NHTSA, Tesla abuses the right to redact data reported through the system. The automaker redacts the “narrative” for each reported crash, preventing the public from knowing how the crashes happened and who is responsible.
Based on the limited information in Tesla’s reports, we know that one of the new crashes involved a Robotaxi driving into a car backing up, another involved a cyclist, and the last one involved an unknown animal.
Electrek’s Take
My favorite thing about reporting on those is the messages from Tesla fans who say: You don’t know how many of those Robotaxi are responsible for?
It’s funny because I agree, but whose fault is that? Tesla could do like every other company and report the narratives.
Waymo does, and it’s clear that it isn’t responsible for many of the crashes they are involved in. I am sure that’s the case with some of those Tesla Robotaxi crashes.
However, Waymo has hundreds of millions of rider-only autonomous miles, and Tesla has a few hundred thousand, all with a supervisor on board, a finger on a killswitch, ready to prevent further crashes. Who knows how many more crashes Tesla would have had without them?
I expect a few because humans generally have a crash, whether they are at fault or not, every 700,000 miles. Tesla has 7 in probably ~300,000 miles, which should be worrying to anyone, whether the Robotaxis were responsible or not.
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Hyundai is bringing “something big” to the LA Auto Show this week, and the teaser points to a slick new off-road electric SUV. Here’s our first look.
What is this off-road Hyundai SUV?
The LA Auto Show is just days away, and Hyundai is gearing up to steal the spotlight once again. Last year, it was the IONIQ 9, Hyundai’s first three-row electric SUV. What will it be this year?
Hyundai gave us a sneak peek of a new “extreme off-road show vehicle,” the Crater Concept, ahead of its upcoming debut.
Although details are still pretty slim at this point, the sketch shows a high-riding, rugged SUV, clearly designed for off-roading with massive tires and aggressive wheel arches.
Hyundai didn’t say what powertrain the off-road SUV will use, but given the closed-off grille and no visible tailpipes, all signs point to it being electric in some way. It could be a battery-electric (EV) or even a fuel-cell-electric vehicle (FCEV).
The Crater Concept looks a bit like the new Nexo, Hyundai’s dedicated hydrogen fuel cell vehicle. The updated Nexo introduces Hyundai’s new “Art of Steel” design language, which was first shown on the Concept THREE electric hot hatch in September.
Hyundai said the design theme “combines resilience with artistic form,” which exudes strength and sophistication.
The dour dot lamps on the Crater Concept look about the same as Hyundai’s new “HTWO” lamps, exclusive to its FCEVs.
Hyundai said the Crater Concept has been “crafted to amplify the same spirit and robustness found in Hyundai’s XRT production vehicles,” like the IONIQ 5 XRT, Santa Cruz XRT, and new Pallisade XRT Pro.
The design team at Hyundai Design North America also introduced its new design and ideation studio on Monday, codenamed “The Sandbox” internally.
Hyundai’s new creative hub is exclusively dedicated to creating new outdoor adventure vehicles and rugged Xtreme Rugged Terrain (XRT) gear.
Will the Nexo be next? It sure looks like it. Hyundai will reveal the Crater Concept during a livestream press conference at the LA Auto Show on November 20 at 9:45 am PT. Check back for updates.
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Terawatt Infrastructure has switched on its newest commercial EV charging hub in Rialto, California, giving electric truck fleets a new high-speed charging stop along one of the US’s busiest freight routes.
The hub is situated on the eastbound side of I-10 and is designed for heavy-duty fleet use, particularly for trucks traveling from the Ports of Los Angeles and Long Beach through Southern California’s industrial centers.
Neha Palmer, Terawatt CEO and cofounder, said, “Our network enables companies to reduce emissions and run a variety of routes across a number of vehicle classes with the confidence of a dependable charging solution. EV fleets can now travel further, more cleanly, without slowing down their operations.”
The Rialto site is built with high‑speed charging, security, and amenities that support daily freight operations. Here’s what it offers:
- 18 pull‑through 350 kW DC fast‑charging stalls
- 55 bobtail parking stalls for overnight or shift‑based parking
- A driver lounge with wifi, climate control, and restrooms
- License plate recognition for quick entry
- Solar canopies and 100% renewable‑powered charging
- 24/7 security with cameras and gated access
Terawatt’s first medium- and heavy-duty electric truck charging stop in California, Rancho Dominguez, opened in April.
In September 2024, Terawatt joined some of the world’s largest shippers and carriers to launch the I-10 Consortium heavy-duty EV operations pilot, described as the first-ever US over-the-road electrified corridor. As part of that effort, Terawatt is providing charging infrastructure, including software, operations, and maintenance support, at six of its owned charging hubs along the I-10 corridor.
Read more: Maersk, PepsiCo, others to pilot a heavy-duty EV charging corridor between LA and El Paso
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