- Tesla reaches 10 million cumulative EVs, the first automaker to hit that milestone.
- Shanghai Gigafactory drives growth, producing 4 million cars and exporting surging volumes.
- China deliveries slump 9.3% H1 as local rivals and advanced driver-assist features bite market share.
Tesla has officially produced its 10 millionth pure electric vehicle at its Fremont factory in California, becoming the first automaker worldwide to surpass 10 million cumulative EV passenger vehicle production.
The milestone comes 20 years after Tesla unveiled its first Roadster prototype in 2006. The company reached the 10 million-unit mark just seven months after its 9 millionth vehicle rolled off the production line in December 2025.
Tesla now operates five major manufacturing sites worldwide, including Fremont, Texas, Nevada, Berlin and Shanghai. The network covers three key markets: North America, Europe and Asia-Pacific.
Shanghai Gigafactory has become Tesla’s global production hub. By December 2025, the plant had produced its 4 millionth vehicle, accounting for nearly half of Tesla’s global output.
In June 2026, Shanghai Gigafactory delivered 89.1K vehicles, up 24.4% year on year, marking its highest monthly performance of the year. First-half deliveries reached nearly 468K units, up 28.4% year on year.
Beyond serving the Chinese market, Shanghai also plays a key export role. The plant shipped 36K vehicles overseas in June, up 257% year on year, with exports mainly targeting Asia-Pacific and European markets.
The Shanghai facility is also gaining more research and development responsibility. Model Y L, a large six-seat luxury SUV designed, developed and manufactured by Tesla’s China team, is now expanding into multiple global markets as a new growth driver.
Tesla produced 451.8K EVs globally in the second quarter of 2026, while deliveries reached 480.1K units, up 10% and 25% year on year, respectively.
Combined with first-quarter results, Tesla delivered more than 838K vehicles globally in the first half of 2026, up 16.28% year on year. Based on operating hours, Tesla sold roughly one vehicle every nine seconds during the period.
Model Y remains Tesla’s top-selling model. By the end of June 2026, global cumulative Model Y sales surpassed 5 million units. The SUV has ranked as the world’s best-selling passenger vehicle for three consecutive years since launch.
Model 3 cumulative global sales exceeded 3 million units, maintaining its position as the world’s best-selling pure electric sedan for eight consecutive years.
China remains one of Tesla’s most important global markets. In the first half of 2026, Tesla delivered around 239K vehicles in China, accounting for nearly 30% of global deliveries and making China its second-largest single market.
Among them, Model Y retail sales in China exceeded 172K units, making it the country’s top-selling SUV by retail volume.
However, Tesla’s China business is facing increasing pressure. Intensifying competition in China’s EV market and rapid adoption of advanced driver-assistance features among local brands have squeezed Tesla’s growth momentum. Tesla’s China deliveries fell 9.28% year on year in the first half, highlighting mounting pressure from domestic EV makers.
Against this backdrop, advanced driver assistance could become a key lever for Tesla to revive sales growth in the second half.
Tesla has recently expanded the rollout plan for its supervised Full Self-Driving system, with China included in the latest deployment roadmap. The move signals that FSD could soon officially enter the Chinese market.
ChinaEV Home believes FSD’s arrival in China could help Tesla address its current smart driving disadvantage, support further sales growth of its core models, while easing competitive pressure from local brands such as AITO and XPeng.
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