EV Sales Soar in the U.S. - A Look at the Top 10 EVs

Tesla leads the way in EV Sales

Not a Tesla App

The electric vehicle market in the United States hit a new milestone in 2023, with a record-breaking sale of approximately 1.2 million units, the vast majority of them Teslas. The latest report contradicts previous claims that the demand for EVs is diminishing. Clearly, there is a growing shift towards electrification in the automotive industry, highlighting consumer enthusiasm for more sustainable transportation options.

A Surge in EV Popularity

According to Kelley Blue Book, in 2023, the total number of new electric vehicles put into service was 1,189,051, a significant increase from previous years. This rise in EV adoption contributed to EVs capturing 7.6% of the total U.S. vehicle market, up from 5.9% in 2022. The fourth quarter of 2023 was particularly notable, with EV sales setting records in volume (317,168 units) and market share (8.1%). Despite these impressive figures, the pace of growth has shown signs of slowing, with a year-over-year increase of 40% in Q4, compared to higher growth rates in earlier quarters.

Tesla: Leading the Charge

Tesla remains a dominant force in the U.S. EV market, accounting for 55% of all EV sales in 2023. While this decreased from 65% in 2022, Tesla's aggressive pricing strategy has helped maintain its market leadership. The Tesla Model Y alone represented 33% of all EVs sold in 2023, and Tesla's overall share of the U.S. market reached a new high of 4.20%. The Model Y and Model 3 are the reigning Cost to Own Award winners, according to Kelley Blue Book as well.

The Tesla Model Y led the pack in 2023, with 394,497 units sold, followed by the Tesla Model 3 at 220,910. Other top sellers included the Chevrolet Bolt EV/EUV, Ford Mustang Mach-E, Volkswagen ID.4, Hyundai Ioniq 5, Rivian R1S, Ford F-150 Lightning, Tesla Model X, and the BMW i4.

Competition is Starting to Heat Up

While Tesla remains at the forefront, other automakers are at least on the playing field. German luxury brands like BMW, Audi, and Mercedes-Benz have seen an increase in their EV sales, with EVs making up 12.5%, 11%, and 11.5% of their total brand sales in 2023. This growth indicates a shifting trend among luxury car buyers towards electric models.

Non-luxury brands are also making significant strides in the EV market. Volkswagen, for example, reported that EVs accounted for 11.5% of its total sales in 2023. This diversification among manufacturers suggests a broadening appeal of EVs across different market segments.

One of the hurdles in EV adoption has been the cost. In December 2023, the average price for a new EV was $50,789. However, changes in tax incentives and shifts in the market are anticipated to bring EV prices closer to those of internal combustion engine vehicles. The Chevy Bolt and Nissan Leaf were among the few EVs with a manufacturer’s suggested retail price below $40,000 in December.

2024: The Year of More for EVs

The Cox Automotive Economic and Industry Insights team has dubbed 2024 "the Year of More" for EVs. Expectations include increased new product offerings, incentives, inventory, leasing options, and infrastructure development. These factors are predicted to push EV sales even higher, potentially reaching a 10% market share in the U.S. by the end of 2024.

The EV market is set to become more competitive and diverse, with Kelley Blue Book estimating over 70 different EV models to be available within the next two years. This expansion in choice is likely to fuel further growth in EV sales as consumers have a wider range of options to suit their preferences and budgets.

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Tesla Smart Voice Assistant Coming - Vehicle Responds for First Time

Not a Tesla App

If you hop into your Tesla and say ‘Hi’ or ‘Hello’ after pressing the Voice Command button, there is a good chance it’ll reply with “Hello!” This is the newest and most interesting piece of news pointing us to the conclusion that a Tesla voice assistant is on the way.

Previously, if you tried this, it would simply return “Command not understood.” This is the first time the vehicle is responding and interacting with the user.

Experience It Yourself

You’ll need to have your vehicle language set to English. Once that’s done, you can use the voice command button on your steering wheel or yoke - for the Model 3 and Model Y, push the right wheel button, and for the Model S, Model X, and Cybertruck, press the button. Then go ahead and say Hi or Hello.

The Hello! response may even have regional differences. For a German Tesla owner, after setting his language to English, the response came back as “Hallo.” We’re interested to see what the responses may be in other regions, so let us know if you notice anything interesting.

We’ve tried a few other basic things, but it seems that, for now, the vehicle only replies to a simple greeting. Asking it what time it is or the $TSLA stock price doesn’t seem to do much yet - unless you’re in China with the updated Smart Assistant.

Not a Tesla App

Server-Side Update

This update appears to be happening over Tesla’s voice system backend and doesn’t require the Holiday Update. Users who aren’t on the Holiday Update are reporting that they’re getting this new response as well.

We already know that Tesla interprets speech remotely, and the driver’s voice is not processed in the vehicle. Instead, the voice snippet is transmitted to Tesla’s servers, where Tesla processes it and sends a response back to the vehicle so that the vehicle can interpret it. This is unlikely to change with a smart assistant, as Elon Musk has already said that Grok will still process data server-side instead of on-device.

Many users recently also noticed significant improvements to voice commands, saying that the system understands them better and that responses now come back faster.

All of these things point to a new backend system for voice processing that Tesla is testing. It’s not unusual for a company to switch to a new backend process but keep the capabilities the same as the legacy system until it’s ready to roll out the new features. At that point, it’s simply a flip of a switch to allow the new capabilities.

The new smart assistant that was rolled out in China is mostly a backend change, with the in-vehicle experience largely remaining the same. The activation method (button press) and user interface remain the same. What changed is the response that comes back from the server, and the assistant gained a voice. The new voice we receive with a smart assistant could very well be the new voice users are experiencing in the navigation system in newer vehicles.

Below is a video of the voice assistant in China:

Vehicle Support - Intel?

When China received the Smart Assistant, it was locked to cars equipped with AMD Ryzen processors only. Shortly after its initial launch, it became available to older cars with Intel Atom processors as well.

However, we’re not sure whether it would apply to legacy Model S and Model X owners. A legacy vehicle owner had their vehicle report “Command not understood” when they tried the ’Hi’ voice command.

Grok for Tesla

Elon has previously mentioned that Tesla vehicles would receive Grok AI. Grok, as of yet, still doesn’t have live speech support like other LLM models such as OpenAI’s ChatGPT or Google’s Gemini. However, a major update to Grok just brought massively improved image generation via a new model called Aurora.

xAI has been hard at work improving Grok, and we’re sure that live speech support is on its way soon. Once that feature arrives on X, Tesla will likely be well-positioned to enable a Grok-powered smart assistant fleet-wide with a flick of a switch.

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Is Tesla Planning to Add Steam Support to All Vehicles?

Not a Tesla App

Yesterday, we reported that Tesla updated their Steam integration on Model S and Model X vehicles. The update was part of their 2024 Holiday Update, but it looks like there may be more to this than a simple update.

Steam, a video game library app, makes it easy for users to buy or launch games on their computers. However, a couple of years ago, Valve, who created Steam, launched their own standalone device, the Steam Deck. The Steam Deck runs a custom OS based on Linux.

Steam Launch

When Tesla launched the redesigned Model S and Model X, Tesla introduced a dedicated gaming GPU with 16GB of RAM and touted the ability to play top-tier PC games in Tesla vehicles.

In 2022, Tesla finally launched the Steam app for the Model S and Model X as part of its 2022 Holiday Update. The Steam app runs Steam OS, the same OS as the Steam Deck in a virtual environment.

However, earlier this year, Tesla stopped including the GPU and Steam (Beta) in their vehicles, and we haven’t seen any updates to the Steam in quite some time. In fact, we thought Tesla was axing their gaming-on-the-go dreams.

SteamOS Update

The Steam app, which is still in Beta, is getting an interesting update for the Model S and Model X vehicles with the discrete GPU.

Those vehicles received an update to SteamOS 3.6 - the same version of SteamOS that runs on the Steam Deck. While nothing has visually changed, there’s a long list of performance optimizations under the hood to get things running smoother.

Comparing Steam Deck to Tesla Vehicles

Let’s take a look at the Steam Deck - according to Valve, its onboard Zen4 CPU and GPU combined push a total of 2 TFlops of data, which is fairly respectable, but much lower than today’s home consoles. The Steam Deck is capable of 720p gaming fairly seamlessly on low-to-medium settings on the go and is also built on the AMD platform.

AMD-equipped Teslas, including the Model 3 and Model Y, are packing an older Zen+ (Zen 1.5) APU (processor with a combined CPU and GPU). AMD claims that the V1000 - the same embedded chip as on AMD Tesla vehicles (YE1807C3T4MFB), brings up to 3.6 TFLops of processing power with it, including 4K encoding and decoding with the integrated GPU on board.

While that’s not enough for 4K gaming or comparable to a full-blown console or desktop GPU, that’s enough raw horsepower for light gaming and is currently more powerful than the Steam Deck.

The Model S and Model X’s GPU brings that up to about 10TFlops of power - comparable to modern consoles like the Xbox Series X at 12 TFlops.

Steam Gaming for All Vehicles?

The fact that Tesla is updating SteamOS even though the feature is no longer available in any new vehicles could indicate that Tesla is not only bringing Steam back to Teslas but that it’s going to play a much bigger role.

While SteamOS is run in a virtual environment on top of Tesla’s own OS, we could see Tesla bring SteamOS to all of its current vehicles, including the Model 3, Model Y, and Cybertruck. Steam in these vehicles would likely support any game that’s capable of running on the Steam Deck.

We think this Steam update, which includes performance improvements and a variety of fixes, has quietly passed under most people’s radars. This could be a very exciting update for those who enjoy gaming, especially for those who love to do it in their Tesla.

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