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Apr 12 2021 - 10:08am
Ford Mustang Mach-E Launch Delivery Volume Among Highest In EV History
Ford’s first quarter of deliveries for the Mustang Mach-E in the US market exceeded prior launch volumes by GM’s Bolt, Tesla’s Model 3,X, and S, Toyota’s RAV4 Prime, and the Nissan Leaf.


The new Ford Mustang Mach-E battery-electric vehicle’s launch has been among the most robust electric vehicle launches in US EV history. In its first quarter of sales, Ford delivered 6,614 Mustang Mach-Es. To give that volume of electric vehicle deliveries some context, we thought we would look back and compare Ford’s launch to GM’s Bolt launch, The launch of the Leaf, the recent launch of the Toyota RAV4 Prime PHEV, and the launch volumes of some of Tesla’s models.
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Before we begin, one fact jumps right off the delivery report pages when we analyze the Ford Mustang Mach-E’s delivery volume. The Mach-E entered the market selling at about number 4 overall in the US EV market. Not bad for a new entry. Generally, automakers need six to nine months to reach peak production volumes of a given model, so the Mustang Mach-E could very well be the top-selling electric vehicle in America by later this year. Ford reports the Mustang Mach-E is a conquest model, and that 70% of the Mach-E's buyers come from competitive brands.


Ford Mustang Mach-E Delivery vs. Tesla Launches
Unlike every other automaker doing business in America, Tesla does not offer model-level breakdowns for the vehicles it sells in the US. We are not sure why Tesla opts to hide this data from investors and fans, but it does. Prior to this year, Inside EVs did a very good job of tracking the sales of Tesla models in the US by using RMV and VIN data. However, after consecutive years of overall EV sales declines, the publication stopped. Other outlets like TrueCar and GoodCarBadCar publish Tesla sales numbers, but they are just rough estimates not based on company data or reliable third-party data.

For this reason, we really don’t know the month-to-month delivery numbers for the Tesla Model Y in America. However, we do have good historical data about Tesla’s top-selling vehicle, the Model 3, and its legacy models, the X and S. When Tesla launched the Model 3, the undisputed EV delivery volume champion of America, it took Tesla twice as long to reach the delivery volume that the Mach-E had in its initial launch quarter. The Model 3 was Tesla’s fourth EV launch.
The Model X was Tesla’s third EV launch. It took Tesla three months just to sell ten Model X cars in a month. Tesla didn’t deliver 6,600 Model X cars for ten months.
Let’s not dive deeply into the Roadster and Model S launches by Tesla. It’s not even close to a fair comparison. After all, Tesla was only a ten-year-old company when it launched the Model S. Interestingly, the S launch deliveries were roughly the same as the X.


RAV4 Prime Plug-in Hybrid-Electric Vehicle
One of the top-three highest volume EV launches in American market history was the RAV4 Prime. Toyota made (unwanted) headlines when it made the mistake of being honest in an interview with the Tesla-advocacy publication, Elektrek. That publication called Toyota’s projected launch volume “laughable,” despite it being among the most rapid in EV history. Some publications have their favorites and invest in the stock of brands they promote. (We don't for the record).
In any case, Toyota is way ahead of the delivery schedule that it conveyed to Elektrek. Toyota has delivered just under 6,000 vehicles in America to date, over a span of about eight months. At last check, Toyota was on a pace of roughly 3,000 units per quarter and is still ramping up.

Chevy Bolt vs. Ford Mustang Mach-E Deliveries

If anyone should be able to hit the ground running, it is the legacy automakers. They know how to do launches, having done literally thousands before. The Chevy Bolt had a great launch by any small car measure, but particularly for an electric vehicle. In its first quarter, GM sold 2,693 Bolts. It took GM twice as long to match the delivery numbers the Ford Mustang Mach-E achieved. In its first year of sales, the Bolt was the number-two-selling EV in America.

Nissan Leaf Deliveries vs. Ford Mustang Mach-E
Let’s have some context before we discuss the Leaf. When the Leaf entered the market in December of 2010, it was America’s first affordable BEV for sale in the modern era. And it remained so for quite a while. It took Nissan three times as long to reach 6,600 units delivered as it took Ford to deliver that volume of Mach-Es.

Volkswagen ID.4
The ID.4 is an exciting new market entry. VW does not offer a monthly breakdown of its US model sales, but it did report that in the past quarter, the company delivered 474 ID.4 cars to US owners.
Notes About the Mach-E Launch
Some fans of other brands may cry “foul” when we discuss the launch of the Mustang Mach-E. After all, the company did deliver 3 units a few days prior to the quarter we are counting. Ford also had a delay due to software issues that held the Mach-E back a bit longer than planned. If you have followed electric vehicle development from its origins back in the 2010 rebirth period, you know this is pretty much the norm for all EV launches. Hold it against Ford if you like. Or simply substitute our comments about the Mach-E’s deliveries to “Its first four months of sales.” Not much changes in the story either way.
Interestingly, Ford is providing dealers with enough cars to not just sell (and sell out of), but also enough that in some places dealers have demo Mustang Mach-Es. One dealer even provided a Mustang Mach-E service loaner to a Ford customer who put their own car (an Escape) in for service. Unlike some brands, Ford seems to be walking the walk when it comes to making EVs mainstream. The cars are available nationwide, Ford is rapidly certifying its dealers to work on Mach-Es, and dealers are offering tire-kickers rides.
It will be fun to look back and see how many Mustang Mach-E cars Ford delivers this calendar year. If the company continues its present pace it will be the second or third-best-selling EV in America for sure. Should Ford continue to ramp up its deliveries, it could easily take the second spot. Not bad for a first-year market entry.
What’s your prediction for the Ford Mustang Mach-E? Will it rival the Model 3 and Model Y for volume in America this year? Tell us in the comments below.
 

GoGoGadgetMachE

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clearly fake news because I've been assured that the launch was a complete failure and that Ford has shipped way too few and Tesla does absolutely everything better. there are posts on this very forum about all of it.
 

Jimrpa

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I have been told by a very reliable source that Ford is a failed legacy car manufacturer that is about to declare chapter 7 in the next few weeks. Oh, and the Mustang Mach E will never sell. And the CyberTruck, once launched will kill F150 sales instantly.
 

Timelessblur

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It should be added Ford pulled that off with only what 1.5-2 months of time span as they did not start really doing deliveries until February any how.
I want to know what Q2 is going to look like with having a full 3 months going on and some of the early bugs worked out.
 

Trick.Mach-E

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Wow Tesla delivered 222 or 367 in the first 4 months.

sarcastic-clap.gif


Better watch out Ford. Tesla is coming for you!
 

crownmountain

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Sales numbers are going to be out to lunch for a bit. This microchip shortage is messing up multiple industries not the least the car industry. Car plants are being idled. My dealer has a small inventory of any model. Interesting times..... At least the Korean battery makers got sorted out so new plants to make batteries can come on line.
 

Wisconsin Pony Gal

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Papa may have.... Mama may have.... God Bless the child who has their MachEs.

Sorry, as one who waits, I couldn't cheer about this article.
 

milepost1

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nice to see this article and want it to continue with great sales and delivery. but lets not get to cocky to fast.
 

mburtsvt

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I have been told by a very reliable source that Ford is a failed legacy car manufacturer that is about to declare chapter 7 in the next few weeks. Oh, and the Mustang Mach E will never sell. And the CyberTruck, once launched will kill F150 sales instantly.
I herd the same thing. But then again I live in Fremont near the Tesla plant so you can't not hear this in every 7-11 store around the factory.
 

Jimrpa

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Papa may have.... Mama may have.... God Bless the child who has their MachEs.

Sorry, as one who waits, I couldn't cheer about this article.
You have my sympathies. I’ve been in your shoes, continuously refreshing websites, tracking various modes of transport, etc. the wait is worth it!
 

TheSteelRider

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I have been told by a very reliable source that Ford is a failed legacy car manufacturer that is about to declare chapter 7 in the next few weeks. Oh, and the Mustang Mach E will never sell. And the CyberTruck, once launched will kill F150 sales instantly.
At least, so says Zach and Jessie of Now You Know. They clearly are experts on the subject. Why just last year they noted that Ford will be gone in 5 years or less. Gone. Enjoy your Mach E whilst you can, this is the last hoorah.


(note: sarcasm clearly intended. note2: please do not click the link to watch and provide your ad revenue to them.)
 

Jimrpa

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At least, so says Zach and Jessie of Now You Know. They clearly are experts on the subject. Why just last year they noted that Ford will be gone in 5 years or less. Gone. Enjoy your Mach E whilst you can, this is the last hoorah.


(note: sarcasm clearly intended. note2: please do not click the link to watch and provide your ad revenue to them.)
That bad, huh? I have a buddy from college who is all in on Tesla - owns a boatload of TSLA stock, but won’t buy their cars. Is quite content with his huge Dino-juice drinking monster SUVs that he requires for his wifey and ONE kid! Now, he’s decided he wants to put in solar and won’t even consider TSLA for solar, but is always pumping their stock! Sheesh. I haven’t told him about the Mustang Mach e yet. I just want to roll up in it one day and tell him to eat his TSLA stock.
 

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