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First Cars, Now Aftersales: How Tesla’s Vertically Integrated Aftersales Service Delivery Model is Transforming the Automotive Ecosystem

Frost & Sullivan Manufacturing

Tesla Vehicle Population, Global, 2010-2020. As mentioned earlier, the central aspect of Tesla’s vertically integrated aftermarket value chain is the elimination of third-party intermediaries. Accordingly, the company’s services segment will emerge as a major contributor to gross margins. Source: Frost & Sullivan.