Tesla is still building more fast chargers than any other company in the United States, but for the first time in the latest industry figures, it no longer controls the majority of the market.
New data from Paren shows Tesla’s share of US DC fast-charging ports dropped to 49.3% at the end of September, down from 54.3% a year earlier.
What’s interesting is that Tesla hasn’t stopped expanding. In fact, it added roughly 5,700 ports over the past year. The difference is that competing networks installed more than twice that number during the same period.
Tesla remains the clear leader in new installations, adding 1,287 Supercharger stalls in the third quarter alone. That number increases to 1,411 when including its Supercharger for Business program.
However, companies like Ionna, Walmart, and Electrify America are expanding their networks, giving EV drivers more alternatives to Tesla’s Superchargers.
And those alternatives are getting better. More than a third of new non-Tesla charging ports installed during Q3 were rated for 400kW or higher, compared to just 10% a year ago. Tesla is also pushing ahead with its next-generation V4 cabinets, which can deliver up to 500kW.
Another notable change is the size of charging locations. Tesla’s newest Superchargers averaged 13.1 stalls, with 11 new sites featuring at least 24 stalls.
The expansion comes as U.S. EV drivers are using public chargers more frequently than ever. Charging sessions jumped 26% year-over-year to 50.4 million during Q3, yet overall charger utilization remained nearly unchanged.
For Tesla, losing its majority market share isn’t necessarily a sign of the company losing its edge. Rather, it shows how quickly the broader charging industry is expanding around a network that has dominated the market for years.
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