It is a consolidation effect. The top monthly car in Europe is typically a compact car selling about 15K units. There is just not anything in the Model Y's league in terms of size/price in the market right now. A base Y in Germany is 54K euro. An ID.4 seems to be about 44K, but is significantly smaller. Now that production is fully underway it takes demand from a lot of other classes. That has been part of the sales success in the US. Prior brands of Tesla owners in the US range from Toyota to Mercedes.