Automotive
In the beginning of the year, i've published the 2015 EV sales divided by Automotive Groups, let's see how the ranking is after the first five months of 2016.
Sales '16 | % | Total Sales | % | |||
Renault-Nissan | 36.729 | 15 | 328.074 | 22 | ||
BYD | 34.008 | 14 | 121.664 | 8 | ||
VW (VAG) | 21.852 | 9 | 94.330 | 6 | ||
Tesla | 21.677 | 9 | 130.924 | 9 | ||
BMW | 17.117 | 7 | 69.146 | 5 | ||
Mitsubishi | 15.614 | 7 | 150.580 | 10 | ||
Geely | 12.881 | 5 | 79.050 | 5 | ||
GM | 10.729 | 5 | 122.560 | 8 | ||
Comparing with the 2015 and all-time numbers:
- This year the Renault-Nissan Alliance is still in the leadership, but emerging BYD (14% share now vs 11% in 2015) is becoming increasingly menacing, it looks to be just a question of time until the Chinese Group becomes the Best Selling OEM when it comes to plug-ins;
- Another significant event to those less familiar with EV Sales, is that Tesla is selling as many plug-ins as the whole Volkswagen Group (Including, VW, Audi, Porsche...), although VAG is still new to the game, the fact is that it has lost 2% share regarding last year, while Tesla share has been stable throughout the years, surfing the EV wave at around 9 to 10% share;
- BMW is expanding its plug-in portfolio and it shows, with a steady climb, having surpassed Mitsubishi, which has suffered from a number of ailments (Emissions scandal, ageing BEV lineup, fiscal changes in key markets...), dropping 2% share regarding 2015, a poor performance for what it is still the historical Second largest EV Maker. Having a hard time to keep up with the times, Mitsu?
- Geely is stable in #7, with Kandi, Geely and Volvo performing ok in their respective price classes.
- General Motors has recovered some ground, rising to the #8 position, thanks to the Volt II, although it is still an embarrassing place to be for a OEM that once was among the pioneers in 2010/11 and inclusively won the Best Seller crown in 2012;
- A word of mention to the following positions, with BAIC in #9, Ford in #10 (4% share, below the historical average of 5%), SAIC in #11 and Daimler Group, of Mercedes and Smart, still languishing in #12, selling a third of the eternal rival BMW...Merc has a lot to recover.
- A word of mention to the following positions, with BAIC in #9, Ford in #10 (4% share, below the historical average of 5%), SAIC in #11 and Daimler Group, of Mercedes and Smart, still languishing in #12, selling a third of the eternal rival BMW...Merc has a lot to recover.
- Finally, looking at sales by OEM's country of origin, Chinese automakers are increasing their lead, having by now 36% of the market, up 5% over 2015 and 13%(!) over the historical record. Expect this lead to increase even further during the year, possibly reaching 50% share by year end.