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.