Wednesday, October 21, 2020

Finland September 2020

 

Image result for Porsche Panamera vs Volvo S90
Volvo: Big in Finland

16% Share!

Plugins continue a hot item in Finland, having become become a major plugin market when it comes to market share, with 2020 having some outlandish (+139% YoY) growth rates, and with the mainstream market falling significantly (-17% YoY), the 2020 PEV Share is now at an amazing 14%,with September hitting 16%, thanks to an unprecedented 12.279 registrations.

This continues to be a PHEV-friendly market, with BEVs representing just 22% of the 2020 sales, but last month, BEVs had a 35% share, thanks to the Tesla Model 3 deliveries peak (182 units), allowing it to be #9 in the overall market, but also due to the VW ID.3 landing, that registered 201 units in its first month on the market, allowing it to jump to #6 in the September overall market and become last month Best Selling PEV, this is a promising start for the Volkswagen hatchback, that together with the end of the production constraints of the Model 3, should help to change the fortunes of all-electric vehicles in this market.

Speaking of the only BEV in the 2020 Top 10, Tesla's midsizer profited from the September high tide to climb one spot in the YTD table, now in #6.

Looking at the remaining models ranking, the Mercedes GLC300e/de profited from the addition of the diesel-hybrid version to score 104 units, allowing it to climb another position, with the midsize Merc now in the runner-up spot.

Another Mercedes shining was the C300e/de, that registered 102 units last month, so we could see it in the table soon.

Interestingly, looking at this Top 10, we see 6 SUVs in the table, confirming the populatiry of this category in this market.

Another change in the table is the BMW X5 PHEV climbing to #9, thanks to 79 deliveries, its best performance since January.

Below this Top 10, a mention to the 95 registrations of the Toyota RAV4 PHEV in only its second month on the market, this is a critical model to the Japanese maker, as the Finland automotive market is a traditional Toyota stronghold, and now that this market in on the disruption fast track to electrification, they need competitive plugin models to hold its commanding lead in the market, as plugless hybrids are also starting to be swallowed by plugins.

Looking at the manufacturers ranking, Volvo (21%) is a comfortable leader, with the rising Mercedes (14%) in Second, relegating BMW (13%) to 3rd, while the #4 Volkswagen (8% share) and #5 Skoda (7%) are too far behind to worry the podium bearers.




Monday, October 19, 2020

Portugal September 2020

 



Tesla Model 3 #1 in 14% share market

With the overall automotive market is still in the doldrums (-39% YoY), plugin registrations hit a record month in September, with 1.844 plugins being registered, with the plugin share hitting a record 14% last month, with the 2020 result now at 11%.

But this great result is much due to plugin hybrids, that are currently on fire, growing 164% last month, to a record 1.138 units and 62% of the PEV market, while BEVs have seen better days, in September edged positive (+3%, 706 units), but YTD, the numbers are still in red (-4%), to 5.204 units, making this traditionally BEV-friendly market move firmly into PHEV territory, as these last ones now have 56% of the total plugin sales this year.

Why has this happened? Well, for one, the fiscal incentives for PHEVs are almost identical to BEVs, which make many fleet buyers buy plugin hybrids just because of the fiscal incentives, another reason is the weak charging infrastructure, that is insufficient to provide quality service to the already large number of plugins in the country, not only regarding quantity, but also reliability (a large amount of fast-chargers have significant hours of down time, due to weak maintenance) and speed (there isn't any fast-charger at over 50 kW charging speed). No wonder the Tesla Model 3 is #1...If nothing else, it's because their drivers have access to a country-wide network, that isn't down all the time and charges at 150 kW! 

Speaking of the Best Sellers, the Tesla Model 3 increased its lead over the Renault Zoe, to 89 units, thanks to a September win (172 units), which in turn, the French hatchback also gained space between it and the #3 Nissan Leaf, now distanced by 61 units.

If the podium positions seems stable, for the moment, below it, the PHEV title is very much open to discussion, with the Mercedes A250e, a new local favorite, surpassing the BMW 330e and reaching #4, with these two winning an important advantage over the #6 Mercedes C300e/de. 

Interestingly, 3 out of the 4 position changes benefited Mercedes models, besides the A250e climbing to #4, the E300e/de was up to #9, thanks to a year best score of 61 units,  while the GLC300e/de took full profit from the new diesel-engined version to jump to #18. 

Funny enough, there is not one Volkswagen in the Top 20, and the only VW Group nameplate present is the Porsche Cayenne PHEV(!), in #16...Good thing then, that the VW ID.3 landed with a promising 72 registrations, so we could see a Volkswagen in this Top 20, after all...

Below the Top 20, a mention also to the 48 units of the Citroen C5 Aircross PHEV, in its full sales month, while the Renault Captur PHEV saw 30 deliveries also in its first full sales month.

In the manufacturers ranking, Mercedes (18%) is well ahead of the competition, being the first market where the three-pointed-star maker is #1, while following its tail, we have BMW and a rising Volvo, both with 11%, running for the runner-up spot, and outside the podium, we have Tesla (9%), followed by Renault and Nissan, the two with 7% share.







Midsize cars 


Pl
Model
2020
Sales  
1
BMW 3-Series
1.350
2
Mercedes C-Class
1.260
3
Tesla Model 3
958
4
Peugeot 508
521
5
Volvo S/V60
514

Comparing the Model 3 deliveries against its midsize competitors, we can see that the Tesla midziser has kept June's 3rd spot, so no news here.

We should also notice that the remaining models also have a significant electrification rate, with 48% of the leader BMW 3-Series sales coming from the PHEV version, closely followed by the 47% electrification rate of the Mercedes C-Class, while the 25% rate of the Peugeot 508 is not far off, although the French midsizer lost 4% share regarding June and 13% regarding March. Strange drop, isn't it?


In the last place of the Top 5, the Volvo S/V60 twins have reasons to celebrate, as they increased their electrification rate by 8%, to the current 41%, making this a 100% electrified Top 5.




Midsize SUVs 


Pl
Model
2020
Sales  
1
Mercedes GLC
866
2
Volvo XC60
743
3
BMW X3
417
4
DS 7 Crossback
251
5
Mitsubishi Outlander
250

Electrification is strong here too, with the leader Mercedes GLC increasing significantly its electrification rate (23% rate, up 10%), all the other models have a large share of sales coming from their PHEV versions, with the Mitsubishi having a (surprisingly low) 60% rate, the new 4th placed DS 7 having 65% (up 9%), and the runner-up Volvo SUV an average 53% rate.

Surprisingly, the #3 BMW X3 dropped its electrification rate, regarding last June, from 40% to the current 35%.


Full size cars

Pl
Model
2020
Sales  
1
Mercedes E-Class
814
2
BMW 5-Series
595
3
Audi A6
140
4
Volvo S/V90 
137
5
Porsche Taycan
101

In the full size car category, there's good and bad news, on one hand, we have the two category leaders with a significant level of electrification (E-Class - 48%; 5-Series - 43%), one 100% BEV model (Porsche Taycan) on the Top 5, while the #4 Volvo S/V90 twins have a strong PHEV share, at 59%.

On the other hand, the Audi A6, having risen to #3, only recently has started to deliver the PHEV versions, so its electrification rate (11%) is small, although it has increased 7% regarding June, and should continue to grow in the coming months. 



Full size SUVs


Pl
Model
2020
Sales  
1
Porsche Cayenne
249
2
BMW X5 
194
3
Mercedes GLE
137
4
Volvo XC90
119
5
Audi e-Tron
83

Lots of changes in this category, first of all, the Porsche Cayenne (93% PHEV) is the new leader, having displaced the BMW X5 (57%, down 9%), while the Mercedes GLE (31% PHEV share, up 17% regarding last June) is the new Bronze medalist, having replaced the Volvo XC90 (79% plugin hybrid)

This is the most electrified end of the market, not only the ICE models have a significant electrification rate, but now we also have a BEV model in the Top 5, with the Audi e-Tron joining in #5.

Friday, October 16, 2020

Germany September 2020


16% share! 

The German plugin market had another record month in September, with a little over 41,000 units, PHEV registrations continue going through the roof, up 463%(!), to 20,127 units, helping plugins as a whole jump an amazing 437% last month, with the plugin share reaching a record 16% (8% BEV), pulling the yearly tally to 10% (4.8% BEV), so this market has officially reached two-digits, also known as...The Disruption Zone.

And in an overall positive market (+8% YoY), petrol (-18%) and diesel (-6) continue falling, so the force that is pulling the market up is electricity, leaving fossil fuels as deadweights on the shoulders of Legacy OEMs...

There's no going back, and with the incentive changes helping sales in the following months, expect the status quo to be changed forever, and the S-Curve is ready to be surfed like Garret McNamara in Nazare...


Looking at last month Best Sellers, in September the Renault Zoe broke all records, by registering 3,603 units, beating the high tide Tesla Model 3, that delivered 2,776 units, while the official debut of the VW ID.3 started in the 3rd spot, with 1,771 units, a somewhat disappointing result, but let's not forget that the new Volkswagen hatchback will only have its first full deliveries month in October, so let's wait for next month to make a more reasoned judgement on the ID.3 career launch.

Below the podium Top Sellers, the #4 Mercedes GLC300e/de jumped to #4 in September, benefiting from the launch of the diesel-powered version, registering a record 1,592 units, in fact in a record month, best ever performances are plenty, in the September Top 20, 11 models had record scores, 6 of them coming from the VW Group stable (VW ID.3, VW Passat GTE, Audi Q5 PHEV, Audi A6 PHEV, Audi e-Tron, Skoda Superb PHEV), highlighting the production ramp-up of the German conglomerate.

Outside this Top 20, we have several models in ramp-up mode, like the Volvo XC40 PHEV (500 units), or the 548 registrations of the peculiar Mazda MX-30, but the most striking deliveries ramp-up comes from Mercedes, with 5(!) models starting to be delivered in significant volumes, with the CLA250e sports sedan registering 553 units, its family-friendly sibling B250e delivering 418 units, while the adventurer GLA250e scored 483 units, the full size barge GLE350de had 352 units, and even the fully electric EQC had a record 349 deliveries. 




Regarding the 2020 table, the podium positions remained the same, with the 3rd placed Tesla Model 3 winning precious advantage over the #4 VW Passat GTE, but as things are,
 the leader Zoe seems to have the 2020 title secured, because the 5,500 units of advantage over the #3 Model 3 seem more than enough to keep the Californian in the rear view mirror.

The first position change happened in #7, with the VW e-Up rising one spot, immediately followed by the Mercedes E300e/de and #9 Ford Kuga PHEV, with both models jumping two positions.

Speaking of Mercedes, the three-pointed-star maker now has another model in the Top 20, its 4th(!), with the GLC300e/de joining the table in #17. 

The other fresh face in the table is the small Skoda Citigo EV, that reached #20 last month, but that wasn't the only good news for the Czech maker, as the Superb PHEV climbed one position, to #18. 

Highlighting the good moment of the VW Group, the Audi e-Tron jumped two spots, to #11, and still has hopes to displace the #8 Mercedes E300e/de from the top of the Luxury category.

In the brands ranking, Volkswagen (15%) leads the way but it is now being threatened by the rising Mercedes (14%, up 2%), that thanks to a strong (and long) PHEV lineup, is looking to reach the top spot. Those ID.3 (and upcoming ID.4) volume deliveries are coming right on time for the Wolfsburg brand...

The #3 Audi (10%) remains stable, while outside the podium, BMW (7%) was surpassed by Renault (8%, up 1%), deepening the crisis of the Bavarian maker in its home market.

On a final note, the Volkswagen Group total share is stable at 30% (VW - 15%; Audi - 10%, Skoda - 3%; Porsche - 2%), above the rising Daimler Group, with 18% (up 3%), or the 12% (up 1%) of the Renault-Nissan Alliance. 



Midsize Car Best Sellers


Pl
Model
2020
Sales  
1
VW Passat
41,348
2
BMW 3-Series
32,093
3
Mercedes C-Class
29,802
4
Audi A4 
26,456
5
...
6
Skoda Superb
...
Tesla Model 3
13,377
...
10,121

Comparing the current electrification rates with March 2020, we have four models with a significant degree of electrification, with the leader VW Passat having 19% (up 5%) of its sales coming from the GTE version, while the new 3rd place Mercedes C-Class has 18% of sales coming from its PHEV versions, and the #2 BMW 3-Series, 10% share. 

But the champion of electrification is the #5 Skoda Superb, with 27% share, up 3% regarding March.

Which leaves the #4 Audi A4 as the only unplugged model. 

The Tesla Model 3 is still outside the Top 5, but rose from #8 to #6.


Midsize SUV Best Sellers

Pl
Model
2020
Sales  
1
Mercedes GLC
26,978
2
BMW X3
17,046
3
Audi Q5
12,241
4
Volvo XC60
10,356
5
Mitsubishi Outlander
7,732

We have a fully electrified Top 5, although these models have various degrees of electrification, from the 16% PHEV share  (up 13%) of the Mercedes GLC, to the 74% of the Mitsubishi Outlander, passing by the 12% (up 4%) of the BMW X3, 17% of the Volvo XC60 and the 40% (up 15%) of the Audi Q5.

5 electrified models out of 5 is already significant, and with the Mercedes GLC PHEV and Audi Q5 PHEV in ramp up mode, things will look even better in a few months.


Full Size Car Best Sellers


Pl
Model
2020
Sales  
1
Mercedes E-Class
23,590
2
Audi A6
23,481
3
BMW 5-Series
19,341
4
Mercedes S-Class
2,873
5
Volvo S/V90
2,771

The #2 Audi A6 was the most significant case of electrification growth, going from virtually zero in March, to the current 11%, but other models also have volume deliveries of their PHEV versions, with the #1 Mercedes E-Class hitting a significant 25% share (up 3%), while the #3 BMW 5-Series reached 11% (down 1%), and the #5 Volvo S/V90 twins had 20%.

Finally, the Mercedes S-Class jumped to 4th, but the big Merc has a low electrification rate (just 5%), something we hope the new generation will change for the better.



Full Size SUV Best Sellers

Pl
Model
2020
Sales  
1
Mercedes GLE
9,764
2
BMW X5
9,211
3
Audi e-Tron
5,452
4
VW Touareg
4,908
5
Audi Q7
4,751

Unlike in other countries, the full size SUV category isn't on the forefront of electrification, with two models still very much ICE only, as the leader Mercedes GLE had just 6% of its sales coming from the PHEV version (the 350de version only recently started to be delivered in volume), while the #3 VW Touareg (2% PHEV sales) plugin hybrid versions are still in demonstration mode.

The #5 Audi Q7 had a significant jump in PHEV share, from just 8% in March, to the current 23%, while the BMW X5 PHEV is doing even better, representing 24% (up 5%) of the X5 sales.

Another good news is the full EV Audi e-Tron climbing to 3rd, surpassing the fossil fuel addicted VW Touareg.

With the new VW Touareg PHEV and Mercedes GLE350de ramping up production, it should be a matter of time until this Top 5 becomes fully electrified.