Thursday, July 28, 2016

World Top 20 June 2016 (Special Edition)

BYD Qin: "I'm baaack..."


Models - Tesla Model S Wins June

The global EV market continues to grow at rapid pace, with over 68.000 units delivered in May, representing a 61% growth YoY, with the YTD total up 49%, we are headed for a total sales number this year of over 800.000 units, not the Million a year that everybody was hoping for, but an encouraging number nonetheless.

In the models ranking, the Best Seller of the Month was the Tesla Model S, thanks to the usual last-month-of-the-quarter-peak (5.401 units), winning for the second time this year the Best Seller Of The Month award, with the first time unsurprisingly being in March (You see the pattern, right?), then with 7.777 units. 

Looking below in the ranking, the BYD Qin was up two places to #8, thanks to 2.751 units, a year best, although still far from last last year record (4.030 in July), BYD's 300hp sedan has potential to climb even further in the ranking, possibly even repeating last year position (Fourth Place). 

As this is a Full Year special edition, we dig a little deeper, into the Top 20, where we can see five chinese models (#11 Roewe e550, #12 JAC i EV, #13 Kandi EV, #16 JMC E100, #19 Chery eQ), making it nine models coming from China in the Top 20.

The Tesla Model X it's starting to appear on the radar, in #15, having been #10 in June, expect the Minivan-that-thinks-is-a-Sports-SUV to climb to the Top 10 later in the year. 


Comparing with last year, while some models climbed positions, like the BYD Tang, now #3, or its e6 older brother (#10 now vs #22 in '15), others dropped significantly, none more so than the Volkswagen Golf GTE, #18 now, when last year it ended in #10. Just to have an idea of the dimension of the sales drop, in June '15 it had registered 1.863 units, while last month it had only 717...

Looking at the BEV / PHEV breakdown, despite a slow start, BEV's are once again leading the race with 60% share, exactly the same number as when it ended 2015.

PlWORLDJune YTD%'15Pl
1Nissan Leaf4.150 27.15192
2Tesla Model S5.40122.18171
3BYD Tang3.51919.13478
4
5
6
Mitsubishi Outlander PHEV
Renault Zoe
Chevrolet Volt
1.986
2.439
2.263
15.308
11.982
11.124
5
4
4
3
7
9
7BAIC E-Series EV1.2659.977311
8BYD Qin2.7519.40434
9BMW i31.4329.30335
10
11
12
13
14
15
16
17
18
19
20
BYD e6
SAIC Roewe e550
JAC i EV 4/5
Kandi EV
Ford Fusion Energi
Tesla Model X
JMC E100
Audi A3 e-Tron
Volkswagen Golf GTE
Chery eQ
Volvo XC90 T8
1.647
2.329
1.349
4.670
1.722
2.166
1.500
840
717
953
844
9.226
8.711
7.862
7.797
7.300
7.038
6.027
5.525
5.666
5.337
5.315
3
3
3
3
2
2
2
2
2
2
2
22
15
16
N/A
17
69
36
14
10
21
39

TOTAL 68.652
306.639



Geely: The Next Big EV Maker coming from China?

Manufacturers -  Tesla Rises to Second

BYD has set an ambitious goal of doubling sales regarding 2015, and after a slow start, the Chinese brand is pushing hard to reach its own goals, in June it delivered 10,129 units, just short of its best performance ever (Last December, with 10.148 units).

Will BYD beat its own record in July? It all points to that, the question will be by how much, the demand is there, it all will depend on their ability to deliver accordingly.

Looking elsewhere, Tesla went back to Second Place and with the Model X finally without major production constraints, expect the Fremont-based automaker to be a hard cookie to remove from the Silver Medal Place.

As this is a Full Year edition, we dig a littler deeper into the Top 20, where we see Zotye in an unusually low #13, compensated by JAC (#11 now vs #17 in '15) and Roewe (#12 vs #15) brilliant performances, with JMC also impressing.

As for newcomers, the most important is closing the ranking in #20, Geely, owner of Volvo, is finally entering the EV Game for real and has a lot of potential to grow, something that can also be said regarding the Chinese EV industry, if you don't believe it, just look at the numbers...

...In 2014, Chinese automakers had 17% of the World EV Market, in 2015 their share grew to 32% and half year passed into 2016, their share is at 39%.

Not only that, i expect Chinese car makers to have over 50% of the total EV market by December, 31st. Yes, in 2016.

So regardless of what happens outside China (Anti-Tesla & EV lobbying, Trump, Brexit, etc), the EV (R)evolution will happen, the only question is: Will traditional automakers be part of it or will they go the way of Dinosaurs, replaced by new, more evolved kids, like Tesla and the Chinese car makers?

PlWORLDJuneYTD%'15Pl
1BYD10.12943.244141
2Tesla7.56729.222102
3Nissan4.46828.88494
4BMW3.40921.14776
5
6
7
Mitsubishi
Volkswagen
Renault 
2.401
2.810
3.098
17.705
17.030
15.481
6
6
5
3
5
8
8BAIC4.11614.584512
9Chevrolet2.62712.947411
10
11
12
13
14
15
16
17
18
19
20
Ford
JAC
SAIC Roewe
Zotye
Kandi
Volvo
Mercedes
JMC
Chery
Audi
Geely
2.429
1.349
2.545
1.841
4.670
1.117
1.501
1.500
1.004
931
1.334
11.143
9.720
9.231
7.863
7.797
7.477
7.191
6.027
5.990
5.820
3.795
4
3
3
3
3
2
2
2
2
2
1
10
17
15
9
7
18
16
25
13
14
N/A





6 comments:

  1. Last year Kia Soul sold really well in Germany even if it was exported to Norway and ended at the 20th position in the world, it haven't sold as many in Europe this year but is it close to top 20 after the first half of the year or have it of some reason drop of completely?

    ReplyDelete
  2. It is now #31, with 3.106 units.

    The reason is not so much sales drops, but production constraints, Kia is happy with sales at 5-10k per year, that is the deal they made with SK Group, so you might say the Soul EV is a compliance vehicle for Kia.

    But with the global market growing at 50% rate, compliance vehicles are sinking fast in the ranking.

    Let's hope Hyundai doesn't follow the same path with the Ioniq.

    ReplyDelete
  3. Hi, Jose
    You are doing a great job
    But it's some question
    Europe 17259 + Japan 1806 + New Zealand 45 + China 34612 + USA 14790 = 68512

    ReplyDelete
    Replies
    1. You are right, i forgot to add one model to the total tally, i will update the total number.

      Delete
  4. Hi Jose

    You figure for Tesla Motors seems to be off by about 200 units. Tesla reported 14,820 units for 1Q 2016 and 14,402 for 2Q 2016, for a total of 29,222. Check here the official numbers:

    http://www.marketwired.com/press-release/tesla-delivers-14820-vehicles-in-q1-2016-on-track-for-full-year-delivery-guidance-nasdaq-tsla-2111728.htm

    http://files.shareholder.com/downloads/ABEA-4CW8X0/2563692152x0x903036/562D56A1-5426-4D79-8B99-3408D1B60226/Q2_16_Update_Letter_-_final.pdf

    ReplyDelete
    Replies
    1. You are right, i will fine tune Tesla numbers.

      Delete