Automotive Groups December 2016

Regarding 2015, there were some major changes, BYD jumped ahead of the Renault-Nissan Alliance (Haven't included Mitsubishi yet, as the Japanese brand was only included in October), and has set an ambitious goal of 200.000 units in 2017, while Tesla climbed to Third at the expense of the Volkswagen Group and hopes to reach BYD-level of deliveries this year.

But the 2017 Best Selling OEM title will be a three horse race, as a Renault-Nissan-Mitsubishi Alliance can also reach 200.000 units with relative ease, it's just a matter of producing the Renault Zoe at full speed, update the Nissan Leaf with a 40 kWh battery soon and actively sell the Mitsu Outlander PHEV.

Volkswagen's slow growth (Up only 6% YoY) has made it lose the Third spot and it wasn't surpassed by an ambitious (100.000 units goal for 2017!) BMW Group by just 300 units, so VW better shape up in 2017 and increase sales significantly, or else they will be on the uncomfortable role of also-rans, 2020 and its I.D. disruptive model is still some years away and a lot can/will change until then. 

BAIC is rising from the shadow of BYD and despite only selling half of the Chinese poster-child, it is growing significantly (The EC180 looks like a winner), so it wouldn't be surprising to see it reach 80.000 sales this year, same as the Geely Group, which has seen Volvo grow 50% and most importantly, Geely land with 17.000 units. Two OEMs to follow closely in 2017.

The same can be said about General Motors, growing 54% YoY in 2016 and that's without using the ace up its sleeve (Chevy Bolt). With the Bolt and Volt (Arriving soon to China) charging at full speed, anything less than doubling sales in 2017 will be considered a disappointment. As for the Cadillac CT6 PHEV career, i believe the ELR is a good sales indication...

Automotive Group	Units	% of sales
BYD	102.470	17
Renault-Nissan	86.247	1
Tesla	76.243	100
VW Group	62.480	1
BMW Group	62.157	3
BAIC	46.420	2
Zotye	37.363	15
Geely Group	32.760	3
General Motors	32.700	0
Mitsubishi	32.179	2

Looking at the percentage of plug-in sales of each OEM, besides the obvious case of Tesla, the two brands that have a significant share of EV's are BYD (17%) and Zotye (15%), with the remaining OEMs still having residual percentages, with the highest share of this third pack being the BMW and Geely Groups, both with 3% share. 

General Motors has a lot to improve, as their plug-ins still do not reach 1% of the Group sales, but even so, there are worse OEMs, like Toyota of Fiat-Chrysler...