World Top 10 July 2017

Number One! Yeah!!!

Models: BYD Song PHEV #1 in July, Prius Prime #1 YTD

The global EV market grew 40% in July, to almost 88.000 units, with YTD sales now above half a million units, thus improving 43% on the result achieved last year, and global market share above 1%, surpassing the one million mark by year end seems to be a given, the question will be, by how much? Will sales reach 1,1 million? 1,2?

In July, the Best Selling model was a surprise, with the BYD Song PHEV registering 5.069 units, in only its fourth month on the market (Beat that, TM3!) being the first time it wins a Global Best Seller Award, while at the same time it allowed it to jump into #12 in the YTD ranking, below the #11 BYD e5 sibling.

Expect August to present a fierce race between the two BYD's and the current #10, the Outlander PHEV...
The current Top 10 remained stable, with the #1 plug-in Prius gaining ground on the Nissan Leaf, while the #6 BAIC EV-Series has closed in to the Zhidou D2 EV, heating up the race for #5 and the title for Best Selling Chinese nameplate.

Outside the Top 10, besides the aforementioned BYD Song PHEV, positive numbers for other two Chinese models, with the BYD e5, reaching the Seventh position in July, thanks to 2.946 units, while the Chery eQ did even better, registering 3.264 units and reaching #6, making it five chinese models in last month Global Top 10.

A special reference to the Chevrolet Bolt Problem-Child, having registered its third record result in a row, we still say the GM BEV has a bright future ahead, but the month-on-month growth has been too small (2.095 units in May, 2.225 in June and 2.353 in July) so far to make a real impact.

Anyway, the values are starting to become interesting (It was #10 in July, with 2.353 deliveries) and considering the looong rollout plan is still developing, we are still not sure how much is this model worth, saleswise. 

Looking at the BEV / PHEV breakdown, pure electrics now have 64% share, the same as last year. 

Pl	WORLD	July	YTD	%	'16Pl
1	Toyota Prius Prime / PHV	4.989	31.856	6	64
2	Nissan Leaf	3.812	30.762	6	1
3	Tesla Model S	2.317	27.767	5	2
4 5 6	Tesla Model XZhidou D2 EV BAIC EC-Series	2.537 3.796 4.068	24.087 22.489 22.007	4 4 4	7 32 42
7	Renault Zoe	2.147	19.471	4	8
8	BMW i3	2.370	18.220	3	6
9	Chevrolet Volt	2.159	15.547	3	4
10	Mitsubishi Outlander PHEV	1.831	14.617	3	5
	TOTAL	87.788	545.168

Zhidou D2 EV

Manufacturers:  BYD running for Number One

BYD was the Best Selling manufacturer for the fourth time in a row, with a record 11.217 deliveries, so the Chinese company left BAIC behind and is now on the trail of the #2 BMW, probably to be surpassed in August, leaving it four months to go after Tesla and discuss the bid for 2017 Best Seller Trophy.

On both BYD and Tesla cases, the race will depend more on how fast they can make them, than actual demand.

Please place your bets...

In a stable market, a mention to Toyota, cutting short the distance to the #5 Nissan, possibly surpassing its compatriot later in the year, while Zhidou is now pressuring Renault in the race for #8. 

The race for #10 just got interesting in July, as the current bearer Volkswagen had its worst result in 18 months (2.029 units), due to manufacturing delays, allowing SAIC Roewe (17.807 deliveries this year) and Mercedes (17.675) to come close, with the three brands separated by less than 1.000 units.

Based on preliminary August results, expect VW to rebound big time, thus securing its Top 10 place for a few more months.

Pl	WORLD	July	YTD	%	'16Pl
1	Tesla	4.884	51.884	10	2
2	BMW	6.600	48.796	9	3
3	BYD	11.217	46.019	8	1
4	BAIC	5.930	36.081	7	5
5 6 7	Nissan  Toyota Chevrolet	4.139 4.989 4.513	33.620 31.909 27.359	6 6 5	4 30 8
8	Renault	2.622	22.771	4	10
9	Zhidou	3.796	22.514	4	14
10	Volkswagen	2.029	18.506	3	6