Here are the 2018 PEV deliveries of the Top Automotive Groups until July:
Although the Renault-Nissan Alliance is still ahead, both Tesla and BYD are really close and could displace it from #1 soon, while the Third Placed BMW Group is watching closely the race for #4 between BAIC, SAIC (Up 2% share regarding 2017) and the Volkswagen Group, with the #8 Geely Group looking to join the race.
On the other hand, GM lost 2% share regarding 2017, and is now out of the Top 10.
Interestingly, alf of the Top 10 belongs to Chinese OEMs, and if we add Tesla to the Disruptors team, Legacy OEMs are a minority in the Top 10. Talk about disruptive times…