Tesla Model 3 reigns supreme
We start this month with the Dutch PEV market, that had another positive sales month in April, with 2,520 plugin registrations, up 150% YoY, which translated in a PEV Share of 8%, pulling the year to date count to 12,944 units, and keeping the 2019 PEV share at 9%, frankly above last year result.
If we only consider BEVs, the EV share in last month was 7%, with the same value being registered if we consider the 2019 PEV share.
If we only consider BEVs, the EV share in last month was 7%, with the same value being registered if we consider the 2019 PEV share.
The Tesla Model 3 continues to lead the way, having delivered 467 units last month, a brilliant performance, considering it is the first month of the quarter, therefore, the low point in Tesla's deliveries carrousel.
Two other recent, long range BEVs, closed the podium, with the Hyundai Kona EV (371 units) and Kia Niro EV (359 units, new personal best for the second time in a row) underlining the current competitiveness of the Hyundai-Kia EVs.
Two other recent, long range BEVs, closed the podium, with the Hyundai Kona EV (371 units) and Kia Niro EV (359 units, new personal best for the second time in a row) underlining the current competitiveness of the Hyundai-Kia EVs.
A bit surprisingly, the VW e-Golf was 5th, with 216 units, a meritable performance for a model that is less than a year from being replaced by the much improved VW ID.3, that promises to pull the German maker ahead of the pack. I guess name recognition is a strong point here...
Pl
|
Model
|
Sales
|
1
|
Tesla Model 3
|
467
|
2
|
Hyundai Kona EV
|
371
|
3
|
Kia Niro EV
|
359
|
3
|
Nissan Leaf
|
259
|
5
|
VW e-Golf
|
216
|
Looking at the 2019 ranking, after a memorable March, it was time to chill and take a break, with only three changes in the ranking, with the most important being the Audi e-Tron showing up in #17, having registered 55 units last month, placing it as April's Best Selling Luxury SUV.
The following positions changes happened outside the Top 10, with the Range Rover Sport PHEV climbing to#12, while the Mini Countryman PHEV had its best score so far, with 38 registrations last month, jumping two spots, to #18.
The following positions changes happened outside the Top 10, with the Range Rover Sport PHEV climbing to#12, while the Mini Countryman PHEV had its best score so far, with 38 registrations last month, jumping two spots, to #18.
A final mention for the 34 registrations of the BMW i8, its best score ever, allowing it to be April's Sports Car Best Seller, beating even the almighty Porsche 911 (30 units).
In the manufacturers ranking, Tesla is the undisputed leader (25%, down 1%), followed by Hyundai (15%), while Volkswagen and Nissan (10%) are racing for the 3rd spot, with Kia (9%) on the lookout for a podium place.
Pl
|
Model
|
2019
Sales |
1
|
Tesla Model 3
|
3,164
|
2
|
Volvo S/V60 PHEV
|
1,758
|
3
|
BMW 3-Series
|
1,643
|
4
|
Mercedes C-Class
|
1,179
|
5
|
Audi A4
|
653
|
One of the question marks around the Model 3 in Europe, regarded the impact that it was going to make on this side of the Atlantic, will it disrupt the PEV and ICE sedan market in the same way that it is doing in the US, or will it be more subdued, because it is playing away from home?
The answer is now being written, comparing the Model 3 deliveries against its midsize premium competitors, we can see that it is
Will the revised BMW 330e, said to start selling in the Summer, help the Bimmer to shorten the distances regarding the Model 3?
Maybe, maybe not, but first, it will have to catch the Swedish twins, to then focus on the Tesla. Maybe next month?
Maybe, maybe not, but first, it will have to catch the Swedish twins, to then focus on the Tesla. Maybe next month?
Hyundai and Kia are holding well their positions into the year, let's see how it plays with the arrival of the Leaf newer version and how the e-Golf performs for the remain of the year.
ReplyDeleteIt is a bit of a let down the 2019 performance of the Jaguar I-Pace, now outside of the Top20.
On the same note, Tesla isn't holding well too, this time last year, they had more than 1000 high profitable Model S and X sold, a huge contrast to what they have now.
An interesting race to watch this year is going to be the sales career for both the Mercedes-Benz EQC and Audi e-tron.
The poor showing of the Model S and X has exactly the same reason as the I-Pace: since tax incentives were reduced for these expensive models this year, demand was pulled forward to 2018, resulting in a slump now. This should normalise over the course of the year, or maybe next year. (Though not quite to the elevated 2018 levels of course.)
DeleteThe e-tron and EQC are not affected by that, since they weren't available before, so no pull-forward there.
Danmark and Hong-Kong have experienced a similar drop after a change in tax treatment of BEV cars. A spike before the change and a slump after it.
DeleteI think it toke Danmark about two years to return to a more normal sales level. I have not seen anything about Hong-Kong that I remember.
Jose, if you have time, can you elaborate on this phenomenon. You have the figures and the knowledge to put this into perspective.
Jose,
ReplyDeleteAfter having digested yesterday's news about the VW ID.3 1st Edition (with the 58 kWh battery pack, 420 km WLTP range, and a price of less than €40,000.- in The Netherlands), I think that not many people in The Netherlands will choose to buy a VW e-Golf (with the 35.8 kWh battery pack, the much smaller range, and the price of more than €39,000.- in The Netherlands).
What do you think about that?
Cheers
I agree, i find it surprising the e-Golf is keeping this level of sales in 2019, maybe from now on we should see sales drop, as people choose to wait for the much more competitive ID.3.
DeleteWell, considering that the e-Golf has had a waiting list in the past, even with new orders presumably slowing down now, it should be expected that deliveries would continue at the same pace for a while?...
Delete(Also, I'm not sure how many e-Golf buyers are even aware of the ID.3 coming -- or at least were before now...)
Hi Jose,
ReplyDeleteDo you track also fuel cell vehicle sales? Would be interesting to understand if the recent advance in infrastructure is translating into an uptake.
Thanks
Yes, i am following them. FCEVs are growing, but numbers are still small, this year there were 18 registrations, 16 Hyundai Nexo and 2 Toyota Mirai.
DeleteI would really like the psychiatry department of a university to study this. What brings people to spend a lot of money on this?
DeleteHowever, Model 3 sales slumped over -80% from last month!!! Sales from other producers were mostly the same or increased substantially (Niro) over last month. So, there is no seasonal effect. In addition, sales of Model X and Model S steeply slumped as well. This trend is also confirmed in Norway, where Tesla Model 3 sales slumped by more than -80% and Model X and S are going into oblivition. Undisputed leader in Norway is now surprisingly the eGolf.
ReplyDeleteThe three main reasons for the slump in April after the spike in March are Logistics, Distribution, Production.
DeleteAnybody who tries to spin another story based on the delivery numbers in Norway and The Netherlands does not know what he is talking about, or is spreading misleading information knowingly.
Tesla is the only one who has more detailed information about sales, orders, inquiries. Tesla is not sharing that information.
Tesla delivers in waves at the end of each quarter, so this 80% slump if entirely predictable. Tesla's sales will ramp up again at the end of this quarter, then take a dive at the start of the next quarter, and this will continue until they stop this delivery strategy (and I think they are planning to stop this strategy).
Delete