Models: Model 3 shines and BAIC EU-Series climbs to #2
Registrations grew 67% YoY in June, to 265.000 units (2nd best result ever), mostly thanks to the Tesla high tide and the pull-forward of low range Chinese EVs, that now lost access to subsidies, pulling the year to date count to over 1.1 million units, with the 2019 PEV share climbing to 2,4% (3,3% in June).
BEVs grew faster than the plugin average (+104% vs 67%), allowing them to frankly outsell plugin hybrids, with all-electrics having 76% of the plugin market last month (73% in 2019). At this pace, it won't be long that PHEV's will be limited to less than 10% of the plugin market...
This month the big news were the Tesla Model 3 reaching a new all-time record for a single model (39.632 units in June), and the rise to the runner-up spot of the BAIC EU-Series, thanks to a personal best 17.916 registrations, with the Chinese sedan jumping two positions in two months.
The Renault Zoe climbed another spot, to #7, thanks to a year best 4.990 deliveries, with the Zoe 1.0 ending its career in grand style, while the evergreen Mitsubishi Outlander PHEV jumped two positions, to #5, scoring almost 6.000 units, its best result since December '15, with the Japanese SUV securing the Best Selling PHEV & SUV titles.
In the second half of the table, the climbers of the month were the #18 Baojun E-Series, jumping 2 positions, thanks to 4.566 registrations, its best result in 12 months, no doubt due to pull forward deliveries, before the end of subsidies, while the Tesla Model X jumped to #16, thanks to 5.603 units, a new year best.
Finally, a mention to the #21 Changan Eado EV, that is just 300 units below the #20 Toyota Prius PHEV, with the Chinese sedan possibly becoming the 17th BEV on the table soon.
Manufacturers: Tesla jumps into #1
June saw Tesla finally surpass BYD, thanks to a best ever performance of 48.788 units, while the Chinese maker had a somewhat "meh" result, with 24.000 units, being inclusively beaten by BAIC (26.052 units, new YB), that jumped three positions into #3, with Tesla now being chased by a pack of three (3!) Chinese manufacturers.
We have to go down to #5 to see the first Legacy OEM, BMW, but if we count only BEV * registrations, then Nissan becomes the best selling legacy, in #4, with only one other established maker (Hyundai, in #8), in a sea of Chinese makers...With Tesla on top.
Disruption, anyone?
Disruption, anyone?
Looking elsewhere, the second half of the table saw Kia jump three positions, to #11, while Changan did even better, shooting six positions, to #12, thanks to a record 12.562 units.
Finally, Dongfeng returned to the Top 20, in #19, thanks to 6.513 units a new Year Best.
Once again, Chinese makers are reacting faster to the increasing BEV trend in the market.
I believe it has finally happened - a plugin vehicle is finally going to rank in the top 100 vehicle sales YTD, globally. Model 3 already landed in the top 100 vehicle sales globally in a few different months, but this is the first time numbers have been consistently high enough that it's ranging for YTD (meaning it should end up in the top 100 selling cars of the year globally for 2019, assuming sales don't stumble in the second half of the year.)
ReplyDelete128K sales in half a year should be enough for the car to be somewhere in the range of 70th-90th.
Where would you find a list of top 100 vehicle sales?
DeleteJust googled and focus2move's world-best-selling-car list doesn't include the Tesla Model 3, looks like it was last updated in June though, so maybe it's not included as Telsa releases numbers quartely?
Now it's updated, M3 is at 85th place
DeleteWhy no Belgium or Switzerland statistics for months?
ReplyDeleteBelgium was posted last May, Austria was posted in June.
DeleteMay for Belgium is 2 months.
DeleteMarch for Switzerland is 4 months.
Therefore months. Did not complain about Austria.
Hi, can you list YTD the numbers on
ReplyDeleteTesla Model S -
Kia Niro -
Audi e-Tron -
Mercedes EQC -
Jaguar i-Pace -
Sorry, looks like top-20 suddenly becomes not enough :)))
Kia sold 1088 units of Niro EV worldwide with 192 units landing in U.S. (in June).
DeleteSource: https://www.thekeea.com/kia-sales-figures/
Don't know about other models you listed...
In brief, Tesla Model S is close to the Top 20, Kia Niro is far, while the e-Tron and i-Pace are also far, but rising, while the EQC is still in launch mode (low hundreds)
DeleteWho have a lead? e-Tron or i-Pace?)
DeleteWhile I don't know for sure who has the lead right now, the trend suggest very strongly that e-tron will be ahead very soon, if it isn't already...
Delete(It's already clearly ahead in the US, and very close behind in Europe.)
Note nobody had heard of First 4 entries a decade ago. Also 9 models and 8 makers in top 10 are Chinese.
ReplyDeleteCorrectio : top 20.
DeleteHe means brands)
DeleteI had noticed that, but forgot to mention :)
DeleteThanks for reminding.
This is disruption.
It will be interesting to see how many EVs will be low range (and therefore non-bold in this color coding scheme) this time next year. Nissan Leaf will be written in bold characters soon, as the new extended range arrives and the e-Golf will be replaced by the ID. I suppose that also low range Chinese models will be replaced by longer range ones to adapt to the new subsidy rules.
ReplyDeleteSo that's what the bold blue means! What's the cutoff point between low and long range?
DeleteSeems a bit confusing for models that have a long range option but most of the sales might be for a short range option.
300 kms WLTP for BEVs, 50 kms WLTP for PHEVs.
DeleteRegarding models that fall on both sides of the fence, i use the most sold version.
More then 48700 deliveries in one month? And against all the odds and the very well organized and funded FUD campaign. When you think that only four years ago the total Tesla deliveries for all 2015 was less than 51.000. Four years is nothing in the Car Industry for traditional players. Like Tony Seba would have said: It's disruption stupid!
ReplyDelete+1
DeleteDear editors
ReplyDeleteThe sales of the 1st 6 months as per your wesbite is like this and it adds up to 1,099,632 units, but the cumulative sales shows up as 1,117,484 and this is a difference of 17,852 units. Since 2019-02 there is some slight difference. What is the missing # about. Are these the heavy vehicles that are not counted in the individual months, but counted in cumulative totals.
2019-06: 264,591
2019-05: 179,270
2019-04: 166,200
2019-03: 224,335
2019-02: 111,541
2019-01: 153,695
-----------------
Total: 1,099,632
-----------------
will have to check.
DeleteThis is a problem with all auto sales reporting.
DeleteThere are always corrections and late reporting coming in after the monthly numbers are published.
These numbers are in the cumulative numbers, but not in the monthly numbers. Only in Januari is the sum of the months equal to the cumulative. ;-)
True.
DeleteModel-S sales in 2019-06 is 3,553 units. This can be derived by
ReplyDeletesubtracting the sales of Model-3 (39,632) and Model-X (5,603) from Tesla total of 48,788.
That sounds wrong, since Europe got 1670 Model S deliveries, while the InsideEVs.com estimate for the US is 1750... Surely China an the rest of the world saw more than just 133 deliveries in June?
DeleteThing is, i think the Model S deliveries in the US were lower than that.
DeleteIt's interesting to point out that Tesla's own official delivery numbers for Q1 and Q2 only add up to about 158,350...
ReplyDelete(I don't think they ever published an update for the final tally in Q1? The published preliminary number should be close enough, though.)
Jose,
ReplyDeleteThe Tesla Model 3 is actually the only EV model that is getting close to a substantial annual total in 2019 with probably more than 300,000 deliveries.
I think that the Tesla Model 3 (for the first time) might end up on the global annual top 50 list.
Cheers,
and from there it only has to triple to be world #1
DeleteJose,
ReplyDeleteWhat is the historical cumulative total of the Nissan Leaf?
Has the Nissan Leaf already reached/crossed the 450,000 milestone?
Any chance that the Nissan Leaf will reach/cross the 500,000 milestone in Q4 2019?
Cheers
I added up the numbers recently, and arrived at 422,000 after June.
ReplyDeleteIn view of that, 500,000 before the end of the year seems pretty much impossible at this point... Even if sales pick up thanks to the e+ variant, I doubt we will see more than perhaps 470,000.
@ antrik
ReplyDeleteThat means that the Nissan Leaf will reach/cross the 500,000 sales milestone in 2020. Perhaps in June 2020?
The Tesla Model 3 will be the first EV model to reach/cross the 500,000 sales milestone in 2020. Perhaps in March 2020?
Cheers
Yeah, I guess Leaf might get there around the middle of next year. Though with more and more other attractive offerings coming to market, I think they might need to step up their game a bit even for that...
DeleteModel 3 should reach at least 430,000 by the end of this year I think -- so passing 500,000 in March 2020 indeed seems very likely :-)
@ antrik
DeleteAnd it's very likely that the Tesla Model 3 will reach/cross the 1 million sales milestone in Q4 2021.
Cheers
Should be sooner actually: according to current plans, they should get to at least 10,000 per week in the first half of 2020... So shouldn't take more than a year to get from 500,000 to 1,000,000.
DeletePlans of course might change in case they don't find enough buyers...
Especially considering a certain Model Y should start to drain sales from the Model 3 in late 2020...
Delete