Tuesday, June 30, 2020

Global Top 20 May 2020


Hyundai's Hot-Selling Kona Electric Updated For 2020 | CarBuzz
Kona EV: Is Hyundai's electric crossover finally ready to fulfil its potential?



Models: Tesla Model 3 rules recovering market

Registrations were down 23% in May, a slight recovery from the 30% drop in April, while the YTD numbers are now down 14% regarding the same period last year, with 718.000 registrations

If in isolation these numbers aren't exactly positive, comparing with the overall automotive market, numbers are even worse than in the plugin niche, with sales down 33% in May and 30% this year, because of this, May's PEV share repeated April's result (2,8%),keeping the 2020 plugin share at 2,7%,which is already above the 2,5% of last year.

The future will depend much on the development of the pandemic and the gravity that the subsequent economic crisis, but expect plugins to weather the storm better than the overall market, increasing its PEV share on the way.

In May, BEVs dropped faster than plugin hybrids (-28% for BEVs, -9% for PHEVs), but despite that, the BEV/PHEV breakdown remained stable at 67% BEV, 33% PHEV. 

With a helping hand of the Chinese EV market, the Tesla Model 3 reigned supreme in May, more than tripling the sales of last month #2, the GAC Aion S. with 3.892 deliveries.

If the podium positions seem secure for now, but below them, the BMW 5-Series is running after the #4 VW e-Golf, with only 560 units separating both.

But there is more action on the top half of the table, with the Hyundai Kona EV surpassing the Audi e-Tron and reaching #8, with both the Hyundai crossover and the Audi EV now going after the #7 Mitsubishi Outlander PHEV, with the Japanese SUV possibly losing 3 postions at once in June, as even the rising #10 GAC Aion S (3.892 units in May, new Year Best) has also a shot at surpassing it.

Other models on the rise are the BAIC EU-Series climbing to #14, while the NIO ES6 joined the table, in #16, just like the #20 Volvo XC60 PHEV, that recovered its spot on the table. 

Outside the Top 20, and while the highly expected Tesla Model Y doesn't join the table soon (in June?), we see two Chinese EVs getting ready to get there, with SAIC's Baojun E-Series (7.798 units, 2.447 of them last month) and the Li Xiang One (7.666; 2.148) are likely to join the table soon.





Manufacturers: Tesla and BYD shine

May saw Tesla win another monthly Best Seller title, more than doubling the result of the #2 in May, BYD, with the Chinese maker repeating April's runner-up spot...Is BYD returning to the good old days? 

One thing is certain, the Silver medal of the #2 BMW is looking pretty shaky, with the #3  Volkswagen shortening slightly the distance (683 units separate both makers) to it, while BYD is looking also to kick out BMW from the runner-up spot in a couple of months...

Others makers on the rise are Audi, than jumped two positions in one month, to #6, displacing Renault to #7, this was a terrible month for the Renault-Nissan Alliance, as all three brands dropped in the ranking, showing the real need for fresh models in their showrooms, as their 3 Best Sellers are getting long on the tooth, if counted together, they already have 23 years of activity on the market, making an average age of over 7 years, so the Nissan Ariya and Renault Mégane PHEV (among others) are badly needed. 

The Alliance also needs to do something about China, if Renault always had problems to affirm itself in the largest global automotive market, it is hard to understand why Nissan is acting so passively there. 

In other news, the Korean Kia was up one spot, to #10, while on the second half of the table, GAC (4.254 units, new Year Best) climbed to #14, while NIO joined the table, in #18. 

Outside the Top 20, there are a few Chinese brands preparing to join the table, and in the middle of them, we find Ford (hey, remember me?) also trying to return to the table, with the Dearborne maker now less than 1.000 units behind the #20 Porsche, with the American brand scoring a record performance last month (2.624 units), thanks to the success of its new Ford Kuga PHEV.


22 comments:

  1. Maarten VinkhuyzenJune 30, 2020

    To see how bad the situation with Corona is, the numbers of Model 3 and Zoe are the numbers expected at the and of the first quarter.

    ReplyDelete
  2. Remind me what the P19 column is for? The obvious reasons to me don't fit the numbers in the column...

    ReplyDelete
    Replies
    1. Place for full last year.

      Delete
  3. Okay it's really obvious what the P19 column is for and I was barking up the wrong tree, but I can't delete my question on here! lol (I was thinking it was a comparison with the percentage colunmn, showing 2019's % share, or the change in % share, but obviously the numbers wouldn't fit that, duh!)

    ReplyDelete
  4. I wouldn't exactly say that Nissan is acting passively in China, considering that they actually have models there not available elsewhere... It's just that they are not really competitive, since they cost more than Chinese brands, while not standing out on specs or premium features. Maybe more up-market offerings like the Ariya might help with this a bit?

    More generally speaking, I don't believe Nissan will be competitive in China, or anywhere for that matter, until they introduce their new dedicated BEV platform. (Ariya might be the first model using it? Don't remember...)

    ReplyDelete
  5. Somehow I missed it before: but it feels funny seeing Chevrolet in blue :-)

    ReplyDelete
    Replies
    1. With the end of the Volt, Chevy is now on the Blue side :)

      Delete
  6. 144,600 is a decent total for the World compared to Aprils 110,274. As expected Tesla has put up a better show in 2nd month of the quarter. Seems they are facing trouble with Model Y ramp up.

    In the next 2 days, we should get the Tesla's Q2 sales. It will be good if they break the Model 3 & Model Y sales.

    Global models belongs to BEV while global brands belongs to PHEV. But those like BMW, VW, Audi also sell BEVs in the mix.

    Its well too known that the pollution hurts everyones lungs and a disease like coronavirus attacks those with weaker lungs quickly.
    Lets go electric before another such virus strikes.

    ReplyDelete
    Replies
    1. Doesn't seem like they are having any unexpected troubles with Model Y ramp. They are already producing several thousands per week, which seems more or less in line with planning...

      Delete
    2. It's easier to lauch PHEV models than BEVs, that's why the PHEV sales are more fragmented.

      Delete
  7. What is the source of this information. I would like to see the rest of the tables.

    ReplyDelete
    Replies
    1. See the big banner at the bottom of the page :-) ev-volumes.com

      Delete
  8. Tesla smashes the phony estimates with a 90,650 unit sales.
    Model S/X : 10,600
    Model 3/Y : 80,050
    Cumulative sales stands above 1.07 million.
    By all means, Model S sales should have crossed the 300,000 mark. Probably the 3rd vehicle after Model 3 & Leaf to cross this threshold. Correct me if I am wrong.

    ReplyDelete
    Replies
    1. Our Tesla Q2 estimate was of 92k, not on target, but close.

      Model S: yes, you are right :)

      Delete
  9. Per your website, Chevy sold 1,070 Bolts in April and 1,233 in May and thats a total of 2,303 in 1st 2 months of Q2.

    GM has put the sales of Bolt in Q2 at 2,498. That means only 195 units were sold in June. Is that correct.

    Before Bolt drops out of Top-20, Chevy could drop out of Top-20 since it has only Bolt on sale and hardly 30 units of Volt in inventory.

    ReplyDelete
    Replies
    1. The 2,498 units of the Bolt are just the US, or worldwide?

      As for Chevrolet, they have the Bolt and in China, the Menlo EV, that is still in its first months on the market.

      Delete
  10. Tesla has sold a cumulative of more than 1 million vehicle out of the worlds cumulative PEV sales of more than 8 million. Nearly 1 / 8. Thats fantastic.

    Hoping Model Y to join the Top-20 by June or July.

    ReplyDelete
    Replies
    1. Yes, i also expect to see the Model Y here in June.

      Delete
  11. AnonymousJuly 05, 2020

    Why isn't the Model S listed? It should have more sales than the Model X.

    ReplyDelete
    Replies
    1. Uhhh...no.

      The Model S stands at around 7k this year.

      Delete
    2. AnonymousJuly 09, 2020

      I thought this was "Global" sales. The S&X had 22,800 deliveries in the first half of 2020. You report 8,830 for Model X which would leave 13,970 for Model S. What am I missing?

      Delete
    3. They are Global Sales. Counted until May.

      What you are missing here, is the fact that June isn't counted yet, only by the end of July you will see here the complete first half of the year, in the "Global Top 20 June 2020" post.

      Delete