11% Share!
The Irish plugin market is in good health, last month plugin sales reached 522 units, doubling last year result, with the monthly share reaching 11% (6% BEV), pulling the 2020 PEV share to 6.5% (3.8% BEV), well above the 4% score of 2019, although much of this growth has been at the expense of plugin hybrids, that have been growing twice as fast as pure electrics, with PHEVs now having 42% of the plugin market.
The 2020 Best Seller title has the Nissan Leaf resisting the pace of the Tesla Model 3, while in the last place of the podium, the Kia Niro PHEV has surpassed its Hyundai Kona EV cousin, thanks to 60 registrations.
Another Kia on the rise is the Soul EV, that joined the table in #8, now making 3 Kia's in the Top 10...Not bad, eh?
Regarding the last report, back in April, the main differences regard the thundering arrival of the Ford Kuga PHEV, replicating a phenomenon that has been happening across Europe, while the Renault Zoe jumped 6 spots regarding April, a significant improvement that rewards Renault's efforts to actively sell its EV in Europe.
Outside this Top 10, a reference for yet another Kia, with the Ceed PHEV scoring 30 deliveries last month, so we could see soon a 4th Kia model in the table, while the Peugeot 208 EV registered 15 units, benefiting from PSA's production ramp up.
Looking at the manufacturers ranking, Kia leads, with 20% share, followed by BMW, that due to an extended lineup, has 14% share, and Hyundai (13%) closes the podium, while outside the medal positions, we have Nissan (11%) and Tesla (10%).
Where is your promised Tesla Model S refresh?
ReplyDeleteThere isn't. :(
DeleteThe lack of a Model S/X refresh is very disappointing, that means Tesla has given up on the profitable luxury market, to the benefit of Rivian, Lucid, Chinese EV startups and Premium Legacy OEMs.
First of all: Rivian isn't competing with Model S or Model X.
DeleteOther than that: the Model S Plaid unveil, firmly reclaiming the performance crown, doesn't exactly feel like "giving up" to me?...
If there are people who prefer to buy technically inferior vehicles because of some weird "freshness" notion: let them. Tesla never wanted to play that game. They have more important things to put effort into... Like for example rethinking battery production at all levels, putting them years ahead of everyone else -- while others are just twiddling their thumbs, hoping for a business fairy to lead them to the promised land of solid state or something...
The Rivian R1S is an alternative to the Model X, sure, it is higher end (in more ways than one) than the Tesla, but it is playing in the same field.
DeleteAs for the Plaid, it is more than a year away, and while the range is impressive, all the other extra stuff for me reminds of the US muscle cars, sure it will sell to a niche of buyers, but in the grand scheme of the segment, it won't move the needle, it would have been more important to update the specs, like the charging speed.
From what I gather, the R1S is *much* larger than Model X -- and quite different in nature, since it's a real off-road vehicle on a truck chassis. While there might be, as always, *some* cross-selling, it's not really a competitor in a meaningful way. It's a competitor to huge combustion SUVs.
DeleteYes, the whole point of Plaid was retaking/reaffirming the performance leadership. Not everyone will care about that of course, but quite some people will. (Especially those who were eyeing a Taycan or Lucid because of performance claims...)
DeleteWill it have other improvements, such as a higher charging speed? We don't know yet. Fairly likely, I'd guess.
The Rivian R1S is 5,10 mts, while the Tesla Model X is 5,04 mts, so not such a big difference, therefore they play in the same category, but i agree they are two different beasts, the Tesla is like a crossover between a Sports SUV and a Minivan, while the Rivian is a true SUV, in the line of a Range Rover.
DeleteIt's like the Model S and Porsche Taycan, while in the same category, they appeal to different type of buyers.
Great job Irish for buying 522 plugins.
ReplyDeleteTesla called it Battery Day and they showed 5 significant improvements.
Even Model S Plaid is to show the 520 mile / 830 km range which is 3 miles / 5 km more than Lucid Air.
Biggest announcement is their battery facility that will produce 10 GWh in 1 year. 10 GWh could power 200.000 vehicles with 50 KWh battery packs which means that many Model 3 though with slightly smaller pack. Their suppliers Panasonic, LG Chem and CATL suffered 3 - 5% decrease in stock price. They better start producing batteries for their own vehicles.
Mate, your calculations go tits up because during that same event it was mentioned that they AIM to achieve 10GWh production rate by end of 2021. Further to that, none of the new 4680 cells are going to be deployed on Model Y and 3 vehicles. Not only that, but they are aiming to use them primarily on the truck and pickup, so that may end up being just less than 50.000 vehicles per year. There`s going to be very few Plain Jane Model S and a couple Trucks to be seen using them in 2021. Enjoy your coast to coast FSD Autopilot Robotaxi ride until then.
DeleteTesla's cells will initially be for the Plaid Model S, and then other models with large batteries... So the 10 GWh they are *hoping* to reach in about a year are good for way less than 100,000 vehicles. It won't become serious until they start deploying the new lines at scale in Texas and Berlin.
DeleteThat 10 year old car didn`t aged well. The Taycan was revealed to the world by the 4th september 2019. Tesla was fast to tout Nürburgring records and on sale date for summer 2020. Nothing materialized. They have on sale an electric rigger and a new 'roadster' too, yet you can`t drive any of that vaporware as of now. While nothing of that exists on the road it is as unproven as is the Rivian and Lucid vehicles. Enjoy those $35K Model 3, $25K concepts and uneconomic-repairs large casted vehicles. Even slow-ass moving Toyota has great chances to curb EV sales volumes from Tesla, after all they know well how to properly engineer cars that can render services for decades. Tesla marching for the world domination, LOL, enjoy your minicraft session.
DeleteIf Model S is a ten years old car, Taycan is a five years old car. Apples to Apples, sweetie.
DeleteAnd BTW Tesla never touted any Nürburgring records.
As for the rest... Enjoy your delusions. I sincerely hope you have money bet on them :-P
Mate, the Model S is a 10 year old design/engineering & 8 year+ retail car. The Taycan is a 4 year old design/engineering & 10 month retail car. Concerning the latter, in just these few months it has been already made available in 4 basic distinct powertrain specifications with some possibilities to be paired with 2 different battery options and a never ending range of finishings, both exterior and interior. Better yet, with a starting price above the one of the Tesla Model S. No lack of customers for any of them. And after being made available as MY20, it`s now available in MY21 with added scope for individualization and equipment range.
DeleteOn that note, it has all the ingredients to Age Well.
Enjoy your market gains then, Cheers!
Mission E concept was unveiled back in 2015. (And it was way better looking than the production version... As usual for legacy OEMs.)
DeleteYes, Porsches are generally available with an absurd number of options. Some people like that; others don't. Your point?...