|Back to #1|
(Small) Recovery Edition
With sales above 6.000 units, the numbers were up 5% YoY, it looks that the US EV market is back in positive territory for good.
After two years away from the leadership, the Chevy Volt is back at #1, although numbers are still small (It's January, slowest selling month of the year), it is a positive sign or recovery for the american car, now in its second generation.
After a deliveries push in the last couple of months, the 2015 leader, Tesla Model S, slowed down and dropped to #2, something that can be explained for being the first month of the Quarter (Is always the slowest), but also because of the ramping up of production of the Model X, #5 in January with 370 deliveries, how high in the ranking the Electric-Sports-SUV-Minivan will reach? It all depends on Tesla priorities, but i wouldn't be surprised to see it fight for a podium seat once it is on full-production mode.
The #3 Nissan Leaf started the year with 755 units, its worst January since 2013, while the most recent arrivals continue to have encouraging performances, like the Audi A3 e-Tron (327 units) already reaching its cousin VW e-Golf in the ranking, the Volvo XC90 PHEV reaching #10, with 226 units, ahead of last year class leader, Porsche Cayenne Plug-In (146 units) and BMW X5 PHEV (181). Good performance also by the Hyundai Sonata Plug-In (175 sales) continuing to improve its sales level.
In the manufacturers ranking, Tesla (19%) started ahead, but Chevrolet (18%) and Ford (16%) are too close for the all-electric brand to rest.
|2||Tesla Model S e)||809||809||13|
|4||Ford Fusion Energi||581||581||9|
|5||Tesla Model X||370||370||6|
|6||Ford C-Max Energi||350||350||6|
|8||Audi A3 e-Tron||327||327||5|
|10||Volvo XC90 T8 PHEV||226||226||4|
|BMW X5 40e PHEV|
Hyundai Sonata Plug-In
Porsche Cayenne Plug-In
Chevrolet Spark EV
|Kia Soul EV|
Ford Focus Electric
Smart Fortwo ED
Por. Panamera Plug-In
Toyota Prius Plug-In
Source: insideevs.com; Good Car Bad Car
Tesla vs The Others
As Elon Musk pointed out, the real competition of Tesla aren't other EV's, but the ICE best selling models, so let's look how the Model S stands in its own domestic market (1):
Tesla Model S e)
For the first month of 2016, the Model S had a slow sales month, with the Lexus GS, Cadillac CTS and Audi A6 all surpassing it.
(1) - Unlike markets across the pond, the full-size car market in the US is much more diversified, with Chevy Impalas, Malibu's, Chrysler 300, Dodge Chargers, etc, all theoretical adversaries to the Model S, but Tesla's direct competition isn't there, so the Model S is only compared with cars with similar price and concept.
Elon Musk on today's Tesla earnings callReplyDelete
“Even on our competitors’ home turf and in countries without government incentives to purchase electric vehicles, Model S is winning. For example, in Switzerland, Model S outsold the Mercedes Benz S-Class, the BMW 7-Series, the Porsche Panamera and the Audi A-8 combined for the full year, and also outsold the Mercedes Benz E-Class.
In Germany in Q4, Model S outsold the Porsche Panamera. Finally, across all of Europe last year Model S outsold the Audi A8 and A7 combined and the BMW 7-Series and 6-Series combined.”
Tesla Model S is an F segment car and Tesla compares its sales to other F segment cars.
When it mentions E Class it adds "also" in addition to outselling S Class, meaning a lower segment vehicle.
If we want to be srict regarding concept, price and size, the most direct competitors of the Model S are the Audi A7, Mercedes CLS and BMW 6-Series, but these models are sporty-upmarket versions of the Audi A6, Mercedes E-Class and BMW 5-Series.Delete
So here's a question: Do we want to compare Tesla to niche products & numbers, or do we compare it with the real competition?
My answer: The bulk of the market, of course. Musk doesn't consider Tesla as a niche brand, and for that, we need to compare it with the A6's, E-Class and 5-Series of this world, that run for the segment leadership.
Right so, and Model X vs. BMW X6 vs Merc GLE for the furture ;-)Delete