Friday, September 28, 2018

Global Top 20 August 2018 (Updated)

Models: Tesla Model 3 Superstar in Record Month

Registrations grew 76% in August, to some 172,000 units, almost reaching the current record (174,000 units, in December '17), but with August usually being a slow month, imagine how September will be... Do i hear a new record by September? With how much? 200,000? And will we see all Q4 months reach 200k, too?

This positive result is placing the 2018 numbers at over one million units (+69% YoY), with the global PEV share standing at a record 1.7% share, which still makes realistic the prospect that this year we will hit two million units (and over 2% share).  

August was all about the Tesla Model ,3, with the Californian maker pushing up the production rate, resulting in a record 17,900 units being delivered to customers, breaking the previous all-time record, in the hands of the BAIC EC-Series, while allowing it to finally suprpass the Nissan Leaf and hit the Number One position in the yearly ranking.

Speaking of the EC-Series, the production of the new EC3 has already started to gear up, with September said to be already in full speed, although rumours say that BAIC's little EV won't surpass last year sales lever, which could mean that the Nissan Leaf might still have a shot at #2.

Bring the popcorn in Q4, as  we could see an entertaining race between these two in the race for Silver during October, November & December...

Still regarding Tesla, the older two siblings, the Model S and X, had their best mid-quarter performance ever, so expect both also to shine in September...

As for the remaining YTD ranking, the climbers are all Chinese: the BYD e5 is now #10 (+2 positions), the Roewe Ei6 PHEV, climbed one position to #12, while the Chery eQ jumped 4 places to #15, thanks to a year best performance of 4,613 units.

But the true surprise was the Geely Emgrand EV stroming through the Top 20, into #16, thanks to 4,647 units, the nameplate's best result since 2016...The wonders of increased range!

Looking at the BEV / PHEV breakdown, pure electrics have grown their share by 1%, to 64% of the total market, mostly thanks to the Model 3, and expect this score to be improved  even further during the year, possibly to levels above the 65% share of 2017. 

Image result for tesla 2018 lineup
Best Selling EV maker in the World

Manufacturers: Tesla continues on a record streak

August saw Tesla break once again the all-time record, with over 25,000 deliveries in one month, thanks to the Model 3 deliveries, allowing the brand to distance itself from BYD, with the Chinese maker also  hitting record levels, with over 20,000 units. 

With both brands now hitting unseen sales levels month after month, there is no question on who will be in the first two positions, and with Tesla apparently ramping up production faster than BYD, it all points out that the US brand will finally win the Manufacturers title, after 10 years on the market. 

Coming down from Outer Space and back to Earth, there aren't significant changes at the top, with #3 BAIC keeping na eye on the Fourth Placed BMW, while Roewe secured further its Fifth Position.
Below the Top 10, Geely was the Climber of the Month, thanks to a record 8,088 registrations, jumping six(!) positions to #13, while Hawtai (5,683 units, new PB) continues to climb positions without anyone noticing, this time it is #14, rising two places. 

A final reference to Kia, that with 3,893 deliveries, had its best month ever.


  1. Chinese now took half of top-10. Good that you made top-20)

    Tesla and BYD are going for 200K. Amazing

  2. Hi Jose, I think there is a typo in the Global brands with Renault at #11 with 39,315 sales

  3. Jose,

    The BMW i3 and the BMW i3s are both going to be equipped with a 42.2 kWh battery pack (as from November 2018).

    The current battery pack is 33 kWh.

    WLTP range of the BMW i3 is 310 km.
    WLTP range of the BMW i3s is 285 km.

    More people will consider buying the BMW i3 and the BMW i3s because of the improvements in range.

    Higher sales numbers in 2019 is very likely.


  4. How can Model S have passed Model X if it was 1000 after last month? It did sell more but Model X had about 1000 unit advantage last month. Have sales from July been updated or is it a mistake?

  5. Renault should be 29,315 I think. And then Tesla have passed the Nissan-Renault-Mitsubishi alliance.

  6. It is very important for a company that manufactures pure electric cars to lead in global sales. Great surprise from the Chinese companies that are still developing very vigorously. Probably September will be another very strong month for Tesla.

  7. The results of the Model 3 are amazing and they are selling only for USA market. Imagine the numbers when it is available at Europe.

  8. Seems like Model 3 would hit 100k with ease, but what about Nissan Leaf? Any chance to get 100k in 2018?

    1. It's possible, but i would say there's 50/50 chance.