Here are the 2018 PEV deliveries by Automotive Groups, from January until September:
Regarding the previous post, two months ago, the big change happened at the top, with both Tesla (12%, +2% share) and BYD (11%, +1%) profiting from their recent record performances to surpass the Renault-Nissan Alliance (10%, -1%), that is now down to Third Place.
Regarding the remaining OEMs, there aren't significant changes, the only major difference is Geely Group, that is getting closer to the #6 SAIC,
Interestingly, half of the Top 10 belongs to Chinese OEMs, and if we add Tesla to the Disruptors team, Legacy OEMs are a minority in the Top 10. Talk about disruptive times…
Grouping sales by origin of brand, China has increased its leadership, to 47% share (+1%), a new record, with the USA (16%, +1% share) recovering the Second Place from Germany (16%, -2%), while the Fourth Placed Japan lost share (10%, -1%), and Korea (4%) remained stable in #5.
Excluding PHEVs from the equation, the disruption becomes even more evident: Tesla (18%) is #1, Renault-Nissan (12%) is Second, BAIC is Third (11%), followed by BYD (#4), Chery (#5), and three other Chinese OEMs (JAC, Geely Group and JMC), with the Best Selling Legacy OEM being BMW (3% share) showing up only in #9(!).
If this trend continues, by the time the ICE market crashes, say in 2022, few Legacy OEMs will remain…