Friday, November 20, 2020

Germany October 2020


18% share in record month! 

The German plugin market had yet another record month in October, with a little over 48,000 units, and this time it were BEVs to drive the market forward, up 365%(!), to 23,158 units, helping plugins as a whole jump an amazing 303% last month, with the plugin share reaching a record 18% (8.4% BEV), pulling the yearly tally to 11% (5.3% BEV), so this market is now firmly in the two-digits area, also known as...The Disruption Zone.

And in a (sort of) stable market (-4% YoY), petrol (-30%) and diesel (-19%) continue falling, to the benefit of electricity, leaving fossil fuels as deadweights on the shoulders of Legacy OEMs...

Looking at last month Best Sellers, in October the Renault Zoe broke once again all records, by registering 5,010 units, beating the runner-up VW ID.3, that built on the 1,771 units of September to deliver 2,647 units, with Volkswagen placing a 2nd model on the podium, as the Passat GTE broke its record, by delivering 2,053 units, allowing it to reach the 3rd place in October.

Below the podium Top Sellers, the #4 Hyundai Kona EV jumped to #4 in September, benefiting from the increased capacity of the Czech plant, registering a record 1,932 units, in fact in a record month, best ever performances are plenty, in the September Top 20, 15 models had record scores, 7 of them coming from the VW Group stable (VW ID.3, VW Passat GTE, Audi Q5 PHEV, Audi A6 PHEV, Audi e-Tron, Skoda Superb PHEV, VW Golf PHEV), highlighting the production ramp-up of the German conglomerate, while the VW e-Golf had 1,300 registrations, an impressive performance, considering its much improved successor is already established.

Outside this Top 20, we have several models in ramp-up mode, like the Volvo XC40 PHEV (620 units), or the 710 registrations of the Mini Cooper EV, while the Mercedes GLE350de continues to ramp up production (655 deliveries) and we welcome the first 72 registrations of the new VW ID.4 SUV, no doubt the first of many. 

Regarding the 2020 table, the podium positions remained the same, with the leader Zoe probably having 2020 title secured, because the 6,830 units of advantage over the #2 VW e-Golf and the 10.383 units over the #3 Tesla Model 3 now seem impossible to beat.

The first position change happened in #5, with the Hyundai Kona EV rising one spot, immediately followed by the Mercedes E300e/de, that was up to #7.

Speaking of Mercedes, the three-pointed-star maker had another model climbing in the table, with the GLC300e/de rising to #16, while their Daimler Group cousin, the Smart Fortwo EV joined the Top 10, in #8. 

Below the tiny hatchback, we have two Audis on the rise, with the e-Tron rising to #10, while the Q5 PHEV was up to #12. 

Highlighting the good moment of the VW Group, the VW ID.3 joined the table, in #18,with the Volkswagen new baby looking to reach a Top 10 position by year end, while on the BMW stable, the i3 climbed one position, to #14.

In the brands ranking, Volkswagen (14%, down 1%) lead is now being threatened by the rising Mercedes (14%), that thanks to a strong (and long) PHEV lineup, is looking to reach the top spot. The ID.3 (and upcoming ID.4) volume deliveries are coming right on time for the Wolfsburg brand...

The #3 Audi (10%) remains stable, while outside the podium, Renault (8%) stays ahead of BMW (7%).

On a final note, the Volkswagen Group total share is stable at 30% (VW - 14%; Audi - 10%, Skoda - 4%; Porsche - 2%), above the rising Daimler Group, with 18%, with the Renault-Nissan Alliance closing the podium, with 12%.


  1. BEV share is up only 0.4% over September, which looks a bit depressing at first... But then we have to remember that October has no meaningful deliveries of Model 3, which alone was responsible for 1.1% (!) in September... So there is still a good chance of breaching 10% before the end of the year :-)

  2. There is an error in your 2020 table. The Smart Fortwo is listed as #9, but with 7038 has seen more sales than the #8 e-Up (6977).

    You mention it correctly in the text, though.

  3. Great work, José!

    I would like to make a Twitter thread for our Belgian politicians showing our current fiscal incentives scheme is absurdly ineffective (cost to society/ton CO2 saved *), as you might have noticed by looking at the sales of the PHEVs (X5!) & Taycan...

    Could you give me sales numbers for the Taycan & X5 PHEV in Germany?
    I think this can be a strong argument by comparing those numbers!

    Many Thx!

    (* )

    1. CoconutshaverNovember 20, 2020

      Hi. Numbers in October are 762 for the X5 and 373 for Taycan.

    2. @Dominique: If you need more numbers, just send me an email (, i'll glad to help you. I believe less PHEV incentives and an price cap to access incentives would be helpful in Belgium;

      @Coconutshaver: Thanks!

  4. Seems its a spring season in germany, wonder 48,017.
    Will this continue into 2021, will the subsidies continue or the prices will drop after subsidies drop.

    -30% petrol, -19% diesel: Dont tell this to Karl Benz, Gottlier Daimler, Rudolf Diesel, they will cry.

    Thanks to Zoe and the ID.3 for all the heavy lifting. Nice to see ID.4 starting early with a 72.

    Any idea as whether USA has anywhere near this #.
    Now, I am waiting for the big 3 (china, europe & global).

    1. In Germany~59000 in November.share>20%.BEV+522%.The holiday continues!

  5. Man, 1300 e-Golfs sold in October! Tesla is puzzled: how can someone build and keep selling last generation, new generation and new product line at the same time? That must be Giga impressive!!

    1. Such is the VW force in its home turf...

    2. Why would Tesla be puzzled? As far as I'm aware, they quite regularly sell inventory units of previous iterations -- and most of the time they don't even have to discount them, since enough people are willing to take the older ones in exchange for not having to wait... Only rarely, when there are very large changes, they offer significant discounts -- which is what VW is doing here as well.

  6. @dominique

    " absurdly ineffective (cost to society/ton CO2 saved *)"

    Cradle to grave Germany pay arround 7K EUR / TON CO2 reduction in the car business.

    To be fair its a total waste of tax money and could be spend much an sample heating, public transport and urban development = more pedestrians / cyclists

    1. CoconutshaverNovember 22, 2020

      Jipp. The newly discussed and so called "car summit" - which is a meeting of governement and top german car makers - is a shame. With the effect that there is nearly no pushing of mass transit and almost none of having the truck traffic changed to electrical or other eco friendly. Only effect will be that the car incentives will last bit longer. Mostly pushing the PHEV, as seen right now. Anyone talking on chances missed? Here you are...

  7. VW argued they have to stop the possibility to order E-up because delivery time is too late for increased incentives.
    Now that incentives are extended until 2025 the question is: When will VW resume selling E-up?