Zoe #1 in May, Model 3 #1 YTD
The French plugin market continues on the fast lane, with May's plugin share reaching 17% last month (8.2% BEV), pulling the YTD share to a record 15% (7.1% BEV), which is a good 4% increase over the 2020 result (11%), with the 20% share i predicted for the whole year looks well on target.
Interestingly, most of the growth is coming from PHEVs, with plugin hybrids representing 53% of registrations in May, 1% above this year average and a significant jump over the 40% they had in 2020. Maybe it's time to cut subsidies on plugin hybrids?
For the first time this year, in May the Renault Zoe managed to win its domestic Best Seller trophy, thanks to 2,577 units, a new year best, so it looks the French maker has (finally) recovered from the late 2020 registration fever, and is back at its usual self, so expect the Zoe to collect a few more trophies during the next months...
...But not in June, because that one seems destined for the Tesla Model 3, that pulled out a surprising 2,111 registrations score last month, with the sports sedan now set to score a new personal best next month (5,000 units? 6,000?), thus beating the expected 3,000-3,500 June score of the Renault Zoe.
These are bad news for the Peugeot 208 EV, 4th in May, with 1,199 units, because not only the Top 2 are in good shape, but also because its stablemate Peugeot 3008 PHEV (#3, 1,712 units), thanks to its recent facelift, the crossover is running in high voltage, scoring another near-record score, it means the small Pug should only have a chance at a podium seat in July, time when the Model 3 takes its usual vacances month off.
On the first half of the table, the biggest surprise is the appearance of SAIC's MG eHS PHEV in #7, with 590 deliveries, shattering its previous record, and making an impressive result for the Sino-British SUV, being also the highest standing ever for a SAIC model in France.
Another surprise on the first half of the table is the instant success of the #8 Hyundai Tucson PHEV, that scored 578 units right in its landing month, so expect the popular Korean SUV to continue riding the wave of success, maybe even scoring a few Top 5 positions soon.
Elsewhere, a mention to the record score of the #19 Audi Q3 PHEV, with 359 units, while its less aspirational relative Volkswagen Tiguan PHEV was #20, with 338 units.
Below the Top 20, a mention to the 331 deliveries of the popular Ford Kuga PHEV, while the Skoda Enyaq had 234 units in only its second month on the market, and keeping with the VW Group compact SUV/Crossover topic, the new Cupra Terminator Formentor PHEV had a record 253 units score last month, so the sporty crossover could be another candidate for a Top 20 presence.
Looking at the 2021 ranking, the Peugeot 208 EV had a steep crash from the leadership, with the Tesla Model 3 (new #1), Peugeot 3008 PHEV (#2) and Renault Zoe (#3) all surpassing the Peugeot EV, in fact this is the first time this year that the Zoe is ahead of its arch rival...
But not all are roses in the Renault team, as the Renault Twingo (only 490 units last month) lost significant ground to its Stellantis rival, with the French EV hanging by a thread (or 13 of them, to be more accurate) to the 6th position, with the Fiat 500e looking set to climb one position next month and beat the local hero in the City car category.
The second half of the table had a number of changes, namely the Volvo XC40 PHEV climbing one position, to #12, which was the same number of positions that the Mini Cooper EV climbed, now in #15.
On the last positions of the table, the Renault Megane PHEV jumped two spots, to #18, while the Ford Kuga PHEV joines the table in #20.
Looking at the manufacturers ranking, Peugeot (18%) and Renault (15%) are stable in the top positions, while Tesla (8% share, up 1%) closes the podium, ahead of the rising Mercedes (7%, up 1%) and Volkswagen (6%).
As for OEMs, Stellantis is the major force, with a commanding 30% share, with the Renault-Nissan Alliance far behind, with only 16%, while the best foreign OEM is the Volkswagen Group, with 13% share (up 2%), well ahead of Tesla, BMW Group and Daimler.
It is impressive that Tesla, with only one model, can sell as much as both German Premium OEMs, that have lengthy plugin lineups, isn't it?
A new personal best for the Model 3 in June is unlikely: the unusually strong May deliveries are simply because the sent the boats earlier this time around -- June thus should actually be weaker than March, and the total for the quarter should end up similar to the previous one.
ReplyDeleteMaybe, or...maybe not as until this quarter I never saw a ship coming directly from San Francisco to a french port to deliver Tesla cars like the one which stop at "Le Havre" last June 9th. In the other hand, it didn't unload all the cars as it went to Southampton, and now it is going to Zeebrugge...
DeleteI'm not sure what you are trying to say?...
DeleteYou are getting it all wrong, kid.
DeleteFirst, the ship didn't come from San Francisco, no wonder you never had seen it before...
Second, there is the thing that the Renault Dacias come from China...
Third, any Teslas that might have come, are being shared between the ports of Le Havre, Southampton and Zeebrugge. There can't be "very" many for all three locations.
While it's true that the ship to Le Havre didn't come from San Francisco, this is pretty irrelevant to his point that there was never an overseas Tesla shipment directly to France before...
DeleteAnd what do Dacias even have to do with anything?
Yes @antrik, it was the first time that we had a ship coming directly from any port which used to load Tesla cars (in this case it was from Shanghai) to a French port (at least I didn't seen that since Tesla began to export their cars in big loads of them).
DeleteIn the end of the day, they had beat March record deliveries in France, and there, their Q2 deliveries number is 1.500 Tesla cars above Q1's one...
Regarding the MG eHS, I find it very surprising indeed to see a Chinese model with a combustion engine sell that well in Europe -- even if it's part-time electric...
ReplyDeleteWhy BMW and Daimler are grouped as if they are an OEM?
ReplyDeleteI think it's meant to show they share 5th place, both having 8% market share.
DeleteThe idea is presumably that they share 5th place -- though I agree that it's rather confusing...
Delete'Maybe it's time to cut subsidies on plugin hybrids?'
ReplyDeleteÇ'est bizzare!
85% de tous les véhicules immatriculés sont des ICE conventionnels et le meilleur appel est de réduire les incitations aux alternatives?
Ce qui reste? Les VE ne réussissent pas mieux que 7% et la majeure partie des ventes provient de modèles coûtant plus de 25K Eur donc un nombre important d'entre eux finissant par être exportés depuis 6 mois. Voilà l'argent du contribuable dans l'égout.
Simple fact is that money for subsidies is not unlimited resources, and there's need to prioritise which use of the funds is most impactful. Never mind that with PHEV subsidies you're running into issue of people/companies buying PHEVs and never plugging them in.
DeletePHEVs gobble up subsidies and defeat emission mandates, while most of them are never actually charged.
DeleteThe hostility against PLUG-INs is completely unfounded.
DeleteEvery private wallbox comes with a cable attached.
If you own a City EV or a PHEV you never need the cable that comes with the car.
Should subsidies be canceled for city EVs because the cable inside the car was never unpacked?
Dude, who cares about the cables? It's a fact, not speculation, that most PHEVs in markets with large PHEV subsidies are rarely if ever charged. Multiple studies confirm this.
Delete@koogle: if the cable inside the car was never unpacked, why should that car be called a plugin and why should any subsidies be given. Whole lot of BEV from china are going to hit the european shores.
DeleteHis point is that the mobile charger not being used doesn't necessarily imply the car was never charged...
DeleteThough we do know from other sources that it's indeed the case far too often.
@famlin
DeleteIf I have a wallbox that is equipped with a cable I will charge my BEV or PHEV with the wallbox cable.
I don't have to use the on board cable.
PHEV haters argue PHEVs are never charged because the on board cable is not unpacked. Would they argue the same way against BEVs?
Straw man. Cables or not, most PHEVs are never charged -- that's a fact.
Delete@Antrik: Weeelll....I wouldn't say that most PHEV's are never charged...There are partial data where that is true, but i wouldn't be so definitive, especially in markets where the "company car" isn't a thing.
DeleteI still don't understand how the highly functional and very attractive e208 sells less then the Renault Zoe. Both have great range but the Zoe looks it was designed in the 2000's and needs a serious facelift, yet keeps outselling the newer, aggressive and attractive e208. I'm genuinely confused.
ReplyDeleteI don't know where to begin.
Delete- more range (+16%)
- faster AC charging
- bigger trunk
- cheaper
- great lease deals
- better known
And yes the 208 is designed more aggressively but attractiveness is subjective.
FWIW, I prefer the Zoe's look...
DeleteThe main reason why I'm surprised the 208 isn't more popular is that it has much better DC charging, making it way more practical for occasional longer trips...
Keep in mind though that 208 is splitting sales with the badge-engineered Corsa, while Zoe is only Zoe.
True, internal competition counts a lot, just look once the effect of the Twingo EV landing on the Zoe.
DeleteI think VW has a big problem with the ID.3. But they announced some make over for the next year.
ReplyDeleteYeah, it's beginning to look seriously bad... We know that they did a lot of dealer registrations at the end of last year, in order to try and meet emission mandates -- and mostly these pre-registered cars are being sold to customers now, instead of new registrations... But if there was meaningful demand, they surely should have cleared that stock by now.
DeleteThe ID.3 needs cheaper, LFP-based batteries. Maybe when the ID.3 is launched in China, later this year?
DeleteFrom what I gather, VW will only start using LFP batteries in a couple of years?
DeleteIt should be noted though that people right now seem to be overestimating the price benefits of LFP batteries... The purported price leaks for Model 3 batteries for example would suggest savings of maybe $1500 on the SR+; which is about 4% of the sales price... That's somewhat significant -- but doesn't seem enough to make the difference between a successful model and a flop.
"It is impressive that Tesla, with only one model" Yes impressive but in wrong way. Last time Ford tried that with Model T, it didn't turn out too well in long term. People's wants and needs are various, and it's sheer stupidity for any manufacturer to insist one model meet everyone's needs.
ReplyDeleteModel T was the biggest success in automotive history... But to the best of my knowledge, Ford never insisted on one model meeting everyone's needs. Neither does Tesla; or any other car maker I can think of, for that matter.
DeleteYes, people want variety... I can't wait for the Tesla Model Y (made in Berlin or may be Made in China if the Berlin factory is late).
DeleteIt would be interesting to know how many Model 3 for each variety (SR+, LR, and Performance) have been sold, and for each how many got the FSD (Full Self Driving) option?
Too bad the Model Y SR is not build anymore, while the range would have been sufficient for daily commute and the price would have make it more affordable. The Model Y LR should also available in 5 and 7 seats.
There is a spreadsheet somewhere where people can enter their order details... Probably has some sampling bias -- but should give a decent idea of the things you mention.
Delete(For Norway, the breakdown of variants is available from official registration data; but no FSD take rate AFAIK. There was also some breakdown from China at some point -- but that one doesn't appear to be a regular feature...)
No doubt there will be some sort of entry-level Model Y at *some* point -- though it's hard to tell when that will be, with what specs, and at what price...
Unfortunately, Musk rules Tesla with iron fist, and Tesla models are product of his desires, for better or worse. All Tesla models look alike, some more bloated than other but they all have same shape/profile, all fish faced front end. Not exactly offering wide ranging styles and options. Styles aside, Musk is very slow to introduce new models, long promised Roadster2, semi and cybertrucks are no where. Even new updates to Model S hardly changes apperance of the car. What people want is not just upgrade, but entirely different looking car for new models. Musk has yet to realize this basic truth. LOL
DeleteMusk isn't personally introducing new models etc.; the chief designer is Franz von Holzhausen, not Musk; and the Cybertruck looks nothing like any other Tesla vehicle ever.
DeleteThe main reason why Tesla is slow to introduce more models is that it would be just pointless, while they are still struggling to meet demand for the ones already out... Of course they will accelerate new models when the situation changes in the future.
@Anonymous and Antrik
Delete1 - The Tesla's i am most excited about are precisely the two that break the mould: Cybertruck and Semi. Both are not only different from the rest of the Tesla family, but also different from the rest of the competition.
2 - The Model S/X refresh is such a blunder, and not a good sign for future models, i mean a refresh is supposed to be something simple that doesn't disrupt significantly production lines, an yet...it took them 6 months to get right?!?! What the hell happened there?!?!?
(off-topic: God, i missed exchanging ideas/bickering over EVs with EVS readers...Maybe i should do something about it, i do not have time to resume posting, but i wonder if i let a final post on EVS as a sort of debate forum...)