Monday, December 13, 2021

December Autovista articles - BMW

BMW - From first mover to follower


  1. Jose Pontes: BMW, Toyota, Nissan, Honda can never become leaders in BEVs as huge resistance is there in their entire management lineup. On top of this BMW is planning to launch i3 sedan built on metal frame, this will be really painful and damaging to existing i3 owner who feel that they have a distinct vehicle with carbon fiber body.

    This weeks great news is delivery start of Rivian R1T/R1S, Hyundai Ioniq 5, Hummer EV. For sure Rivian will sell well since its pure EV company, Ioniq 5 may also sell well since it belongs to new architecture, Hummer will be limited though.

    Expecting US BEV sales to pick up soon.

    1. It is really a shame to what BMW did with the i3 program, i am a big fan of that car, and i believe it will be a future classic.

      The only thing limiting the Ioniq 5 will be production, let's hope the fact that Hyundai is cancelling ICE development means the Korean maker is now 100% into BEVs.

  2. Jose Pontes and all: 2021 is drawing to a close and will end as the greatest years with 95% increase in plugin sales with BEV taking 75% (3/4) share among plugins and a overall 9% share. All this despite a big decrease in overall vehicle sales.
    Many vehicles based on new arch like BYD Dolphin, Hyundai Ioniq 5, Kia EV6 are hitting the streets in addition low cost EVs with sub $5.000 price tag.
    Still we are not closer to the $100 / kWh battery as it stands at $132 / kWh overall with BEV battery being at $118 / kWh. Perhaps the easing of chip shortage combined with higher sales of LFP could push us faster towards $100 by 2023 end at least. We should note that average vehicle cost is also going up because of extra features and inflation. So the slower decrease in battery cost could still make it affordable for many.

    USA will see 20 new BEVs while China will see 100+ with EU being somewhere in the middle.
    Good to see that your valuable service on stats comes thru CT even though you closed your site. Happy Holidays and a Wonderful Electrified New Year 2022.

    1. Thanks. CT articles relate sales stats and Autovista with more high level analisys to OEMs and single markets.

      For now it's all i have time for.

      Happy new year, and let's hope 2022 signals the year that PEV reaches 10 million sales in one year!