Looking at the 2019 sales by Automotive Group, we have:
PHEV+BEV
If we gather sales by Automotive Groups, Tesla is ahead, with 17% share (Up 5% regarding 2019), thanks to a 122,000 units sales growth regarding 2018, followed by BYD (10%, down 1%), that has seen its sales impacted by the subsidies change in China, and the Renault-Nissan Alliance, that dropped 1% YoY, to 9% share, that suffered from the slowing sales of the Nissan Leaf, with the 2018 podium repeating in 2019.
The #4 BAIC also dropped 1%, to 7% share (down 2%) repeating last year place, with the #5 BMW Group also keeping the same position as in 2018, but in the case of the German Group, its slight growth rate allowed it to keep the same market share as in the previous year.
The Climber in the ranking was the Volkswagen Group, that in the Year -1 of its Plan to Rule the EV World, it jumped 3 spots, from #9 to #6, surpassing SAIC, Hyundai-Kia and the Geely Group, thanks to a 59,000 units growth regarding 2018, an amazing 70% growth rate, beating even that of Tesla (+50% YoY).
Will the German Group be able to outpace Tesla again in 2020? And in 2021?
Still, despite being surpassed by Volkswagen Group, SAIC, Hyundai-Kia and Geely all grew, with the Korean Group in particular growing at a significant 38% rate.
Finally, with the demise of most of the smaller Chinese EV makers, Toyota(!) managed to climb to #10, growing 20% YoY, thanks to the start of its Chinese Operations.
BEV
Looking just at the 1.6 million BEVs, Tesla expanded its lead, doubling the result of #2 BAIC, which was also the runner-up in 2018, while the slowing sales of the Renault-Nissan Alliance dropped it to #4, with BYD becoming the 2019 Bronze medalist, thanks to a 46% growth rate, so although in the BEV+PHEV table BYD has stagnated, in reality, BYD has replaced a significant part of their plugin hybrid sales for pure electric ones.
SAIC benefits from the unexpected success of the Baojun E-Series to climb into #5, the VW Group came out of obscurity straight into #7, while Hyundai-Kia, growing 46% YoY, ended in #6.
Finally, the fast growing GAC ended at #9, and could climb even more in 2020.
Finally, the fast growing GAC ended at #9, and could climb even more in 2020.
