2020–2025 market share of Chinese manufacturers by global region : near 70% in China and more than 40% in Russia
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2020–2025 market share of Chinese manufacturers by global region : near 70% in China and more than 40% in Russia
- Since 2010, Chinese manufacturers—defined as brands that are 100% Chinese, excluding foreign subsidiaries or joint ventures—have significantly increased their global market share.
- Their global market share grew from nearly 5% in 2010 to approximately 10% in 2015, 15.6% in 2020, and 24.5% in 2025. This share is expected to rise even further in 2026, driven in part by the decline in sales of foreign brands within the Chinese market.
- By region, the market share of Chinese manufacturers in China is approaching 70% in 2025, reaching 68.5% compared to 47.0% in 2020. The second region where these manufacturers are seeing significant success is Russia, where their share has grown from 3.4% in 2020 to 44.5% in 2025. Next is Africa, with a market share of 16.9% in 2025 (up from 7.5% in 2020), followed by Oceania (16.4% in 2025, up from 3.3% in 2020), the Gulf Cooperation Council (GCC) countries (14.5% in 2025, up from 6.5% in 2020), Latin America (12.7% in 2025, up from 3.6% in 2020), ASEAN (10.8% in 2025, up from 1.9% in 2020), the Middle East excluding the GCC (7.1% in 2025, up from 1.2% in 2020), Western Europe (5.0% in 2025, up from 0.3% in 2020), Central and Eastern Europe (3.7% in 2025, up from 0.3% in 2020), East Asia excluding China (0.6% in 2025, up from 0.0% in 2020), South Asia (0.4% in 2025, down from 0.9% in 2020), and North America (0.0% in 2025, compared to 0.0% in 2020). 2020).
Top 25 models in China in the first half of 2026: only 4 models from foreign brands
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Top 25 models in China in the first half of 2026: only 4 models from foreign brands
- The Chinese passenger car market declined by 24.3% in the first half of 2026 compared to the first half of 2025, with foreign brands experiencing the most significant downturn.
- An analysis of the 25 most-produced vehicle models in China during the first half of 2026 reveals that only four are from foreign brands: the Tesla Model Y and Model 3, the Volkswagen Lavida, and the Nissan Bluebird Sylphy. The Tesla Model Y remains the market leader in China for the first half of 2026—a notable achievement given the intense competition from Chinese brands in the electric vehicle sector. It is possible that the sheer number and variety of Chinese electric models prevent any single one from gaining a decisive lead that could threaten the dominant position of the Tesla Model Y. In another success for the American manufacturer, the Tesla Model Y has helped pull the Model 3 along with it; the latter has climbed to fourth place in the Chinese market, trailing not far behind the Model Y.
- The two Chinese models positioned between the two Teslas are the B-segment Geely Xingyuan (BEV)—which has managed to overtake the B-segment BYD Seagull (BEV), the latter falling from second to sixth place, likely due to an ambiguous market positioning (straddling the A and B segments)—and the B-segment BYD Atto 2 (available as a BEV and PHEV). The Atto 2 has shown significant growth compared to 2025, likely capturing a substantial number of customers who might otherwise have chosen the Seagull.
- The Top 25 for the first half of 2026 features fewer BYD models but more from Geely and Chery: there are 5 BYD models (down from 8 in 2025), 6 Geely models (up from 3 in 2025), and 5 Chery models (up from 3 in 2025).
- The most significant decline is seen with Volkswagen, which drops from 5 models in 2025 to just 1 in 2026. The Wuling Hongguang Mini (BEV) has vanished entirely from the Top 25, falling to 45th place with 70,000 units sold during the half-year. The Wuling Bingo performed even more poorly, ranking 68th with 57,000 sales for the same period. It is worth noting that 50 different models saw production volumes between 50,000 and 100,000 units (ranking 16th through 70th) during the first half of 2026.
VW Group’s BEV sales in Europe see strong growth in the first half of 2026
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VW Group’s BEV sales in Europe see strong growth in the first half of 2026
- In Europe,
• Volkswagen Group’s battery electric vehicle (BEV) sales in the first half of 2026 reached 360,000 units—an increase of 7.1% compared to the first half of 2025—allowing the manufacturer to maintain its position as the leader in the BEV segment within the region.
• BEV sales in Europe accounted for 19.5% of the Group’s total European sales for the first half of 2026, a figure falling short of its initial targets (which ranged between 20% and 25%). However, the manufacturer emphasizes that its four new B-segment BEVs, designed specifically for the European market, have already garnered 54,000 unfilled orders, and that the second half of 2026 is expected to show significantly stronger BEV sales than the first half.
- Globally (excluding Europe),
• Volkswagen Group’s BEV sales outside of Europe totalled 438,500 units in the first half of 2026.
• This represents a 5.8% decline compared to the first half of 2025, driven by sharp drops in the United States (-68.8%) and China (-47.9%)—the world’s two largest markets.
• These steep declines stem from different causes: in the United States, the discontinuation of BEV subsidies, and in China, intensified competition, primarily from domestic Chinese manufacturers. Consequently, the German automaker’s BEV sales in the U.S. and China have become negligible, as Volkswagen has opted to discontinue several of its models in these markets. Furthermore, it should be noted that the launch of the VW ID Polo, VW ID Cross, Skoda Epiq, and Cupra Raval will have no impact on the Group’s BEV sales in these two regions, as these four B-segment models will not be sold in either the U.S. or China.
Audi has ceased production of the A1 and Q2
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Audi has ceased production of the A1 and Q2
- Audi A1:
• The Audi brand (a premium subsidiary of the Volkswagen Group) has announced that it has ceased production of its compact hatchback, the Audi A1 (B-segment). The model had been on the market since 2018 and was manufactured at the Martorell plant in Spain.
• Sales remained strong, averaging 6,000 units per month since January of this year. However, the facility must make room for the upcoming small electric vehicles—the Cupra Raval and the Volkswagen ID Polo—while continuing to produce the Seat Arona, Seat Ibiza, and the Seat/Cupra Leon.
• The Audi A1, which served as the entry-level model in the brand’s lineup, saw a total production run of 1.48 million units across two generations.
- Audi Q2:
• Audi has also announced the end of production for its compact SUV, the Q2 (B-segment). On the market since 2016 and manufactured at the Ingolstadt plant in Germany, the model reached a total production volume of nearly 800,000 units.
• Sales remained solid, averaging 5,000 units per month since January. The plant, however, needs to clear space for the new Audi A2 e-tron, which will now serve as the brand’s entry-level offering—though at a significantly higher price point than the Audi Q2.
• The Ingolstadt plant will continue to manufacture the Audi A3, Audi A6 e-tron, and Audi Q6 e-tron, and will also produce the future Audi A2 e-tron. The site appears to be increasingly focused on electric vehicles. Nevertheless, it is understood that Audi is considering shifting some production of the combustion-engine Audi Q3 from its plant in Győr, Hungary, to the Ingolstadt facility in Germany.
Xpeng might produce its cars in Europe at Volkswagen facilities
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Xpeng might produce its cars in Europe at Volkswagen facilities
- The Volkswagen Group has announced plans to reduce its global production capacity by one million vehicles per year—lowering it from 10 million to 9 million units annually—a figure roughly equivalent to the manufacturer’s total global sales volume in 2025. This suggests that the Volkswagen Group no longer holds much confidence in a global sales rebound for 2026 and the years that follow; it appears the automaker anticipates a decline in sales over the coming years, particularly in the Chinese market. Indeed, the Group’s sales in China fell by 30.9% in the first half of 2026—a sharper drop than the 18.9% decline seen in the first quarter. The downturn has intensified month by month, as if Volkswagen is gradually withdrawing from the Chinese market, which itself contracted by 24.3% over the same six-month period.
- In the United States—the world’s second-largest market—the Volkswagen Group’s sales fell by 5.9% during the first half of 2026. Only in Europe and South America have the manufacturer’s sales remained relatively stable.
- Overall, the Volkswagen Group’s global production volume dropped by 11% in the first half of 2026. This figure was exacerbated by a significant reduction in inventory, in anticipation of lower sales forecasts for the second half of 2026—even with the arrival of new small electric vehicles in the European market, including the VW ID Polo, VW ID Cross, Skoda Epiq, and Cupra Raval.
- Against this backdrop, Xpeng—a Chinese partner in which Volkswagen holds a 5% stake—could potentially help the German automaker bolster its industrial operations in Europe by producing some of its models within the Volkswagen Group’s European factories. This would also allow Xpeng to avoid the surtaxes applied to electric cars imported from China.
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