- In a European passenger car market down 13.8% in the first half of 2022 compared to the first half of 2021 (but up 9.6% compared to the first half of 2020 and down 33.6% compared to first half of 2019), only seven European, American, Japanese and Korean brands plus all the Chinese brands imported into Europe are progressing compared to last year.

- The Koreans Hyundai and Kia, the Japanese Honda, the French DS, the Romanian Dacia, the German Porsche and the American Tesla progressed by 10% to 30% while all the Chinese carmakers progressed by 90% with a volume of overall sales approaching that of Tesla (72,000 sales compared to 80,000).

- The brands that suffered the most in the first half of 2022 are Jaguar (-43.2%) and Smart (-37.2%) whose production in Europe is known to be scheduled to fall to zero in 2024, Jaguar due to the renewal of its range in 2025 and Smart due to the launch in China in 2022 of the new B-segment Smart (the A-segment Smart being definitively discontinued). But other brands are also in great difficulty such as Suzuki (-35.2%), Land Rover (-31.8%), Volvo (-28.5%), Lexus (-26.0%), Fiat ( -25.3%), Skoda (-25.0%), Citroën (-24.7%), Volkswagen (-23.4%), Seat (-21.4%), Peugeot (-21.3% ), Jeep (-20.6%), Lancia (-20.6%) and Renault (-20.3%).

- Mainstream brands are therefore particularly affected. The German premium brands Audi, BMW and Mercedes are seeing their sales decline more modestly, and we have seen above that Porsche is continuing to progress. It is true that many carmakers now favor profitability more than volume, which leaves room for Chinese carmakers to enter the breach, but for the moment their influence remains weak (1.3% of the market excluding Volvo).

- The European and Chinese passenger car markets, which should represent respectively 11 million units and 21 million units over the whole of 2022 (the US market should be equivalent in volume to the European market) are very different in terms of market segments. The big difference between the two big markets is the strong D-segment presence in China and the strong B-market presence in Europe. Recall that passenger cars are classified into segments from A to F, depending on their size and price, with A-segment cars being the smallest and cheapest, F-segment cars being the largest and most expensive. more expensive.

- In the European market, in the first half of 2022 compared to the first half of 2021, we observe very little change. Segments B and C represent the same market share from one year to the next, 35% for each of the two segments. Only change, segment D goes from 14% to 15% while segment A goes from 7% to 6%. The E segment does not exceed 5%, the F segment being anecdotal.

- On the Chinese market, we observe a little more change, the C and D segments being the first represented, but in reverse order in 2022, since the D segment is the most represented in 2022 with a market share of 41% (compared to 38% in 2021) ahead of the C segment with a market share of 40% (compared to 43% in 2021). The A and B segments are very weak (5% and 3% in 2022 respectively) despite the success of the Wuling Mini EV. The E segment (5% in 2022 as in 2021) is as weak in China as in Europe and the F segment is just as anecdotal.

- The European and Chinese markets are the most involved in vehicle electrification, far ahead of the United States. They integrate 28% of electrified vehicles (BEV, PHEV, HEV Full) in the first half of 2022 in Europe (compared to 23% in the first half of 2021) and 27% in China (compared to 13%), while the United States only integrates than 13% of electrified vehicles over the same period.

- The Japanese market includes 26% of electrified vehicles in the first half of 2022, but most are non-rechargeable hybrid vehicles (HEV) – moreover mainly Toyotas and Lexus – while these are 100% electric cars ( BEV) which represent the largest share of electrified vehicles in Europe (12% of the market in 2022) and China (19% of the market in 2022).

- The Korean market, for its part, integrates 23% of electrified vehicles in the first half of 2022 thanks to a proactive policy implemented by the market leader Hyundai-Kia, which is increasing the launches of BEV, HEV and PHEV. Note that today more BEVs are sold in Korea than in Japan. But Toyota and Honda have decided to go electric, with these models being marketed in Japan and around the world between 2022 and 2030.

- Compared to 2021, there has been a good increase in the market share of BEVs both in Europe (+50%) and in China (+110%). It should be noted, however, that BEV volumes only increased slightly in Europe (+16%), the increase in their market share being mainly the consequence of the decline in internal combustion vehicles). PHEVs, meanwhile, are stagnating in Europe but continuing to grow in China. HEVs are progressing modestly, this type of engine being mainly used by Toyota and Lexus, very little by other carmakers. Finally, diesel engines fall to 16% market share in Europe and remain anecdotal in China.

- While we learn that the Geneva Motor Show is canceled for the fourth time in 2023 (it had already been canceled in 2020, 2021 and 2022), the Paris Motor Show will take place from 17 to October 23, 2022, whereas it had been canceled in October 2020 (this Show takes place every two years). Many carmakers will be absent, preferring to bet on other means of communication, but new carmakers who had never exhibited in Paris are appearing, such as the Chinese BYD and Great Wall, or the French start-ups NamX and Hopium who are betting on the hydrogen vehicle.

- The carmakers who have confirmed their presence are: Alpine, BYD, Dacia, DS, Fisker, Great Wall, Jeep, Peugeot and Renault.

- In conclusion, Peugeot, Renault and Dacia will try to monopolize the Show, alongside small-volume brands in Europe, including the Chinese BYD and Great Wall, which will try to make themselves known in Europe through this Show.

- The carmakers who have officially withdrawn from being present are the following: Abarth, Alfa-Roméo, Audi, BMW, Citroën, Cupra, Fiat, Hyundai, Jaguar, Kia, Lamborghini, Lancia, Land Rover, Lexus, Maserati, Mercedes, Mini, Porsche, Seat, Skoda, Subaru, Toyota, Volkswagen, representing an overall sales volume representing nearly 60% of the European market in 2022. Other carmakers could make a decision during the month of September, such as Ford, Tesla or Volvo.

- BYD and Great Wall note today that their Chinese competitors (MG, Polestar, Lynk&Co, Hongqi, Maxus, Dongfeng, Nio, JAC, Xiaopeng, Aiways) already represent 85,000 sales in Europe over the first 7 months of 2022, i.e. a potential of 140,000 to 150,000 sales over the whole year. This decided them to take a closer interest in the European market.