BEVs represent 8% of the US market in 2023
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BEVs represent 8% of the US market in 2023
- Sales of battery electric vehicles (BEV) continued to grow in the USA in 2023, but at a slower pace than what we observe in China or Europe.In 2023, 8% of sales on the US market are battery electric vehicles, compared to 6% in 2022, 3% in 2021 and 2% in 2020. We are still far from the figures recorded in Europe for example, but growth is continues and 10% market share could be reached in 2024.
- Full-hybrid models (HEV-F) represent 7% of sales on the US market in 2023, compared to 5% in 2022, 5% in 2021 and 3% in 2020. Finally, plug-in hybrid models (PHEV) represent only 2 % of sales in 2023, compared to 1% in 2022, in 2021 and 2020. These models are in little demand among American customers.
- Thermal models (petrol, diesel) and MHEV still represent the vast majority of sales in 2023, around 83%, but their share is decreasing from year to year. Indeed, these models represented 88% of the US market in 2022, 91% in 2021 and up to 94% in 2020. Their share is decreasing slowly but surely.
- Pick-ups are the vehicles that have the most difficulties to switch electric motorisations: 24,165 Ford F-Series Lightning sold in 2023 out of 750,789 F-Series (3.2% of sales) and 4,767 Chevrolet Silverado EVs out of 543 780 Silverado (0.9% of sales).
In 2023, Chinese brands sold 353,276 cars in Europe (29 countries)
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In 2023, Chinese brands sold 353,276 cars in Europe (29 countries)
- Chinese brands continued their commercial offensive in Europe in 2023 (analysis on 29 countries: EU minus Malta + UK + Switzerland + Norway), through a range of products mainly based on BEVs (battery electric vehicles) at prices very competitive compared to European models. The sales of Chinese brands in Europe 29 countries stands at 353,276 units in 2023. Even in France, a country which decided at the end of 2023 to add LCA criteria to the ecological bonus (amount of 5,000 Euros) which impact Chinese models produced in China, Chinese models remain competitive. In particular, some Chinese carmakers have decided to lower their prices or even temporarily cover the ecological bonus.
- Chinese carmakers also sold 454,786 cars in Russia (vehicles almost all imported, and not produced locally), 59,097 in Turkey and 3,233 in Ukraine, meaning a total of 870,392 in this “large Europe” region. And this total does not include Volvo, a brand owned by the Chinese Geely.
- Compared to 2022, Chinese carmakers have therefore more than doubled their sales in the “large Europe " as at the time we had not reached 350,000 sales including 200,000 units in Europe 29 countries .
- An analysis by brand shows that MG (subsidiary of the Chinese group SAIC) remains the Chinese leader on the European market of 29 (with 230,000 sales, or two sales out of three) while in Russia and Turkey, it is the brand Chery which is ahead of all its competitors, with one in two sales. BYD has only sold 16,000 cars in Europe in 2023 (none in Russia) even though this carmaker has decided to build an assembly plant in Hungary. Sales by Chinese carmakers in Europe are expected to continue to grow in 2024 and exceed one million units for the first time across the entire European continent if we include Russia and Turkey.
The Nissan group sold 3.37 million vehicles in 2023
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The Nissan group sold 3.37 million vehicles in 2023
- The Nissan group (officially separated from the Renault group since last year) sold 3,374,271 vehicles worldwide in 2023 compared to 3,225,632 in 2022, which represents an increase of 4.6%. However, we are very far from the figures recorded between 2013 and 2019, which were more than 5 million units per year.
- In 2023, 480,578 vehicles were sold in Japan (+6.9% compared to 2022) which is its original market and its third world market behind the United States (898,795 sales; +23.2%) and China (793,768 sales; -16.1%). Europe represented 343,891 sales, up compared to 2022 (+20.1%). China remains a point of concern for the Nissan group, as it is one of the carmakers which is declining sharply in this market, in particular due to a range of vehicles poorly electrified (115,000 BEV sales in 2023). Already, Mitsubishi has completely disappeared from the Chinese market and Nissan wants to avoid the same situation of its partner in which it holds 34% of the capital.
- In terms of production, the Nissan group produced 3,444,164 vehicles in 2023 compared to 3,250,800 in 2022, which represents an increase of 5.9%. Of this total, 718,527 vehicles were produced in Japan (+28.5% compared to 2022) and 2,725,637 outside Japan, including 605,241 in the United States (+12.3%), 779,756 in China (-19.2%), 615,744 in Mexico (+57.5%) and 325,218 in Europe (+36.5%). Reading these figures, it is obvious that Nissan's US market is supplied not only by US production but also by Mexican production and even by imports from Japan.
- Finally, let us point out that the Nissan group will be in eighth position in the world in 2023, behind Honda and Ford, and ahead of BYD and Suzuki.
Diesel only made 12% of passenger car sales in Europe in 2023
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Diesel only made 12% of passenger car sales in Europe in 2023
- Diesel only made 12% of passenger car sales in Europe in 2023, the lowest figure in several decades. The “dieselgate” scandal at Volkswagen in 2015 and the political exploitation that was made of it accelerated the fall of this type of engine among all carmakers which had already started to decline from 2011, dropping from 56% this year - there at 52% in 2015. From 2015, it is a real collapse that we saw, the share of diesel in passenger car sales in Europe declining to 45% in 2017, 32% in 2019, 18% in 2021 and 12% in 2023.
- Diesel still exists on some sedans and SUVs in higher segments, but perhaps not for so long. The first models to phase out diesel were the lower segment sedans (A, B, C).
- All countries suffered at the same time the sales collapse of diesel cars, but this collapse was more violent for the countries where diesel were historically strongly pushed, such as France whose share of diesel had exceeded 70% of the market in certain years. In 2023, this share gradually fell to 10%.
- It is mainly alternative engines that have replaced diesel, such as full-hybrids (HEV), plug-in hybrids (PHEV) and, in a more nuanced way, battery electric (BEV). But some customers have also switched to gasoline engines.
- Let us add that diesel still remains predominant in the utility vehicle category (83% of light utility vehicle sales in Europe in 2023 and more than 95% of heavy goods vehicle sales).
The Toyota group sold 11.23 million vehicles in 2023
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The Toyota group sold 11.23 million vehicles in 2023
- The Toyota group (Toyota, Lexus, Daihatsu, Hino) sold 11.23 million vehicles worldwide in 2023 compared to 10.48 million in 2022, which represents an increase of 7.2%. This volume consists of 9,483,137 Toyotas (+6%), 824,258 Lexus (+32%), 790,441 Daihatsu (+3.2%) and 135,203 Hino (-9.8%).
- The Toyota group consolidates its global first place in the world ahead of the Volkswagen and Hyundai-Kia groups, while it is nearly not in the battery electric vehicle market (90,000 BEV sales in 2023, or less than 1% of its global sales). Toyota has bet everything on the hybrid engine (2,645,000 FHEV sales in 2023, or almost a quarter of its global sales). Plug-in hybrids (PHEV) do not exceed 95,000 sales. Remember that Lexus is the group's Premium brand, Daihatsu the brand dedicated to small cars and Hino the brand dedicated to utility vehicles.
- Of the 11.23 million vehicles sold by the Toyota group in 2023, 2,304,809 units were marketed in Japan (the carmaker traditionally occupies almost 50% of this market). Almost as many, 2,248,417 units were sold in the United States (+6.6%) and 1,907,587 units were sold in China (-1.7%). The greatest growth was recorded in Europe (+9.1%) where the Toyota group sold 1,126,107 vehicles. The Middle East is the fifth largest global market for the Toyota group.
- In terms of production, the Toyota group produced 11.52 million vehicles in 2023 compared to 10.08 million in 2022, which represents an increase of 8.6%. The production volume in Japan reached 4,308,730 units (+18%) or nearly 4 cars out of 10. Toyota produced 1,752,748 vehicles in China (-4.7%), 1,229,516 in the United States (+8.8%), 797,871 in Europe (+0.7%) and 621,156 in Thailand (-5.8%) where most of Toyota Hilux pickups are produced.