The Skoda Plan for 2030
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The Skoda Plan for 2030
Skoda (Czech subsidiary of the Volkswagen group) has announced its Plan for 2030:
1. Becoming one of the top five brands sold in Europe in terms of sales volume. Today, the Skoda brand is at the seventh rank behind Volkswagen, Peugeot, Toyota, Renault, BMW and Mercedes. The Czech brand must therefore overtake the two Premium carmakers to become fifth. 20,000 units now separate the fifth from the seventh. There is therefore no spectacular progress to be made to achieve this result. Skoda sold 643,000 passenger cars in 2020 in Europe, compared to 738,000 Mercedes and 675,000 BMWs. In a scenario where the market returns to a volume of 17 million units in 2030 (preferential scenario for Inovev), Skoda would have to sell at least more than 830,000 cars to hope to be the fifth European carmaker.
2. Become the leading European generalist carmaker in India, Russia and North Africa, which means 1.5 million sales worldwide by 2030. In fact, the VW group wants to use Skoda as its entry brand for emerging countries. Today, Skoda sells a million vehicles worldwide but few in emerging countries: 11,000 in India and 95,000 in Russia in 2020 for example. The objective would therefore be to multiply this sales volume by 5 by 2030 (i.e. 500,000 sales in total), in emerging countries, which seems difficult because, even if these emerging markets have interesting potential, their growth remain uncertain for the next ten years.
3. Launch at least three additional battery electric models before 2025, with the share of BEVs expected to rise to over 50% by 2030, or more than 500,000 electric cars sold worldwide by this time. The brand already markets the Enyaq (D-segment SUV) in Europe. It could offer a rebranded versions of the VW ID1 / ID2 in the B segment, and of the VW ID3 in the C segment and another model to be defined, perhaps an SUV smaller than the Enyaq (B or C segment). The 50% target is similar to the Volkswagen group one.
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The Stellantis Plan for 2030
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The Stellantis Plan for 2030
The Stellantis group has announced its Plan for 2030.
1. The group, made up of 14 brands, is targeting 70% of sales of light vehicles (Passenger cars + Light commercial vehicles) with electric batteries (BEV) and plug-in hybrids (PHEV) in 2030 in Europe and 40% in the United States. Each brand will have its own schedule: Abarth will switch to BEV from 2024, Opel in 2028 and Fiat in 2030. Alfa-Romeo, DS and Lancia will also switch to BEV before 2030. Other brands like Peugeot, Citroen, Jeep, Chrysler, Dodge and Ram, the switch will come after 2030. Three electric propulsion modules will eventually be offered ( EDM1 = 70kW, EDM2 = 125 / 180kW, EDM3 = 150 / 330kW).
2. Stellantis intends to lower the price of its batteries by 40% over the decade, by standardizing the components and producing them in its own factories. Three Giga factories will be built (Douvrin, Kaiserslautern, Termoli) for a total capacity of 130 GWh in 2025 and 260 GWh in 2030, representing a volume of 2,600,000 electric cars in 2025 and 5,200,000 in 2030.
3. In order to reduce costs and achieve vast economies of scale, Stellantis is also counting on the launch of 4 platforms (STLA Small, STLA Medium, STLA Large and STLA Frame) corresponding to all the ranges offered by the group's 14 brands. Today, the carmaker has 15 different platforms.
4. Stellantis will launch two new battery chemistries from 2024, one allowing high energy density (nickel-manganese), the other without using nickel and cobalt (iron-manganese).
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The Mercedes Plan for 2030
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The Mercedes Plan for 2030
- The Mercedes group (ex-Daimler) has announced its Plan for 2030. The German carmaker, which remains the leading premium carmaker ahead of BMW and Audi at the worldwide level, has indicated that it will become a 100% electric brand from 2030, as Volvo or Jaguar. 100% electric seems to be favoured by Premium carmakers. However, the challenge seems complicated for Mercedes (as for the other carmakers) because the sales of its electric cars represent today only 4.5% of Mercedes passenger cars total sales in Europe, meaning twice less than all the brands in this market. And in China and the United States, it is even less. However, the Premium brands are the most likely to be the fastest to switch to these technologies.
- Anyway, the objective is set, and to achieve it, the German carmaker will offer three modular platforms from 2025, and will have eight Giga factories around the world for a battery capacity of 200 GWhtotally, which corresponds to a range included between 2,500,000 and 2,700,000 light vehicles (for an average battery capacity of 75-80 KWh per car). It is the volume of light vehicles produced today by (all engines combined).
- Mercedes says the electrification of its line-up will be made step by step. This will start with an electrified proposal (BEV or PHEV) at each level of the range from 2022, then will continue with a BEV proposal for each model from 2025, and will end in 2030 with the end of all thermal engines. In addition, this strategy is also valid for AMG, Maybach and the G-Class model.
- To achievethese goals, Mercedes willdevelop four platformsfrom 2024-2025: MMA (C-D segment sedans), MB-EA (E-F segment sedans), AMG-EA (sports vehicles) and VAN-EA (light utility vehicles).
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The Renault Plan for 2030
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The Renault Plan for 2030
The Renault group has announced its Plan for 2030. Along with Nissan, Renault was one of the pioneers in the field of mass-market battery electric vehicles (BEV). However, the carmaker did not take advantage of its lead as competitors woke up and offer many models. The new Plan for 2030 announced ten years after the launch of the first Zoé therefore confirms the implementation of a second step much more important than the first (2011-2021).
1. Unlike other brands, Renault is not targeting 100% sales of BEV in 2030, but 90% of electrified vehicles (xEVs), through 65% full hybrid vehicles (FHEV) and plug-in electrics (PHEV + BEV) in 2025. Ten new electrified vehicles will be launched by 2025: three under Alpine brand and seven with Renault. Among these, the battery electric Mégane E-Tech (officialised at the Munich Motor Show), the electric R5 and an electric R4. These three models will be produced at the Douai plant, which will have a capacity in 2030 of 400,000 units per year dedicated solely to battery electric vehicles. No new electric model planned at Dacia which will have to be rely on the Spring, nor at Lada.
2. Renault wants to reduce the cost of its batteries by 60% between 2021 and 2030. To achieve this, Renault is counting on the unification and standardization of cells, with two chemistries, one for the R4 and R5, the other for the segment C and Alpine. Two giga factories are planned in France: one in 2024 and the other in 2026.
3. Two platforms will be used for this new range of electric cars, the CMF-EV for the C/D segments with a world objective in 2030 of 700,000 units per year and the CMF-BEV derived from the CMF-B for the B segment with an objective world in 2030
of 900,000 units per year.
of 900,000 units per year.
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The Xpeng G3 arrives in Europe
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The Xpeng G3 arrives in Europe
- The battery electric Xiaopeng G3 marketed in China since 2018 is now launched in Europe, first in Norway, a country where electric cars are well developed and which bought 234 units of this model during the first half of 2021. This quantity may seem anecdotal, but sales of the model are set to grow rapidly, especially when the G3 will be better known in Norway and then distributed throughout Europe.
- This model is part of the launch of several Chinese brands in the market of electric vehicles, after the MG ZS (9,259 sales in the first half of 2021), Polestar 2 (7,717 sales), Aiways U5 (168 sales), to which we can add MG EHS plug-in hybrids (5,902 sales) and Lynk & Co (505 sales).
- The Xiaopeng G3 is a C-segment SUV 4.45 m long (the length of the new Nissan Qashqai) and sold at an unbeatable price (around 35,000 euros, a price close to a Renault Zoe).
- The Chinese model is equipped with a CATL battery of 66 kWh of capacity allowing a range of 451 km according to the WLTP cycle.
It powers an electric motor with a power of 145 kW (197 hp) allowing a maximum speed of 170 km/h.
It powers an electric motor with a power of 145 kW (197 hp) allowing a maximum speed of 170 km/h.
- The Xiaopeng G3 is on the European market against the Volvo XC40 Recharge (49,000 to 58,000 euros), Lexus UX300 e (50,000 euros) and Volkswagen ID4 (39,000 to 48,000 euros) all of them being more expensive. The main asset of the G3 is therefore its sale price, which could open the door to many European markets.
