Sales by segments in Europe and China in 2022: focus on PHEVs
- 说明
Sales by segments in Europe and China in 2022: focus on PHEVs
- Inovev compared the segmentation of Plug-in Hybrid Vehicles (PHEV) sold in Europe and China in 2021 and 2022.
- The A-segment of PHEVs does not exist because no carmaker offers plug-in hybrids on small cars either in China or in Europe.
- The B-segment does not exist in China, but it does exist in Europe while being very marginal, representing only 5% of PHEV sales in 2021 as in 2022.
- C-Segment is significant in China, accounting for 29% of PHEVs in 2021 and 34% in 2022, and much larger in Europe, accounting for 51% of PHEVs in 2021 and 54% in 2022.
- The D-segment is predominant in China, 59% in 2021 and 52% in 2022, but we observe a decline in 2022 which benefits two-thirds for the C-segment (+5%) and one third for the E-segment (+2 %). In Europe, the D segment is important but less strong than the C-segment, as it represents 28% in 2021 and 26% in 2022.
- The E-segment of PHEVs is less important, both in China and in Europe, as it represents only 12% of PHEVs in China in 2021 and 14% in 2022, and about the same in Europe, with 16% in 2021 and 15% in 2022.
- In the end, the PHEV market is a mid-size car market, the C and D segments representing 80% of its sales in Europe in 2022, and up to 86% in China in 2022.
The global top 20 producers of BEVs and PHEVs in 2022
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The global top 20 producers of BEVs and PHEVs in 2022
- Inovev has counted the top 20 carmakers of Battery Electric (BEVs) and Plug-in Hybrid Vehicles (PHEVs) in the world in 2022.
- In the BEV category, Tesla largely dominates its competitors, with a production volume of more than 1.35 million vehicles in 2022 compared to 930,000 in 2021 (+45%). But its market share has fallen from 21% to 19% in the BEV market as the competition has grown significantly. The total BEV market represented 7.28 million units in 2022 compared to 4.32 million units in 2021 (+69%). BYD is the second largest BEV carmaker, with 920,000 units produced in 2022 compared to 320,000 in 2021. The Chinese carmaker tripled its BEV sales last year. Next come the GM groups (680,000 units) thanks to Wuling, which alone accounts for 84% of the group's BEV sales, Volkswagen (520,000 units), Geely (360,000 units) and Renault-Nissan (340,000 units).
- In the PHEV category, BYD largely dominates its competitors, with a volume of 940,000 units produced in 2022 against 270,000 in 2021. The Chinese carmaker tripled its PHEV sales last year. The Volkswagen (230,000 units), Geely (200,000), BMW (170,000) and Mercedes (160,000) groups follow.
- If we combine BEVs and PHEVs, the leading carmaker is BYD with 1.86 million units produced in 2022, against 590,000 units in 2021. BYD is ahead of Tesla (1.35 million units), Volkswagen (750,000 units) and GM (690,000 units).
Stellantis will produce cars in Algeria and South Africa
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Stellantis will produce cars in Algeria and South Africa
- The Stellantis group achieves nearly 45% of its global sales in Europe and 28% in the United States, which means that the carmaker focuses mainly on these two regions which represent three quarters of its sales.
- The distribution of its models in China ended in failure, the carmaker now being ready – after some hesitation – to withdraw from the first world market. The distribution of its models in India, a market with a potential, has not shown any real performance so far either. On the other hand, the carmaker has stopped selling its models in Russia, following the conflict between Ukraine and Russia. Finally, attempts to set up in Southeast Asia did not end in great success.
- The global situation of Stellantispush the group to invest in African markets.
- First initiative: an agreement was signed between Stellantis and the South African government to produce cars in South Africa from 2025.It is to remind that South Africa is the leading automotive market on the African continent (500,000 units in 2022 ). It is still unknown today which brands will be produced there and even less which models.
- Second initiative: an agreement was signed between Stellantis and the Algerian government to produce cars in Algeria from 2024. We know that these will be Fiat brand models: 500, 500X, Doblo, future Tipo. The production capacity of the factory located near Oran should reach 90,000 vehicles per year in 2026. It should be remembered that the Algerian market did not exceed 17,500 units in 2022, against 100,000 units in 2021, 150,000 in 2019 and 250,000 in 2015.
The Stellantis plant in Eisenach will produce electric vehicles from 2024
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The Stellantis plant in Eisenach will produce electric vehicles from 2024
- The Stellantis site in Eisenach, located in eastern Germany, which has seen its production volume plummet over the past ten years, from 170,000 units in 2013 to 50,000 in 2022, will produce the new generation of the Opel Grandland(C-Segment SUV based on the same platform shared with the Peugeot 3008/Citroën C5-Aircross/DS 7 Crossback) which will be available in thermal, plug-in hybrid (PHEV) and battery electric (BEV) versions.
- The future Opel Grandland will be launched in the second half of 2024 and will use the STLA Medium platform of the new generation of the Peugeot 3008 which will be presented at the end of 2023 for a launch onto the market in early 2024. This new platform, which replaces PSA's EMP2 platform, allows to produce on the same basis ICE, hybrid and electric vehicles.
- Remember that the Opel brand (like its British cousin Vauxhall) has announced that it wants to completely switch to battery electric vehicles production from 2028. What is the share of electrified vehicles at Opel in 2022? Last year, the Corsa-e, Astra-e, Combo-e, Vivaro-e and Movano-e models accounted for a 17% share of Opel's total sales, including 14% BEV and 3% PHEV.
- This proportion is close to what we have at BMW (18% of electrified vehicles including 11% of BEV and 7% of PHEV) and is better than Mercedes (13% of electrified vehicles including 6% of BEV and 7% of PHEV). It is above all better than Volkswagen, which is the direct competitor of Opel (10% of electrified vehicles including 7% of BEV and 3% of PHEV). Finally, it is comparable to Ford Europe (17% of electrified vehicles including 4% of BEV and 13% of PHEV), except that the share of BEV and PHEV are reversed compared to those of Opel.
Korean carmakers leave also Russia
- 说明
Korean carmakers leave also Russia
- Following the conflict between Ukraine and Russia, the USA and the EU decided to apply new economic sanctions against Russia. One of the aspects of these sanctions concerns the automotive industry. Thus, European and Japanese carmakers decided to leave Russia. American carmakers had already left the country a few years ago.
- BMW, Mercedes, Toyota and Nissan therefore ceased production in Russia in March 2022, a month after the beginning of the conflict. Renault, Mazda, Mitsubishi, Stellantis and Volkswagen the following month. At that time, only Russian carmakers (Avtovaz, Moskvitch, UAZ, GAZ), Chinese carmakers and Korean carmakers remained.
- But Korean carmakers stopped production in Russia in October 2022. This decision was undoubtedly difficult to make because the locally produced Hyundai and Kia models were among the best-selling cars in Russia. The Kia Rio sedan was fourth in the Russian market in 2022, the Hyundai Solaris was fifth, and the Hyundai Creta was seventh.
- The Hyundai-Kia group had become one of the largest producers in Russia between 2015 and 2020. The departure of the Koreans from Russia now leaves the market open to Chinese carmakers who will be able to establish themselves massively in Russia, alongside Russian carmakers such as Avtovaz, Moskvitch, UAZ and GAZ. It is to be noted that Moskvitch currently produces Chinese cars under license. This is what could happen with Avtovaz in a few years, because the Russian carmaker regularly lacks financial support to renew its range of vehicles. Renault provided for these needs in 2011, when it took control of Avtovaz, but today everything has to be redone.