The Hyundai-Kia group became the third largest carmaker in the world in 2022
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The Hyundai-Kia group became the third largest carmaker in the world in 2022
- The Korean group Hyundai-Kia has shown real dynamism in recent years by multiplying the launches of new products, some of which are equipped with battery electric technologies. The carmaker has truly launched the electrification of its range, contrasting with the Japanese carmakers who have long hesitated to enter this market.
- The dynamism and audacity seem to have paid off, as the Hyundai-Kia group continued to progress in 2022 (by 2.7%), to 6.85 million vehicles, while the Toyota group remained stable (10.5 million vehicles, -0.1%), and Volkswagen (8.3 million vehicles, -7%) and Renault-Nissan groups (6.15 million vehicles, -22%) saw their sales fall. As a result, the Hyundai-Kia group passed the Renault-Nissan group last year and became the third largest carmaker in the world for the first time. By brand, Hyundai increased its sales by 1.4% (3.95 million units) and Kia by 4.6% (2.9 million units).
- The global sales in 2022 of the Hyundai-Kia group break down as follows:
§ The United States remains its largest market, with 1.47 million vehicles, or 21% of its global sales.
§ Korea is its second market, with 1.23 million vehicles, or 18% of its global sales.
§ Europe is its third largest market, with 1.06 million vehicles, or 15% of its global sales.
§ India is its fourth market, with 800,000 vehicles, or 12% of its global sales.
§ China is its fifth largest market, with 380,000 vehicles, or 6% of its global sales.
- The Hyundai-Kia Group sold 355,000 BEVs, 120,000 PHEVs and 375,000 HEVs in 2022.
The Honda group remains the world's seventh largest carmaker in 2022
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The Honda group remains the world's seventh largest carmaker in 2022
- The Honda group remains the seventh largest carmaker in the world in 2022, behind the GM and Stellantisgroups and ahead of the Ford group, with a volume of 3.78 million vehicles sold compared to 4.48 million in 2021, which represents a relatively significant drop of 15.7% in a global market down 2%.
- This decline is explained by the poor performance of the Honda group in several major markets, such as the United States (-32.9% in a market at -7.8%), China (-9.0% in a market at +9.7%), in Canada (-30% in a market at -7.8%), in Brazil (-30.4% in a market at +1.2%), in Mexico (- 8.7% in a market at +7%) and even in Japan (-2% in a market at -6.2%). Only Southeast Asian countries such as India, Indonesia, Malaysia, Vietnam and Taiwan saw Honda sales rise, but with relatively low volumes.
- The carmaker explains its various declines by a shortage of components causing delivery problems and poor availability of models in the range. However, Honda said it produced 3.87 million vehicles in 2022, up 2.4% from sales in 2022.
- The Honda Group's global sales in 2022 break down as follows:
§ China remains its largest market, with 1.40 million vehicles, or 37% of its global sales.
§ The United States remains its second market, with 983,500 vehicles, or 26% of its global sales.
§ Japan is its third largest market, with 568,000 vehicles, or 15% of its global sales.
§ Europe does not even represent 2% of Honda sales with around 67,000 vehicles sold there.
Automotive production in France did not exceed 1.3 million units in 2022
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Automotive production in France did not exceed 1.3 million units in 2022
- The production volume of light vehicles (PC+LUV) in France in 2022 fell to 1.3 million units, a figure slightly lower than those of 2020 or 2021, but above all a figure much lower than volumes of 2000s. In fact, the production volume returned 1962 level, at the time of the Renault Dauphine, Peugeot 403 and SimcaAronde…
- This situation is the result of relocations of small models since the beginning of the 2000s (Renault Twingo, Renault Clio, Renault Captur, Peugeot 208, Peugeot 2008, Citroën C3, Citroën C3 Aircross) and even medium category models (Renault Mégane, Renault Kadjar, Citroën C4). Added to this was a policy of producing upper segment models in China (Citroën C5X, DS 9) and a collapse in the sales of models such as the Renault Talisman, as well as C-segment MPVs such as the Renault Scénic. or from the D-segment like the Renault Espace.
- In this context, the Renault brand has gradually become few produced in France, except for light utility vehicles (Kangoo, Trafic, Master) which constitute the bulk of its production. The carmaker produced 310,000 vehicles in France in 2022, including 180,000 LUVs and 130,000 passenger cars. In an attempt to reverse the trend, the carmaker has announced that all of its battery electric vehicles will be produced in France, which represents a potential of 400,000 units in 2025 and 800,000 in 2030.
- For its part, the Stellantis group produced 615,000 vehicles in France in 2022, whereas it produced more than a million per year a few years ago. Toyota produced 280,000 vehicles in France in 2022, a stable figure for several years. Finally, Smart ceased operations in France last year.
The brands that suffered the most from electrification in China in 2022
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The brands that suffered the most from electrification in China in 2022
- The acceleration of the electrification of the Chinese market, which represented 5,029,207 battery electric vehicles (market share of 21%) sold last year, to which must be added 1,530,479 PHEVs (7% of market share) and 748,202 full- hybrid vehicles (3% of the market), favored brands such as BYD, Tesla, Li Auto, NIO, but also disadvantaged around twenty brands which did not invested heavily in this type of engine.
- Among them, we note the presence of about fifteen foreign brands and four Chinese brands, such as Brilliance, Great Wall, Baojun and FAW. Great Wall decided at the end of the year to catch up with other Chinese carmakers that are well established in the electric car market. In particular, we saw this carmaker exhibit several electric models at the last Paris Motor Show which will begin their commercial career in Europe in 2023.
- Among the foreign carmakers who have suffered the most from electrification in China, we note the presence of the Japanese Mitsubishi, Mazda, Nissan and Honda, the Koreans Hyundai and Kia, the Americans Jeep, Buick, Ford, Lincoln and Cadillac, the Europeans Land Rover, Skoda, Jetta, Audi (the latter three being part of the Volkswagen group).
- If we enlarge the field to brands that remained stable in 2022 and did not benefit from the electrification of the market, we note the presence of the Chinese BAIC, JAC and SAIC, and the foreigners Chevrolet and BMW. Even the Wuling brand with its flagship Mini EV model (the best-selling model in China in 2022) is no longer progressing and seems to be levelling off, with a 2.5% market share.
Automobile production in Germany did not exceed 3.8 million units in 2022
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Automobile production in Germany did not exceed 3.8 million units in 2022
- The production volume of light vehicles (PC+LUV) in Germany remained at the level of 6 million units per year for a long time (between 2005 and 2008 and between 2011 and 2017). From 2017, this volume has gradually collapsed, going from 6 million units in 2017 to 5 million in 2018, 4 million in 2019 and 3.5 million in 2021. The year 2022 marks a slight increase but not beyond 3.8 million units.
- What explains this drop in automobile production in Germany? First, its top market – Germany – has fallen by one million units since 2019, from 3.5 million passenger vehicles to 2.5 million. Then, carmakers drastically reduced their exports to China to produce directly in this country. Also, relocations (which began later than those of France) to the countries of Eastern Europe and Mexico have played a significant role. The VW T-Roc that took 200,000 Golf customers every year is produced in Portugal, not Germany. The weakening of Opel and Ford also contributed to the decline of the German automobile industry. Finally, the policy of German carmakers to engage in high-end electric vehicles, which are therefore expensive, has harmed German production, which was therefore focused in smaller volume but at much higher prices.
- This policy is part of a broader strategy of European carmakers to produce fewer cars but more expensive (the switch from the VW Passat to the electric VW ID7 is a typical case). Last point, the electric VW ID3 produced in Germany did not reach its objectives which were twice as important as its current sales.