200218 EV Volumes Monthly Xev Sales Tracker
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Global xEV This is a sample version of our ~ 90 page Global xEV Sales Tracker. Sales Tracker The price is 7 500€ / year and includes 12 updates. December and Full Year 2019 Data Center subscribers have 20 % lower price Contact [email protected] for info EVVOLUMES.COM Table of Contents Executive Summary 3 World 6 China 29 USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EVVOLUMES.COM 2.2 million EVs were sold in 2019, growing by only 11% compared to last year and still representing less than 3% of PV sales. USA were down, China stable and Europe significantly up. Countries • China – 1.2 million EVs (5.2% penetration) - up 6% - 80% BEV – BJEV EU-Series = most solD EV • Europe – 565k EVs (3.1% penetration) - up 45% - 64% BEV – Tesla MoDel 3 = most solD EV • U.S.A. – 320k EVs (1.9% penetration) - down 12% - 73% BEV – Tesla MoDel 3 = most solD EV • Germany – 106k EVs (2.9% penetration) - up 60% - 64% BEV – Renault Zoé= most solD EV • Norway – 79k EVs (56% penetration) - up 9% - 76% BEV – Tesla MoDel 3 = most solD EV • UK – 75k EVs (3.2% penetration) – up 24% - 51% BEV – Tesla MoDel 3 = most solD EV • France – 62k EVs (2.8% penetration) - up 35% - 70% BEV – Renault Zoé = most solD EV • Japan – 44k EVs (1% penetration) - down 18% - 53% BEV – Nissan Leaf = most solD EV OEMs • Tesla won the OEM crown once again in front of BYD anD BAIC with more than 360k EVs solD • VW Group is finally serious about EVs and will overtake BMW Group in 2020 to become the 1st European OEM Models • Tesla MoDel 3 won the EV crown once again with more than 300k units solD • More than 50k Tesla MoDel 3 were solD in December while there wasn’t any European EV in Top 10 xEV Sales Tracker December & FY 2019 3 19-02-2020 EVVOLUMES.COM China represented 58% of global BEV market in December while Europe kept its lead on PHEVs with 46% market share and South Korea on FCEVs with 55% market share (300 units). x-EV Sales Composition by Region - December 2019 - BEV PHEV FCEV HEV China Europe USA Japan RoW 100% 90% HEV 80% HEV HEV 70% PHEV HEV 60% PHEV 50% HEV PHEV 40% BEV 30% PHEV 20% BEV BEV BEV 10% PHEV 0% BEV 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% xEV Sales Tracker December & FY 2019 4 19-02-2020 EVVOLUMES.COM 3 countries are now over 10% EV penetration – Norway, Netherlands and Sweden – while China was over 5% for the 1st time and the UK took the lead of the EU5 countries. EV & HEV penetration EV & HEV penetration - % of Passenger Vehicle Sales, 2019 - - % of Passenger Vehicle Sales, 2019 - 70% 10% 60% 8% 50% 6% 40% 30% 4% HEV penetration HEV penetration 20% 2% 10% 0% 0% 0% 10% 20% 30% 40% 50% 60% 70% 0% 2% 4% 6% 8% 10% EV Penetration EV Penetration xEV Sales Tracker December & FY 2019 5 19-02-2020 EVVOLUMES.COM Global Sales Tracking 6 EVVOLUMES.COM 2.2 million EVs were sold in 2019, growing by only 11% compared to last year and representing 2.9% of PV sales after 2.5% in FY 2018. Electric Passenger Vehicles Sales Passenger - World, 2010 to 2019 - Vehicles PHEV BEV PEV % of PV 2 500 000 3,5% 2,9% 3,0% 2 000 000 2,5% 2,5% 1 500 000 2,0% 1,5% 1,5% 1 000 000 1,0% 1,0% 0,7% 500 000 0,4% 0,3% 0,5% 0,2% 0,0% 0,1% 0 0,0% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12 xEV Sales Tracker December & FY 2019 7 19-02-2020 EVVOLUMES.COM however higherhowever than the last couple of month thanks China andto the Tesla, Netherlands. xEV Sales Tracker December Tracker xEV&Sales FY2019 280k EVs soldwere in December4% compared toby 2018. down BEV penetration was 0,0% 0,5% 1,0% 1,5% 2,0% 2,5% 3,0% 3,5% 4,0% 4,5% Jan Feb Mar Apr May 2017 Jun Jul HEV % of PV Aug Sep Oct - Nov World, January 2017 to December 2019 Dec Monthly x Jan Feb Mar Apr - EV EV Penetration May BEV % of PV 8 2018 Jun Jul Aug Sep Oct Nov Dec - Jan 19 - 02 Feb PHEV % of PV - 2020 Mar Apr May 2019 Jun Jul EV Aug Sep VOLUMES.COM Oct Nov Dec BEVs continue to increase their lead in 2019 to reach almost 3 EVs out of 4 sold but it might have reach its peak as many PHEV models were launched in the last couple of months. Electric Vehicles Sales by Type - World, 2010 to 2019 - BEV PHEV FCEV 100% 13% 18% 26% 32% 80% 39% 37% 35% 45% 41% 50% 60% 87% 40% 82% 74% 68% 61% 62% 65% 55% 59% 50% 20% 0% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 xEV Sales Tracker December & FY 2019 9 19-02-2020 EVVOLUMES.COM China was back over 5% in December while Netherlands reached an all time record high of 54%. Global EV penetration of 4.1% is however slightly down compared to December 2018 (4.4%). Electric Vehicles Sales by Country - Top 10 countries, 2014 to 2019 - 1 400 000 2014 2015 2016 2017 2018 2019 1 200 000 1 000 000 800 000 600 000 400 000 200 000 0 UK USA China Japan Norway France Canada Sweden Germany Netherlands % of PV sales 5.2% 1.9% 2.9% 56% 3.2% 15% 2.8% 2.7% 1% 11% in 2019 xEV Sales Tracker December & FY 2019 10 19-02-2020 EVVOLUMES.COM Tesla Model 3 won the EV crown once again with more than 300k units sold while Tesla also won the OEM crown in front of BYD and BAIC with more than 350k EVs sold. Top 10 Electric Vehicles sold Top 10 Electric Vehicles Brand - World, 2019 - - World, 2019 - Tesla Model 3 300 092 Tesla 367 908 BJEV EU-Series EV 111 047 BYD 225 757 Nissan Leaf EV 69 860 BAIC 163 838 GM-SAIC Baojun E100/E200 BMW Group 151 265 EV 60 050 BYD e5 450 EV 58 000 VW Group 140 700 Mitsubishi Outlander PHEV 49 751 Hyundai-Kia 131 534 Renault Zoe EV 46 847 GM 94 820 Hyundai Kona EV 44 281 Nissan 80 532 BMW i3 EV / EREV 41 747 SAIC 77 616 Tesla Model X 39 549 Geely 75 869 xEV Sales Tracker December & FY 2019 11 19-02-2020 EVVOLUMES.COM More than 50k Tesla Model 3 were sold in December while BAIC had 2 EVs on the podium. There wasn’t any single European EV in Top 10 in December. Electric Vehicles Sales by Model - Top 10 Models, July 2019 to December 2019 - 60 000 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 50 000 40 000 30 000 20 000 10 000 0 Tesla Model 3 Tesla Model X Nissan Leaf EV SAIC MG EZS EV BJEV EU-Series EVBJEV EC-Series EV FAW Besturn B30 EV Audi e-tron Quattro EV GAC Trumpchi Aion S EV GM-SAIC Baojun E100/E200 EV xEV Sales Tracker December & FY 2019 12 19-02-2020 EVVOLUMES.COM Tesla sold more than 60k EVs in December for its all time record month while BAIC and VW Group also performed well in December, thanks to China and the Netherlands. Electric Vehicles Sales by OEM Group - Top 10 OEM Groups, July 2019 to December 2019 - 70 000 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 60 000 50 000 40 000 30 000 20 000 10 000 0 GM Tesla BAIC BYD SAIC GAC VW Group Dongfeng BMW Group Hyundai-Kia xEV Sales Tracker December & FY 2019 13 19-02-2020 EVVOLUMES.COM EV sales stagnated in 2019 with 2% growth only. Where will sales growth come from in 2020 as competition increases? Renault-Nissan-Mitsubishi Electric Vehicles Sales - World, 2013 to 2019 - 178 660 182 596 111 006 106 135 105 413 100 475 80 119 2013 2014 2015 2016 2017 2018 2019 YTD +32% +5% -9% +5% +69% +2% +26k +5k -11k +5k +73k +4k xEV Sales Tracker December & FY 2019 14 19-02-2020 EVVOLUMES.COM EV sales were once again down in December by 15% with 15k EVs sold. Renault-Nissan-Mitsubishi Electric Vehicles Sales 25 000 - World, January 2017 to December 2019 - 2017 2018 2019 20 000 15 000 10 000 5 000 0 April May June July March August January February October September November December xEV Sales Tracker December & FY 2019 15 19-02-2020 EVVOLUMES.COM The Nissan Leaf suffered from Model 3 competition is 2019 with less than 70k units sold while the Renault Zoé continued to grow slowly but surely to reach almost 50k units sold. Renault-Nissan-Mitsubishi Alliance Electric Vehicles Sales by Model - Top 10 Models, 2014 to 2019 - 100 000 2014 2015 2016 2017 2018 2019 90 000 80 000 70 000 60 000 50 000 40 000 30 000 20 000 10 000 0 Nissan Leaf EV Renault Zoe EV Nissan Sylphy EV Mitsubishi I-Miev EV Renault City K-ZE EV Nissan e-NV200 Evalia EV Mitsubishi Outlander PHEV Mitsubishi-GAC Qizhi PHEV Mitsubishi Minicab Miev EV Mitsubishi-GAC Eupheme EV xEV Sales Tracker December & FY 2019 16 19-02-2020 EVVOLUMES.COM Tesla sales continued to grow at a very fast pace with almost 370k EVs sold in 2019 and an additional 120k EVs sold compared to last year representing 50% growth.