In the past 2021, the United States sold 15.06 million passenger cars (including pickups), which is a 3.3% increase from 2020, but it is far from the level of 17 million in 2019. In addition to the epidemic, what is blocking the recovery of the car market is the shortage of chips. The data shows that in December 2021, the average transaction price of passenger cars in the United States has increased from $38,000 in December 2020 to a record $46,000, and the average transaction price has soared behind the change in car supply and demand caused by tight chip supply.
The big test of car companies is not only the epidemic and chip supply. Electrification has become a trend of fire, in order not to be left behind in the next round of competition, car companies have to accelerate the pace of electrification transformation, therefore, 2021 is also a window period for accelerated adjustment and painful transformation within various car companies. Due to their respective situations and problems to be solved, the competitive landscape of the US auto market in 2021 has also changed greatly.
Toyota Group sales surpassed GM Group, Hyundai Group surpassed Honda Group, and Kia brand surpassed Subaru brand. This famous scene of "praying mantis catching cicadas and yellow finches behind" allows us to see that the Japanese manufacturers who have made efforts after the oil crisis have finally become the dominant players in the US market, but at the same time, Korean manufacturers have also taken the initiative to challenge the Japanese along the path of Japanese success. Luxury brands are also in cahoots, bmw gave Mercedes-Benz a head start, Volvo and Land Rover won away to Cadillac and Lincoln respectively. The Geniseis brand surpasses the Jaguar brand, and Porsche surpasses Infiniti. Tesla was even more incredibly left Behind Lexus.
The model is also interesting. Full-size pickup trucks and executive cars have generally declined in the two fields, and what is more surprising is that the most dynamic segment is the small SUV, Honda HR-V, Chevrolet Genesis, Buick Arcola GX, Nissan Jinke, Hyundai Kona, Venue, Volkswagen Taos and so on have collectively ushered in a big rise.
We analyze it by brand.
● Toyota
Toyota in 2021 to end GM's 90-year sales crown status since 1931, which may not be as big as the panic caused by the rise of the Japanese system that year, and today's Americans will no longer have the surprise of "Japan will buy the United States", but the news that GM has lost at its doorstep cannot help but make people feel that the traditional Three Major Americans may really be declining.
Of course, emotion is returned to emotion, and we still need rational analysis. In terms of total, the coincidence of Toyota's sharp rise and GM's sharp fall has made the two attack and defense transposed. Toyota is more prepared to deal with the chip shortage, and 2021 is Toyota's product year, so Toyota's Camry, Highlander, Venza, Corolla, 4Runner, Tacoma, Xena have all seen significant growth, of which Highlander, Venza and Xena have increased by more than 50,000 vehicles.
It is worth mentioning that Toyota may be the top global car company in 2021, because Volkswagen has announced global sales of 8.882 million vehicles, and Toyota's cumulative sales in the first 11 months of last year have exceeded 9 million vehicles, so Toyota's global sales are not suspenseful.
● GM Group
Compared with Toyota, which is in the process of electrification, GM, which is in the period of electrification transformation, lacks bright spots in new products in 2021. Although the Aotene platform has shown strong competitiveness in cadillac Lyriq and GMC Hummer EV, it is still a long way from being decentralized to the large-scale distribution of the Chevrolet brand, and the transformation of electrification inevitably disperses GM's resource investment in traditional fuel vehicles, so it is not surprising that GM's sales have declined. Chevrolet, GMC and Cadillac brand sales all declined.
Pillar Chevrolet Explorer sales decreased by 100,000 units compared to 2020, and Sorod, Chuangku and Mai Ruibao all reduced by about 60,000 vehicles, so the total sales of the Chevrolet brand decreased by 17.7%. Of course, Not all Chevrolet models can't be beaten, and Trailblazer sales soared 163%, from 34,000 to 90,000. The new Tahoe/Suburban, as well as GMC's Yukon and Cadillac's Careyd, both had 10,000-20,000 vehicles, with more than 20% growth, especially 65% in Kelly.
The Corvette C8 was replaced by a mid-mounted rear-drive architecture, and while it was a little controversial, the 52.8 percent increase in 12,000 units shows how much the American people love this sports car.
The Buick brand saw double-digit (10.5%) growth, mainly due to the surge in the Oncora GX , sales rose from 45,000 to 71,000 units, and Oncovi (corresponding to the domestic Oncovey S) and Oncoré also increased by about 12,000 units. With the exception of Cadillac, which alone saw an increase of about 2,400 CT4s, sales of the remaining models declined.
● Ford Group
Ford's models also generally declined. While sales of 726,000 units made the F-Series the best-selling car in the U.S. for 40 consecutive years, the 7.8 percent decline put the F-Series at its lowest level since 2012. But Ford isn't all bad news. One of Ford's highlights is the Bronco Sport, a sharp-based off-road wind SUV that sold 108,000 units, and bronco sold 35,000 units without reaching the best delivery, reminiscent of the same popular domestic tank 300, Haval Dog and Land Rover Defender, it seems that people around the world are cold to this outdoor style.
Another highlight of Ford is the all-electric Mach-E, an EV model that Ford has pinned on high hopes and is known as The Mach, which sold 27,000 units in the United States, although it can not stop Tesla, but also becomes Ford's new force. About everything about this car, you can pay attention to the Mach-E long test article of our teacher Liu. The discontinuation of the Lincoln MKZ and Continental cost Lincoln 14,000 units in sales, so Lincoln's sales fell by 17.5%.
● Stellantis
Stellantis was the smallest of the three U.S. companies, with overall sales down just 2.3 percent, and the Ram pickup was the only one of the top three full-size pickups in the U.S., albeit up just 1 percentage point.
Jeep sales fell by 2.1 percentage points. The Jeep brand also reflects the pull effect of the new car, the new Grand Cherokee sales soared by 26.1%, significantly exceeding the previous year's peer crown Ford Explorer, thus leading the large SUV segment in 2021, and even the sales volume has approached nissan X-Trail's urban SUV. The Wranglers remained as steady as ever, while the Liberty, Liberty Light and Guide all fell by more than 25 percent.
Dodge brand sales fell by 19 percentage points, mainly due to the fact that the discontinuation of the Dodge Journey and Grand Caravan models caused dodgers to lose 60,000 sales, while the sales of the traditional American car Trucker, Challenger and Durango did not decline, but rather rose.
Although Chrysler Pacifica was taken away by Toyota Syna, its own sales were not affected like the Honda Odyssey, but increased by 4.8%, and sales approached 100,000 units.
● Hyundai Group
In 2021, Hyundai Group is a big winner comparable to Toyota. Hyundai Group's overall sales increased by 264,000 units, up 21.6%, the largest increase in sales among major groups and the highest growth rate outside of Tesla. More importantly, Hyundai Group has surpassed Honda Group in sales, and Hyundai and Kia brands have surpassed subaru brands.
Of the entire Hyundai Group, only Hyundai Veloster sales declined, while all other models saw positive growth. In particular, Genissy showed a bright future, with more than 20,000 GV80s sold and GV70 and G70s both selling more than 10,000 units. It can be expected that with the investment of new products, store construction and the accumulation of brand reputation, Hyundai Group will become a desktop player of luxury brands.
● Honda
Honda's performance is actually good, with an overall increase of 8.9%, a Honda brand growth of 8.2%, and an acura brand growth of 14.9%. Honda's CR-V grew by 11.7 percent — while Toyota's sales declined, the gap with Toyota's was narrowing from nearly 110,000 units last year to 46,000 units. HR-V sales surged 63.1%, adding 53,000 units to Honda, which is also Honda's biggest highlight.
Passport, Pilot and Ridgeline all saw double-digit growth, with The Accord and Civic largely stable, while Odyssey and Fit sales declined, especially Fit, which fell from 32,000 to less than 9,000.
● Nissan
Japanese brand sales rose 12.1 percent to 920,000 units, making it the four largest brands in terms of million-dollar sales outside sales of Toyota, Ford, Chevrolet and Honda. Nissan Pickup Truck Frontier, Jinke, Xuanyi, Xinqijun and Sunshine all increased significantly by more than 25%, of which the first two increased by 64.7% and 40.9% respectively, all contributing to the increase of about 24,000 units. X-Trail contributed an increase of 60,000 units, bringing The total sales of X-Trail to 286,000 units, surpassing the sales of Civic and Corolla.
It seems that the new Qijun is still very popular with the American people, and has snatched a lot of sales from Toyota Rongfang and Chevrolet Explorers, which is completely different from the situation of X-Trail in China. Of course, the United States' X-Trail did not use the domestic 1.5T variable compression ratio engine, and whether the three-cylinder affected sales in the American version of X-Trail could not be reflected.
● Luxury brand
In 2021, the number of seats of luxury brands in the US market has changed a lot. Mercedes-Benz sold 330,000 vehicles, a slight increase of 1% over 2020, but more than 300,000 luxury brands in 2021, unlike Mercedes-Benz alone last year, BMW, Tesla and Lexus have all entered the 300,000-vehicle club.
BMW, in particular, sold 337,000 vehicles in 2021, slightly surpassing Mercedes-Benz and becoming the highest-selling luxury brand. Yes, Mercedes-Benz did not do too much wrong, but the principle of not advancing or retreating was vividly expressed in Mercedes-Benz, and BMW took a big step to catch up with Mercedes-Benz with a growth rate of 20.8% and completed the counterattack.
A closer look at the two shows that Mercedes-Benz has seen some growth in the S-Class, GLE, GLS, C-Class, GLB-Class and Big G, but the excessive blood loss of the E/CLS-Class and A Series (A/CLA/GLA) has negated Mercedes-Benz's advantages in other models. BMW has more than 19% growth in the X1, X3, X4, X5, X6, 3 series, 4 series, although the 5 series has an 8.4% decline, but it does not affect the overall situation. It is worth mentioning that although the large nostrils of the 4 series have been complained about, consumers have expressed their support with banknotes.
Tesla sales soared 65.5% to 313,000 units, and the main force of the massacre was naturally the Model Y and Model 3, with sales of 171,000 units and 135,000 units, respectively, an increase of 116.3% and 50.6%, respectively.
It has to be said that although Tesla's controversy has risen one after another, the emergence of the "Tesla Terminator" will take time, and Tesla is indeed unstoppable, especially the big event that left Lexus behind can be called a record in history.
The order of Lexus, Audi and Acura remains the same, but Volvo surpasses Cadillac with its own 10.9% effort (growth) and opponents' weakness, and Land Rover surpasses Lincoln with almost the same plot.
Volvo's growth was driven by SUVs, with the XC69, XC90 and XC40 all seeing significant growth, especially the XC60, which saw a 29.6% increase in sales and contributed nearly 10,000 units to Volvo. Land Rover's sales are interesting – the increase in sales is almost equivalent to an increase in the new Defender.
Porsche sales soared 22.2 percent, surpassing Infiniti. Among them, the Macan and Taycan increased by 6,000 and 5,000 vehicles respectively, and the performance was very eye-catching, especially the Taycan, showing a doubling growth. Infiniti sales fell to 59,000 units, down 26.4 percent, and the newly released QX55, although providing an increase of 4,000 units, appeared to be a drop in the face of declining sales across the series.
Jaguar, which has an aging product line and a lack of new products, has fallen by 21.9%, ranking behind Genisaith and Alpha Romeo, and "there is not much time left for Jaguar".
● Subaru, Volkswagen, Mazda
Subaru's Impreza, Forester, Ascent and Lishi all saw sales declines of more than 10%, so Subaru's overall sales fell by 4.6%, surpassed by Kia; Volkswagen's Tuon and Tuon Coupe both brought 14,000 units to Volkswagen, and the newly introduced Taos sold another 32,000 units and ID.4 sold 17,000 units, so although Golf sales fell by 10,000 units, Volkswagen's overall sales showed a substantial increase of 15.1%. Mazda CX-30 and CX-5 contributed 23,000 and 22,000 unit increments, respectively, resulting in Mazda sales up 19.2%.
epilogue:
Overall, 2021 is a year of "turmoil" in the US auto market, and perhaps looking back a few years later, you will find that 2021 is the year when the US auto market has been on the move. The suspension of non-core fuel vehicles, the momentum before the volume of electric vehicles and supply chain stress testing have made car companies cope with the present and prepare for the future.
In 2022, GM, Ford, Volkswagen, Mercedes-Benz and other traditional car companies will gradually usher in their own electric vehicle main force, while Toyota, Honda, Stellantis, Subaru, etc. also have to start to catch up in the field of electric vehicles, so how the market pattern in 2021 will change, we wait and see.
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