22/02/17
Lead
Judging from the market share of the top three, Volkswagen and SAIC have approached Tesla.
Author 丨 Yang Jing
Responsible editor 丨 Yang Jing
Edit 丨 Chic
Recently, the latest report from research agency Canalys shows that global electric vehicle (EV) sales reached 6.5 million in 2021, an increase of 109% year-on-year, accounting for 9% of all passenger car sales. Affected by the COVID-19 pandemic and chip shortages, the total sales volume of the global automotive market will only increase by 4% in 2021.
Canalys pointed out that in 2021, the market demand for electric vehicles, including pure electric and plug-in hybrid passenger cars, will remain strong, if it were not for the "long-term shortage of parts" faced by automakers, electric vehicle sales may reach higher levels.
Among them, 85% of global electric vehicle sales are from the Chinese mainland market and Europe. In 2021, a total of 3.2 million electric vehicles will be sold in the Chinese mainland market, accounting for half of global electric vehicle sales; a total of 2.3 million electric vehicles will be sold in the European market. While demand is still growing, only 4 percent of new cars sold in the U.S. in 2021 will be electric, or about 535,000.
In terms of brands, Tesla leads the global electric vehicle market with a 14% share; Volkswagen Group ranks second with a market share of 12% and holds a leading position in the European market; SAIC Group, including SAIC, GM and Wuling, ranks third with an 11% share; BYD ranks fourth with a market share of 9%, and its electric vehicle sales increased by more than 200% in 2021.
Tesla is the only car company in the world with a market share of more than 10%, however, the U.S. company's global market share has been on a downward trend since 2019, with 12% in 2018, 17% in 2019, 16% in 2020 and 14% in 2021. Judging from the sales trend of the first three, Volkswagen and SAIC have approached Tesla.
Coincidentally, at the end of January, the 2021 global new energy vehicle brand sales data released by the US automotive information website CleanTechnica showed that the total sales of the world's top 20 car brands were 4.7634 million units, accounting for 73.3% of the total global sales. Last year's top 20 brands included 8 in China, 4 in Germany, 3 in other European countries, 2 in the United States, 2 in South Korea and 1 in Japan.
The eight Chinese brands on the list are BYD, SAIC, SAIC Passenger Cars, Great Wall Euler, GAC AION, Chery, Xiaopeng Automobile and Changan Automobile. Among them, BYD ranked second in the world with sales of 593,900 vehicles, an increase of more than 220% year-on-year, and a global market share of 9.1%. SAIC motor group ranked third with sales of 456,100 units. According to the data, these 8 brands account for 28.23% of the total global new energy sales in 2021.
Jason Low, principal analyst at Canalys, said: "In 2021, electric vehicles in China will account for 15% of new car sales, more than double that of 2020. He pointed out that from small, inexpensive city cars to mainstream and high-end cars and SUVs, new models are available every month, and there are still great growth opportunities in 2022 and beyond. ”
In terms of models, the Wuling Hongguang Mini EV is still the best-selling electric model in the Chinese mainland market in 2021. Tesla's electric models occupy the second and third places, but the Model Y is stronger than the Model 3. At the same time, BYD is still expanding its product lineup and has a number of popular pure electric and plug-in hybrid models.
At present, Chinese auto brands have ranked in the forefront of the global sales ranking. Previously, China's new energy vehicle market still relied on the domestic market. However, in 2021, China's exports of new energy vehicles ushered in explosive growth. According to the China Automobile Association, 310,000 new energy vehicles will be exported in 2021, an increase of 3 times year-on-year.
Compared with the export of china's traditional fuel vehicles to economically underdeveloped third world countries, or countries with underdeveloped automobile industries, Europe is the main battlefield for China's new energy vehicles to go to sea. After several years of development and exploration, local car manufacturers have gradually identified their respective positioning and advantages, and differentiated products and services have enhanced brand recognition.
Europe remains the country with the highest adoption of electric vehicles, and traditional automakers are electrifying more and more of their product lines. The Tesla Model 3 is the 2021 European electric car sales champion, but Volkswagen is still a major manufacturer of electric vehicles, with several models of Audi, Skoda and Volkswagen selling well.
Ashwin Amberkar, an analyst at Canalys, said: "Demand for electric vehicles in Europe remains strong. In fact, in many European countries, electric vehicles account for more than a quarter of new car sales. But customers have to be patient. The pick-up time for new electric vehicles is generally 9 to 12 months, and this is a common occurrence. ”
U.S. EV sales continue to lag behind Chinese mainland and Europe, but in 2021 U.S. automakers unveiled several new electric cars, sales momentum and consumer interest are increasing, but Tesla is still dominating the U.S. EV market, with its share currently just under 60%.
Chris Jones, vice president and principal analyst at Canalys, said that since the increase in Model 3 shipments in 2018, competitors' electric vehicle sales have been far less than Tesla's sales in the United States. Tesla's sales in the entire market even exceeded that of many high-end car brands.
In the United States, a market with obvious car consumption characteristics, pickup trucks will bring a huge boost to the US electric vehicle market in 2022. Rivian is delivered at the end of 2021, while Ford and General Motors have increased production of F-150 Lightning and GMC Hummer pickups, respectively.
In any case, with the gradual increase in the market share of electric vehicles, major car companies have begun a comprehensive electrification strategy. The competition of electrification is no longer limited to regional comparisons, but has become a global competition. From the perspective of multi-party analysis, 2022 will be a key year for the global new energy vehicle market.
Yang Jing
No sleep at noon
Afternoon crash