The Battle For Germany’s EV Market, Half IX — Das Hangover Version

The general German auto market was flat in September, resulting from a giant drop within the BEV market (-29% yr over yr). The German automotive market continues to be climbing again towards the extent of its final regular yr, 2019 (-8% in comparison with September 2019).

31,714 BEVs have been registered in September (14% of the auto market), down 29% YoY. This huge drop is because of the finish of BEV incentives for firm vehicles. So, this “hangover” will certainly be momentary, and solely relevant to company-car-dependent fashions … just like the VW ID.fashions. However extra on that later.

In the meantime, PHEVs had 15,383 registrations, 6.9% of the full market, which is roughly half of what that they had a yr in the past. The pure electrical hangover is seen within the BEV vs. PHEV gross sales breakdown, too, with pure electrics representing simply 67% of all plugin gross sales in September, 9 share factors beneath this yr’s common.

The 20 Finest Promoting Electrical Automobiles in Germany — September 2023

With September being a hangover month, a form of uncommon prime 20 was anticipated resulting from PHEVs taking advantage of the drop in BEV gross sales. Seems, although, it wasn’t as dangerous as anticipated. Solely 5 plugin hybrid fashions made the September desk.

The winner wasn’t actually a shock. The Tesla Mannequin Y received one other finest vendor trophy, thanks to three,921 registrations. It was seventh on the general auto market desk. The next place introduced a shock, although, with the Opel Corsa EV benefitting from the primary deliveries of the refreshed mannequin to succeed in 2,175 items, pulling it into the 2nd place.

The final place on the rostrum went to the Fiat 500e. With 1,765 registrations, it managed to beat the #4 Ford Kuga PHEV (1,411 registrations, making it the very best promoting PHEV) and #5 Opel Mokka EV. General, Stellantis positioned three fashions within the prime 5! Not dangerous, eh?

However, the very best promoting mannequin from Volkswagen Group was the #6 Audi This autumn e-tron, with 1,187 registrations, instantly adopted by the #7 Skoda Enyaq.

Contemplating these final two positions, and that the Cupra Born was tenth, it’s type of embarrassing that each the VW ID.4 & ID.3 have been solely #14 and #19 in September. That says so much about how a lot these two fashions rely upon the corporate automotive market.

The remaining surprises have been within the decrease half of the desk. Stellantis positioned two different fashions within the desk, due to the eleventh place of the Peugeot e-208 and the seventeenth spot of the Opel Grandland PHEV, with the compact crossover being Opel’s third mannequin within the desk. That was a primary for the German make in its home market.

One other huge shock was the Mercedes EQE(!) reaching the thirteenth place, with the sedan securing its first finest vendor award within the full measurement class, and if we have been so as to add the SUV model to the tally, it might even attain a 4-digit rating and put it in a prime 10 place! That might be a brand new file for the nameplate — and in a BEV hangover month!!

Is the Audi Q8 e-tron reign coming to an finish within the full measurement class?…

Nonetheless speaking in regards to the three-pointed-star steady, whereas it wasn’t actually a shock to see the GLC and C-Class return to the desk — in #9 and #18, respectively — the EQA’s #8 spot, from 1,104 registrations, is definitely a stronger place than anticipated. Clearly, Mercedes ended up as one of many winners of the month, inserting 4 fashions within the prime 20, probably the most that any particular person model had this September.

Outdoors the highest 20, the one actual information was the primary registrations of the VW ID.7 (31 items), a considerably gradual profession begin for a extremely anticipated mannequin that’s anticipated to finish 2024 in a prime 10 place.

The 20 Finest Promoting Electrical Automobiles in Germany — January–September 2023

Relating to the 2023 desk, the Tesla Mannequin Y sits effectively above every thing else, with a 18,000-unit benefit over the runner-up VW ID.4. This can be a disruptive efficiency for a international mannequin in German lands — not solely within the EV class, but additionally within the mainstream market.

The remaining prime positions stayed roughly the identical. The #4 Fiat 500e recovered some floor over the #3 VW ID.3, however with 1,800 items nonetheless separating the 2, and VW’s normal end-of-year peak, don’t anticipate the little Italian to displace the German EV from the final place on the rostrum.

In truth, with Volkswagen Group presently inserting 5 fashions within the prime seven positions, solely the #8 Tesla Mannequin 3 might ruffle some feathers within the present German OEM domination of the highest spots.

The second half of the desk is way extra fascinating, with 4 place modifications, beginning by the Climber of the Month, the Opel Corsa EV. Due to a powerful end in September, it surged seven positions, into twelfth, and it’s now within the race for the title within the B-segment/subcompact class, along with the #11 Mini Cooper EV and the #10 Hyundai Kona EV.

A few positions beneath, the BMW iX1 continues to rise, having jumped two positions in September to #14. Slightly below it, the Mercedes C-Class PHEV was additionally up two spots, on this case to #15.

Nonetheless on the subject of the YTD desk, now we have the Opel Mokka EV returning to a prime 20 place, in #20. Due to the surprisingly good September, Opel positioned two fashions within the prime 20 desk, one thing that hadn’t occurred for some time.

On a special observe, regardless of the BEV hangover, plugin hybrids haven’t managed so as to add extra fashions to the desk, with the class presently solely having the #15 Mercedes C-Class PHEV as consultant within the prime 20. Will the 2023 prime 20 finish this manner?

Auto Manufacturers Promoting the Most Electrical Automobiles in Germany

Within the model rating, Volkswagen (11.9%, down from 12.3%) stored the management spot, nevertheless it has misplaced nearly 1% share in simply two months (it had 12.8% in July). A small bump within the highway, or one thing to consider?

As for #2 Mercedes (11.2%, up from 11%), the Stuttgart firm received on all fronts. Not solely did it acquire market share, nevertheless it additionally noticed its most direct opponents — #1 Volkswagen and #3 Tesla — lose share. The US firm dropped from 10.1% in August to its present 10%.

One other winner was BMW (7.5%, up from 7.3%). Like Mercedes, it profited from its PHEV lineup to extend its market share and safe its #4 place. It was helped by the truth that #5 Audi (6.6%, down from 6.9%) was additionally hit by the tip of BEV subsidies.

Audi’s drop might give #6 Hyundai (5.1%) and possibly even rising #7 Opel (4.7% share) some hope of racing into the fifth spot by yr finish. Fingers crossed.

Auto Teams Promoting the Most Electrical Automobiles in Germany

Wanting on the OEM rating, Volkswagen Group has its home market effectively in hand with 27.4% share. But it surely misplaced 0.6% share in September, which added to the 0.8% drop in August might imply that some darkish clouds might obscure the German OEM’s efficiency in 2024.

Volkswagen Group is adopted at a distance by #2 Mercedes-Benz (13.8%, up from 13.6%). The OEM profited from a powerful efficiency from its namesake model.

Stellantis additionally benefited from a powerful month — though, on this case, the beneficial properties have been extra modest than with Mercedes. The multinational conglomerate raised its share to 12.5%.

In fifth, now we have BMW Group at 9.5%, up 0.1% share month over month. Beneath BMW Group, #6 Hyundai–Kia (8.3%, down from 8.5%) has seen its dream of reaching the fifth spot grow to be extra distant, as Kia dragged the Korean OEM down into the pink.