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% 12 months over 12 months). The German automotive market remains to be climbing again towards the extent of its final regular 12 months, 2019 (-8% in comparison with September 2019).

31,714 BEVs had been registered in September (14% of the auto market), down 29% YoY. This huge drop is as a result of finish of BEV incentives for firm vehicles. So, this “hangover” will certainly be short-term, 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 entire market, which is roughly half of what that they had a 12 months 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 12 months’s common.

The 20 Greatest Promoting Electrical Automobiles in Germany — September 2023

With September being a hangover month, a form of uncommon prime 20 was anticipated resulting from PHEVs benefiting from the drop in BEV gross sales. Seems, although, it wasn’t as unhealthy 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 greatest 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 achieve 2,175 models, 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 most effective promoting PHEV) and #5 Opel Mokka EV. Total, Stellantis positioned three fashions within the prime 5! Not unhealthy, eh?

Alternatively, the most effective 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 sort of embarrassing that each the VW ID.4 & ID.3 had been solely #14 and #19 in September. That says lots about how a lot these two fashions rely upon the corporate automobile market.

The remaining surprises had been within the decrease half of the desk. Stellantis positioned two different fashions within the desk, because of 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 greatest vendor award within the full dimension class, and if we had been so as to add the SUV model to the tally, it will even attain a 4-digit rating and put it in a prime 10 place! That will be a brand new document for the nameplate — and in a BEV hangover month!!

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

Nonetheless speaking concerning the three-pointed-star secure, 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 models), a considerably gradual profession begin for a extremely anticipated mannequin that’s anticipated to finish 2024 in a prime 10 place.

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

Concerning the 2023 desk, the Tesla Mannequin Y sits properly above every little 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 in addition 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 models nonetheless separating the 2, and VW’s ordinary end-of-year peak, don’t anticipate the little Italian to displace the German EV from the final place on the rostrum.

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

The second half of the desk is way extra attention-grabbing, with 4 place adjustments, beginning by the Climber of the Month, the Opel Corsa EV. Because of 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. Just under 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. Because of the surprisingly good September, Opel positioned two fashions within the prime 20 desk, one thing that hadn’t occurred for some time.

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

Auto Manufacturers Promoting the Most Electrical Automobiles in Germany

Within the model rating, Volkswagen (11.9%, down from 12.3%) saved the management spot, but it surely has misplaced nearly 1% share in simply two months (it had 12.8% in July). A small bump within the street, 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 achieve market share, but it surely 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 top of BEV subsidies.

Audi’s drop may give #6 Hyundai (5.1%) and perhaps even rising #7 Opel (4.7% share) some hope of racing into the fifth spot by 12 months finish. Fingers crossed.

Auto Teams Promoting the Most Electrical Automobiles in Germany

Trying on the OEM rating, Volkswagen Group has its home market properly in hand with 27.4% share. Nevertheless it misplaced 0.6% share in September, which added to the 0.8% drop in August may imply that some darkish clouds may 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 positive aspects had 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 turn into extra distant, as Kia dragged the Korean OEM down into the purple.