Škoda Global Production (By Model) : 2018-19

Škoda after some years of production increase, a 3.3% decline. It was way back in 2002 that the brand had a larger fall (-3.4%). The reason for this is Asia, more specifically China, with a -17.3% reduction in deliveries. That's the biggest market for the brand so they did well to limit the impact.

SUVs are shaded in yellow and VW has combined the Kamiq and Karoq production. They are similar in size but surely warrant separation. This type of vehicle now accounts for 30.6% of all sales. Not as high as others but they do have a popular range of cars.

16	17	18	19	Models	2019	%	+/-		2018	%	+/-
1	1	1	1	Octavia	358,356	28.8%	-10%		400,210	31.1%	-5%
2	2	2	2	Rapid/Scala	207,724	16.7%	6%		195,270	15.2%	-7%
5	6	4	3	Kamiq/Karoq	203,688	16.4%	17%		173,816	13.5%	112%
7	5	5	4	Kodiaq	177,163	14.3%	14%		155,499	12.1%	25%
3	3	3	5	Fabia	166,237	13.4%	-11%		186,213	14.5%	-11%
4	4	6	6	Superb	102,592	8.3%	-25%		136,985	10.7%	-7%
6	7	7	7	Citigo	27,306	2.2%	-26%		37,095	2.9%	-4%
				Total	1,243,066		-3%		1,285,088		4%
				SUV	30.6%		20%		25.6%		53%

Regional sales: Europe (and a few sales elsewhere) add up to 70% of all deliveries. China virtually sells the rest so not a broad coverage globally. Some effort does seem to be going into expanding into new countries but production capacity has to be able to deliver on that.

Region	2019	%	+/-		2018	%	+/-
Europe/Other	929,764	70.2%	6%		880,308	70.2%	3%
Asia - Pacific	311,993	29.7%	-16%		372,438	29.7%	4%
South America	1,243	0.1%	-1%		1,254	0.1%	4%
Total	1,243,000		-1%		1,254,000		4%

Data source: VW.

France Sales : Jan-Mar 2020

No one will be surprised with a sales slump. France has been in a lockdown situation since the 17th of March so a normal sales performance was impossible. That is exactly what has transpired. Total registrations were -72% in March and year to date (YTD) -34%. No wonder car plants are being idled. No brand escaped but some managed to do better than others.

Porsche somehow managed to minimise the damage to a slim -15% and is +51% YTD. Rolls Royce sold two cars in March, which was two more than last year and is up 350% YTD. With such small numbers the impossible was achieved. MINI was only down an impressive -50% for the month but at the other end of the spectrum Opel was -90% and Jaguar -89%.

So how did that affect market share? Comparing the whole of 2019 with the first three months of 2020 among the major players, the chart below shows who took a larger share of the pie (green) and who is on a diet (yellow). For example, Peugeot increased its take from 17.1% for the 2019 year, up to 20% YTD 2020.

The big three French brands have all managed to increase market share, Peugeot particularly. They achieved their best combined share of the French market since 2011. DS sales are relatively good too, up 34% YTD and share of 2% for 2020 so far.

Of the foreign brands Toyota is only -10% YTD and has improved its share by over 30% as a result. Nissan, Kia and Hyundai are also doing OK, in a difficult time.

	19	20	Make	Sales J-M	2020	2019	Diff
	2	1	Peugeot	72,953	20.0%	17.1%	16.7%
	1	2	Renault	67,208	18.4%	18.4%	0.2%
	3	3	Citroën	39,759	10.9%	10.6%	2.7%
	6	4	Toyota	21,886	6.0%	4.6%	30.6%
	4	5	VW	19,662	5.4%	6.7%	-19.9%
	5	6	Dacia	16,578	4.5%	6.3%	-27.6%
	8	7	Opel	11,313	3.1%	3.0%	2.7%
	7	8	Ford	10,722	2.9%	3.6%	-17.4%
	12	9	BMW	10,219	2.8%	2.7%	5.6%
	11	10	Audi	9,056	2.5%	2.6%	-4.4%
	10	12	Mercedes	8,994	2.5%	3.2%	-22.2%
	14	11	Nissan	8,855	2.4%	1.9%	27.1%
	13	15	Kia	8,582	2.4%	2.0%	15.7%
	9	13	Fiat	8,541	2.3%	3.2%	-27.6%
	15	14	Hyundai	8,294	2.3%	1.8%	26.0%
	19	16	DS	7,305	2.0%	1.2%	65.2%
	17	18	Škoda	5,843	1.6%	1.6%	-2.8%
	16	17	Seat	5,828	1.6%	1.7%	-4.7%
	20	19	MINI	4,329	1.2%	1.2%	-3.2%

Data source: CCFA.

Audi Global Production (By Model) : 2018-19

Audi production has reduced three years in a row now. The numbers aren't large at least but it shows how competitive the premium car arena has become. it was only a 1% drop in 2018 but moved up to -4% a year later. VW stated WLTP affected sales in the first part of the year.

Yellow highlights SUVs and they constitute 42.6% of total production, up 12%. The fact that Audi is so strong in China may account as to why passenger cars are still taking the majority of the total.

16	17	18	19	Models	2019	%	+/-		2018	%	+/-
2	1	1	1	A4	323,387	18.0%	-6%		344,623	18.5%	6%
3	3	3	2	Q5	286,365	16.0%	-4%		298,645	16.0%	3%
1	2	2	3	A3	240,795	13.4%	-21%		304,903	16.4%	-3%
4	4	4	4	A6	232,569	13.0%	-9%		254,705	13.7%	-2%
5	5	5	5	Q3	195,566	10.9%	17%		167,707	9.0%	-18%
12	8	8	6	Q2	130,225	7.3%	20%		108,386	5.8%	6%
8	6	6	7	A5	93,077	5.2%	-17%		111,544	6.0%	-7%
6	9	9	8	A1	82,287	4.6%	2%		80,387	4.3%	-16%
7	7	7	9	Q7	63,633	3.5%	-42%		110,593	5.9%	4%
-	14	11	10	Q8	44,727	2.5%	100%		22,414	1.2%	n/a
-	-	14	11	e-tron	43,376	2.4%	n/a		2,425	0.1%	n/a
11	12	10	12	A8	23,826	1.3%	-3%		24,541	1.3%	55%
10	11	12	13	A7	17,068	1.0%	-15%		20,058	1.1%	18%
9	10	13	14	TT	14,999	0.8%	24%		12,118	0.6%	-45%
13	13	15	15	R8	2,121	0.1%	20%		1,764	0.1%	-45%
				Total	1,864,813		-4%		1,875,353		-1%
				SUV	42.6%		12%		38.1%		1%

Regional sales: I'm not sure why production has exceeded deliveries for two years now. Sometimes that happens as one can get ahead of the other before a realignment is implemented. The deliveries below also include Lamborghini, but that has no real impact on the numbers.

Region	2019	%	+/-		2018	%	+/-
Europe/Other	806,490	43.5%	3%		781,740	43.0%	-14%
Asia Pacific	758,286	40.9%	2%		739,926	40.7%	10%
Nth America	272,538	14.7%	-1%		276,336	15.2%	-1%
Sth America	16,686	0.9%	-8%		18,180	1.0%	-20%
Total	1,854,000		2%		1,818,000		-3%

Data source: VW.