
Data & photos: Toyota (RAV4 & Prius).
The car industry from my perspective

Lexus deliveries are down 9% YOY, to 394,000. The USA is closing in on half of the total. China was reported separately but now is combined with Asia. Japan is reported separately but if added to Asia, would pass 35% share. The Middle East is well down but could be due to the destablised situation in that region.
Data & photo: Toyota/Lexus (ES).

Deliveries: They were -1% in 2024, -4% in 2005 and for H1 2026 -7%. That means just over two years of quarterly decreases but none of them large.
Production: They have been -9% in 2024, -6% in 2025 and -8% in H1 2026. As deliveries are consistently higher than production, Renault and Mitsubishi produce some of their vehicles.
Data & Photo source: Nissan (Leaf, Juke EV & Qashqai).