USA / China JLR Comparison : 2010-18

Two very different markets despite being similar in size. Over the past nine years, the USA has averaged 15.6 million sales and China 18.2 million. The US started out in this period as the bigger market for JLR but China took over. However, a sales slump in China for 2018 has the US back as the bigger market for JLR.

The data:

The USA has seen solid growth over the time with the split between the two brands 75/25 on average. China started with a strong bias toward Land Rover but Jaguar has come on more rapidly, going from 10% of the total to 33%. Overall an 80/20 split.

I would have thought JLR's penetration would have favoured the US, but no. JLR US has 0.51% share and in China 0.66%. More Land Rovers are sold Stateside but the reverse for Jaguar.

	USA						China
	15,604,577						18,182,527
Yr	LR	Jag	JLR	% Jag		Yr	LR	Jag	JLR	% Jag
10	31,864	13,340	45,204	29.5		10	23,459	2,655	26,114	10.2
11	38,099	12,276	50,375	24.4		11	36,466	6,132	42,598	14.4
12	43,664	12,011	55,675	21.6		12	65,896	7,451	73,347	10.2
13	50,010	16,952	66,962	25.3		13	77,361	17,876	95,237	18.8
14	51,465	15,773	67,238	23.5		14	99,358	22,652	122,010	18.6
15	70,582	14,466	85,048	17.0		15	80,484	14,782	95,266	15.5
16	73,861	31,243	105,104	29.7		16	94,969	24,612	119,581	20.6
17	74,739	39,594	114,333	34.6		17	103,739	42,660	146,399	29.1
18	92,143	30,254	122,397	24.7		18	77,351	37,475	114,826	32.6
Tot	526,427	185,909	712,336	26.1		Tot	659,083	176,295	835,378	21.1
%	0.37	0.13	0.51			%	0.52	0.14	0.66

The summary: China became every car makers favourite market when sales were climbing and profits were generous. The gravy train has pulled into the station and shows no sign of continuing its journey. If trends continue, the US will pull away from China as the latter slips back.