02 April 2020

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.

01 April 2020

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.