31 July 2020

JLR's Old & New CEO

JLR are looking ahead for the best course from here

The incumbent CEO is Ralf Speth, who took the role in 2010. In that year Land Rover sold 181,400 vehicles and Jaguar 51,400. Under his stewardship, sales peaked at 442,500 and 178,600 respectively. heavy investment in R&D was a hallmark of his tenure, as well as a huge surge in sales.

From that it appears it was all beer and skittles throughout his reign as CEO but unfortunately, the last two to three years have not been. Firstly, China had been a sizable part of JLR's success but Jaguar in particular was hit by a sales slump there, much more than many competitors. Along with that was a big hit to profits. Now the corona virus has added much more woe.

Second, plants were built offshore as sales soared but with the sales downturn, this created overcapacity. The models made in the UK were particularly affected, leading to layoffs. The goose that was happily laying golden eggs suddenly stopped.

So Ralf Speth's time in charge of JLR should be remembered for what amazing things he did. What happened in China - especially for Jaguar - should have been handled much better than it was and I assume the importer got things wrong there. The fact that it did happen on his watch does reflect on him, but it is easy to negatively judge from a distance. In the overall scheme of things, the last decade was a very successful time for JLR.

Where to from here for Jaguar saloon cars?

Now along comes Thierry Bolloré, a man with much experience working for various French companies. It culminated in being made CEO of Reanult in early 2019, but in just nine months in that role, he was dismissed. Officially it was Renault's poor performance that was the reason for his short stay at the top. However, the for brevity of time he was allowed to sort things out that seems scarcely credible.

He has now landed the JLR CEO position and he won't have to deal with the issues he just faced at Renault but there is plenty for him to sink his teeth into. The company has a good range of vehicles, especially in the SUV area, where different models compliment each other nicely. The problem is what to do with passenger cars, which are struggling.

Jaguar has a new direction for the XJ and the F-Type is doing OK. The XE and XF, fine cars as they are, nevertheless are struggling as people move to SUVs. (Jaguar should have got into SUVs sooner). Arranging to co-develop cars with another manufacturer to save costs is surely a no-brainer. That's provided one that compliments Jaguar's ethos wishes to co-operate. of course, such matters are for Monsieur Bolloré to sort out.

Is his appointment a good move? I have no idea but his work history and experience is certainly in his favour. The industry is going though a very trying time for all sorts of reasons, so for that reason it may ultimately be difficult to judge his efforts. At present any CEO of a car company will have his work cut out.

Challenging times for the car industry

30 July 2020

Japan Car Sales (By Model) : Jan-Jun 2020

A new Honda, straight out of the box

I don't make a big deal of sales by model as much as brand but I am gradually being won over. The sheer scale of the number of models is imposing and you end up with a list as long as your arm. Here's one I cobbled together from Japan.

The top three are Kei Cars, diminutive and largely exclusive to the domestic market. I did an article on sales of just such cars which can be seen by clicking here. The first regular model is the new Toyota Raize, based on the Daihatsu Rocky and made by the latter company (see picture) below).

Many models will not be familiar to you as only some are made available to world markets in general. They are too Japan-centric to be big sellers outside their homeland. They certainly can be surprisingly quirky.


Rk Brand Model 2020

1 Honda N-Box 101,454

2 Suzuki Spacia 65,323

3 Daihatsu Tanto 62,253

4 Toyota Raize 58,492

5 Toyota Corolla 57,235

6 Nissan Dayz 55,239

7 Honda Fit 50,029

8 Daihatsu Move 48,283

9 Toyota Yaris 48,129

10 Nissan Note 41,707

11 Toyota Sienta 40,194

12 Honda Freed 38,844

13 Daihatsu Mira 37,894

14 Toyota Roomy 37,622

15 Suzuki Hustler 37,413

16 Toyota Prius 36,630

17 Toyota Alphard 36,597

18 Nissan Serena 35,599

19 Toyota Aqua 34,581

20 Honda N-Wgn 34,083

21 Toyota Voxy 33,818

22 Suzuki Wagon R 32,079

23 Suzuki Alto 30,570

24 Toyota Tank 28,458

25 Toyota Rav4 27,215

26 Nissan Roox 23,843

27 Toyota Noah 20,647

28 Suzuki Solio 19,464

29 Subaru Impreza 19,381

30 Mitsubishi eK 18,557

31 Toyota C-HR 18,389

32 Honda Vezel 18,090

33 Daihatsu Rocky 17,455

34 Honda Step Wagon 17,271

35 Toyota Esquire 16,095

36 Mazda CX-30 15,937

37 Toyota Passo 15,711

38 Mazda 2 14,825

39 Suzuki Swift 14,137

40 Suzuki Jimny 13,804

41 Toyota Harrier 13,770

42 Mazda CX-5 12,655

43 Toyota Crown 11,826

44 Subaru Forester 11,358

45 Nissan X-Trail 11,163

46 Toyota Velfire 10,697

47 Daihatsu Cast 10,529

48 Toyota Land Cruiser 10,501

49 Daihatsu Thor 10,156

50 Toyota Vitz 10,040

51 Mazda 3 9,968

52 Honda Shuttle 8,783

53 BMW Mini 8,472

54 Suzuki Crosby 8,093

55 Daihatsu Wake 8,018

56 Mazda CX-8 7,064

57 Suzuki Jimny Sierra 7,031

58 Suzuki Every Wagon 6,992

59 Nissan Leaf 6,283

60 Toyota Camry 6,170

61 VW Golf 5,792

62 Mitsubishi Delica D5 5,684

63 Mercedes C-Class 5,547

64 Mazda Flair Wagon 5,307

65 Daihatsu Taft 5,079


This new model's sales success has certainly raised the bar 

Perú Car/LCV Sales : Jan-Jun 2020


I have been reluctant to post data from Perú because it only covers the top 25 but then I thought why not? It still provides some information. Sales are -47% for the January to June period, the month of June about the same. The list below has a '+/- Diff' column that compares market share, six months of 2020 with a complete 2019.

Toyota has held the top spot consecutively since 2018, which it took from Hyundai. It now has a substantial lead although its share of the market has slipped from 19.6% to 18.7% so far this year. Chevrolet, VW, Changan and Dong Feng all made useful improvements in their share. Overall, considering the upheavals of the year it is surprisingly stable.

Year 2020 Share +/-
17 18 19 20 Brand Sales 2020 2019 Diff
3 1 1 1 Toyota 7,377 18.7% 19.6% -5%
1 2 2 2 Hyundai 4,680 11.9% 12.3% -3%
2 3 3 3 Kia 3,377 8.6% 9.3% -8%
6 4 4 4 Chervolet 2,592 6.6% 5.6% 17%
5 6 5 5 Nissan 1,907 4.8% 5.0% -3%
4 5 6 6 Suzuki 1,678 4.3% 4.4% -4%
8 7 10 7 VW 1,616 4.1% 3.4% 21%

10 9 8 Changan 1,609 4.1% 3.4% 19%
9 11 7 9 Renault 1,387 3.5% 3.9% -10%

17 12 10 Dong Feng 1,244 3.2% 2.6% 22%
7 8 11 11 Mazda 1,138 2.9% 3.1% -7%
10 9 8 12 Mitsubishi 1,132 2.9% 3.5% -18%
13 14 14 13 Ford 988 2.5% 2.2% 14%
16 12 13 14 JAC 985 2.5% 2.3% 7%
14 15 15 15 Great Wall 816 2.1% 2.0% 4%
18 18 17 16 Chery 638 1.6% 1.5% 5%
12 16 16 17 Subaru 616 1.6% 1.8% -15%
11 13 18 18 Honda 490 1.2% 1.5% -15%



19 Jinbei 383 1.0% ? n/a
15 19 19 20 BMW 351 0.9% 1.0% -9%

22 22 21 Foton 323 0.8% 0.6% 26%
20 21 20 22 Mercedes 306 0.8% 0.9% -16%
17 20 21 23 Jeep 303 0.8% 0.9% -14%

23 23 24 Peugeot 291 0.7% 0.6% 28%

25 24 25 MG 266 0.7% 0.6% 21%

Data source: AAP.