The share of foreign models produced among the eight major Chinese carmakers
What is the share of non-chinese models among the eight major Chinese carmakers?

SAIC produces cars under license for Volkswagen (38%) and GM (49%). SAIC own models (Roewe and MG) represent 13% of its production in 2020, against 7% in 2010 and 10% in 2015.

FAW produces cars under license for Volkswagen (48%) and Toyota (44%). FAW own models represent 8% of its production in 2020, compared to 15% in 2010 and 12% in 2015.

Dongfeng produces cars under license for Nissan (45%), Honda (33%), Kia (9%) and PSA (2%). Dongfeng own models represent 11% of its production in 2020, compared to 25% in 2010 and 15% in 2015.

Changan produces cars under license for Ford (18%), Mazda (14%) and Suzuki (2%). Changan own models represent 66% of its production in 2020, compared to 57% in 2010 and 47% in 2015.

Beijing produces cars under license for Mercedes (49%), Hyundai (34%) and Mitsubishi (6%). Beijing own models represent 11% of its production in 2020, compared to 14% in 2010 and 12% in 2015.

GAC produces cars under license for Honda (66%) and FCA (4%). GAC own models represent 30% of its production in 2020, against 7% in 2010 and 24% in 2015.

Brilliance produces licensed cars only for BMW (81%). Brilliance own models represent 19% of its production in 2020, compared to 77% in 2010 and 36% in 2015.

Chery produces cars under license only for Jaguar Land-Rover (8%) and since 2016.


    
 

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Inovev forecasts 450,000 units per year of the new Mercedes C-Class
Mercedes has unveiled the new generation of its D-segment sedan, the C-Class, of which 2.5 million units of the last generation were built between 2014-2021 (and 10.5 million have been produced since 1982). Only the E-Class achieves an even greater volume at Mercedes (16 million units since 1953). But today, traditional sedans are struggling, stuck between the success of SUVs and the gradual emergence of BEVs. This is why the replacement of the C-Class is crucial for the Stuttgart brand. The model competes with the Audi A4, BMW 3 Series, Volvo S60 / V60 and Alfa-Romeo Giulia.

The new generation is longer (4.75 m) and wider (1.82 m) and benefits from a longer wheelbase (2.87 m). Its engines are now all electrified,as the 1.5-liter petrol engines with 170 hp and 204 hp, 2.0-liter 258 hp and 2.0-liter diesel engines with 163 hp, 200 hp and 265 hp benefit from micro-hybridization(48 V). A plug-in hybrid (PHEV) version based on the 1.5-liter 204 hp petrol is scheduled for next summer. Large 3-liter and 4-liter engines will not be renewed.

The new C-Class will be produced in Bremen (Germany), Beijing (China) and East London (South Africa), but will no longer be produced in Tuscaloosa (USA), as demand has become insufficient in the North American market.

The production of the old C-Class had plunged sharply in 2019 and 2020, dropping from 523,000 units per year to 342,000, not only because of the Covid-19 but also because of the launch of its competitor the BMW 3 Series in 2018. The new generation will try to boost sales of the C-Class which should approach 450,000 units per year according to Inovev.


    
 

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Top 50 most produced models in the world in 2020
Inovev has established the ranking of the 50 most produced models in the world in 2020. Among these 50 models, 25 are sedans, 20 are SUVs and 5 are pick-ups.

The top 3 are also ideally distributed, since there is a sedan in first place (Toyota Corolla), an SUV in second place (Toyota RAV4) and a pick-up in third place (Ford F Series).

The Toyota Corolla was already the most produced car in the world in 2019, ahead of the Ford F Series. The Toyota Corolla is close to one million units produced in 2020 (997,000 units), which is spread in China, in Japan, USA, Europe and South America. The Toyota RAV4 (965,000 units) is also produced in several countries (China, Canada, Japan, Russia). In contrast, the Ford F Series (801,000 units) is only produced in the United States.

Of the top 50 models produced in 2020 in the world, 17 are Japanese-designed, 15 are European-designed, 9 are American, 6 are Korean and 3 are Chinese (Changan, Geely, Great Wall). We may be surprised to not see more Chinese cars in this ranking, as China is by far the world's largest producer of automobiles, but this is because many of the cars in this Top 50 are partially produced in joint venture (under license) in China and that 100% Chinese (ie Chinese-designed) models are rarely produced at more than 250,000 units per year.


    
 

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Maserati's plans for 2021-2025
We recently saw that in the Stellantis group, the mainstream and Premium brands were going to share platforms and engines, but the future of the Maserati brand remained unclear. Today, the Luxury division of the Stellantis group announced its product plan until 2025.

First of all, the Maserati brand (the only Luxury label of Stellantis) claims its exclusivity and does not foresee synergies of platforms and engines with the other brands of the group, except for its entry-level model, the Grecale SUV (D-segment), which will share its platform and engines with the Alfa-Roméo Stelvio and which will be launched in the fall of 2021.

Apart from this particular case, Maserati will have its own family of engines and its own “Giorgio” platform. The engines will mainly be V6 and V8, but also electric motors.

Sales of the brand have experienced three years of significant decline, dropping from 42,814 units in 2017 to 37,248 in 2018, 25,965 in 2019 and 21,680 in 2020. Maserati sales have thus been halved in four years, despite the launch of the Ghibli sedan and the Levante SUV (E-segment models), which completed the Modena carmaker's range previously composed of the Quattroporte sedan and the GranCoupé and GranCabrio, of the F-segment. The new management of Maserati has announced the arrival of eight new models between 2021 and 2025, which will replace the five existing models or will be added to the existing range (three models), including the MC20 supercar.


    
 

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In the US market, the gap between GM, Ford and Chrysler is now very small

In the 70s, the carmaker groups GM, Ford and Chrysler together occupied more than 80% of the US market. In the 80s, their market share turned around 75% and then around 70% in the 90s, in competition with Japanese carmakers which had settled in the United States in the 1980s, under the Reagan administration. He wanted to expand competition on the American market and make some of the local workers work within this new competition.


Between 2000 and 2009, the market share of GM, Ford and Chrysler declined rapidly from 69.6% in 2000 to 64.9% in 2003 and 55% in 2006. This period was marked by the phasing out of the Plymouth brands(2001) and Oldsmobile (2004). The three groups fell below 50% market share in 2008 (48.3%) and the fall continued in 2009 (44.2%). The Saturn, Pontiac, Hummer and Mercury brands disappeared in 2010 and 2011.


Despite the loss of these brands, the Big Three managed to maintain their market share in the following years at 44% in the USA (43.9% in 2020), but the gap between them was extremely reduced over the years. While one million sales separated GM from Ford in 1970, and another million between Ford and Chrysler, today the Big Three are separated by only 500,000 sales between GM and Ford and only 200,000 sales between Ford and Chrysler.


Foreign brands represent 54.7% of the American market in 2020 (including 36.6% for the Japanese, 8.4% for the Koreans, 8.2% for the Germans) and the Californian Tesla only 1.4%.



    
 

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