Details on the launch of the next electrified Ford in Europe
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Details on the launch of the next electrified Ford in Europe
- Ford has specified the nature of the new 100% electric (BEV) and plug-in hybrid (PHEV) models it will launch between 2023 and 2025 in Europe. These will be six new models with a total sales volume that could reach 600,000 units in Europe by 2026, replacing the Ford Mondeo (2022), Ford Fiesta (2023), Ford Ecosport (2024), Ford Focus (2025), combustion engine models that have been widely successful for several decades. But today, times have changed and Ford is practically starting from scratch. The future are 100% electric SUVs and so next Ford models in Europe will be mostly 100% electric SUVs. The first one (based on Volkswagen's MEB platform) will be manufactured in Cologne in 2023. Another 100% electric SUV (also based on Volkswagen's MEB platform) will also be manufactured in Cologne in 2024. The two models are expected to total 200,000 units produced in Cologne in 2026.
- In 2024, the 100% electric Puma and Transit Courier will start production in Craiova (Romania). The two models should total 150,000 units produced in 2026.
- Finally, another all-electric model will start production in 2024 at the Valencia plant in Spain, alongside the new Kuga with a plug-in hybrid (PHEV) engine. This model should be produced at 100,000 units per year. With the Transit Custom electric and PHEV produced in Turkey, Ford will produce 600,000 electrified vehicles in Europe by 2026. Ford of Europe wants to become a 100% electric manufacturer in Europe by 2030. Inovev expects Ford of Europe to produce 615,000 vehicles in 2030, compared with 912,000 in 2022.
The U.S. vehicle parc (PC+LCV) by brand and group in 2022
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The U.S. vehicle parc (PC+LCV) by brand and group in 2022
- The U.S. vehicle parc (passenger cars and light commercial vehicles) will total 285 million vehicles in 2022 (source Automotive News) which represents a car ownership rate of 860 per 1,000 population, one of the highest in the world. This rate continues to rise as it was 750 per 1,000 population in 2015, 800 in 2016 and 840 in 2017. However, its growth tends to slow down since 2018. In Europe, this rate is around 500 vehicles per 1,000 inhabitants.
- The groups most represented in the US fleet in 2022 are obviously the Big Three (GM, Ford, Chrysler), the Chrysler group having been merged into the Stellantis group in 2021. They will account for almost half (49%) of the US car fleet in 2022.
- But Japanese manufacturers have increased their presence significantly over the past few decades. They will account for 36% of the US car fleet in 2022. The most represented Japanese groups are Toyota, Honda and Nissan.
- The Korean group Hyundai-Kia represents 6% of the US fleet in 2022.
- European manufacturers, mainly Germans (Volkswagen, Mercedes, BMW) will account for 8% of the US fleet in 2022.
- Other manufacturers will account for the remaining 1%. This is mainly Tesla, which alone accounts for 0.5% of the US fleet.
- By brand, three brands stand out. Ford remains the leader ahead of Chevrolet, thanks to its F-Series pickup, which has been the best-selling model in the U.S. fleet for several decades. Toyota is the third most represented brand. It is ahead of two other Japanese brands, Honda and Nissan. The Americans Jeep, Dodge and GMC follow.
French brands will represent only 41% of the French market in 2022
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French brands will represent only 41% of the French market in 2022
- French brands have been declining in the French market for over 40 years. But the decline of national brands in their domestic market is a phenomenon that can be observed in all European countries and in North America. The only countries where this phenomenon is not observed are Japan, South Korea and especially China, where national Chinese brands have been growing in terms of market share for several years, and will account for 50% of the Chinese passenger car market in 2022, compared with 45% in 2021 and 40% in 2020.
- As for the French market, several factors have worked against French brands. The first factor dates back to the creation of the Common Market at the end of the 1950s, which opened up the borders and allowed the first massive imports of foreign cars. The second factor was the disappearance of two major French brands (Panhard in 1967 and Simca-Talbot in 1987) and the arrival of Japanese and then Korean brands on the European market. Finally, the arrival of the Dacia brand (a subsidiary of Renault) in the 2000s took a large share of Renault's customers. For example, in 2022, Dacia sales will represent 55% of Renault's sales in France in terms of passenger cars.
- It is interesting to note that the share of French brands went from 96% in 1960 to 78% in 1970, 77% in 1980, 61% in 1990, 59% in 2000, 54% in 2010, 49% in 2020 and 41% in 2022. If we include Dacia, the share of French brands has declined from 59% in 2010 to 55% in 2020 and 50% in 2022. It should be added that French brands have made strong progress in other European markets, offsetting their decline in their home market.
The French market will fall by 7.8% in 2022 compared to 2021
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The French market will fall by 7.8% in 2022 compared to 2021
- The French car market (passenger cars) remained at a very low level in 2022 compared to 2021 (-7.8%) and especially compared to 2019 (-31%). In total, France registered 1,529,185 passenger cars last year, compared to 1,659,146 in 2021, 1,650,118 in 2020 and 2,214,428 in 2019. This is the lowest figure recorded since 1975.
- The reasons given for this very low level of registrations in 2022 would be the delays in vehicle deliveries, which can reach several months. But it could be that the sharp increase in the average price of cars and a wait-and-see attitude of customers towards electric vehicles is slowing down purchases and encouraging potential customers to keep their cars longer or to buy a used car.
- The ranking by brand shows that Peugeot will still be ahead of Renault on this market in 2022, with 245,621 units compared with 236,431, these two brands being the best-selling on the French market, ahead of Dacia (130,873 units), which is ahead of Citroën (129,898 units) for the first time. Behind them, Toyota (100,276 units) overtakes Volkswagen (97,302 units) for the first time.
- By group, Stellantis remains the French market leader in 2022 (478,083 units), ahead of Renault-Nissan (399,051 units), Volkswagen (195,196 units), Toyota (103,532 units) and Hyundai-Kia (93,339 units).
- The best-selling models in France in 2022 were the Peugeot 208 (88,821 units), Renault Clio (64,033 units), Dacia Sandero (64,308 units), Citroën C3 (58,888 units), Peugeot 2008 (51,456 units) and Renault Captur (45,582 units).
Tesla sold 1.31 million electric vehicles worldwide in 2022
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Tesla sold 1.31 million electric vehicles worldwide in 2022
- U.S. automaker Tesla sold 1.31 million electric vehicles (BEVs) worldwide in 2022, up from 936,172 units in 2021, representing a 40% year-over-year increase, which follows an 87% increase in 2021 over 2020. However, this dramatic increase is less than the automaker had hoped for at the beginning of last year, as Tesla was counting on a 50% increase in sales in 2022. The manufacturer explains that the new wave of Covid in China caused the closure of its Chinese factory in Shanghai for several weeks, a factory that could not catch up when it reopened due to its limited production capacity.
- Tesla was nevertheless able to benefit from the start-up of its European factory in Berlin from April 2022, which allowed it to produce nearly 60,000 cars in 2022 (for an annual production capacity set at 150,000 units per year), in addition to its factories in Fremont (USA = 600,000 cars) and Shanghai (China = 700,000 cars). The Austin (USA) plant has just started manufacturing its 100% electric Semi truck in December 2022, scheduled for 50,000 units per year.
- In 2022, Tesla's sales were equally concentrated on the Model 3 and Y, which accounted for 95% of the brand's total production volume. The Model S and X (the most expensive in the lineup) accounted for only 5% of production volume. The Semi truck will be added to the lineup in 2023, along with the Austin-made Cybertruck pickup alongside the Semi.
- Tesla's goal is to sell 2 million electric vehicles by 2023.