The recovery of the European passenger car market continues its V-shaped recovery in June 2020, going from -74.1% in April to -55.3% in May and now -24% in June, to 1.12 million deliveries. This also means June is the biggest month of 2020 so far in terms of absolute new vehicle registrations. All signs are indicating an almost flat July score, which would end the recession for now, unless a new wave of infections and subsequent lockdowns throws sand in the engine once again. All but one of the European markets were in decline, with the only exception France (+1.2%) thanks to generous incentives on low emission vehicles introduced in the beginning of June. The other major markets Spain (-36.7%), UK (-34.9%), Germany (-32.3%) and Italy (-23.1%) all showed large declines. As a result of this, France was the biggest market in Europe in June. Its 233,814 registrations trumped Germany’s 220,272 registrations and UK’s 145,377. It also gave France a share of 20.8% of the total European market, up from 15.6% last year and a reason for the relative strength in the ranking for models that are popular in this market, most notably the French brands. Other relatively strong markets were Belgium (-1.8%), Czech Republic (-5.2%) and Slovenia (-5.8%).
Sales of car models (hatchback, sedan, stationwagon, coupe and convertible) are down 25.5% to 54% share, crossover and SUV sales are down 19.5% to top 40.1% share, and MPV sales down 42.6% to 5.9% share. Within these figures, EVs and PHEVs are up by an impressive 95% to around 93,000 sales, giving plug-in vehicles a share of 8.2% of the European car market (4.4% for pure EVs alone). The Year-To-Date share of plug-ins now stands at 7.9%, more than double last year’s 3.6%.
The overall European passenger car market is down 37.9% to 5.17 million registrations in the first half of 2020, a loss of 3.15 million car sales due to coronavirus.
June 2020 Manufacturers
The top-8 manufacturers all fall between -21% and -30%, a significant improvement on last month’s -50% to -60% bandwidth, while the only manufacturers to show an increase in deliveries are Geely Group at +2.8% and more impressively SAIC Motor which more than doubles its sales year over year. Next best performer in the top-10 is Toyota Motor at -15.5%, closing in on Daimler AG and FCA, the latter of which it has already passed YTD. Despite a relative strength of the French market, PSA Group is the biggest loser among top-10 manufacturers. Its 29.3% loss drops it behind Renault-Nissan (-21.1%). BMW overtakes Hyundai-Kia in the year-to-date ranking, while Ford Motor Company leapfrogs Toyota.
| Group | Jun-20 | Jun-19 | change | YTD 2020 | YTD 2019 | change | |
| 1 | Volkswagen Group | 269.884 | 362.989 | -25,6% | 1.317.477 | 2.018.915 | -34,7% |
| 2 | Renault-Nissan | 183.448 | 232.588 | -21,1% | 705.189 | 1.190.198 | -40,8% |
| 3 | PSA | 167.227 | 236.547 | -29,3% | 766.602 | 1.366.631 | -43,9% |
| 4 | BMW AG | 73.525 | 99.877 | -26,4% | 358.528 | 534.939 | -33,0% |
| 5 | Hyundai-Kia | 69.838 | 91.305 | -23,5% | 357.168 | 535.997 | -33,4% |
| 6 | Ford Motor Comp. | 66.000 | 87.930 | -24,9% | 299.916 | 524.459 | -42,8% |
| 7 | Daimler AG | 63.769 | 82.461 | -22,7% | 305.335 | 507.278 | -39,8% |
| 8 | Fiat-Chrysler Automobiles | 63.231 | 87.880 | -28,0% | 284.767 | 527.654 | -46,0% |
| 9 | Toyota Motor | 62.348 | 73.757 | -15,5% | 296.352 | 407.224 | -27,2% |
| 10 | Geely Group | 30.183 | 29.367 | 2,8% | 126.349 | 173.230 | -27,1% |
| 11 | Suzuki | 16.996 | 23.683 | -28,2% | 70.128 | 134.065 | -47,7% |
| 12 | Tata Motors | 12.956 | 18.490 | -29,9% | 74.369 | 123.756 | -39,9% |
| 13 | Mazda | 11.647 | 21.116 | -44,8% | 59.197 | 121.631 | -51,3% |
| 14 | Tesla Motors | 8.229 | 14.105 | -41,7% | 37.504 | 45.223 | -17,1% |
| 15 | Honda | 6.107 | 9.736 | -37,3% | 32.765 | 67.040 | -51,1% |
| 16 | SAIC | 2.290 | 1.078 | 112,4% | 7.983 | 6.287 | 27,0% |
| 17 | Subaru Corp. | 1.515 | 2.277 | -33,5% | 8.068 | 15.104 | -46,6% |
| 18 | Mahindra & Mahindra | 1.044 | 1.181 | -11,6% | 4.723 | 7.650 | -38,3% |
| 19 | Aston Martin | 130 | 214 | -39,3% | 676 | 1.394 | -51,5% |
| 20 | General Motors | 22 | 395 | -94,4% | 98 | 1.893 | -94,8% |
June 2020 Brands
In the brands ranking, the pain is also shared relatively equally among the top players, as the top-12 brands all fall between -12% and -29%, with Skoda as the best berformer and Volkswagen hit the hardest. But that’s only because Opel/Vauxhall has fallen out of the top-12 from last year’s #5 position, due to a loss of 47.9%. This is also the reason for PSA’s weak showing, as Peugeot (-16.2%) and Citroën (-23%) both outpace the market. Other weak brands are Smart (-83.2%), Jaguar (-46.0%), Mazda (-44.8%), Tesla (-41.7%) and Maserati (-41.6%). Smart is suffering from ending production of internal combustion engine models while Tesla is hampered by supply issues after factory closures in California.
Brands scoring well in June are SAIC MG (+112.4%), Porsche (+7.8%), Ferrari (+6%), Volvo (+2.8%) and Lexus (-1.4%).
| Brand | Jun-20 | Jun-19 | change | 2020 share | 2019 share | |
| 1 | Volkswagen | 117.813 | 165.181 | -28,7% | 10,6% | 11,2% |
| 2 | Renault | 106.401 | 126.545 | -15,9% | 9,6% | 8,6% |
| 3 | Peugeot | 74.869 | 89.334 | -16,2% | 6,7% | 6,0% |
| 4 | Ford | 66.000 | 87.930 | -24,9% | 5,9% | 6,0% |
| 5 | Mercedes-Benz | 62.283 | 73.603 | -15,4% | 5,6% | 5,0% |
| 6 | Skoda | 58.966 | 67.568 | -12,7% | 5,3% | 4,6% |
| 7 | Toyota | 57.837 | 69.182 | -16,4% | 5,2% | 4,7% |
| 8 | BMW | 57.248 | 77.815 | -26,4% | 5,2% | 5,3% |
| 9 | Audi | 52.078 | 71.174 | -26,8% | 4,7% | 4,8% |
| 10 | Citroën | 46.391 | 60.275 | -23,0% | 4,2% | 4,1% |
| 11 | Fiat | 45.005 | 60.875 | -26,1% | 4,1% | 4,1% |
| 12 | Dacia | 43.026 | 57.845 | -25,6% | 3,9% | 3,9% |
| 13 | Opel/Vauxhall | 42.094 | 80.801 | -47,9% | 3,8% | 5,5% |
| 14 | Kia | 35.842 | 43.963 | -18,5% | 3,2% | 3,0% |
| 15 | Hyundai | 33.996 | 47.342 | -28,2% | 3,1% | 3,2% |
| 16 | Seat | 33.185 | 51.762 | -35,9% | 3,0% | 3,5% |
| 17 | Volvo | 30.111 | 29.293 | 2,8% | 2,7% | 2,0% |
| 18 | Nissan | 23.639 | 34.147 | -30,8% | 2,1% | 2,3% |
| 19 | Suzuki | 16.996 | 23.683 | -28,2% | 1,5% | 1,6% |
| 20 | Mini | 16.231 | 22.013 | -26,3% | 1,5% | 1,5% |
| 21 | Mazda | 11.647 | 21.116 | -44,8% | 1,0% | 1,4% |
| 22 | Jeep | 10.553 | 16.263 | -35,1% | 1,0% | 1,1% |
| 23 | Mitsubishi | 9.905 | 12.992 | -23,8% | 0,9% | 0,9% |
| 24 | Land Rover | 9.431 | 11.935 | -21,0% | 0,8% | 0,8% |
| 25 | Tesla | 8.229 | 14.105 | -41,7% | 0,7% | 1,0% |
| 26 | Porsche | 7.353 | 6.823 | 7,8% | 0,7% | 0,5% |
| 27 | Honda | 6.107 | 9.736 | -37,3% | 0,5% | 0,7% |
| 28 | Lexus | 4.511 | 4.575 | -1,4% | 0,4% | 0,3% |
| 29 | DS | 3.873 | 6.137 | -36,9% | 0,3% | 0,4% |
| 30 | Jaguar | 3.525 | 6.555 | -46,2% | 0,3% | 0,4% |
| 31 | Lancia | 3.508 | 4.351 | -19,4% | 0,3% | 0,3% |
| 32 | Alfa Romeo | 3.211 | 5.207 | -38,3% | 0,3% | 0,4% |
| 33 | SAIC MG | 2.290 | 1.078 | 112,4% | 0,2% | 0,1% |
| 34 | Subaru | 1.515 | 2.277 | -33,5% | 0,1% | 0,2% |
| 35 | Smart | 1.486 | 8.858 | -83,2% | 0,1% | 0,6% |
| 36 | SSangYong | 932 | 1.088 | -14,3% | 0,1% | 0,1% |
| 37 | Ferrari | 423 | 399 | 6,0% | 0,0% | 0,0% |
| 38 | Lada | 337 | 417 | -19,2% | 0,0% | 0,0% |
| 39 | Maserati | 327 | 560 | -41,6% | 0,0% | 0,0% |
| 40 | DR Motor | 308 | 261 | 18,0% | 0,0% | 0,0% |
| 41 | Bentley | 238 | 219 | 8,7% | 0,0% | 0,0% |
| 42 | Lamborghini | 201 | 234 | -14,1% | 0,0% | 0,0% |
| 43 | Alpine | 137 | 380 | -63,9% | 0,0% | 0,0% |
| 44 | Aston Martin | 130 | 214 | -39,3% | 0,0% | 0,0% |
| 45 | Mahindra | 112 | 93 | 20,4% | 0,0% | 0,0% |
| 46 | Dodge | 104 | 118 | -11,9% | 0,0% | 0,0% |
| 47 | Rolls Royce | 46 | 49 | -6,1% | 0,0% | 0,0% |
| 48 | Great Wall | 45 | 2 | 2150,0% | 0,0% | 0,0% |
| 49 | Lotus | 35 | 74 | -52,7% | 0,0% | 0,0% |
| 50 | Geely | 30 | 0 | +++ | 0,0% | 0,0% |
| 51 | Chevrolet | 14 | 333 | -95,8% | 0,0% | 0,0% |
| 52 | Chrysler | 8 | 6 | 33,3% | 0,0% | 0,0% |
| 53 | Polestar | 7 | 0 | New | 0,0% | 0,0% |
| 54 | Cadillac | 6 | 61 | -90,2% | 0,0% | 0,0% |
| 55 | Bugatti | 5 | 6 | -16,7% | 0,0% | 0,0% |
| 56 | Infiniti | 3 | 262 | -98,9% | 0,0% | 0,0% |
European car sales statistics are from the following countries: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Kingdom. They exclude vehicles registered as commercial vehicles. Source: ANDC, JATO Dynamics