European passenger car deliveries fell for the fifth consecutive month, but at least it’s the slowest decline of the streak so far, at -16.3%. At nearly 871,300 deliveries, the market is up slightly on October. The year-to-date figure now stands at just under 10,9 million deliveries, up just 1.3% on the first 11 months of 2020 (but down 24.4% on the same period in 2019). Many European markets posted double-digit percentage drops, including three out of the five major markets: Germany (-31.7%), Italy (-24.6%) and Spain (-12.3%), while France shows a more modest drop of 3.2% and the UK was one of just six markets to improve on last year, at +1.7%.
Car models (hatchback, sedan, stationwagon, coupe and convertible) lose market share again at -23.6% and their market share drops to a new record low at 48.7%. Crossovers and SUVs outperform at -4.5% and set a new record market share at 47.9%. It’s just a matter of time until crossovers will outsell cars in Europe as well, especially now that a growing number of brands is offering crossover EVs. MPV sales continue to drop by almost half at -46.1% to 3.4% share. Plug-in vehicles (EVs and PHEVs) outsold diesel passenger vehicles for the fourth time in a row and ever, and doing so by 41%. The share of plug-in vehicles jumped to a record 26% in November.
November 2021 Manufacturers
Volkswagen Group continues its losing streak as the biggest loser among major manufacturers with sales down 28.2%, with Stellantis less than 20,000 deliveries behind at -20.2% and Renault-Nissan actually gains market share at -11.4%. Hyundai-Kia is once again the biggest winner as it has shown great ability to navigate the semiconductor shortages better than its rivals and gains 3.6 percentage points of market share to close in on the 10% mark, thanks to sales up a whopping 31.5%. BMW AG also beats the market with a 15.7% gain, but its rival Daimler AG continues to lose share at -25.6%. Toyota Motor is down 10%, distancing Ford Motor Company, the worst affected manufacturer at -40.2%. Geely Group with its Volvo, Lynk & Co and Polestar brands (as well as Lotus), is down just 3.6%, while Tesla almost triples its sales of last year, outsellign Suzuki and Mazda, both down by double digits. But even better than Tesla’s performance is SAIC Motors, up 270%. Reversly, Tata Motors with Jaguar and Land Rover in its portfolio sees its sales plummet 38.3%.
| Group | nov-21 | nov-20 | change | 2021 share | 2020 share | YTD 2021 | YTD 2020 | change | |
| 1 | Volkswagen Group | 191.321 | 266.432 | -28,2% | 22,1% | 25,7% | 2.746.138 | 2.715.751 | 1,1% |
| 2 | Stellantis | 172.737 | 216.409 | -20,2% | 20,0% | 20,8% | 2.221.184 | 2.188.244 | 1,5% |
| 3 | Renault-Nissan | 117.096 | 132.193 | -11,4% | 13,5% | 12,7% | 1.295.722 | 1.446.494 | -10,4% |
| 4 | Hyundai-Kia | 83.699 | 63.630 | 31,5% | 9,7% | 6,1% | 913.530 | 763.713 | 19,6% |
| 5 | BMW AG | 66.585 | 78.987 | -15,7% | 7,7% | 7,6% | 782.923 | 760.101 | 3,0% |
| 6 | Daimler AG | 56.194 | 75.551 | -25,6% | 6,5% | 7,3% | 628.330 | 698.557 | -10,1% |
| 7 | Toyota Motor | 54.477 | 60.547 | -10,0% | 6,3% | 5,8% | 682.631 | 620.898 | 9,9% |
| 8 | Ford Motor Comp. | 35.077 | 58.625 | -40,2% | 4,1% | 5,6% | 531.503 | 637.119 | -16,6% |
| 9 | Geely Group | 26.642 | 27.649 | -3,6% | 3,1% | 2,7% | 292.363 | 262.816 | 11,2% |
| 10 | Tesla Motors | 16.006 | 5.581 | 186,8% | 1,9% | 0,5% | 132.978 | 71.639 | 85,6% |
| 11 | Suzuki | 12.345 | 15.414 | -19,9% | 1,4% | 1,5% | 180.431 | 156.111 | 15,6% |
| 12 | Mazda | 10.061 | 14.339 | -29,8% | 1,2% | 1,4% | 147.270 | 133.998 | 9,9% |
| 13 | Tata Motors | 8.126 | 13.172 | -38,3% | 0,9% | 1,3% | 131.786 | 144.706 | -8,9% |
| 14 | SAIC | 6.797 | 1.837 | 270,0% | 0,8% | 0,2% | 50.489 | 23.505 | 114,8% |
| 15 | Honda | 4.725 | 5.443 | -13,2% | 0,5% | 0,5% | 67.421 | 73.031 | -7,7% |
| 16 | Subaru Corp. | 1.716 | 1.726 | -0,6% | 0,2% | 0,2% | 19.009 | 17.013 | 11,7% |
| 17 | Mahindra & Mahindra | 751 | 759 | -1,1% | 0,1% | 0,1% | 9.949 | 10.162 | -2,1% |
| 18 | General Motors | 144 | 55 | 161,8% | 0,0% | 0,0% | 1.079 | 319 | 238,2% |
| 19 | Aston Martin | 106 | 144 | -26,4% | 0,0% | 0,0% | 1.828 | 1.437 | 27,2% |
November 2021 Brands
In the brands ranking, the entire top-4 loses market share again, with VW suffering the biggest loss at -33.6% and Renault perorming best at -19%, which helps it return to the #2 spot it held before the chip shortages disrupted the industry. Mercedes-Benz gains one spot to return to the brands podium, while Peugeot drops to 4th, only just ahead of Toyota, down 9.6%, and BMW, down 19.8%. Hyundai is the best performer in the top-15 at +39% in 7th place with sister brand Kia second best in 9th place at +23.7%. Skoda sits right in between the Korean brands with sales down 23.1%, while Audi completes the top-10 with sales down 29.7%, falling further behind its luxury rivals. Dacia is up 3% and knocking on the door of the top-10, ahead of Opel/Vauxhall (-22.5%) and Ford (-40.2%). Citroën gains market share with sales down just 7.4% and is closing in on Fiat (-21.3%). Seat (with Cupra) is down 20.5%, while Volvo (-15.5%) and Nissan (-12.1%) gain market share. Mini improves 1.6% and outsells Suzuki (-19.9%) and Mazda (-29.8%). Jeep is among the worst performers with sales down 30.7%, while Porsche outperforms with sales down just 2.1%. Land Rover sales plunge 39%, making it the second-worst performing brand in the top-50 after Ford. That drops it behind Mitsubishi (-12.4%).
Smart (-8.6%) and DS (-3.9%) gain market share and distance Lancia (-23.9%) and Lexus (-17.4%), the latter of which stays only just ahead of Polestar (+117.9%). The Swedish-Chinese EV brand already outsells Jaguar (-36.5%) and Alfa Romeo (-34.7%), while sister brand Lynk & Co is closing in on Subaru (-0.6%). Chinese-Italian brand DR Motor doubles up and so does French sports car brand Alpine while SsangYong improves 3.7% on last year.
Chinese newcomer BYD delivers 402 cars, which puts it way ahead of Aiways (165 deliveries), Xpeng (100 deliveries) and Nio (92 deliveries), most of which take place in Norway for now. Maxus (29 deliveries), Seres (17 deliveries) and JAC (13 deliveries) follow at a distance.
| Brand | nov-21 | nov-20 | change | 2021 share | 2020 share | YTD rank | YTD 2021 | YTD 2020 | change | |
| 1 | Volkswagen | 79.819 | 120.287 | -33,6% | 9,2% | 11,6% | 1 | 1.189.524 | 1.185.494 | 0,3% |
| 2 | Renault | 54.813 | 67.650 | -19,0% | 6,3% | 6,5% | 5 | 623.646 | 731.375 | -14,7% |
| 3 | Mercedes-Benz | 52.200 | 71.180 | -26,7% | 6,0% | 6,9% | 6 | 594.205 | 676.066 | -12,1% |
| 4 | Peugeot | 51.691 | 66.540 | -22,3% | 6,0% | 6,4% | 2 | 670.984 | 679.506 | -1,3% |
| 5 | Toyota | 51.679 | 57.161 | -9,6% | 6,0% | 5,5% | 3 | 639.322 | 579.020 | 10,4% |
| 6 | BMW | 51.193 | 63.839 | -19,8% | 5,9% | 6,1% | 4 | 625.941 | 603.564 | 3,7% |
| 7 | Hyundai | 44.268 | 31.837 | 39,0% | 5,1% | 3,1% | 10 | 461.727 | 375.346 | 23,0% |
| 8 | Skoda | 41.467 | 53.909 | -23,1% | 4,8% | 5,2% | 7 | 558.055 | 575.070 | -3,0% |
| 9 | Kia | 39.341 | 31.793 | 23,7% | 4,5% | 3,1% | 12 | 451.329 | 388.367 | 16,2% |
| 10 | Audi | 37.865 | 53.865 | -29,7% | 4,4% | 5,2% | 8 | 549.067 | 547.029 | 0,4% |
| 11 | Dacia | 36.417 | 35.347 | 3,0% | 4,2% | 3,4% | 16 | 366.320 | 358.172 | 2,3% |
| 12 | Opel/Vauxhall | 35.642 | 45.996 | -22,5% | 4,1% | 4,4% | 11 | 460.002 | 444.881 | 3,4% |
| 13 | Ford | 35.077 | 58.625 | -40,2% | 4,0% | 5,6% | 9 | 531.500 | 637.114 | -16,6% |
| 14 | Fiat | 33.535 | 42.585 | -21,3% | 3,9% | 4,1% | 13 | 439.869 | 428.285 | 2,7% |
| 15 | Citroën | 33.498 | 36.166 | -7,4% | 3,9% | 3,5% | 14 | 422.195 | 409.826 | 3,0% |
| 16 | Seat & Cupra | 24.097 | 30.323 | -20,5% | 2,8% | 2,9% | 15 | 376.819 | 337.853 | 11,5% |
| 17 | Volvo | 22.250 | 26.334 | -15,5% | 2,6% | 2,5% | 17 | 268.526 | 256.258 | 4,8% |
| 18 | Nissan | 19.712 | 22.431 | -12,1% | 2,3% | 2,2% | 18 | 237.222 | 258.176 | -8,1% |
| 19 | Tesla | 16.006 | 5.581 | 186,8% | 1,8% | 0,5% | 22 | 132.978 | 71.639 | 85,6% |
| 20 | Mini | 15.343 | 15.099 | 1,6% | 1,8% | 1,5% | 20 | 156.397 | 156.000 | 0,3% |
| 21 | Suzuki | 12.345 | 15.414 | -19,9% | 1,4% | 1,5% | 19 | 180.431 | 156.111 | 15,6% |
| 22 | Mazda | 10.061 | 14.339 | -29,8% | 1,2% | 1,4% | 21 | 147.270 | 133.998 | 9,9% |
| 23 | Jeep | 8.716 | 12.583 | -30,7% | 1,0% | 1,2% | 23 | 119.062 | 108.103 | 10,1% |
| 24 | Porsche | 7.470 | 7.627 | -2,1% | 0,9% | 0,7% | 26 | 66.804 | 65.268 | 2,4% |
| 25 | SAIC MG | 6.768 | 1.827 | 270,4% | 0,8% | 0,2% | 28 | 50.172 | 23.495 | 113,5% |
| 26 | Mitsubishi | 5.721 | 6.528 | -12,4% | 0,7% | 0,6% | 27 | 65.014 | 95.311 | -31,8% |
| 27 | Land Rover | 5.698 | 9.347 | -39,0% | 0,7% | 0,9% | 24 | 96.769 | 102.708 | -5,8% |
| 28 | Honda | 4.725 | 5.443 | -13,2% | 0,5% | 0,5% | 25 | 67.421 | 73.031 | -7,7% |
| 29 | Smart | 3.994 | 4.371 | -8,6% | 0,5% | 0,4% | 33 | 34.125 | 22.491 | 51,7% |
| 30 | DS | 3.686 | 3.836 | -3,9% | 0,4% | 0,4% | 31 | 39.009 | 38.634 | 1,0% |
| 31 | Lancia | 3.211 | 4.219 | -23,9% | 0,4% | 0,4% | 30 | 41.640 | 38.328 | 8,6% |
| 32 | Lexus | 2.798 | 3.386 | -17,4% | 0,3% | 0,3% | 29 | 43.309 | 41.878 | 3,4% |
| 33 | Polestar | 2.726 | 1.251 | 117,9% | 0,3% | 0,1% | 36 | 17.956 | 5.963 | 201,1% |
| 34 | Jaguar | 2.428 | 3.825 | -36,5% | 0,3% | 0,4% | 32 | 35.017 | 41.998 | -16,6% |
| 35 | Alfa Romeo | 2.349 | 3.599 | -34,7% | 0,3% | 0,3% | 34 | 23.545 | 31.479 | -25,2% |
| 36 | Subaru | 1.716 | 1.726 | -0,6% | 0,2% | 0,2% | 35 | 19.009 | 17.013 | 11,7% |
| 37 | Lynk & Co | 1.632 | 0 | New | 0,2% | 0,0% | 39 | 5.311 | 0 | New |
| 38 | DR Motor | 864 | 429 | 101,4% | 0,1% | 0,0% | 38 | 6.982 | 3.065 | 127,8% |
| 39 | SSangYong | 701 | 676 | 3,7% | 0,1% | 0,1% | 37 | 9.114 | 8.979 | 1,5% |
| 40 | BYD | 402 | 0 | New | 0,0% | 0,0% | 48 | 865 | 0 | New |
| 41 | Bentley | 351 | 203 | 72,9% | 0,0% | 0,0% | 42 | 2.681 | 2.699 | -0,7% |
| 42 | Maserati | 350 | 350 | 0,0% | 0,0% | 0,0% | 41 | 3.833 | 2.997 | 27,9% |
| 43 | Ferrari | 302 | 330 | -8,5% | 0,0% | 0,0% | 40 | 5.146 | 4.034 | 27,6% |
| 44 | Alpine | 265 | 130 | 103,8% | 0,0% | 0,0% | 44 | 2.040 | 1.086 | 87,8% |
| 45 | Lada | 166 | 105 | 58,1% | 0,0% | 0,0% | 46 | 1.469 | 2.049 | -28,3% |
| 46 | Aiways | 165 | 90 | 83,3% | 0,0% | 0,0% | 49 | 851 | 138 | 516,7% |
| 47 | Lamborghini | 161 | 172 | -6,4% | 0,0% | 0,0% | 43 | 2.142 | 1.856 | 15,4% |
| 48 | Chevrolet | 107 | 24 | 345,8% | 0,0% | 0,0% | 55 | 502 | 206 | 143,7% |
| 49 | Aston Martin | 106 | 144 | -26,4% | 0,0% | 0,0% | 45 | 1.828 | 1.437 | 27,2% |
| 50 | Xpeng | 100 | 3 | 3233,3% | 0,0% | 0,0% | 57 | 438 | 3 | 14500,0% |
| 51 | Nio | 92 | 0 | New | 0,0% | 0,0% | 59 | 133 | 0 | New |
| 52 | Genesis | 90 | 0 | New | 0,0% | 0,0% | 56 | 474 | 0 | New |
| 53 | Dodge | 52 | 113 | -54,0% | 0,0% | 0,0% | 47 | 950 | 1.038 | -8,5% |
| 54 | Mahindra | 50 | 83 | -39,8% | 0,0% | 0,0% | 50 | 835 | 1.183 | -29,4% |
| 55 | Rolls Royce | 49 | 49 | 0,0% | 0,0% | 0,0% | 52 | 585 | 537 | 8,9% |
| 56 | Cadillac | 37 | 29 | 27,6% | 0,0% | 0,0% | 54 | 561 | 105 | 434,3% |
| 57 | Lotus | 34 | 45 | -24,4% | 0,0% | 0,0% | 53 | 561 | 508 | 10,4% |
| 58 | Great Wall | 31 | 28 | 10,7% | 0,0% | 0,0% | 51 | 738 | 332 | 122,3% |
| 59 | Maxus | 29 | 10 | 190,0% | 0,0% | 0,0% | 58 | 317 | 10 | 3070,0% |
| 60 | Seres | 17 | 0 | New | 0,0% | 0,0% | 60 | 128 | 0 | New |
| 61 | JAC | 13 | 7 | 85,7% | 0,0% | 0,0% | 61 | 85 | 7 | 1114,3% |
| 62 | Chrysler | 6 | 12 | -50,0% | 0,0% | 0,0% | 62 | 84 | 83 | 1,2% |
| 63 | Bugatti | 3 | 1 | 200,0% | 0,0% | 0,0% | 63 | 23 | 19 | 21,1% |
| 64 | Infiniti | 2 | 2 | 0,0% | 0,0% | 0,0% | 64 | 11 | 325 | -96,6% |
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