European car sales analysis September 2021 – brands

In September 2021, the European car market dips 23.3%, the biggest decline since last January and mostly due to reduced supply because of the semiconductor shortages that plague the industry worldwide. Also, September 2020 was a relatively strong month with sales virtually stable on 2019.  At just 990,000 deliveries, September is a big improvement on August which is traditionally the slowest month of the year due to vacation shutdowns in most of southern Europe. The year-to-date figure now stands at 9.18 million deliveries, up 7% (but down 23.3% on the first nine months of 2019). Many European markets posted double-digit percentage drops in June. For the third month in a row, the largest car markets posted double-digit declines: United Kingdom (-34.4%), Italy (-32.7%), Germany (-25.7%), France (-20.5%) and Spain (-15.7%). On the other hand, we see increased sales some of the smaller markets like Norway (+15.7%), Iceland (+15.3%), Cyprus (+12.1%) and Estonia (+8.2%).

Car models (hatchback, sedan, stationwagon, coupe and convertible) lose market share again at -28.8% but improve their market share on last month to 50.9%. Crossovers and SUVs outperform at -14.6% but set a new record market share at 46.3%. MPV sales have their worst month ever at -58% to 2.8% share, which is the a new lowest ever, beating last January’s 3.8% by a full percentage point. If last month plug-in vehicles (EVs and PHEVs) outsold diesel passenger vehicles for the first time ever, in September they extend their lead significantly. Electrified passenger cars are up 44% to 221,500 units while diesel passenger cars drop 51% to 167,000 units.

September 2021 Manufacturers

Volkswagen Group no longer is able to outperform the market at -26.8% and loses 0.9 percentage points of market share at 26.8%, stable on August. Stellantis does even worse with sales down 27.5% and its share drops by a similar 0.9 percentage points to 18.9% while Renault-Nissan becomes the best performing manufacturer in the top-3 although it still loses share to 13% with sales down 25%. Hyundai-Kia has been on a roll lately, as one of the very few manufacturers that has been able to weather the microchip shortages. In September, the South-Koreans are the only manufacturers in the top-8 to sell more in September 2021 than the year before, at +4.1% to 10.3% market share. BMW AG and Toyota Motor Corporation both move just about along with the overall market, BMW gaining 0.2 percentage points of market share and Toyota Motor down 0.1 percentage points on last year. The worst performing manufacturers are Ford and Daimler at -41.5% and -44.5%. Best performing manufacturer is Tesla Motors at +81% to 3.5% market share. Mazda (-8.8%) and Suzuki (-16.5%) also outperform the market with SAIC up 47.8%.

Group sep-21 sep-20 change 2021 share 2020 share YTD 2021 YTD 2020 change
1 Volkswagen Group 213.805 292.029 -26,8% 21,7% 22,6% 2.369.186 2.166.981 9,3%
2 Stellantis 185.541 255.840 -27,5% 18,9% 19,8% 1.878.458 1.729.102 8,6%
3 Renault-Nissan 127.500 170.093 -25,0% 13,0% 13,2% 1.069.873 1.164.631 -8,1%
4 Hyundai-Kia 101.102 97.157 4,1% 10,3% 7,5% 747.275 621.749 20,2%
5 BMW AG 70.431 90.383 -22,1% 7,2% 7,0% 656.083 603.302 8,7%
6 Toyota Motor 60.474 79.458 -23,9% 6,1% 6,2% 579.921 497.307 16,6%
7 Ford Motor Comp. 48.579 82.587 -41,2% 4,9% 6,4% 457.346 517.169 -11,6%
8 Daimler AG 48.465 87.270 -44,5% 4,9% 6,8% 518.688 542.860 -4,5%
9 Tesla Motors 33.995 18.777 81,0% 3,5% 1,5% 113.559 64.590 75,8%
10 Geely Group 22.926 32.215 -28,8% 2,3% 2,5% 238.210 205.763 15,8%
11 Suzuki 19.435 23.271 -16,5% 2,0% 1,8% 154.395 122.732 25,8%
12 Mazda 18.190 19.946 -8,8% 1,8% 1,5% 125.860 105.275 19,6%
13 Tata Motors 12.986 21.400 -39,3% 1,3% 1,7% 116.765 118.566 -1,5%
14 Honda 10.526 11.807 -10,8% 1,1% 0,9% 56.739 60.044 -5,5%
15 SAIC 6.076 4.112 47,8% 0,6% 0,3% 35.108 17.168 104,5%
16 Subaru Corp. 2.207 2.097 5,2% 0,2% 0,2% 15.546 13.412 15,9%
17 Mahindra & Mahindra 1.267 1.193 6,2% 0,1% 0,1% 8.182 8.331 -1,8%
18 Aston Martin 219 221 -0,9% 0,0% 0,0% 1.574 1.158 35,9%
19 General Motors 32 34 -5,9% 0,0% 0,0% 459 196 134,2%

September 2021 Brands

In the brands ranking, Volkswagen loses market share again and so does Renault, but at least the French brand is back into second place after spending July at #11 and August at #7. Year-to-date, Renault is down 3 places on last year to 5th place. BMW gains market share and makes it three consecutive months on the European podium and it up 2 places year-to-date to 4th place. After two months in second place, Toyota drops to fourth place in September but holds on to its #3 spot YTD, up 4 spots. Kia and Hyundai are the only brands in the top-15 to grow year-on-year, and September makes it the first time ever that both South-Korean brands are in the European top-6. Last year, they were in 13th and 14th place each. Peugeot, Ford and Mercedes-Benz are the biggest losers in the top-20, all losing more than a third of their sales of last year. Opel/Vauxhall, Dacia and Citroën resist relatively well at -18.4%, -13.9% and -20.8% respectively, gaining market share, but Skoda, Audi and Fiat lose share.

Tesla is the best performing brand in the top-40 at +81%, moving up to 16th place while holding #22 year-to-date, up 3 spots on 2020. Other brands improving on September 2020 are SAIC MG (#26, +47.2%), DS (#30, +7.8%), Smart (#32, +4.8%) and Subaru (#34, +5.2%), as well as SsangYong (#38, +11.8%), DR Motor (#39, +79.4%), Maserati (#40, +27.3%) and Alpine (#43, +214.5%). Mazda and Honda also hold relatively well at -8.8% and -10.8% respectively, but Mini (#22, -45%), Jaguar (#31, -42.9%) and Alfa Romeo (#35, -48.5%) are in great difficulty.

Brand sep-21 sep-20 change 2021 share 2020 share YTD rank YTD 2021 YTD 2020 change
1 Volkswagen 92.955 124.593 -25,4% 9,4% 9,7% 1 1.030.485 943.355 9,2%
2 Renault 59.185 82.843 -28,6% 6,0% 6,4% 5 516.031 584.558 -11,7%
3 BMW 58.355 68.462 -14,8% 5,9% 5,3% 4 527.422 479.150 10,1%
4 Toyota 54.901 73.026 -24,8% 5,6% 5,7% 3 542.730 462.874 17,3%
5 Kia 50.875 48.423 5,1% 5,2% 3,8% 13 371.611 316.925 17,3%
6 Hyundai 50.163 48.734 2,9% 5,1% 3,8% 11 375.244 304.824 23,1%
7 Peugeot 50.047 76.298 -34,4% 5,1% 5,9% 2 565.507 535.876 5,5%
8 Ford 48.579 82.587 -41,2% 4,9% 6,4% 9 457.344 517.167 -11,6%
9 Mercedes-Benz 45.324 84.273 -46,2% 4,6% 6,5% 6 492.702 528.496 -6,8%
10 Opel/Vauxhall 44.701 54.749 -18,4% 4,5% 4,2% 10 390.278 350.974 11,2%
11 Skoda 42.587 63.534 -33,0% 4,3% 4,9% 7 475.513 461.672 3,0%
12 Audi 42.206 61.192 -31,0% 4,3% 4,7% 8 475.323 432.395 9,9%
13 Dacia 36.345 42.223 -13,9% 3,7% 3,3% 16 299.060 283.969 5,3%
14 Fiat 35.745 52.709 -32,2% 3,6% 4,1% 12 372.515 337.477 10,4%
15 Citroën 35.212 44.459 -20,8% 3,6% 3,4% 14 357.630 329.243 8,6%
16 Tesla 33.995 18.777 81,0% 3,5% 1,5% 22 113.559 64.590 75,8%
17 Seat & Cupra 30.584 36.543 -16,3% 3,1% 2,8% 15 330.995 274.372 20,6%
18 Nissan 25.930 35.864 -27,7% 2,6% 2,8% 18 198.543 211.311 -6,0%
19 Volvo 19.934 29.801 -33,1% 2,0% 2,3% 17 222.628 202.010 10,2%
20 Suzuki 19.435 23.271 -16,5% 2,0% 1,8% 19 154.395 122.732 25,8%
21 Mazda 18.190 19.946 -8,8% 1,8% 1,5% 21 125.860 105.275 19,6%
22 Mini 11.997 21.823 -45,0% 1,2% 1,7% 20 128.168 123.706 3,6%
23 Jeep 10.535 14.462 -27,2% 1,1% 1,1% 23 102.071 83.413 22,4%
24 Honda 10.526 11.807 -10,8% 1,1% 0,9% 25 56.739 60.044 -5,5%
25 Land Rover 9.745 15.726 -38,0% 1,0% 1,2% 24 85.776 83.706 2,5%
26 SAIC MG 6.052 4.112 47,2% 0,6% 0,3% 30 34.853 17.168 103,0%
27 Mitsubishi 5.665 9.018 -37,2% 0,6% 0,7% 26 53.518 81.695 -34,5%
28 Lexus 5.573 6.432 -13,4% 0,6% 0,5% 28 37.191 34.433 8,0%
29 Porsche 4.827 5.598 -13,8% 0,5% 0,4% 27 52.122 51.047 2,1%
30 DS 3.727 3.458 7,8% 0,4% 0,3% 31 31.816 30.960 2,8%
31 Jaguar 3.241 5.674 -42,9% 0,3% 0,4% 32 30.989 34.860 -11,1%
32 Smart 3.141 2.997 4,8% 0,3% 0,2% 33 25.986 14.364 80,9%
33 Lancia 2.961 4.701 -37,0% 0,3% 0,4% 29 35.410 29.380 20,5%
34 Subaru 2.207 2.097 5,2% 0,2% 0,2% 35 15.546 13.412 15,9%
35 Alfa Romeo 2.104 4.084 -48,5% 0,2% 0,3% 34 19.376 24.436 -20,7%
36 Polestar 1.559 2.335 -33,2% 0,2% 0,2% 36 12.449 3.295 277,8%
37 Lynk & Co 1.394 0 New 0,1% 0,0% 41 2.635 0 New
38 SSangYong 1.186 1.061 11,8% 0,1% 0,1% 37 7.454 7.415 0,5%
39 DR Motor 784 437 79,4% 0,1% 0,0% 38 5.213 2.161 141,2%
40 Maserati 429 337 27,3% 0,0% 0,0% 40 3.074 2.348 30,9%
41 Bentley 336 370 -9,2% 0,0% 0,0% 42 2.119 2.243 -5,5%
42 Ferrari 333 359 -7,2% 0,0% 0,0% 39 4.484 3.289 36,3%
43 Alpine 239 76 214,5% 0,0% 0,0% 45 1.522 874 74,1%
44 Aston Martin 219 221 -0,9% 0,0% 0,0% 44 1.574 1.158 35,9%
45 Lamborghini 175 135 29,6% 0,0% 0,0% 43 1.800 1.495 20,4%
46 Lada 134 68 97,1% 0,0% 0,0% 46 1.192 1.901 -37,3%
47 Aiways 108 1 10700,0% 0,0% 0,0% 50 589 46 1180,4%
48 Mahindra 81 132 -38,6% 0,0% 0,0% 47 728 916 -20,5%
49 Rolls Royce 79 98 -19,4% 0,0% 0,0% 51 493 446 10,5%
50 Dodge 71 125 -43,2% 0,0% 0,0% 48 704 760 -7,4%
51 Great Wall 68 50 36,0% 0,0% 0,0% 49 656 286 129,4%
52 Genesis 64 New 0,0% 0,0% 53 420 0 New
53 Lotus 38 65 -41,5% 0,0% 0,0% 52 492 391 25,8%
54 BYD 39 0 New 0,0% 0,0% 58 100 0 New
55 Seres 33 0 New 0,0% 0,0% 59 94 0 New
56 Chevrolet 32 30 6,7% 0,0% 0,0% 54 309 150 106,0%
57 JAC 26 New 0,0% 0,0% 61 67 0 New
58 Maxus 24 0 New 0,0% 0,0% 56 255 0 New
59 Xpeng 13 0 New 0,0% 0,0% 55 295 0 New
60 Nio 9 New 0,0% 0,0% 62 31 0 New
61 Chrysler 7 7 0,0% 0,0% 0,0% 60 67 65 3,1%
62 Infiniti 2 1 100,0% 0,0% 0,0% 64 7 323 -97,8%
63 Geely 1 14 -92,9% 0,0% 0,0% 65 6 67 -91,0%
64 Bugatti 1 1 0,0% 0,0% 0,0% 63 18 18 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