31 January 2014

PSA Group Worldwide Car/LCV Sales : 2013

The Peugeot 2008 a move in the right direction

The PSA Group came into being in 1976, when Peugeot took control of the the bankrupt Citroen company. Both brands work closely to minimise the cost of car making, but production overcapacity hinders profitability. We will briefly look at each brand and the combined data.

Peugeot: Europe was a poor performer in general but losing market share added to the situation. ACEA figures show a drop from 6.3 to 6%, excluding the former Soviet region. Despite that, the other regions largely made up for that, but for the CKD figure. CKD means vehicles that are assembled from kits and I assume that was Iran. Peugeot went from 57 to 55% of group sales.


Peugeot 2013 Share 2012 +/-

Europe 912,000 59% 993,000 -8%

China 272,000 18% 216,000 26%

Latin Amer 183,000 12% 173,000 6%

Rest 185,000 12% 174,000 6%

CKD Units 1,000 0% 145,000 -99%

Total 1,553,000 1,701,000 -9%

Citroen: The similarities with peugeot are striking. Their European share went from 5.4 to 4.9%, even worse. Latin America was a little better than Peugeot and no CKD unit collapse meant the same sales compared with 2012.


Citroen 2013 Share 2012 +/-

Europe 779,000 62% 845,000 -8%

China 285,000 23% 226,000 26%

Latin Amer 120,000 9% 110,000 9%

Rest 82,000 6% 84,000 -2%

Total 1,266,000 1,265,000 0%

PSA: Total sales were down 5% in growing world market. Not ideal but one would think 2014 must be better. Excessive reliance on Europe (60%), too much capacity, political sensitivities to rationalisation, and more aggressive management strategies required all have to be dealt with. Not much really. 


PSA 2013 Share 2012 +/-

Europe 1,691,000 60% 1,838,000 -8%

China 557,000 20% 442,000 26%

Latin Amer 303,000 11% 283,000 7%

Rest 267,000 9% 258,000 3%

CKD Units 1,000 0% 145,000 -99%

Total 2,819,000 2,966,000 -5%

Data source: Thanks to PSA.

The Citroen C3 looks funky

30 January 2014

VW Group Worldwide Car/LCV Sales : 2013


The car that in many ways defines the brand

The VW Group has a strong ambition to be the biggest selling company in the world. I don't doubt that could happen soon, although Toyota may have something to say about that. The figures below exclude VW's two truck making brands, MAN and Scania. That pushes total sales to over 9.7 million. So what do we learn?

VW contributes 62% of total VW Group sales.
Skoda was the only division that went backwards.
Maybe SEAT is finally being turned around.
Bentley was the fastest growing marque.



2013 Share 2012 +/-

VW Car 5,930,000 62% 5,740,000 3%

Audi 1,580,000 17% 1,460,000 8%

Škoda 920,800 10% 939,200 -2%

VW CV 551,900 6% 550,200 0%

SEAT 355,000 4% 321,000 11%

Porsche 162,100 2% 141,000 15%

Bentley 10,100 0% 8,500 19%

Lamborg 2,120 0% 2,080 2%

Total 9,512,020 9,161,980 4%

Data source: Thanks to VW.

VW's drive to be the largest vehicle maker relies heavily on China. It still has some places the world where it is a small player though. It doesn't have the global evenness quite to the same degree of Toyota. Does it really matter who's biggest? Bragging rights are at stake.

The flagship marque - Bentley

Toyota Group Worldwide Vehicle Sales : 2013

This car sums up Toyota for me - safe and bland...

The Toyota Group managed a 2.4% increase in 2013, not as much as I expected. It didn't help that domestic sales were down 5%. The figures below are rounded because that is how they are released. So what does the chart below tell us?

90% of the group's total sales are the Toyota brand.
Daihatsu was the poorest performer with a 1% drop in sales.
Just over three quarters of total sales are offshore.




2013 Share 2012 +/-

Toyota Japan 1,585,000 18% 1,692,000 -6%


Rest 7,363,000 82% 7,025,000 +5%


Total 8,948,000 90% 8,717,000 +3%

Daihatsu Japan 663,000 76% 678,000 -2%


Rest 207,000 24% 198,000 +5%


Total 870,000 9% 876,000 -1%

Hino Japan 48,000 30% 43,000 +12%


Rest 114,000 70% 112,000 +2%


Total 162,000 2% 155,000 +5%

Total Japan 2,296,000 23% 2,413,000 -5%


Rest 7,684,000 77% 7,335,000 +5%


Total 9,980,000 9,748,000 +2%

Data source: Thanks to Toyota.

...but they do have an innovative side 

29 January 2014

Taiwan Vehicle Production By Brand : 2013

The Luxgen 7 SUV, not that anyone noticed

The Taiwanese vehicle manufacturing industry managed to maintain its production levels despite sluggish sales at home. It has been able to export to China through a fairly recent trade agreement and this could be a boost to the industry and future investment.

Luxgen is a Taiwanese brand that started making an MPV in 2009, and has has since expanded from that. The marque is the work of Yulon, the same company that makes Nissans under licence.


Car






11 12 13
Sales Share +/-

1 1 1 Toyota 163,115 56.0% 4%

2 2 2 Nissan 40,375 13.9% 7%

4 4 3 Honda 25,145 8.6% 36%

3 3 4 Mitsubishi 17,334 6.0% -19%

6 7 5 Ford 13,785 4.7% 29%

8 6 6 Hyundai 13,049 4.5% 7%

5 5 7 Mazda 9,730 3.3% -21%

7 8 8 Luxgen 8,504 2.9% 1%




Total 291,037
5%

Utility






11 12 13
Sales Share +/-

1 1 1 Mitsubishi 25,499 53.5% -21%

3 2 2 Toyota 10,590 22.2% -36%

2 3 3 Ford 10,350 21.7% 25%

4 4 4 Hyundai 608 1.3% -81%

6 5 5 DAF 636 1.3% 26%

5 6 - Nissan




Total 47,683
-22%




Grand Tot 338,720
0%

Data source: Thanks to the TVMA.

Luxgen 5 Sedan. At least we can see it

Venezuela Vehicle Production By Brand : 2013

As mentioned under sales for the same country, it has a controlled market with limited imports (you can read by clicking here). Manufacturing should be booming then, but it fell 31%. Mitsubishi did well but how much of that is market or government driven I am unsure.


It is hard to see how it is cost effective to continue making vehicles here. The industry would have to be a large exporter to make economic sense one feels.


Car






11 12 13
Sales Share +/-

1 1 1 GM 16,196 47.6% -43%

5 3 2 Mitsubishi 7,980 23.4% 22%

4 4 3 Toyota 4,260 12.5% -24%

2 2 4 Ford 3,148 9.2% -59%

6 6 5 Chrysler 2,042 6.0% 114%

7 7 6 Daihatsu 410 1.2% -53%

3 5 - Hyundai






Total 34,036 -37%

Utility






11 12 13
Sales Share +/-

1 2 1 GM 13,524 18.8% -11%

2 1 2 Ford 10,376 14.5% -33%

4 4 3 Toyota 4,670 6.5% -26%

3 3 4 Chrysler 4,095 5.7% -51%

8 7 5 Mitsubishi 1,607 2.2% 98%

7 6 6 Fuso 1,584 2.2% 45%

5 5 7 Iveco 1,354 1.9% -38%

6 8 8 Mack 507 0.7% -37%

9 - - Mercedes




Total 37,717
-25%




Grand Tot 71,753
-31%

Data source: Thanks to Cavenez (very efficient).

28 January 2014

Vietnam Sales By Brand : 2013

The delightful country of Vietnam

Cars in this Indochina nation are a luxury. They were in all countries once of course. There is a 60% duties on imported vehicles, meaning nearly all vehicles sold in Vietnam are locally assembled. This data is - as it often is for Asia - only locally assembled cars, and comes from VAMA.

A 35% increase is a large amount of growth, with Toyota the leader by a huge margin. Mazda only came on board VAMA this year, while Mercedes data stopped two years ago. Trying to understand some of the sales data is difficult. I am unsure what Xe is, under the Thaco company that mainly sells Kia. A market that is fascinating nonetheless.


11 12 13
Sales Share +/-

1 1 1 Toyota 31,403 54.0% 34%

2 2 2 Thaco-Kia 8,833 15.2% 1%

5 5 3 Honda 4,593 7.9% 155%

4 4 4 Ford 4,225 7.3% 25%

3 3 5 GM 4,174 7.2% -5%

- ? 6 Vina-Mazda 3,320 5.7% n/a

8 6 7 Mitsubishi 986 1.7% 51%

9 10 8 Suzuki 409 0.7% 418%

11 9 9 Mekong-Pronto 76
-11%

- - 10 Thaco-Xe 58
new

7 7 11 VMC-Nissan 34
-89%

12 11 12 VMC-Riich 27
145%

10 8 13 VMC-Chery 2
-99%

6 ? ? Mercedes

?




Total 58,140
35%

Data source: Thanks to VAMA.

Car sales in the fast lane - like this Toyota Fortuner