Trends in Car Brand Sales

🚗 European Automotive Market – Q1 2026: Mixed Signals Across OEM Groups In Q1 2026, a total of 3,521,110 passenger cars were newly registered in Europe (+4.1% YoY). While the overall market grew moderately, performance across OEM groups reveals diverging trajectories and intensifying competitive dynamics. ➡️ Volkswagen Group maintains market leadership despite headwinds. With 891,119 registrations (+1.4%), VW Group retains its dominant position. Škoda Auto delivered strong growth (+15.7%) and AUDI AG expanded (+6.1%), partially offsetting declines at the Volkswagen brand (–5.0%), CUPRA (–5.6%), SEAT S.A. (–3.6%), and Porsche AG (–14.7%). ➡️ Stellantis returns to positive territory. With 563,490 registrations (+7.3%), the group posted a solid recovery. Citroën surged (+31.0%), Opel grew strongly (+17.4%), and Fiat  expanded (+31%) - though Peugeot remained under pressure (–8%), weighing on overall group momentum. ➡️ Renault Group faces structural pressure. With 318,788 registrations (–7.4%), the group struggled. Renault brand held relatively firm (+0.3%), but Dacia contracted sharply (–17.7%), dragging on overall group performance. ➡️ BMW Group demonstrates resilience in premium. With 244,108 registrations (+3.2%), BMW Group outperformed several peers. The BMW brand grew (+1.8%) and MINI accelerated (+9.8%), underlining the relative strength of the premium segment. ➡️ Chinese OEMs continue rapid European expansion. The Chinese group reached 233,720 registrations (+22.8%). BYD surged (+155%) and SIAC grew (+3.6%), while Volvo Group declined (–5.1%) - reflecting continued diversification and momentum of Chinese-backed brands across Europe. ➡️ US manufacturers face mixed fortunes. Ford Motor Company and Tesla combined reached 178,392 registrations (+4.1%). Ford declined (–14.6%) while Tesla surged (+44.9%), widening the gap between the two American brands in Europe. ➡️ Mercedes-Benz AG holds steady. With 166,200 registrations (+2.2%), the group achieved modest growth, signaling stable demand in the luxury segment. 📊 Conclusion CAM: Q1 2026 shows a moderately growing European automotive market (+4.1%), with clear winners and losers. Volkswagen Group holds its dominant position, while BMW Group and Chinese OEMs gain momentum. Stellantis' recovery is notable, driven by Citroën, Opel, and Peugeot. Renault Group and Hyundai Motor Group face considerable headwinds, and Tesla's strong Q1 performance contrasts sharply with Ford's continued decline. Competitive intensity across both volume and premium segments remains elevated. 📊 Graphic: Center of Automotive Management | Data: ACEA Europe For a detailed analysis of global market dynamics and OEM strategies, look at the Electromobility Report 2026: https://lnkd.in/e9ENmkFz

Tesla's brand value dropped 26% in 2025, while Toyota Motor Corporation surged 23%. If you think this is just about EVs vs. hybrids, you're missing the real story. Nobody saw the $327B automotive brand shakeup and what it means for the future of mobility. Brand Finance's latest rankings reveals a industry in the midst of a dramatic transformation. The top 8 brands command $327B in value, but the pecking order is being violently reshuffled. The winners and losers. Rising stars are: Toyota: +23% to $64.7B (still the undisputed king), Hyundai Motor Company: +25% to $46.3B (the quiet giant) Ferrari: +21% to $11.9B (luxury defies gravity) BYD: +16% to $14.0B (China's EV champion) Ford Motor Company: +10% to $22.9B (the comeback kid) Under Pressure: Tesla: -26% to $43.0B (from disruptor to disrupted?) Mercedes-Benz AG: -11% to $53.0B (luxury fatigue?) Volkswagen Group: -7% to $31.4B (diesel hangover lingers) Porsche AG: -5% to $41.1B (IPO reality check) The hybrid vindication is a thing of the past maybe. Toyota's dominance proves consumers want electrification WITHOUT range anxiety. The market spoke: practical beats pure ideology. Asian ascendancy keeps accelerating. Hyundai (+25%), Kia Europe (+14%), and BYD (+16%) aren't just growing, they're redefining value perception. Western brands ignoring Korean and Chinese innovation do so at their peril. Tesla is at the junction of "Reality Check". A 26% brand value drop signals something profound: first-mover advantage has an expiration date. When everyone has EVs, you need more than Elon's tweets to sustain premium valuations. Luxury's bifurcation is real. Ferrari (+21%) thrives while Mercedes (-11%) struggles. Ultra-premium heritage beats mid-luxury modernity. The "attainable luxury" segment is getting squeezed. The Ford formula keeps winning, and the American automotive industry isn't dead; it's laser-focused. Ford's +10% growth shows that owning specific segments (trucks, commercial) beats trying to be everything to everyone. And let's not forget the revival of the Bronco and the 7th-gen Mustang's success stories. 💡 Consumers want innovation that works, not promises that disappoint. 💡 Korean brands prove quality doesn't require German pricing 💡 Jack of all trades brands lose to the master of one. I have a $327B question, though. In an industry where brand value can drop 26% in a year, are you building resilience or riding momentum? #Automotive #BrandStrategy #EV #Innovation #Marketing

Chinese brands are rewriting the global car sales rankings and it’s only accelerating. That Statista chart from the video (Toyota ruling for decades, BYD finally cracking the top 10 in 2024 at ~3M units) already felt like a turning point. But 2025 data just dropped, and the shake-up is real: - BYD surged to #6 globally with 4.60 million vehicles sold, overtaking Ford and becoming the world’s #1 EV maker (2.26M pure EVs, beating Tesla). - Geely (Volvo, Zeekr, Lynk & Co) jumped to #9 with 4.12 million (+26% YoY). Three Chinese groups in the global top 10 for the first time. Nissan got bumped out. Legacy giants like Ford and Honda are sliding while Chinese brands ride the EV wave, vertical integration (batteries, software, scale), and aggressive exports (BYD alone exported over 1M in 2025, +145%). What’s next? The rankings will keep shifting fast. Analysts (AlixPartners, UBS, McKinsey) project Chinese automakers will grab 30–35% of global car sales by 2030, up from ~25% today. Multiple forecasts say 4–5 Chinese brands could be in the global top 10 by then. BYD wants half its sales overseas by 2030. Geely is targeting 6.5 million total. Changan aims for top-10 with 5 million. Emerging markets (SE Asia, Latin America, Middle East, Africa) are the beachhead — cheaper EVs, faster tech cycles, and huge cost advantages (~$2,000 edge per vehicle). Toyota, VW, and the old guard still lead overall volumes today, but the momentum has flipped. The era of one or two Japanese/Korean/European giants dominating is ending. Chinese brands aren’t just “entering” anymore — they’re climbing the podium and redefining the game with EVs at the core. The 2024 chart was the warning shot. 2025 was the proof. By 2030? Buckle up, the leaderboard is going to look very different. What do you think opportunity or threat for traditional brands?

China has become the biggest source of new cars sold in Australia, for the time being at least! But there are shades of grey behind the headlines. Moreover BEVs took a record 12% market share and PHEVs a further 6%. Here are 10 key take-aways from the February new vehicles sales figures for Australia, combining both VFACTS (Federal Chamber of Automotive Industries) and the Electric Vehicle Council. 1️⃣ Sales overall tallied 94,131 units (excluding a small number of brands that do not supply sales data), down 2.7% year-on-year. YTD volume sits 1.3% behind 2025’s sales YoY. 2️⃣ Factors keeping a lid on new sales YTD include dealers jammed with pre-registered demos yet to sell, caution from both business (-3.4%) and government (-13.4%) fleets, and private buyers (-7.7%) proving hard to sell to amidst rising interest rates and real wage compression. 3️⃣ Japan is no longer the leading source of imports for the first time in many, many years. Some 27.4% of all new vehicles sold in February were made in China, ahead of Japan (23%), Thailand (20.7%) and Korea (12.7%). China also leads YTD (46,041 units v 44,614 for Japan). 4️⃣ One key reason for this shock result is the steep 27.8% volume drop from market leader Toyota. The main driver? The top-selling RAV4 is now between generations, with the old model almost exhausted and stock of the new one still arriving. This decimated the brand’s February result but it'll come back with a vengeance. 5️⃣ Four Chinese brands (BYD, GWM, Chery and MG) all finished in the top dozen selling brands, with the first three still posting double-digit growth off higher baselines. 6️⃣ The only area of the market showing growth in terms of buyer types are rental cars, sales of which were up 35.4% in February and are up 40.7% YTD? This suggests rental companies are capitalising on over-supplied OEMs and getting good deals. 7️⃣ BEV volumes are running at twice the rate they were at this stage in 2025, with 18,543 sold YTD alongside 11,015 plug-in hybrids. In February BEVs took a record 12.2% of sales excluding heavy commercials. At the same time pure petrol ICE vehicles tumbled 17.7% for the month. 8️⃣ There were still four diesel utes in the top 10 models: Ford Ranger (1st), Toyota HiLux (2nd), Isuzu D-Max (6th) and Mitsubishi Triton (9th). The Tesla Model Y was the top-selling SUV outright and number 3 vehicle overall. 9️⃣ Bargain-basement Chinese small SUVs are dominating, with three of them in the top 15 models overall (Chery Tiggo 4 in 4th, GWM Haval Jolion in 10th, and MG ZS in 15th). 🔟 The fastest-growing brands list is telling: Zeekr (561%), Tesla (106%), Chery (93%), BYD (62%), and GWM (25%). Zeekr, the Chinese luxury brand, actually outsold Volvo, Land Rover and Skoda. Large drops YoY from Nissan (-50%), Suzuki (28%), Toyota (28%), Subaru (24%), and Mitsubishi (22%). Questions or comments? You know where to put 'em! ⬇️ Rohan Martin Lee Peters Manheim Australia Stephen Lester Philip Nothard

🚗 Which car brands dominate the world in 2025? A fascinating global map published by World Wide Mobility shows the best-selling car brand in each country. At first glance it looks like a simple visualization. But when you analyze it through an industry lens, it reveals how global automotive power is actually distributed. Three major strategies stand out. 🌏 1. The Toyota global footprint The brand appearing most frequently across the map is Toyota. Its dominance stretches across: • Africa • The Middle East • Large parts of Asia • Oceania • Several Latin American markets Toyota’s formula continues to work globally: ✔ legendary reliability ✔ strong pickup and SUV portfolio ✔ massive global service network ✔ a pragmatic electrification strategy built around hybrids In many developing markets, durability still beats full electrification. ⚡ 2. China’s industrial acceleration The map also reflects the growing influence of BYD, especially across China and parts of Southeast Asia. Its rise is driven by: • vertical integration in batteries • aggressive EV pricing • large-scale manufacturing capacity • fast international expansion China is already the largest automotive market in the world, and its domestic champions are becoming global players. 🇺🇸🇪🇺 3. Legacy strongholds in the West Traditional manufacturers still defend key territories: • Ford Motor Company remains dominant in the United States • Volkswagen continues to lead several European markets • Fiat holds strong positions in parts of South America Brand loyalty and historical industrial presence still matter. 📊 What this map really shows This isn’t just about sales. It reflects deeper forces shaping the industry: • regional infrastructure • industrial policy • technological transition • consumer trust In short: who sells today… and who might shape the future of mobility. Source: World Wide Mobility 💬 Question for the industry: If Chinese manufacturers maintain their current growth trajectory, could we see a new global automotive leadership emerging in the next decade?

𝗔𝗻 𝗫 𝗼𝗻 𝘁𝗵𝗲 𝗴𝗿𝗮𝗽𝗵, 𝗮 𝗰𝗿𝗼𝘀𝘀𝗿𝗼𝗮𝗱𝘀 𝗳𝗼𝗿 𝗚𝗲𝗿𝗺𝗮𝗻 𝗹𝘂𝘅𝘂𝗿𝘆. This chart is one of the most dramatic I've seen. It shows the Chinese premium car market splitting into two entirely different realities in just 24 months. It's a perfect "𝗫" pattern, representing a profound shift in consumer values: • 𝗧𝗵𝗲 𝗗𝗲𝗰𝗹𝗶𝗻𝗶𝗻𝗴 𝗟𝗶𝗻𝗲: German OEMs, who built their brands on mechanical excellence and heritage, are seeing their sales evaporate. Porsche, the icon of performance, is projected to be down 47% by 2025. • 𝗧𝗵𝗲 𝗔𝘀𝗰𝗲𝗻𝗱𝗶𝗻𝗴 𝗟𝗶𝗻𝗲: BYD's new premium brands, built on a foundation of software and electrification, are seeing exponential growth, projected to be up 92% in the same period. What changed isn’t taste—it’s the value equation: flagship-grade acceleration, L3-ready ADAS, big-format infotainment, and OTA cadence at mid-trim prices. The German brands are still being judged as cars, while BYD is being judged as a tech experience. The dynamics playing out in China today are a preview for the rest of the world. The battle for the future of automotive will be fought and won on software, user experience, and the ability to deliver innovation at the speed of tech. #AutomotiveIndustry #China #Tech #Disruption #EVs #FutureOfMobility #ENERGYDM Matt Damasceno Notes & sources • BMW China: 2023 824,932 (BMW); 2024 714,530 (BMW Brilliance). 2025e: cut on 9M’25 decline + outlook trim. • Porsche China: 2023 79,283 (Porsche newsroom/Reuters/WSJ); 2024 56,887 (Reuters). 2025e: extrapolated from this week’s 9M’25 slump. • Mercedes-Benz China: ~765,000 in 2023 (company via Xinhua/China Daily); 2024 683,600 (company/trackers). 2025e ≈ 550k based on Q1–Q3’25 run-rate (~153k / 140k / 125k). • BYD Premium (Denza + Fangchengbao + Yangwang): • 2023: 127,840 + 5,712 + 2,001 → 135,553 (BYD/monthly tallies) • 2024: 125,566 + 56,388 + 7,454 → 189,408 (Gasgoo) • 2025e: ~260k (Denza ~11–12k/mo mid-year; Fangchengbao >100k cum by May’25; Yangwang >10k cum by Apr’25).

𝗧𝗵𝗲 𝗪𝗼𝗿𝗹𝗱’𝘀 𝗕𝗲𝘀𝘁-𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗖𝗮𝗿 𝗕𝗿𝗮𝗻𝗱𝘀 𝗶𝗻 𝟮𝟬𝟮𝟱. 𝗢𝗻𝗲 𝗡𝗮𝗺𝗲 𝗗𝗼𝗺𝗶𝗻𝗮𝘁𝗲𝘀 𝘁𝗵𝗲 𝗠𝗮𝗽. Look at a global map of best-selling cars by country in 2025 — and one brand appears almost everywhere. Africa. Middle East. Asia. Latin America. Oceania. The answer is the same: Toyota. · · · · · Toyota retained its decade-long global leadership in 2025, gaining 1.2% year-on-year and securing a 10.6% share of all global sales. In H1 2025 alone, Toyota sold 4.73 million vehicles — more than double the units of most competitors — representing 6% year-over-year growth. The reasons are not accidental. It’s reliability, distribution scale, and a product lineup that spans every income bracket on earth. · · · · · Volkswagen ranked 2nd globally with a 5.5% market share, while Ford came in 3rd at 4.4%. VW dominates much of Europe. Ford leads in Canada and holds strong in the U.S. pickup segment. In Russia, LADA has consolidated its position as the best-selling brand — a direct result of sanctions reducing access to international automakers and reinforcing domestic manufacturing. · · · · · Now for the disruption story: BYD. BYD ranked 4th globally in H1 2025 with just over 2 million units sold and posted a 31% annual increase — far outpacing every other major brand. Chinese brands are rapidly gaining share across Asia, Europe, and emerging markets through competitive pricing, EV focus, and aggressive international expansion. The global auto map is shifting — and it’s shifting fast. · · · · · For procurement and supply chain leaders, this isn’t just a sales story. It’s a signal about raw material flows, battery supply chains, port logistics, and where automotive investment is heading next. The brands winning markets today are the ones reshaping sourcing decisions tomorrow. Which brand do you think breaks into the top 3 by 2030? · · · · · Source: Focus2Move / World Wide Mobility (2026) #Automotive #GlobalMarkets #Toyota #BYD #SupplyChain #Procurement #EVs #CarIndustry #AdamMostafa · · · · · 👇🏻 𝗦𝗵𝗮𝗿𝗲 𝘆𝗼𝘂𝗿 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀! ♻️ 𝗥𝗲𝗽𝗼𝘀𝘁 𝘁𝗼 𝘀𝗵𝗮𝗿𝗲 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗻𝗲𝘁𝘄𝗼𝗿𝗸. 𝗪𝗵𝗶𝗹𝗲 𝘆𝗼𝘂’𝗿𝗲 𝗵𝗲𝗿𝗲, 𝗜’𝗺 𝗔𝗱𝗮𝗺 𝗠𝗼𝘀𝘁𝗮𝗳𝗮! 𝗜𝗳 𝘆𝗼𝘂 𝗱𝗼𝗻’𝘁 𝗸𝗻𝗼𝘄 𝗺𝗲 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗮𝗻𝗱 𝘆𝗼𝘂 𝗲𝗻𝗷𝗼𝘆𝗲𝗱 𝘁𝗵𝗶𝘀 𝗽𝗼𝘀𝘁, 𝘄𝗵𝘆 𝗱𝗼𝗻’𝘁 𝘆𝗼𝘂 𝗴𝗶𝘃𝗲 𝗺𝗲 𝗮 𝗳𝗼𝗹𝗹𝗼𝘄?

Electric car sales rose to new records in nearly 100 countries in 2025 – and close to 30% of all cars sold globally this year are set to be electric. Battery price declines & policy responses to the current energy crisis can add to EVs' momentum. More in the International Energy Agency (IEA)'s new Global EV Outlook 2026 → https://iea.li/4eXJduC By 2035, electric cars could account for about half of global car sales, even without any new policy announcements. This would mean as many as 510 million EVs on the road (excluding 2- & 3-wheelers) – up from nearly 80 million today. The report → https://iea.li/4dRwR69 The momentum behind EVs is particularly strong in Southeast Asia. Sales in the region more than doubled in 2025 and rose by 80% in the first quarter of 2026 compared with the same period a year earlier. A combination of market factors, policies & innovation are supporting the uptake of EVs globally. Recent declines in battery prices have helped make electric cars more affordable, while higher-voltage batteries are paving the way for faster charging. Read the IEA's Global EV Outlook 2026 in full on our website → https://iea.li/4dRwR69 We’ve also updated two key online tools for exploring trends in EV data & policies around the world. → The data: https://iea.li/4f2MFUZ → The policies: https://iea.li/49e3uIN

Global Automotive Shake-Up in 2025; the numbers are in (till Q3) — and they tell a powerful story about where the industry is headed. Toyota remains the global leader with over 11M vehicles sold, but most of its electrified sales are hybrids. BYD has surged, with nearly all of its ~5M units being #EVs or #PHEVs — making it the #1 EV OEM worldwide. Tesla delivered ~2M vehicles, holding its ground as the largest pure-play EV maker. Volkswagen and Hyundai–Kia are proving that a balanced ICE + EV strategy can win across regions. 1 in 4 vehicles sold this year was electrified. The big question: Who will lead the next decade — the legacy giants, or the EV-first disruptors? Let me know your thoughts.. #AutomotiveTrends #EVRevolution #FutureOfMobility #AutoIndustryInsights #SustainableTransport #OEMLeadership #EVAdoption #GlobalAutoMarket #InnovationInMotion #AutoIndustry #Innovation #AutomotiveLeadership #FutureOfMobility #Sustainability