Top EV Automotive Groups Ranked By Sales

[cwerdna]

I was looking for a general EV industry thread and from a quick search, couldn't find one.

I'll post this here.

World’s Top 5 EV Automotive Groups Ranked By Sales: Q1-Q4 2020
https://insideevs.com/news/486325/world-top-ev-automotive-groups-2020/

 

[SageBrush]

I don't really understand why Nissan and Renault are grouped together. Is there *anything* shared between the Zoe and the LEAF ?

Renault-Nissan-Mitsubishi Alliance: 172,673 (8% share)

Renault was 126k EV, of them 106k Zoe

I don't think Mitsu sold much so that leaves about 45,000 Nissan EVs sold in 2020 -- ~ 2.1% BEV marketshare

 

[cwerdna]

I don't really understand why Nissan and Renault are grouped together. Is there *anything* shared between the Zoe and the LEAF ?

Renault-Nissan-Mitsubishi Alliance: 172,673 (8% share)

Renault was 126k EV, of them 106k Zoe

I don't think Mitsu sold much so that leaves

Why does it matter if there's anything shared between them? AFAIK, on gen 1 of each, there was almost nothing shared. Can't speak to more current versions.

At last check, Renault owned a controlling stake in Nissan (when Renault rescued Nissan from near bankruptcy around 1999). Nissan owned a smaller non-voting share in Renault. They do plenty of joint purchasing, sharing of platforms (e.g. https://en.wikipedia.org/wiki/Nissan_B_platform) and parts including major components like engines, engineering and development. At one point https://group.renault.com/en/our-company/locations/busan-plant/ in Busan was building Renault Samsung, Renault and Nissan-branded vehicles.

Would you not group say Tesla together despite there being little in the way of shared parts between a Model S and Y?

I can't speak to your 2020 Nissan-branded EV sales figures. The figures at https://www.nissan-global.com/EN/IR/RESULTS/2020/ don't include all regions and you also need to include e-NV200. The Dec 2020 report is a bit goofy in that it is by their fiscal year and not calendar year.

 

[SageBrush]

Why ...
Would ...

Thanks for the laugh

 

[PrairieLEAF]

Thanks for posting.

It looks like VW really is poised to dominate the EV (and possibly the future global automotive) market, especially considering that the SAIC figure may include VW sales in China (VW is listed as a member brand of SAIC).

The VW ID.4 seems to be an especially compelling option for US consumers--it could do incredibly well.

 

[SageBrush]

It looks like VW really is poised to dominate the EV (and possibly the future global automotive) market, especially considering that the SAIC figure may include VW sales in China (VW is listed as a member brand of SAIC).

It is possible. I don't know how bad their software is though, and they will have to solve their battery supply problem to to have any hope of competing with Tesla.

Tesla battery production growth plans are just off the scale. The two factories coming online this year in Berlin and Austin are designed for up to 200 GWh/year each. Giga NV produces somewhere in the 20 - 40 GWh per year range so Tesla's near horizon plans are to multiply Giga NV production ~ 50x

How big in Giga NV ? Well, a few years ago it was as big as all the other battery factories in the world combined


If your head is not exploding yet, Tesla is talking about 2 - 3 TWh a year by the end of the decade. About 100 Giga NV equivalents

 

[cwerdna]

For context, here are some results I quickly found in terms of li-ion battery manufacturing capacity from the past year or so:
https://www.kedglobal.com/newsView/ked202011200008
https://cntechpost.com/2020/10/05/catls-ev-battery-sales-rank-second-worldwide/
https://www.bloomberg.com/news/articles/2021-01-21/catl-lg-energy-solution-expand-battery-operations-worldwide

I started another thread awhile ago on the topic of li-ion batteries for automotive applications at https://www.mynissanleaf.com/viewtopic.php?t=25995.