According to TrendForce’s research, the sales of new energy vehicles (including BEV and PHEV) in the first three quarters of 2021 (from January to September) totaled 4.2 million units, of which 2.92 million units were pure electric vehicles (BEV). The growth rate was 153%; the plug-in hybrid electric vehicle (PHEV) reached 1.28 million, with an annual growth rate of 135%. Compared with the growth of the overall automotive market due to semiconductor shortages and the interference of the epidemic, the sales performance of new energy vehicles is still quite impressive.
In the pure electric vehicle segment, Tesla ranks first with a market share of 21.5%, and its total sales in the first three quarters have surpassed its full-year performance in 2020. The second name is Wuling Hongguang. In addition to low prices, the main reason for maintaining high sales volume is that the sales area has gradually expanded from the third- and fourth-tier cities in China to the first- and second-tier cities, indicating that its consumer group is expanding and transforming. . BYD and Volkswagen ranked third and fourth respectively. Volkswagen was very active in converging its pure electric vehicle series to ID. Family in 2021. Since the third quarter, almost all ID. series cars are the main pure electric vehicles. Sales. Although the pure electric vehicle market is growing rapidly, it has intensified competition after the acceleration of the introduction of car models by traditional car manufacturers and the start of delivery by emerging car manufacturers.
However, compared with traditional fuel vehicles, new energy vehicles are only less affected by semiconductor shortages, rather than completely unaffected. Increased power limits and transportation restrictions caused by the epidemic all affect the production capacity of car manufacturers to varying degrees. The impact of the market share has become one of the factors that cause fluctuations in market share.
In terms of plug-in hybrid electric vehicles, it is worth mentioning that BYD has jumped to second place and has become a dazzling dark horse. Thanks to its launch of vehicles equipped with the new hybrid technology DM-i, its sales will begin in the second quarter of this year. It has begun to increase significantly, and the sum of the first nine months has surpassed many European automakers. The market share of PHEV is also similar to BEV. Due to the increasingly fierce market competition, the overall sales of various car manufacturers have grown, but it is difficult for the market share to increase.
Looking forward to the follow-up new energy vehicle market, TrendForce Consulting believes that after the pure electric platforms of traditional international car factories have been put into production, the number of pure electric vehicle models has increased and the market launch speed has accelerated, and the next 1~3 The year is the time when new brands and cross-border car manufacturers have successively achieved mass production. Therefore, the ranking and market share of new energy vehicles still have a lot of room for change.