What is this picture telling us? Germany’s BEV market has been thoroughly disrupted. Tesla is on its knees begging for sales. Those were down 64% y/y in May, and 41% for the year, data released by Germany’s regulator Kraftfahrt Bundesamt KBA show.
What’s worse, formerly proud Tesla has been trounced by that other Shanghai Auto company, SAIC, which has sold more of its electric MG Roewe 3 in Germany during the month than Tesla’s total. That’s 2,064 MG Roewe 3 vs. 1,896 Teslas. I don’t think we’ll hear Tesla fans crow this month about their best-selling BEV. Germany’s best-selling BEV in May was Volkswagen’s much maligned I3 with 2,383 units, followed by said MG Roewe 3, a BEV most First World folks probably never heard of.
Now look at the blue part of the picture. Volkswagen Group’s BEV sales took a great leap forward in May, mostly on the strength of their ID3, ID4 and ID5. SKODA added 1,920 ENYAQ (again more than Tesla’s total.) Audi provided asnother1,058 electric Q4.
January through May, Tesla is sulking in the #3 position, out-sold by the battery-operated offerings of the inventor of the ICE, and the company that is based on a bug.
This analysis of BEVs by OEM groups sold in Germany is provided because Germany is Europe’s biggest auto market with the highest concentration of auto companies, a leading indicator for the EU car market as a whole.
