Compared to pre-pandemic year 2019, entire market down by -14%. Only a few manufacturers could increase sales, #Tesla's the strongest with +37%. Ø hit of the players in the red was a whopping -29%, #Ssangyong the biggest victim with -95%.
Comparison of Q4 shows that market decelerated towards end of year: Q4/21 down -31% compared to Q4/19. Ø hit the manufacturers in the red had to suffer was -39%, e.g.
- Audi/BMW -30%
- Ford -50%
- Mazda/Subaru -63%
- Mercedes -35%
- VW -38%
In the 'battle' of the propulsion types, we could see 3 historic events in 2021:
- after May, #BEV's startet to leave #PHEV's behind for good
- in August, BEVs overtook the Diesels
- in December, BEVs overtook the plugless hybrids (#HEV)
Q4/21 breakup by type of propulsion: Fully electrics (#BEV) with nearly 20% market share. For the 1st quarter ever, #ICE cars (gas, diesel) fell below 50%.
YoY (Q4/20 -> Q4/21), BEVs nearly doubled MS, PHEVs stayed flat, HEVs to 23% from 17%.
Chart of propulsion types from 2016 on showing decline of #ICE and dawn of the #ElectricCar. While it's soothing that hybrids (#PHEV, #HEV) didn't grow much in 2021, their large market share is proof that more education about #BEV's is needed.
For the 1st time ever, an #BEV is the leader of the most sold models ranking of a full year across the entire market: The #Tesla#Model3 was #1 in FY 2021, in Q4/21 and in Dec.21.
2 more #BEV's in the Top 15 in Q4/21: #Skoda#Enyaq & the #Tesla#ModelY. The TWO most sold cars where BEV - what a change! Incl the BEV variants of #Volvo XC40 & #Fiat#500e, the 5 BEVs in Top 15 took a market share of 33% of the Top 15.
In the D segment (mid-size car), the #Tesla#Model3 crushes the competition: In the 2nd half of 2021, Model 3 sales were
- double #BMW 3 & 4 series COMBINED
- nearly six times #Mercedes C class
- nearly six times #Audi A4 & A5 COMBINED
Looking at the plug-in market (#BEV + #PHEV), #Tesla was by far the strongest brand in the 2nd half of 2021, with the successors at max. 64% relative market share. Tesla's absolute market share of all plug-ins at 14%.
#Tesla is still the leading #BEV brand in 2021, with 21% share of the BEV market over the full year and 25% in December. #VW, #Skoda and #Audi overtook #Renault, the former #2.
In Dec, Tesla was ahead nearly double the runner-up (VW).
The last chart shows the cumulative number of fully electric cars (#BEV) sales of the 12 largest BEV brands from 2019 on. It illustrates the efforts these players bring in into the transition to #EMobility.
I wish you an electrifying 2021!
15/15
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Thread about the events around the recent #Twitter suspension of a few journalists. Please do read this and decide for yourself if it's really @ElonMusk who is the villain in this story.
1. Twitter already had a policy about doxxing private info before #ElonMusk took…
1/16
@elonmusk …over: Sharing ""home address or physical location info [...] that are considered private"" already was a violation of this rule. 2. Despite this rule in place, Elon said on Nov 7 2022 that he wouldn't ban the account following his plane for the sake of free speech. This…
2/16
@elonmusk …is remarkable because
a) Elon's flight data is not public, but the tracker account has engineered a way to aggregate various data to achieve accurate tracking and published it on his account (
2.) Über den gesamten Lebenszyklus betragen die #CO2Emissionen eines Golf 1.0 TSI, dessen #eFuels mit dem aktuellen deutschen Strommix (401g CO2/kWh) hergestellt wurden, …
- das 4-fache eines #eGolf
- fast das Doppelte eines Dieselgolfs
2/4
3.) Selbst wenn die #eFuels des Golf 1.0 TSI zu 100% mit Ökostrom (13g CO2/kWh) produziert würden, wäre seine Lifetime-#CO2Bilanz schlechter als die des #eGolf. Und mit der gleichen Menge Ökostrom könnten mehr als 5 eGolfs betrieben werden.
Gestern an einer Gewerbeausstellung. Organisiert von @_electrosuisse 👏 boten diverse Händler #eAuto-Probefahrten an. Die inzw. grosse Auswahl an Stromern ist eindrücklich & schön. @Tesla leider nicht anwesend.
Ich bin 5 #BEV‘s kurz probegefahren. Hier meine ersten Eindrücke:
1) #BMW#i4 M50:
+ enorme Beschleunigung
+ flüssige Bedienung
- Fahr- & Bremspedal sprechen zu schnell an -> sehr ruckliges & unangenehmes Fahren
- Rekup via Fahrpedal eher schwach
- sehr hoher Verbrauch
- Motorengeräusche 🤦♂️ (abschaltbar)
- hoher Preis für nen elektr. 3er
2) #Mini#Cooper SE:
+ geht gut ab
+ gute Rekup
- schlechte Traktionskontrolle (Durchdrehen beim Beschl.)
- erbärmliche Reichweite (183km EPA)
- überraschend kleiner Kofferraum
- störendes Plastikteil für HUD
- Bedienung fühlt sich Old School an
A friend of mine is interested in a #Ford#Mustang#MachE GT, so I did some research and learned of the following issues:
- There is currently a recall going on for the Mach-E regarding the windshield and the panoramic roof possibly flying off.
1/5
- Opening doors with phone or keyphob seems to work very unreliably.
- Unstable Bluetooth connection, so that phone-based functions (e.g. music, navigation via Apple Carplay) are often unusable.
- At CCS fast-charging stations, the #MachE charges only up to 80% with…
2/5
…fast DC, then it switches to slow AC charging (11kW). This is not adjustable and means that on road trips you effectively only have 200 miles of range instead of the promised 270.
- The #MachE's fast-charging limit of 150kW (DC) is rather underwhelming nowadays, in…
3/5
Today, a friend & fellow Tesla owner and I enjoyed a 2 hours test-drive with a #Polestar 2. Great fun 🤩
Our verdict: It doesn’t come close to a #Tesla for a number of reasons, but it’s by far the best non-Tesla #EV we’ve experienced.
What we liked about the #Polestar 2:
- build quality
- hatchback
- good acceleration
- great recuperation on drive pedal incl. #OnePedalDriving capability
- good responsiveness of touch screen
2/8
However, our #Tesla's are or feel better in nearly every aspect, from slightly better till massively better. Here a few examples what we didn't like so much about the #Polestar 2:
- good recup, but weaker than a Tesla
- middle console is huge and takes a lot of room,…
3/8
Excl stock-based comp, I estimate a Q4/20 operating profit (EBIT) of approx 1.7b. FY 2020 non-GAAP EBIT would amount to 4.2b.
Comparison with #VW's Passenger Cars division (25 models) 2019:
- 12 times Tesla’s deliveries
- LESS EBIT!
If you compare revenue and operating profit (EBIT) on a per vehicle basis, the difference between #Tesla and #FossilAuto blows your mind!
How would the incumbents profitably sell #EV’s when their current profit margin with gas-guzzlers is only 600 bucks per car???
Note: #Tesla‘s 2020 revenue and EBIT in the 2 tweets/charts above are my estimates. Tesla has not yet reported any financials of Q4/2020 and FY 2020. This will happen at the next earnings call by the end of Jan.