https://www.coxautoinc.com/wp-conten...les-Report.pdf
Some interesting points:
- Given then YTD sales (837K up until end of September) and how Q3 went (313K), it seems guaranteed that EVs will go over 1 million sales in the US this year which would be the first time that has happened in the US market
- Tesla still has a raw majority of EV sales in the US though it's at 50% of the total EV market for Q3. It's possible it'll dip below majority next quarter though unlikely it will dip below it for the year 2023
- There are no particular standouts among the other automakers so there isn't any single automaker challenging Tesla's dominance in the sector in the US nor does it appear likely that there will be one anytime particularly soon
- Excluding Tesla, the standout is Hyundai Kia (including Genesis) up first at about 10%, and then very close bunching afterward with Ford at 6.7%, Volkswagen Automotive Group (Audi, Porsche, VW) at 6.5%, GM at 6.5%, Rivian at 5%, BMW (+Mini) at 4.4%, Mercedes at 3.3%, and Volvo/Polestar at 2.5%, Toyota/Lexus/Subaru* at 2.2%, Nissan at 1.9%, with all others being under 1% market share of the EV market with this split among various EV startups and established automakers
- Honda, Stellantis, and Mitsubishi (though arguably in an automotive group with Nissan) made absolutely no BEV sales for Q3 though that will likely change within a year
- Among the non-Tesla EV startups, Rivian has obviously put itself in a different position than all the others as it's the only one that has EV sales figures comparable to that of the more successful established automakers. Polestar is also doing pretty well, but it's hard to qualify that as really a startup rather than an offshoot of Volvo
- Fuel cell vehicles are up, but still pale in comparison to EV sales with Q3 netting less than 1K in FCEV sales compared to 313K BEV sales
*lumping Subaru together because its only EV is shared with and built by Toyota, and Toyota owns 20% of Subaru's parent company