Following a production year riddled with supply chain constraints, chip shortages, and a war in Ukraine, German automakers BMW Group, Mercedes-Benz, and Volkswagen Group still saw significant growth in EV sales. Conversely, combustion vehicle sales continue to drop due to the reasons above, in addition to more and more drivers joining the green side.
We wonât waste any of your time today recapping who the legacy automakers out of Germany are. We are quite confident youâre familiar with each and their respective lineups of all-electric models. Although Mercedes or BMW might not be Volkswagenâs top competitor, the three automakers still compete at some level, particularly in the electrified segment.
For example, Mercedes-Benz, BMW, and VWâs Audi marque are all competing for global EV sales in the luxury segment, whether itâs sedans or, in Mercedesâs case, SUVs and vans as well. Volkswagen Group has become a growing threat in the market share of EV sales in recent years, nipping at the heels of global leader Tesla, but did it hold steady in 2022?
Hereâs how each of these German automakers stacked up against one another in overall EV sales in 2022.
Source: Volkswagen Group
Which German automaker saw the highest EV sales in 2022?
If you guessed Volkswagen Group, youâd be correct⊠to an extent. The German automaker responsible for the ever-popular ID.4 reported around 330,000 deliveries of BEVs around the globe this past year, noting 23.6% growth year-over-year.
For comparison, VW delivered 4.56 million vehicles in all, down 6.8% compared to a year prior. Since delivering its first ID.3 in 2020, Volkswagen has delivered over 580,000 ID. models worldwide.
BMW Group is reporting similar numbers in terms of overall deliveries since committing to electrification. The automaker delivered its 500,000th BEV to a customer in late 2022. As for last yearâs totals, however, BMW Group fell well short of Volkswagen.
It delivered 215,755 fully electric BMW and MINI vehicles during its most recent trip around the sun, but more than doubled EV sales compared to 2021 (107.7% growth). So while its delivery numbers couldnât hold a candle to VW Group, its growth leaves plenty of room for optimism headed into 2023, especially with the all-electric i5 joining the lineup.
Last but not least is Mercedes-Benz, which is reporting the lowest number of EV sales of the trio, but is touting the highest YOY growth. Fully electric variants of the A- and B-Class made up 10% of all sales, doubling compared to 2021.
EV sales totaled 117,800 in 2022, showcasing 124% growth. For comparison, Mercedesâs worldwide passenger car sales fell 1% to 2.05 million last year, but the only key region to see a year-on-year sales decrease was China. Mercedes-Benz is also the only company on the list reporting electric van numbers, which saw a 15% increase in sales (14,700 units) in 2022.
To recap, Volkswagen Group saw the highest number of EV sales but the lowest growth. Mercedes-Benz saw the most growth but the smallest number of EV sales, and BMW Group was middle of the pack in both categories. All in all, each of these German automakers appears to be on the right track in terms of electrification, and weâd expect these numbers to continue to trend upward a year from now.
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With the launch of the first-ever Class 8 vocational EV in the North American market, PACCAR Kenworth is raising the battery-electric bar and underscoring just how far the market has come since the Tesla Semi made its debut nearly a decade ago.
When Tesla pulled the wraps off its all electric Semi truck all the way back in November of 2017, the rest of the industry was hardly thinking about BEVs. Nearly a decade later, the world is still waiting for the Semi to begin regular production, and PACCAR is launching its second generation of HDEVs with the debut of this, the all-new Kenworth T880E vocational truck.
âThe Kenworth T880E marks a groundbreaking milestone in Kenworthâs history as we bring to market the first Class 8 battery-electric solution built for vocational applications,â explains Kevin Haygood, Kenworth assistant general manager for sales and marketing. âThe T880E is engineered to meet the evolving needs of operators and vocational fleets while still providing the durability, reliability and customization our customers expect.â
In addition to a stout, Class 8 electric chassis fitted with heavy-duty Kenworth brakes and axles, the T880Eâs central drive eMotor allows for significant wheelbase flexibility so fleet buyers can spec out exactly the machine they need to get the job done. The T880E was also designed to enable lift axle installations from trusted Kenworth upfitters for a vocational-friendly BEV integration.
Additionally, the T880E features a wide selection of factory-installed options that include both high- and low-voltage ePTO (electric Power Take Off) ports, mechanical ePTOs, and the same wide array of body configurations as the ICE version.
Speaking of the ICE version, the electric T880E also can also be had in the same set-back front axle and set-forward front axle configurations with the same multi-piece hood construction. Inside the cab, the latest in driver-focused technology includes the Kenworth SmartWheel and a new 15âł DriverConnect digital touchscreen. Dash and vocational features like RAM Mounts and factory-installed PTO switches are available. The T880E is also offered with Kenworth ADAS packages for customers interested in DigitalVision Mirrors, Bendix Fusion, and Lane Keeping Assist.
Itâs so big, you guys
Kenworth T880E; photo by the author.
The T880E was on static display at last weekâs ACT Expo in Anaheim, California. Check with your local Kenworth dealer for availability.
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The tire-blistering SU7 Ultra has been the Xiaomi brandâs flagship super sedan since its launch, but a controversial software setting has limited the car to âjustâ 900 hp in regular driving â resulting in an outcry from owners who ponied up for the big boy numbers. With its latest software update, that missing 648 hp is back on tap!
The SU7 Ultra made waves throughout the performance car world when a bright yellow striped example lined up alongside a white quarter mile king, the 1,000+ hp Tesla Model S Plaid, and promptly smoked it.
That wasnât all. A preproduction SU7 Ultra prototype lapped the legendary NĂŒrburgring circuit in just 6 minutes and 46.874 seconds, firmly stamping the 1,500+ hp Xiaomiâs alphanumeric into the trackâs record books with a time nearly fifteen seconds quicker than a Rimac Nevera or, on the ICE front, either a Corvette ZR1, Viper ACR, or Porsche 918 (take your pick).
Itâs hardly any wonder, then, that the customers who signed up â in droves, too â were disappointed to learn that the SU7 they were allowed to buy had been neutered by the safety nannies to the tune of nearly 650 hp. (!)
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Weâre so back
The outrage from SU7 Ultra owners was immediate. And, facing mounting pressure online and on social media, Xiaomi ultimately decided to withdraw the performance-limiting features while acknowledging the need for more transparent communication about future software updates they messed up, saying in a statement, âwe appreciate the passionate feedback from our community and will ensure better transparency moving forward.â
So, rich people can rocket themselves down the road in 9 second hypercars again and all is right with the world. A happy ending â but one that sort of illuminates a fresh set challenges for automakers peddling âsoftware-defined vehiclesâ to a market that still thinks of their cars as very much hardware defined products.
The new reality is playing out in real time now, and the Jeff Bezos-backed $20,000 electric compact pickup from Slate Auto is going the other way entirely â time will tell whether more, or less tech is the answer.
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Tesla (TSLA) has started offering reduced interest rates on the new Model Y in the US â this equates to a direct discount on the brand new vehicle that was supposed to spark Teslaâs demand back.
The automaker has announced â1.99% APR or $0 Due at Signing available for well-qualified buyersâ on the new Model Y in the US for the first time:
This amounts to a direct discount worth a few thousand dollars. It is the first widely available discount on the new Model Y coming just weeks after the cheaper non-Launch Edition launched in the US.
These discounts and subsidized financing point to soft demand for the updated best-selling vehicle in the US. Tesla just delivered a disastrous first quarter, which it mostly blamed on the Model Y changeover, resulting in lower inventory.
However, industry watchers, including Electrek, noted many signs that the Model Y changeover was not the only issue. Tesla added significantly to its inventory in the first quarter, and the wait times for the new Model Y were extremely short.
Now, the discount weeks after launching the new Model Y confirm the soft demand in the US.
I think itâs clear by now: the new Model Y is not coming to save Tesla.
Letâs be honest: It will still be a significant vehicle program by volume. It just wonât help Tesla return to growth this year.
The RWD Model Y is still coming and has a chance to help in the US. It is already available in China, and itâs not helping Tesla much there, but thatâs in a hyper-competitive market, especially at lower prices where the RWD Model Y operates.
Teslaâs performance in Q2 in China will be interesting since it is basically back to its regular lineup for the whole quarter.
The US appears to have been Teslaâs least affected market, but Q3 will be the real test with the full lineup and no backlog of demand for new Model Y.
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