The world’s largest EV market, China, continues gaining momentum as automakers – domestic and foreign – are racing to claim their share in the auto industry’s future. Nio, Xpeng, and Li Auto, three Chinese EV leaders, reported strong delivery numbers in 2022 despite ongoing supply chain disruptions. Here’s a look at how their deliveries compared this past year.
Nio, Xpeng, and Li Auto battle for EV share in 2022
Despite facing supply chain constraints brought about by COVID-19, EV makers Nio, Xpeng, and Li Auto fared well in December, capping off an impressive 2022.
Li Auto led the way, delivering 21,233 vehicles in December, up 50.7% year-over-year (YOY), for a total of 133,246 in 2022, representing an over 47% increase from last year.
Nio lowered its expectations for the fourth quarter last week after a slowdown in December over production constraints in China due to a rising number of COVID-19 cases. The company said it was facing challenges (deliveries and production) in December 2022 due to China’s strict “zero COVID” policies.
Meanwhile, the company delivered 15,815 EVs in December, a new record high monthly sale, bringing total sales for the year to 122,486, an increase of 34% YOY.
Nio has several big EV releases coming up, including its flagship EC7 coupe SUV and ES8 refresh, which it believes will help drive future sales. In addition, the EV maker is quickly expanding into Europe, launching its models in Germany, the Netherlands, Denmark, and Sweden.
December
% change
2022
% change
Nio
15,815
50.8%
122,486
34%
Xpeng
11,292
(-29.4%)
120,757
23%
Li Auto
21,233
50.7%
133,246
47.2%
Nio, XPeng, Li Auto 2022 deliveries
Xpeng ranked third, delivering 11,292 vehicles in December, down from 16,000 last year, for a total of 120,757 in 2022. During its most recent earnings, XPeng compared the EV race in China to a marathon competition, saying only those with “well-rounded capabilities, core technology,” and the ability to “monetize from hardware and software will win in the end.” The company is betting on in-house technology like its full-stack driver assistance system tech and in-car intelligent operating system.
What do you guys think? Will XPeng lead in the long run? They are the only EV maker among the three to see a drop in deliveries this past month compared to last December. Perhaps China easing COVID-19 restrictions will help. Let us know what you think in the comments.
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Acura is bringing back the RSX, but you wouldn’t recognize it. It’s now a sporty electric SUV, and a fairly impressive one at that. It’s also the first electric vehicle built on Honda’s new Zero global EV platform.
Honda’s all-electric vehicle offering is quite limited – especially in North America.
It only sells the Prologue and Accura ZDX, which are based on GM’s Equinox EV. In Asia and Europe, the Japanese automaker has more electric models, but its efforts are still very much fragmented.
Now, it is preparing to launch a series of new EVs based on its in-house global EV platform: Zero.
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Today, Acura is unveiling what should become the first vehicle on the platform: the Acura RSX concept.
This is still only a concept, but Acura says that it’s a good preview for the final vehicle that will go into production at Honda’s new EV hub in Ohio during the second half of 2026.
It will be built on the same production line as the Acura Integra, which can get a bit confusing since the name RSX was also used for the Integra in some markets during the original run in the 90s.
But the name is about the only thing that the current Integra and the RSX concept share. You won’t confuse the sporty sedan with this all-electric performance SUV.
Lance Woelfer, vice president of Auto Sales at American Honda Motor Co, commented on the new concept:
“The dramatic styling of our Acura RSX Prototype demonstrates that it’s not just a new EV, but a compelling all-new Acura model. RSX will deliver on nearly four decades of Acura Precision Crafted Performance brand DNA with appealing design and cutting-edge technology.”
Acura took advantage of the freedom given by the new EV platform it’s based on and delivered a vehicle with a sleek yet aggressive design.
Yasutake Tsuchida, Acura Creative Director and vice president of American Honda R&D, said that the design aimed at “excellent aerodynamic” performance:
“The Acura RSX has a sporty coupe style that expresses the performance that comes from excellent aerodynamics. Starting from this all-new RSX we will redefine the Acura brand around timeless beauty and a high-tech feel that is essential for a performance and unique brand.”
For now, the design is the primary information available about the Acura RSX, as the company hasn’t shared specifications yet. I am with Acura at the Monterey Car Week for the next few days, and I’ll do my best to gather more details.
In the meantime, we know that it will be equipped with a potent dual-motor all-wheel drive powertrain, sport-tuned double wishbone front suspension, a low center-of-gravity and Brembo brakes, and Acura is talking about all this being standard in the new RSX.
Acura is also talking about having “the brand’s top-of-class driver assistive technologies.”
With the ability to run various applications on the Acura RSX, similar to operating systems found on smartphones, ASIMO OS will offer a personalized experience that will enhance the joy of driving and the ownership experience. ASIMO OS will utilize OTA updates to bring new customizable features and services to the RSX to enhance the ownership experience.
It will also have machine learning capabilities, enabling it to learn about how you like to use your car and personalize to your specifications.
Last but not least, Acura has already confirmed that the RSX will be capable of bi-directional charging. The details are not available yet, but the automaker is talking about powering devices from the vehicle (V2X) and providing back power to your home (V2H).
The prototype is at Pebble Beach this week if you want to check it out. We certainly will, and we will report back with more.
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A new report claimed that Lucid Motors’ (LCID) new Gravity SUV had just nine registrations in its first six months. Lucid denied the rumors, telling us Gravity deliveries are “well into the 3-digit range.”
Lucid denies rumors of slow Gravity SUV sales
There’s no denying that the Gravity is an impressive electric SUV. It can drive up to 450 miles on a single charge and has more interior space than a Ford Explorer. With up to 828 hp, it’s also faster than most sports cars.
However, a new Automotive News report claimed the Gravity only managed to secure nine registrations in its first six months on the market, citing S&P Global Mobility data.
Nick Twork, Lucid’s head of communications, confirmed in an email to Electrek that the claim is “completely inaccurate.”
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Twork added that “a quick review of social media postings from our customers shows that those numbers are simply not credible.” Although Lucid doesn’t provide a breakdown, Gravity deliveries are “well into the 3-digit range,” he said.
Lucid Gravity Grand Touring (Source: Lucid)
In the second half of the year, Lucid expects the Gravity SUV to account for the majority of production and deliveries.
The EV maker anticipates a significant ramp-up in production during the second half of the year. On the company’s second-quarter earnings call, interim CEO Marc Winterhoff said that after overcoming most of the supply chain issues, including the industry-wide magnet shortage, the company was “beginning to ramp up Lucid Gravity production.”
Lucid Gravity electric SUV at a Tesla Supercharger (Source: Lucid Motors)
Winterhoff added that “our daily order rate has nearly doubled” since introducing Gravity models in its studios and offering test drives.
If it weren’t for Lucid’s quick actions, the company would have had to halt production in the second quarter. Instead, Lucid produced just over 6,000 vehicles in the second quarter.
Lucid Air (left) and Gravity (right) Source: Lucid
During an interview with CNBC the following day, Lucid’s CEO stated that the company now has the raw materials, earth magnets, and licensing for the remainder of the year.
Lucid has reduced its production goal for 2025 from 20,000 to between 18,000 and 20,000 units. The company cited a changing market as the reason for the updated range.
The EV maker also scored a partnership with Uber and Nuro to launch 20,000 Gravity robotaxis over the next six years. Uber is investing $300 million into Lucid as part of the deal.
Meanwhile, Lucid’s Air remained the best-selling luxury electric sedan in the US. The Air outsold the Tesla Model S, Porsche Taycan, and even most gas models in its segment in the first half of 2025.
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Ford’s next “Model T” is a midsize electric pickup that will start at around $30,000. The new model will be the first of a family of affordable electric vehicles based on the new Ford Universal EV Platform. As Ford shifts to lower-cost EVs, a few popular SUVs you may recognize are getting axed.
Ford’s new $30,000 EV pickup will replace gas SUVs
At its Louisville, Kentucky, plant on Monday (see our recap of the event), Ford revealed plans to build a new midsize EV pickup, claiming it will have a lower cost of ownership than a Tesla Model Y.
It will also have more interior space, thanks to its new “Ford Universal EV Platform,” which was also unveiled during the event.
The platform will underpin a series of new affordable electric cars that Ford promises will compete with the best. Ford is set to begin production of the new midsize EV pickup in 2027 at the Louisville Assembly plant, meaning it will need to clear room.
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Ford currently builds the Escape and Lincoln Corsair at the facility, both of which will be retired. The Ford Escape and Lincoln Corsair will officially be discontinued after the 2026 model year.
CEO Jim Farley presents the Ford Universal EV Platform in Kentucky (Source: Ford)
The announcement came as a shock to some, as the Escape is Ford’s second-best-selling SUV, behind the Explorer. It even outsold the Bronco Sport in the first half of the year (82,589 vs 72,438).
The Corsair is the second-best-selling Lincoln brand model through June, behind the Nautilus, with 13,096 units sold.
Ford Universal EV Platform (Source: Ford)
Although production is slated to end later this year, Ford confirmed the SUVs will continue to be sold well into 2026.
Ford has invested around $5 billion in its Louisville Assembly Complex, creating nearly 4,000 jobs, as it prepares for its next generation of electric vehicles. It will begin with Ford’s new midsize EV pickup, which is expected to launch in 2027 with a starting price of around $30,000.