Market share by country, passenger vehicles, w/o SUV
The island row does not make headlines anymore in China where people focus on the once in a decade transition of power. Japanese carmakers however still feel the pain. Two countries appear to be the winners: China and Germany.
| Market Share Passenger Vehicles w/o SUVs | |||||
| Jul | Aug | Sept | Oct | Nov | |
| Japan | 21.1% | 20.0% | 13.2% | 9.0% | 13.00% |
| Germany | 25.1% | 25.8% | 24.1% | 27.0% | 23.24% |
| U.S.A. | 16.0% | 16.6% | 17.1% | 17.0% | 16.97% |
| S-Korea | 9.8% | 10.3% | 10.7% | 10.7% | 10.73% |
| France | 3.7% | 3.7% | 4.6% | 4.7% | 4.30% |
| China | 24.3% | 23.5% | 30.3% | 31.3% | 31.32% |
| Source: CAAM | |||||
Sales of Japanese-branded have rebounded slightly from their October low in November, as their share of the passenger-car market (not counting SUVs) rose from 7.61% in October to 11.65% in November. Sales are far away from their former market-leading glory.
Three trends become evident:
- Chinese brands are up solidly.
- German-branded cars are can easily take the place of Japanese in the Chinese customer’s mind, but can just as quickly lose the gains.
- American, Korean, and French brands profit only slightly from the market dislocations.
And here the data for passenger vehicles including SUVs:
| Market Share Passenger Vehicles w/ SUVs | |||||
| Jul | Aug | Sept | Oct | Nov | |
| Japan | 19.8% | 18.6% | 12.2% | 7.6% | 11.65% |
| Germany | 20.4% | 20.8% | 19.3% | 21.6% | 18.46% |
| U.S.A. | 11.8% | 12.3% | 12.8% | 12.5% | 13.06% |
| S-Korea | 8.7% | 9.1% | 9.7% | 9.7% | 9.78% |
| France | 2.6% | 2.7% | 3.3% | 3.3% | 3.04% |
| China | 36.7% | 36.4% | 42.7% | 45.1% | 43.70% |
| Source: CAAM | |||||
All data supplied by the China Association of Automobile Manufacturers (CAAM). Data reflect deliveries from automakers to dealers, not sales from dealers to end users.
Is July’s data representative of the market positioning before the China-Japan dispute? I ask because of the statement “Sales are far away from their former market-leading glory.” When Japanese market share was third behind German and Chinese.
Obviously not. By the end of 2011, Japanese-branded cars had the highest market share of all foreign-branded cars. The position was lost to the Germans.