Bloomberg [via AN [sub]] reports that Chrysler’s fleet sales mix was at 25% in the month of January (according to Edmunds anyway, as Chrysler doesn’t release fleet numbers), the lowest level since a Cash For Clunkers-fueled August 2009. According to the same Edmunds data, however, the industry average fleet mix is just under 20%… and Chrysler’s 2010 average was 38%. But now that Chrysler’s been under 30% fleet for three months, sales boss Fred Diaz figures meeting the industry average is just a matter of time. Specifically:

By the end of the year, we will definitely be at industry average. That’s the goal; that’s our plan.

Considering Chrysler’s fleet sales fell from 56% to the 25%-range over the course of the last year, it sounds like the last few steps of this journey will be the most difficult. Especially when you remember that Chrysler’s also trying to increase volume some 45% this year. That means some 300,000-450,000 more Americans will have to decide to buy Chrysler Group products this year than did last year if the Pentastar wants to achieve both its volume and fleet goals. That’s going to take some serious selling…

While we were focused on the U.S. market in 2010 and were happy that it awoke from the dead and went above 10 million, the world quietly left carmageddon behind itself and set a new record: 72 million light-vehicles were sold worldwide in 2010, a number never seen before, says J.D. Power. For this year, the Westlake Village research group expects another world record. However, most of this record was not and will not be produced where most of our readership lives. Read More >

More Chinese sales numbers for January are coming in as China slowly begins to return from the Chinese New Year holidays. We are keeping a wary eye on the January numbers. They are seen as an indicator for the whole year. Most of the world’s auto industry relies on China for growth and volume. A marked slowdown could have serious consequences. Read More >

The Center for Automotive Research claims that its latest study [full document in PDF here] is not a forecast of EV sales, but rather “focuses on the expected deployment by states.” Still, by using hybrid vehicle sales to determine deployment patterns, and using a national estimate of electric vehicle market share annually (note: “the national estimates used in this paper do not constitute a CAR forecast and only reflect projections that were available at the time of this study”), the study finds that only 496,000 plug-in vehicles will be on the road by 2015, by which time the Obama Administration hopes to have a million EVs on the road. Still, the report envisions annual sales of plug-in vehicles as growing rapidly, from 77k units in 2012 to 140k annual units by 2015… a number that casts some serious doubt on the Administration’s recent (dubious) estimate that 1.2m vehicles will have been produced for the US market by 2015 (and not for the first time).

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The China Passenger Car Association reports that sales of passenger cars rose 12.6 percent to 965,238 units in January, says the Associated Press. However, as explained in my small lecture on the use and abuse of auto industry statistics, this is not the number we are waiting for. We are waiting for the sales of all motorvehicles in China with 4 wheels and over, also known as “automobile sales.” Read More >

Car sales in India powered ahead in January. India added 184,332 passenger cars to its roads, up 26.3 percent. According to the Hindustan Times, this was  “the highest ever in a month eclipsing the previous record set only three months ago.” Allow me to use this opportunity for a small lecture on the use and abuse of auto industry statistics, in Asia, and around the world. Read More >

China’s prognosticated car bubble does not appear to experience its prognosticated burst. One by one, Chinese sales numbers for January are coming in, and none of them are bad. Read More >

The WSJ reports that Mexico is emerging as one of the big winners the the automotive sector recovery, as Edward Solis, President of the Mexican Automobile Industry Association crows

We have a number that historically we’ve never had before. Fourteen of every 100 vehicles sold in the U.S. are Mexican-made in the month of January. Obviously, we can’t say that it marks a trend, that it’s going to continue like that, but it is very interesting that in our principal market we are growing in such a dynamic way.

Full-year US market share for Mexican-assembled vehicles was 11 percent for 2010, but with Hecho-en-Mexico cars like the Fiesta and new Jetta coming on strong, expect that to keep growing. Just don’t tell the hosts of Top Gear!

Is the auto industry headed for a price war? Hyundai Motor USA CEO John Krafcik seems to think so, telling Reuters

I think we can officially say that a price war broke out in the industry. There is apparently a lot of pressure to deliver sales results. I would call this a step backward for the industry. This is short-term thinking in a long-term process that hurts manufacturers and consumers.

Krafcik says GM kicked off the rush for increased volume by cutting prices in January, and that Toyota (which  has increased its incentives by 37.5% since last January, according to TrueCar) “quickly” responded by matching The General’s price cuts. Honda, Nissan and Chrysler have also kept their incentives high, and Chrysler has told Automotive News [sub] that it plans on increasing sales by 45% this year. Says Krafcik

We’ll see if others decide to follow. It’s certainly not in our plan right now.

Krafcik has a point: though sales have recovered over the last year as the economy has come back from the depths of recession, industry-wide incentive spending is up 1.3% in the last 12 months. Rather than taking advantage of the economic recovery to bring incentives down and transaction prices up, automakers appear to be focused entirely on volume. That’s certainly the message GM has sent by announcing that it would no longer release its incentive data. And, as Krafcik points out, the industry has already suffered mightily from such short-term, unsustainable thinking… but not everyone shares his concern.

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Less than two weeks ago, GM China hinted that their sales may have risen more than 20 percent in January. This was seen as a good omen, because most pundits (except this one) had predicted a miserable January for China. GM China released its numbers today, and they over delivered. GM China reports a record month in January. Read More >

Volkswagen as a whole only registered a seven percent rise in the U.S.A., underperforming the market in January. The Volkswagen brand did even worse (+4.2 percent ). Don’t measure Volkswagen worldwide with a U.S. yardstick. A global Metermaß must be applied to the world’s third largest automaker. By that measure, the Volkswagen passenger cars brand surprises with an unexpected jump in January. Read More >

Remember 2009? Luxury vehicles were unsalable. People did not have to money to buy them. Those who did have the money did not want to be seen in one. Makers that were heavy on luxury were put on death watch. (Not by this site. It monitored the vital signs of more mundane makes and their makers.)

How things have changed. Read More >

The outgoing Ford Focus fell several spots in the C-Segment last month, and the Kia Forte bumped the Mazda3 down a bit… but as new products like the 2011 Elantra and Corolla, and the 2012 Focus hit the market, this crucial segment will see yet more turmoil.

Most foreign-based automakers see the United States as a market first and a production center second: If sales are good enough, production will follow. Mitsubishi, on the other hand, seems to be taking the opposite approach. The Japanese automaker has announced [via Automotive News [sub]] that it will replace production its weak-selling midsized offerings (Galant, Endeavor, Eclipse) at its Normal, Il factory with one model: the Outlander Sport compact crossover. The Outlander Sport (known elsewhere as RVR and ASX) is Mitsu’s newest vehicle, but the firm still envisions only abput half of Normal’s planned 50k units of production to be sold in North American markets (a safe estimate considering it’s still not outselling the Lancer). The other half will be exported to Russia, Latin America and the Middle East. That’s right, Mitsubishi is keeping its only UAW-represented workforce in order to build compact crossovers for export.

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The new year doesn’t start well for UK auto sales. New car sales on the islands are down 11.5 percent for January. This is the gist of data given by the Society of Motor Manufacturers and Traders (SMMT) to UKPA (via Google). The society is not surprised, said they expected it, and that the decline was in line with its forecast. Read More >