2010 was the best year ever for the auto industry in Brazil! Controversy as to the exact numbers aside (see comments here). The difference in numbers is due to whether or not you count trucks and other “heavy” commercial vehicles (like buses). Taking into consideration just cars, Bertel’s initial numbers were correct. Brazil grew in 2010 10% and not 11% (just cars, “light” trucks and vans). 361,197 vehicles is the official tally for December 2010 for a grand total of 3,515,120 (consolidating Brazil as the world’s fourth largest car market – in sales) on the year. That’s a whopping 30 percent better than December of last year. Reason to celebrate an extraordinary finish for a very good year considering all the difficulties, right? Well, well-known Brazilian car journo, Joel Leite, writing for Brazilian web giant UOL crashes the party. (Read More…)

For the first time in recorded history, Audi sold more than a million cars per year. In 2010, Audi sold 1.092 million cars worldwide. In the year before, it was 949.700, and that’s a plus of 15 percent, Audi CEO Rupert Stadler told reporters on the sidelines of the Consumer Electronics Show in Las Vegas. Stadler was a keynote speaker there, and delivered the stump speech of cars which will be part of the Internet and will be communicating with other cars and central databanks, whether you like it or not. But back to cars: (Read More…)

At least in the insular world of the automotive media, 2010 may well go down as “The Year Honda Lost Its Mojo.” The Motor Company’s first 2010 model-year launch, the Accord Crosstour failed to get off the ground last year, and the much-hyped CR-Z hybrid coupe launched to thoroughly mixed reviews. In fact, the new 2011 Odyssey seems to be Honda’s first big new launch in the US since the latest Accord debuted in 2008, although it’s not clear how many of the Oddy’s 10,147 December sales were leftover 2010 models. And after Acura’s 2009 model-year beak-ification, Honda’s luxury division launched only one new model, the ZDX, which sold a paltry 3,259 units last year. In short, Honda seems to have pulled off only one legitimate hit in its last five launches (including 2009’s Insight flop)… but unlike some other automakers, the big H isn’t dependent on novelty to move metal. Underneath Honda’s string of missteps are some fairly sound fundamentals… as well as signs that change needs to happen soon.
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Last year, Saab sold 31,696 vehicles in markets around the world. For some contrast, that’s less volume than the Mazda6, Ford Flex or Acura TSX sold in the US alone last year. But don’t worry folks, according to Saab-Spyker boss Victor Muller [via Automotive News [sub]], everything is going to be just fine. As it turns out, Saab has a very specific problem with an easy cure.

One of the largest challenges in 2010 was to restock our dealers around the world to normal levels again, especially in a market like the United States, where you need dealer stock in order to be able to sell cars. For instance, when we acquired the company, there were a mere 500 cars left on the ground in the United States. Normal inventory levels in this market should be at 6,000-7,000 units. In 2009, Saab Automobile sold 39,800 cars, but built only 21,000. As a result, inventory levels were depleted by almost 19,000 units. In 2010, we only filled the pipeline with less than 4,000 units. All in all, with all the accomplishments made so far, I am very confident that the foundations for delivering on our business plan are in place.

New car sales around the world are mostly rebounding – except in the markets where they had been artificially stimulated last year. This list will be continuously updated as new data becomes available. (Read More…)

Only three automakers lost retail market share last year, as the market for new cars struggled back from the depths of “Carpocalypse.” Battered as it was by a recall scandal that engulfed most of the auto media coverage for the first half of the year, Toyota’s 1.2% dip came as little surprise. But with all the positive spin surrounding GM and Chrysler, the bailed-out automakers loss of 1.8% and .6% retail market share was a pretty huge disappointment. Ford, on the other hand, drew a huge distinction from its cross-town rivals, recording the second-largest growth in retail market share of all automakers in the US market, snagging an additional 1.2% of the market. Projecting 2010’s trends forward a year (a speculative exercise, no doubt) Ford would actually surpass GM in terms of retail market share, putting it second only to Toyota (and within spitting distance (.3%) of first place). As the bailed-out automakers lose ground in the battle for consumers (rather than volume), Ford makes a strong case for exempting itself from the “Detroit” pejorative: at least as far as consumer perceptions go, Ford has little in common with GM or Chrysler. Not that there aren’t still trouble spots…

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German new car sales pierced the previous year line for the first time this year. In December, Germans bought 6.9 percent more cars than in December 2010. However, this is more due to a moderate December 2009 than to an overly strong December 2010. For the year, German new car sales are 23.4 percent below 2009. (Read More…)

GM China’s 2010 sales numbers did not disappoint. They expected more than 2.3 million cars for 2010 sold in the Middle Kingdom,  they got more than 2.3 million. 2,351,610 units, to be exact, up 28.8 percent compared to a very strong 2009. to a record in 2010. GM is the first global automaker to sell more than 2 million vehicles in China in a single year. And here is the breakdown: (Read More…)

When it comes to new cars, trucks and buses, Japan’s can look back at the first sales increase in seven years. Sales rose 10.6 percent in all of 2010, powered by the generosity of the Japanese government. The country will remember 2010 with woefulness. This year, the sales will be down hard. After 14 months of government-induced growth, Japan cut the buying incentives last September, and the market keeled over.

December sales gave a preview of sales not to come: Sales were down 28.3 percent in December, according to data provided by the Japan Automobile Dealers Association to The Nikkei [sub]. These numbers do not include mini (“kei”) cars and trucks.

Japan’s total new vehicle sales including minicars rose only 7.5 percent in 2010 from the previous year to a total of 4,956,136 units, the Mainichi Shimbun reports. The total was dragged down by the poorer (sales-) performance of the small cars. Mini vehicles sales rose only 2.3 percent to 1,726,420 units, the Japan Mini Vehicles Association said.

The way the incentive program was set up, it had an immense pull-forward effect. The program had a cash for clunker component, but that was hardly used. Japan doesn’t have the number of old cars like the U.S.A. or Europe. The extra cars bought in 2010 will be sorely missed in 2011. Compared with an artificially high 2010, Japanese domestic  2011 numbers will look very ugly.

On the surface, GM had a fairly passable 2010, as the newly-public automaker posted a 21.3% volume increase for its four core brands. In contrast to Toyota’s humbly grateful tone, GM’s VP of US Sales Don Johnson sounded a distinctly triumphal note, arguing

Our sales this year reflect the impact of GM’s new business model. The consistency of results that we achieved demonstrates the focus on our brands, dealers and customers, and how we compete aggressively for every sale, every day.

And on a superficial level, the argument certainly seems to ring true, as Buick (+51.9%), Cadillac (+34.7%), and GMC (+31.7%) were the three most-improved brands in the business last year in terms of volume. GM also delivered more vehicles than any other automaker last year, with 2,215,227 vehicles sold. Great success, end of story… right?

Wrong.

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Toyota’s December sales [PDF here]dropped 5.5 percent compared to last December, capping a rough year for the largest foreign automaker in the US market. Toyota ended 2010 with a total sales volume of 1,763,595 units, down 6,552 from last year’s pre-recall performance. But despite holding volume basically flat and suffering the industry’s second-worst retail market share loss (at -1.2%), Toyota still finished the year with the highest retail market share of any automaker in the US market, at 17.3 percent according to our anonymous industry informant. Dig this: after the nastiest recall scandal since Ford’s Firestone debacle the Camry is still the best-selling car in the country, Lexus is still the top luxury brand, and Toyota still attracts more retail buyers than any other maker or brand. Would you have predicted that last February?

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As we wade through our year-end sales number reports, one of the important metrics that we’ll be looking at are incentive spending rates. Detroit continues to dominate both Edmunds’ True Cost of Incentives index (above) and TrueCar’s incentive forecast (after the jump), with little serious competition for their supremacy in this profit-sapping and brand equity-squandering category. Still, the foreign firms are increasing their incentives while Detroit has generally scaled back over the last year, so the incentive race is slowly getting tighter…

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Chrysler Group’s December sales were up some 16 percent compared to December 09, as the bailed-out automaker finished the year with 1,085,211 sales, a 17 percent increase over last year. But with the overall market steadily recovering, those year-over-year comparisons hardly tell the story, so Chrysler sales boss Fred “I Am Ram” Diaz brought it back to the firm’s five-year plan, saying

Chrysler Group 2010 sales of 1.1 million units are consistent with our sales objective that we presented in our Nov. 4, 2009 five-year business plan. We are extremely proud of the sales strides we made during this transition year. Chrysler Group launched 16 all-new or significantly improved models last year, most of them during the fourth quarter. We can now share our excitement with our customers as our new 2011 models arrive in dealerships in greater volumes over the coming months.

We’ll forgive Diaz the 15k unit “round-up” that gets him to 1.1m units, but with 2010 closing out an 11.5m unit year for the industry, Chrysler’s 1.085m units puts it behind the market-share projections trumpeted in the five year plan (closer to a 9.5 percent share, per slide above). And when you start looking at retail share, the situation looks even more grim. Chrysler may have gotten close to meeting its 2010 goals, but it pulled out the stops to get there. And things only get tougher next year.

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It’s looking like 2010 will end with the auto industry selling 11.5m units in the United States, as the SAAR over the last quarter of the year rose to about 12.4m units. We’ll update our table of December sales results as they become available, and in the meantime we’re preparing some year-end reporting of sales by automaker in the year that was. Stay tuned…

From RenCen to Wolfsburg, all eyes are on China. Ok, so this year China will build and buy 18 million cars or thereabouts. But what about next year? Carmakers in Europe, Japan, and the U.S. are dependent on the Chinese growth machine. So what will it be? Boom or bust? (Read More…)