US Market Situation and Outlook (Rob Stark's American Megathread)

[RobStark]

Here's what I found:
The survey methodology may be flawed because a problem is recorded when a system works, but customers don’t know how to use it.

The J.D. Power U.S. Initial Quality StudySM (IQS) serves as the industry benchmark for new-vehicle quality measured at 90 days of ownership.
The study examines 223 problems, which are organized into nine categories:

• Climate
• Driving Assistance
• Driving Experience
• Exterior
• Features/Controls/Displays (FCD)
• Infotainment
• Interior
• Powertrain
• Seats

A large part of quality is customer perception. Good noise vs bad noise. Good feel vs bad feel.

If the customer perceives a problem it is a problem. If you make a feature so difficult to use a customer can't figure out how to use that a design problem.

You shouldn't have to take community college classes to figure out how to use your car.

 

[RobStark]

 

[RobStark]

 

[RobStark]

 

[RobStark]

 

[FlatSix911]

The number of EV models available in the U.S. will double by 2024 compared to what was available at the beginning of 2022.

The Number of EV Models Will Double by 2024

As legacy automakers transition to full electric, buyers in the U.S. can expect a wave of new EV models to arrive soon.

www.visualcapitalist.com

 

[RobStark]

 

[RobStark]

 

[FlatSix911]

Things are looking positive down under.

Tesla might double its electric cars on Australian roads by end of year to 50,000

Tesla is on track to double its electric cars on Australian roads to over 50,000 units by the end of...

electrek.co

"But with strong demand for Model Y, Denholm, chair of Tesla’s board, believes that the company’s vehicles are going to catch up to Powerwalls in the country She said: Australia is in a very unique position from an energy perspective, in that we have more Powerwalls installed in Australia than we do have Teslas on the road. Denholm added according to Reuters: Tesla Inc’s electric vehicle (EV) sales are rapidly picking up off a low base in Australia and are set to catch up with sales of its Powerwall home batteries in the country.

Denholm disclosed that Tesla accumulated 26,500 deliveries in Australia over the last 3 years, but she believes that the automaker might double that during the second half of the year: We now have more than 26,500 Teslas on Australian roads, and the momentum is there. I personally wouldn’t be surprised if we double that number by the end of the year."

 

[RobStark]

"In the firm’s polling of 25 brands, Cadillac ranks highest in how effectively premium brands and their dealers helped both online and in-person vehicle shoppers."

Pied Piper uses secret shoppers to measure how helpful automakers are in the shopping experience.

 

[RobStark]

 

[RobStark]

 

[FlatSix911]

View attachment 831840

View attachment 831841

View attachment 831842

What factors do you attribute to the low scores for Tesla?

 

[RobStark]

What factors do you attribute to the low scores for Tesla?

In the JD Powers APEAL study Tesla was one point from the top (Porsche).

Tesla isn't officially ranked because it does not give JD Power the right to contact Tesla owners through the DMV in States that require automaker approval. As a result JD Power is not very confident in the sample size. Maybe that is the reason Tesla doesn't win an official category but I don't know.

 

[RobStark]

California H1 2022 Registrations

Tesla still #2 CA automaker ahead of Honda Group( Honda brand + Acura) !!!

Brand..................CA 2022 YTD.................................... % Share

1. Toyota........152,838 ...........,..........................17.9
2. Tesla.........90,895......................................10.7
3. Ford...........74,146...........................................8.7
4. Honda........72,990.........................................8.6
5. Chevrolet...53,226..........................................6.2
6. Nissan........41,052..........................................4.8
7. KIA.............38,802............................................4.5
8. Merc Benz..35,815..........................................4.2
9. Subaru......32,343............................................3.8
10. Hyundai......31,097...........................................3.6
11. BMW..........30,046............................................3.5
12. Lexus..........24,630..........................................2.9
13. Jeep............24,364..........................................2.9
14. RAM...........20,415...........................................2.4
15. Mazda..........17,886.........................................2.1
16. GMC.............15,997..........................................1.9
17. Audi..............15,925.........................................1.9
18. Volkswagen..15,835........................................1.9
19. Dodge..........8,816...........................................1.0
20. Porsche........7,956...........................................0.9
21. Acura ...........6,705...........................................0.8
22. Volvo.............6,294..........................................0.7
23. Chrysler........5,717..........................................0.7
24. Land Rover ..5,384.........................................0.6
25. Cadillac.........4,954..........................................0.6
26. Genesis.........3,177...........................................0.4
27. Mitsubishi.....2.932..........................................0.3
28. Infiniti............2,533..........................................0.3
29. Mini...............2,385..........................................0.3
30. Lincoln..........2,086...........................................0.2
31. Buick...............1,726..........................................0.2
32. Alfa Romeo....1,000........................................0.1
33. Jaguar...........774...............................................0.1
34. Other..............1,924..........................................0.2
    
    
    Total...........................452,216................................100

Year over year Tesla sales up 82%
Q1 market share was 11.3% vs H1 at 10.7%

https://www.cncda.org/wp-content/uploads/California-Covering-2Q-22_FINAL.pdf

 

[Doggydogworld]

California H1 2022 Registrations

Tesla still #2 CA automaker ahead of Honda Group( Honda brand + Acura) !!!

Brand..................CA 2022 YTD.................................... % Share

1. Toyota........152,838 ...........,..........................17.9
2. Tesla.........90,895......................................10.7
3. Ford...........74,146...........................................8.7
4. Honda........72,990.........................................8.6
5. Chevrolet...53,226..........................................6.2
6. Nissan........41,052..........................................4.8
7. KIA.............38,802............................................4.5
8. Merc Benz..35,815..........................................4.2
9. Subaru......32,343............................................3.8
10. Hyundai......31,097...........................................3.6
11. BMW..........30,046............................................3.5
12. Lexus..........24,630..........................................2.9
13. Jeep............24,364..........................................2.9
14. RAM...........20,415...........................................2.4
15. Mazda..........17,886.........................................2.1
16. GMC.............15,997..........................................1.9
17. Audi..............15,925.........................................1.9
18. Volkswagen..15,835........................................1.9
19. Dodge..........8,816...........................................1.0
20. Porsche........7,956...........................................0.9
21. Acura ...........6,705...........................................0.8
22. Volvo.............6,294..........................................0.7
23. Chrysler........5,717..........................................0.7
24. Land Rover ..5,384.........................................0.6
25. Cadillac.........4,954..........................................0.6
26. Genesis.........3,177...........................................0.4
27. Mitsubishi.....2.932..........................................0.3
28. Infiniti............2,533..........................................0.3
29. Mini...............2,385..........................................0.3
30. Lincoln..........2,086...........................................0.2
31. Buick...............1,726..........................................0.2
32. Alfa Romeo....1,000........................................0.1
33. Jaguar...........774...............................................0.1
34. Other..............1,924..........................................0.2
    
    
    Total...........................452,216................................100

Year over year Tesla sales up 82%
Q1 market share was 11.3% vs H1 at 10.7%

https://www.cncda.org/wp-content/uploads/California-Covering-2Q-22_FINAL.pdf

Odd how Honda/Acura, Ford/Lincoln, GM and Hyundai/Kia/Genesis are all in the 73-80k range. Tesla was just below 50k last year, thus leapfrogged all four in one shot.

 

[RobStark]

 

[RobStark]

 

[Doggydogworld]

View attachment 841316

"While there were only 1288 deliveries of the electric pickup during the first half of 2022, Ford delivered another 2173 units in July alone...."

Ford claimed 2296 in the first half of 2022 (1837 of them in June). The 2173 in July is correct.

"However, Tesla could very well manage to maintain its lead....."

Really going out on a limb there, lol.

 

[RobStark]

Tesla Tops JD Power EV Public Charging Study

Tesla earns praise for its fast and reliable Supercharger network, though the competition is growing. Let's see why JD Power's study ranked Tesla at the top.

insideevs.com