Epidemic prevention is still the biggest in a year of great changes and cruelty

According to the data, in 2021, the cumulative number of new vehicles listed in Taiwan's new car market will be 449,859, a slight decrease of 1.7% from 2020. Among them, domestic and imported vehicles will be 248,589 and 201,270, accounting for 55.3% vs. 44.7%. , the proportion of domestic vehicles has increased significantly from 52.8% in 2020 by 2.5%. It can be seen that despite the changes in the epidemic, the combat power of domestic vehicles has increased significantly. At the beginning of 2021, it was originally expected that the overall auto market could challenge the 450,000-vehicle mark but failed, but imported cars were affected by the epidemic, supply chain changes and other variable factors, so it can be seen that the impact of the overall environment on the auto market is still quite obvious.

The new car takes over and kicks the old driver away

Although since its introduction in China, except for the first generation (1997) car series that has not become a mainstream product (Honda CR-V was the most popular that year), in 2020, it won the first time from Corolla Altis, who has won the sales championship for nearly 20 years. Taking the throne, although RAV4 continues to be the king of imported cars, the annual sales volume has dropped by 21% (6708 vehicles) from 31,870 vehicles in 2020, and the sales volume in 2021 will be 25,162 vehicles. The gap is almost the number of one season. Although the drama of the same brothers fighting against the wall has long been expected by the industry and all walks of life, if it is influenced by many factors such as the general supply chain chaos and chip shortage in the global automotive industry in 2021, it is still quite difficult to pay such a result. easy. Of course, in order to maintain the layout and market share of imported cars, the introduction of models such as plug-in extended range in 2022 will inevitably become the main rhythm of Hetai Automobile's next defense of the country. In the hard years of sports and leisure travel (for Hetai Motor), RAV4 will face more opponents. The third place in monthly sales of domestic products of the same grade outside Kuga), and the next Mitsubishi Outlander, Nissan X-Trail, etc., and 2022 will become the year of the explosion of gasoline-electric hybrid models of SUV mainstream products.

If we look at the sales of RAV4 in 2021, the number of gasoline and electric models listed is 7,750, accounting for 30.8% of the car series. Compared with the proportion of the new Shenche gasoline and electric models in the car series (13,183/40,675) 32.4%, it is obvious that In 2022, if Hetai Motors hopes to achieve 2/3 of the target, the new plug-in range extension models with better fuel consumption performance are absolutely indispensable.

It is not surprising that the Corolla Cross has become the annual sales champion with 40,675 units, and also set the highest sales record of Hetai SUVs in Taiwan. In addition to the small passenger, Xiaohuang and the small passenger and diversified taxi market have also made great gains. Obviously, Hetai Motor has hoped to achieve the goal of winning the SUV leading brand in one go for many years. Omicron is here to spoil the game!) In 2022, there will be more opponents, and the direct opponents will have the heavily redesigned Honda HR-V and Nissan Kicks to play. Like the big brother, Taiwan's Honda (e:HEV), Yulon Nissan (e-Power) ) will each focus on the new concept of petrol-electric technology that uses the engine as an auxiliary power source, and there will be a competition between Toyota and other schools in the market, although all circles also believe that the SUV share may reach the ceiling in 2023. , how the future changes will definitely be seen in the new year of "Tiger Tiger Breeds the Wind".

Besides the faucet, Ford Liuhe is the most proud

Leading Hetai Auto will increase its new car listing performance by 1.7% in 2021, and its share will increase from 32% in 2020 to 33.7% in 2021, breaking the threshold of 1/3 (33.4%) of the total market in one go, except for The new car Corolla Cross is the biggest contributor (an increase of 40,000 units in one breath), although it has a slight impact on the RAV4 (25,162 units/down 21%), Corolla Altis (18,180 units/down 37.6%), but in high-end cars (Lexus NX shouted The annual sales target is 10,000 units!), and commercial vehicles (Hino/Toyota) do not want to give their opponents any breathing space, except for the Xiaofacai Towa Ace (and follow-up cars), which will officially appear after the Lunar New Year and violate the market for decades. Model cars are waiting to be launched!), last year, the medium and heavy commercial vehicles still maintained a stable growth situation (the sixth phase of trucks and buses and the Mitsubishi FUSO are in a fierce battle!), the biggest variable this year is that the market is still shrouded in the influence of the epidemic, such as the announcement of five The new car has stopped accepting orders, and the chip shortage has not yet seen its end. However, after a super-strong year of the leader, the opponents will still wait for the delay in 2022, and the first challenger will be in 2021. It belongs to Ford Six Harmonies.

In 2020, Ford Liuhe sold 28,885 vehicles, ranking sixth. In 2021, it will grow by 5.2% to 30,380 vehicles, and even return to the top 3 car brand status in Taiwan in 2021. Although the total market share is Only an improvement of 0.1% (6.3%→6.4%), but it can be seen that in addition to the previous year, it was determined to cut down the poor sales and let domestic cars focus on the two strategic new vehicles (Focus, Kuga) on the C2 platform. It even shouted the slogan of increasing the popularity of Level 2 semi-autonomous driving. Although the two major car series will not have major facelifts in 2021, they can immediately respond to market demand in the compilation of the car series, but also see the real doorway. Among them, Kuga Proper operation not only makes Kuga the CR-V (17,402 units), which has been the big brother of domestic SUVs for many years, facing unprecedented pressure, but also reminds people of the past glory when Escape once killed CR-V.

In addition, although the traditional RV/hatchback market has become a mainstream SUV, even the annual sales performance of Corolla Altis seems to be depressing (annual sales fell by more than 2/3-37.6%), but it was launched in the previous year. After Focus Active, nearly half of the models will be listed in 2021 (6,008 units / 45.6% of the car series), and it has obviously replaced traditional hatchbacks and sedan RVs as the largest, which of course also shows the change in consumer tastes. On the other hand, Focus Active also demands a variety of driving modes and the ability to be light off-road, and its space efficiency will never lose to the performance of the new car Corolla Cross, and it can still maintain the driving fun and habits of traditional passenger cars, etc. These can be used as the best models for domestic cars to compete with imported rivals and other pan-crossover fields in the future, and it also makes people boldly predict that this crossover version is expected to account for more than half of this year's sales (the successful formula makes Hetai's operation of Yaris Crossover even more Jealousy!), at the product stage where Ford Six and currently have no direct challenge to Kicks, HR-V and other rivals, such products that can be attacked and defended may become another alternative new trend in 2022.

Premium brand performance affected by epidemic and chip shortage

Although in the imported car industry, due to the relative strength of domestic cars and the impact of the epidemic on the supply system of all parties, the high-end car market will hand over 93,423 transcripts in 2021, a slight decline of 2% compared with 2020, but the total The market share is still strong at 20.8%. For every five new cars listed in recent years, more than one is a high-end brand. It can be seen that the purchase of high-end cars is still active in the two years of 2020-2021. In addition to the epidemic, the reason why it is deployed and displayed is the negative effect caused by the epidemic.

Everyone has seen that the global premium brand champion in 2021 is BMW, but under the traditional complex of Chinese people who generally love Mercedes-Benz, Mercedes-Benz has handed over a transcript of 27,879 new cars listed in the year. The extent of the impact of the epidemic has not changed the overall state, and the decline only represents an imbalance between supply and demand. The other biggest change is that the proportion of LSUVs continues to rise. Although GLC (6947 units) is smaller than Lexus NX (7069 units), GLA (2155 units/66.4% increase), GLB (2337 units/190.7% increase), GLE (2,674 units/46.9% growth), the number of the aforementioned four major LSUV models listed reached 14,113 units, accounting for more than 50.6% of Mercedes-Benz's annual percentage.

Compared with the premium brand runner-up Lexus (20,584 units), its NX (7,069 units), UX (4,676 units), and RX (3,873 units) add up to 15,618 units, and the gap between the two best-selling LSUVs is 1,505 units, don’t forget At the end of last year, Hetai shouted the slogan of the new NX annual sales target of 10,000 units. In addition, this year, RX major facelifts and UX minor facelifts will be launched one after another. The battle between German and Japanese high-end brands in the field of sports and leisure travel will only be more tragic.

However, in the premium brand market, in addition to the slight growth of BMW (1%) in 2021, the competition between the Second Corps is obviously more intense. Volvo's 8,446 vehicles not only set the best result since this century, but also created an annual growth rate of 8,446 units. The rate reached 19.7% (almost 1/5); and Porsche also approached the level of 5,000 vehicles (4,909 vehicles), an increase of 12.7% over 2020; as for Audi, which has been affected by factors such as WLTP in the past few years, it also paid The report card with a growth rate of 7.1% (3224 vehicles), these three major brands have a common feature, that is, in 2021, they will make great achievements in the field of new energy (including pure electric BEVs and plug-in PHEVs), XC40 (2666 vehicles) Although electric vehicles (67 units) did not arrive in Hong Kong until the end of last year, it is still the runner-up in sales of small LSUVs in 2021 other than Lexus UX. Even better than 2020, which also sets a new record for the 2021 premium car scene.

Are Tesla's good days coming to an end?

When it comes to electric vehicles that have been the most talked about in recent years, 2021 can be said to be a year of constant discussion. Is it CCS1 or CCS2 for public charging piles? As a result, the government was very happy (celebrating by-elections and referendums in line with the expectations of the ruling authorities?), and finally passed the Chinese national standard (GB/T), Tesla (TPC) fast charging specifications, etc., making Taiwan a global public charging compatible. The countries with the most specifications obviously open the door for convenience on the premise that the public sector has no intention of investing in infrastructure, and still hope that from the nuclear end to "2050 Net Zero" (Net Zero), a cleaner future can be created. However, it is not known whether the declaration is to be implemented to the end, but at least it can be confirmed that this year will be a year of public charging popularity.

Similarly, according to statistics, in 2021, Tesla, the leading brand of pure electric vehicles, will eventually receive 5,632 vehicles, a slight decrease of 3.2% compared with 2020. Model 3 has grown by 22.3%. Under the premise of knowing that the government will not do anything and that only self-reliance can survive, Porsche has become the runner-up in 2021 electric vehicle sales (55 units→811 units), closely followed by Audi (59 units). vehicles → 229 vehicles), the top three are obviously premium brands.

In addition, another special phenomenon in 2021 is that general brands have also begun to act. Among them, Hyundai, which has cooperated with Yudian Energy, is represented (Kona Electric has listed 67 vehicles), and the only domestic car is China Lingli e-Veryca (19 Vehicles → 84 vehicles), in addition to the facelift, the addition of a 5-seater passenger car option and the improvement of power efficiency, as well as the only entry threshold below one million are the main reasons. Lexus (5 units) and Volvo (67 units) were pre-sold for a long time before delivery began in the last quarter of 2021. Of course, more brands will enter the market in 2022. After all, electric vehicles are completely different from fuel vehicles. The popularity of public facilities will determine everything, perhaps thanks to the government's ability to officially confirm the public charging specifications at the end of 2021, so that the popularity of electric vehicles will not become a slogan. Looking ahead to 2022, electric vehicles will definitely make a big splash. I believe that a year later, We see that it will no longer be a situation where market share slowly climbs from 1.4% to 1.6%, everything will change.