OEM Electrification Strategies: Strengthening HVs and diversifying into EVs, PHVs, and FCVs

Toyota, Honda, Hyundai-Kia, GM, and Ford trends

2018/05/01

Summary

As environmental regulations become more stringent around the world, major automakers that have been leading the HV market are targeting to increase sales of electric vehicles by expanding their lineups of EVs, PHVs, and FCVs.

This report covers the electric vehicle expansion policies and release plans by category of Toyota, Honda, Hyundai-Kia, GM, and Ford, provide a summary of the major EV and PHV models, and update the road maps related to electrification. Based on MarkLines vehicle sales by model data, this report also provides an aggregate of the vehicle sales of major electric vehicle models from 2015 to 2017.

Toyota and Honda announced their sales targets for electric vehicles to 2030. In addition to strengthening their HV lineups, these automakers plan to diversify their electric vehicle model lineups by introducing PHV, FCV, and EV variants. Hyundai-Kia established its targets for the introduction of electric vehicles in 2025, and will expand its lineup of HV, PHV, and EV models for its Hyundai Ioniq and Kia Niro electric vehicles. GM and Ford established targets for the introduction of electrified vehicles by 2020, and will promote the introduction of EVs and the electrification of major vehicle models, primarily for the North American and Chinese markets.

The final section of this report includes a table summarizing the status of the introduction of electric vehicles to the Chinese market by foreign-owned OEMs, as well as a table summarizing the sales volume actuals for key electric models (2015 to 2017). Foreign-owned OEMs have announced plans to strengthen their businesses related to new energy vehicles (NEVs) and to further accelerate the introduction of EV and PHV models going forward.

 

Related Reports:
OEM Electrification Strategies: Acceleration of EV and PHV Lineup Expansion (Apr. 2018)





OEM plans to strengthen HV and diversify electric models such as EVs, PHVs, and FCVs

Road map related to OEM electrification

OEM各社の電動化に関するロードマップ
Source: Created by MarkLines based on press releases and media reports (as of March 2018)

 

Toyota and Honda announced their sales targets for electric vehicles through 2030. In addition to strengthening its HV lineups, these automakers plan to diversify their lineups of electric vehicle models by introducing PHV, FCV, and EV variants. Both companies have been selling HV models in a wide range of vehicle segments, mainly in Japan and the U.S., with Toyota introducing the Prius PHV and the MIRAI FCV, and with Honda introducing the Clarity series of electric vehicles that include a lineup of FCV, EV, and PHV variants. Both companies announced EV concepts in 2017 and will work to meet the increasingly stringent emissions regulations in China, Europe, and other countries.

Hyundai-Kia established its targets for the introduction of electric vehicles to 2025, and will expand its lineup of HV, PHV, and EV variants for its Hyundai Ioniq and Kia Niro electric vehicles, as well as other models such as Hyundai's Kona EV and Kia's Optima PHV. The companies will also promote the introduction of electric versions of vehicle models for mass market sales.

GM and Ford established their targets for the introduction of electric vehicles to 2020. In 2017, GM entered the EV market, releasing the Chevrolet Bolt in North America and the Baojun E100 in China. Ford is proceeding with its electrification plans for mass market models such as the Fusion, Focus, C-MAX, and F-150.





Toyota: Aims for 5.5 million electrified vehicles and 1 million EV and FCV in 2030

Since launching the Prius in 1997, Toyota has led the global market in terms of sales volumes of electrified vehicles, led by HVs at the center of its strategy. However, in light of the increasingly stringent zero emission vehicle (ZEV) regulations being implemented in China, California and 10 other states in the U.S., Toyota's current direction is to expand its lineup of electrified vehicles to include PHV, FCV, and EV variants as well as to promote its dominant market leading HV models. At the end of 2017 Toyota announced its plans to target sales of over 5.5 million electric cars in 2030, of which EVs and FCVs will comprise over 1 million units. By 2025, Toyota's plans call for the expansion of electric vehicles to HVs, PHVs, and EVs for all its models on a global basis and discontinue the production of vehicles powered solely by internal combustion engines.

Toyota plans to introduce 10 new EV models globally in the early 2020s. The company will accelerate the introduction from the Chinese market, and sequentially introduce EVs in Japan, India, the U.S., and Europe. As far as FCVs are concerned, the company will expand its product lineup of FCV passenger cars and commercial vehicles in the 2020s. The company will also expand its product lineup of PHVs in the 2020s. In addition to improving the performance of the Toyota Hybrid System (THS II) for HVs, Toyota will introduce a number of variants such as high-power and mild-hybrid system models.

In 2017, Toyota announced its EV Concept-i series of vehicles equipped with an artificial intelligence (AI) system as well as its Fine-Comfort Ride FCV concept vehicle. At CES 2018, Toyota unveiled its e-Palette concept EV for mobility services.

Prius Series The 4th generation Prius was released at the end of 2015. In 2017, Toyota released a PHV that is marketed as the Prius Prime in North America. The vehicle specifications for Japanese and European markets include a solar charging system.
Concept-i Series Toyota's EV concept with artificial intelligence (AI) system technology was unveiled at CES 2017. Evolved versions of the Concept-i series were announced at the 2017 Tokyo Motor Show and CES 2018. Toyota is planning to start public road verification testing in Japan around 2020 using vehicles equipped with some of the concept car's features. The Concept-i series includes a lineup of vehicles that include the compact i-RIDE car for urban mobility and the three-wheeled i-Walk personal mobility solution for a single rider.
e-Palette Concept The e-Pallette that Toyota exhibited at CES 2018 is its customizable, mass market, next generation EV. The model demonstrates Toyota's MaaS (Mobility as a Service) vision. Toyota has announced that it has formed an alliance for the mobility services business that includes partners such as Amazon and Pizza Hut, with technical participation by partners such as Mazda and Uber.
Fine-Comfort Ride The Fine-Comfort Ride premium saloon FCV concept vehicle was unveiled at the 2017 Tokyo Motor Show.

 

Joint development of EVs and batteries

Toyota and Mazda signed a joint venture agreement in August 2017. The venture will allow the two companies to jointly develop a common EV platform that can be adopted for a variety of vehicles including mini vehicles, SUVs, and light-duty trucks. Mazda will be launching vehicles in 2019 and Toyota in 2020.

In September 2017, with the establishment of EV C.A. Spirit, Toyota formed a partnership with Mazda and Denso for the joint development of technologies for basic EV concepts. In addition to EV platforms, the companies will partner to research the characteristics required for major units such as batteries, motors, inverters, etc., to be developed and provided by their respective development departments.

In December 2017, Toyota announced that it is collaborating with Panasonic on the development and manufacture of prismatic lithium-ion EV batteries.

 

Concept-愛i e-Palette Concept Vehicle
Concept-i e-Palette Concept Vehicle

 

Toyota Group major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Toyota Prius/Prius α C/MPV HV 290,213 399,889 250,170 Japan, USA, Mexico, UK
Toyota C-HR SUV
(Class C)
HV - 3,708 166,673 Japan, Italy, France, UK
Toyota Aqua (Prius C) B HV 260,809 192,966 134,678 Japan, USA
Toyota Vitz (Yaris) B HV 25,516 69,503 112,483 Japan, Italy, France, UK, Germany
Toyota Corolla C HV 57,930 41,498 94,848 China, Japan
Toyota RAV4 SUV
(Class C)
HV 1,491 74,298 88,497 USA, Spain, Germany, France, Italy, UK
Toyota Auris C HV 23,368 69,456 62,510 UK, Spain, France, Germany,
Italy, Sweden
Toyota Camry D HV 48,913 37,461 50,774 USA, Japan
Toyota Prius C PHV 6,018 3,009 48,740 Japan, USA
Toyota Levin C HV 3,166 25,932 40,799 China only
Toyota Sienta MPV HV 28,855 47,653 36,807 Japan only
Toyota Voxy MPV HV 26,622 26,799 25,174 Japan only
Toyota Esquire MPV HV 34,633 24,084 24,175 Japan only
Toyota Noah MPV HV 22,048 19,537 19,823 Japan only
Lexus Lexus CT C HV 32,378 22,755 18,615 USA, Japan, UK
Lexus Lexus RX SUV
(Class E)
HV 11,588 20,358 17,705 USA, Japan, Korea
Toyota Crown E HV 29,981 24,560 17,460 Japan only
Toyota Highlander SUV
(Class D)
HV 4,015 5,976 16,864 USA only
Lexus Lexus ES E HV 16,247 13,757 14,360 Korea, USA
Toyota Aqua Crossover SUV
(Class B)
HV - - 12,374 Japan only
Lexus Lexus NX SUV
(Class D)
HV 19,234 11,357 11,194 Japan, USA, Korea
Toyota Harrier SUV
(Class E)
HV 14,218 8,190 9,105 Japan only
Toyota Alphard MPV HV 13,826 9,002 8,746 Japan only
Toyota Vellfire MPV HV 11,194 6,816 5,845 Japan only
Toyota Avalon D HV 11,956 8,451 4,990 USA only
Lexus Lexus LS F HV 2,021 1,299 4,434 Japan
Lexus Lexus IS D HV 8,123 2,968 4,413 Japan
Toyota Estima (Previa) MPV HV 3,964 4,267 4,031 Japan only
Lexus Lexus GS E HV 2,956 4,579 3,329 Japan
Toyota MIRAI D FCV 496 2,026 2,682 USA, Japan
Toyota SAI E HV 8,254 4,617 1,979 Japan only
Toyota JPN TAXI B HV - - 1,476 Japan only
Lexus Lexus LC F HV - - 1,185 Japan

Source: MarkLines yearly sales figures by model

 

Related Reports:
Toyota's Electrified Vehicle Strategy: Sales of 5.5 million units and 1 million ZEV vehicles by 2030 (Apr. 2018)
Toyota's strategy for EVs and PHVs: Joint EV development with Mazda (Sep. 2017)





Honda: Clarity series introduced, with plans to electrify two-thirds of Honda vehicles sold globally in 2030

2030 Vision

Honda has established a goal of electrifying two-thirds of the four-wheel vehicles that it sells worldwide in 2030. The breakdown for those vehicles is about 15% for ZEV vehicles (FCVs and EVs), and more than 50% for PHVs and HVs. Honda will market these vehicles in Japan, the U.S., Europe, and China. For Europe, Honda's plans to replace conventional ICE-powered vehicles will be implemented 5 years earlier than other regions, to achieve its two-thirds target in 2025. Also, through the common use of HV components, Honda plants to reduce the cost of FCVs to a level comparable with that of HVs by 2025.

Introduction of the Clarity series, announcement of EV concept

For the Clarity series of electric vehicles, Honda introduced its FCV in 2016, and its EV and PHV models in 2017. At CES 2017, Honda displayed its EV concept cars, the Urban EV Concept city commuter and the NeuV, which is likely to be targeted for ride-sharing services. Honda also unveiled its Sports EV Concept sports car at the 2017 Tokyo Motor Show. Honda plans to introduce production models of these EVs for the mass market in Europe from 2019. Regarding HVs, Honda is selling a number of models for a wide range of vehicle segments mainly in Japan and the U.S., but announced a prototype of its new Insight at the Detroit Motor Show in 2018, and has plans to release the vehicle in North America in Summer 2018.

Clarity series Clarity Fuel Cell
Vehicle leasing began in Japan in March 2016, Europe in November 2016, and the U.S. in December 2016.
Clarity Electric
Vehicle leasing began in California and Oregon in August 2017.
Clarity PHEV
The vehicle was released in the U.S. in December 2017, and in Japan in the summer of 2018.
EV concept Urban EV Concept
A city commuter EV. Honda has plan to release production models for the mass markets of Europe in 2019 and Japan in 2020.
Sports EV Concept
Honda aims to achieve its next generation sports car design by combining the performance of an EV with artificial intelligence (AI) into a compact body. The production model for the mass market will be released in Europe in the beginning of 2019.
NeuV
The vehicle is equipped with AI and autonomous driving technologies, and is assumed to be targeted for ride sharing services.

 

Honda Sports EV Concept Honda Insight Prototype Honda Clarity PHEV
Honda Sports EV Concept Honda Insight Prototype Honda Clarity PHEV

 

Honda major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Honda Freed MPV HV 15,293 24,456 48,152 Japan only
Honda Fit (Jazz) B HV 65,409 52,226 46,524 Japan
Honda Vezel SUV (Class B) HV 50,831 49,922 44,842 Japan only
Honda Accord D HV 14,097 13,449 27,513 USA, Japan, Korea
Honda SHUTTLE C HV 30,514 35,576 23,250 Japan only
Honda Odyssey MPV HV - 20,339 13,127 Japan only
Honda Step Wgn MPV HV - - 8,160 Japan only
Honda GRACE C HV 23,010 9,982 7,749 Japan only
Acura MDX SUV (Class E) HV - - 1,807 USA only
Honda Clarity Electric D EV - - 1,121 USA only
Honda JADE MPV HV 10,221 4,677 1,070 Japan only
Honda Clarity PHEV D PHV - - 903 USA only
Honda CR-Z C HV 4,230 4,067 759 USA, Japan
Honda/Acura NSX F HV - 333 735 USA, UK, Canada
Honda Clarity Fuel Cell D FCV - 113 522 USA, Japan
Honda Legend E HV 2,790 829 405 Japan only
Acura RLX F HV 250 235 292 USA only
Honda Civic C HV 4,889 897 65 USA
Honda Insight C HV 1,597 69 3 USA

Source: MarkLines yearly sales figures by model

 

Related Reports:
Honda FCV: Development and Vision of a Hydrogen Energy Society (Mar. 2018)
Evolving EV Technologies; Nissan and Honda Approaches to Electrification (Mar. 2018)
Honda's 2030 Vision: forming partnerships to explore AI and other new fields (Aug. 2017)





Hyundai-Kia: Expanded lineup of HVs, PHVs, and EVs for the Ioniq and Niro series

Hyundai Motor plans to introduce 18 new models of environmentally-friendly vehicles, including the Nexo FCV, by 2025. Kia Motors will launch new 16 models (5 HEVs, 5 PHEVs, 5 EVs, and 1 FCV) by 2025; the FCV will be launched in 2020.

Hyundai-Kia sells electric vehicle models mainly in Korea and the U.S. From 2016 Hyundai-Kia will expand its lineup of the Hyundai Ioniq series and Kia Niro series to include HV, PHV, and EV variants to aggressively expand its presence in the European electric vehicle market. In addition, Hyundai has been promoting the expansion of its lineup of electric vehicles, announcing its Nexo FCV at the CES in January 2018, HV and PHV variants of its new Sonata at the Chicago Motor Show in February, and its Kona EV compact SUV at the Geneva Motor Show in March.

 

Hyundai

Ioniq series The Ioniq series includes HV and EV variants, launched in 2016, and a PHV variant, launched in 2017, based on a common electrified vehicle platform.
Nexo FCV The Nexo FCV was unveiled at the CES 2018. The Nexo FCV model replaced the Tucson FCEV that was discontinued in 2017. The Nexo FCV is scheduled to go on sale in selected global markets from the beginning of 2018.
Kona Electric The Kona EV subcompact SUV was announced at the Geneva Motor Show in 2018. The vehicle is being launched in Korea in April, and will be released in Europe in July.

 

Kia

Niro series A sibling of the Hyundai Ioniq series, the Nino HV variant was released in 2016 and the PHV variant in 2017. A Niro series EV concept was unveiled at CES 2018.

 

Hyundai Nexo FCV Kia Niro EV Concept
Hyundai Nexo FCV Kia Niro EV Concept

 

Hyundai-Kia Group major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Kia Niro SUV
(Class C)
HV/PHV - 27,329 90,524 USA, Korea, Spain, Netherlands, Germany, UK
Hyundai Ioniq C HV/PHV/EV - 15,193 54,298 Korea, USA, Israel, UK
Hyundai Grandeur D HV 10,859 6,914 18,490 Korea only
Hyundai Sonata D HV 31,517 26,148 14,978 USA, Korea
Kia Soul C EV 2,822 5,248 9,496 Germany, USA, Korea
Kia K7 E HV 3,054 2,324 6,280 Korea only
Kia Optima D HV 11,492 6,258 5,537 USA
Kia Optima D PHV - 531 3,979 Sweden, USA
Kia K5 D HV 3,451 3,774 2,566 Korea only
Hyundai Sonata D PHV 143 3,117 1,145 USA
Horki Horki C EV 30 5 478 China only
Hyundai Elantra C EV - - 420 China only
Hyundai Tucson (ix35) SUV
(Class C)
FCV - 80 99 Korea

Source: MarkLines yearly sales figures by model

 

Related Reports:
Hyundai Motor: Launching the Genesis luxury brand and Ioniq green car series (May 2017)
The growth of xEVs and improvements to ICE vehicles (Part 2) (Jul. 2017)





GM: Launched EVs in 2017, targeting the North America and China markets

GM sells PHV and HV models primarily in the North America and China markets. In 2017 GM entered the EV market, releasing the Chevrolet Bolt in North America and the Baojun E100 in China. According to a GM press release, approximately 25% of the company's 2017 sales of EVs and PHVs in the U.S. were attributed to three models, the Chevrolet Bolt, Chevrolet Volt, and the Cadillac CT6 Plug-In. In China, GM sells the Baojun E100, and other models such as the Buick Velite 5 PHV.

GM plans to release at least 20 new electric models by 2023.

 

Chevrolet

Volt The Volt is a compact PHV hatchback. In the fall of 2015, GM released the second generation Volt in California and Oregon, and in 2016 released the 2017 model nationwide.
Bolt The Bolt is a compact EV, launched in California and Oregon in December 2016. GM began selling the Bolt nationwide from August 2017. GM plans to increase the production of the Bolt at its Orion plant beginning in the second half of 2018.

 

Cadillac

CT6 Plug-In The CT6 PHV is a variant of Cadillac's flagship model, the CT6. It was released in the spring of 2017. The CT6 PHV is manufactured by SAIC GM and sold in China and North America.

 

Opel

GM had previously sold its Chevrolet Volt PHV model in Europe as the Opel Ampera, but discontinued sales 2015, and is not selling its sibling vehicle, the new Volt. GM agreed to sell its European operations (Opel / Vauxhall) to PSA in March 2017. Currently it supplies the Chevrolet Bolt EV to PSA, which sells it as the Opel Ampera-e.

Ampera-e The sibling vehicle of the Chevrolet Bolt, the Opel Ampera-e, was launched in Norway in April 2017, then released in Germany, the Netherlands, and Switzerland.

 

Chevrolet Bolt Cadillac CT6 Plug-In
Chevrolet Bolt Cadillac CT6 Plug-In

 

GM Group major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Chevrolet Bolt B EV - 579 26,003 USA, Canada
Chevrolet Volt C PHV 16,874 28,291 24,758 USA, Canada
Baojun E100 A EV - - 11,446 China only
Chevrolet Malibu D HV 59 4,554 4,904 USA
Buick LaCrosse D HV 4,042 1,960 2,729 China, USA
Cadillac XT5 SUV (Class D) HV - - 1,991 China only
Opel Ampera-e E EV - - 1,978 Norway
Buick Velite 5 C PHV - - 1,499 China only
Cadillac CT6 E PHV - - 1,161 China, USA
GMC GMC Sierra Pickup HV 1 - 937 USA only
Opel Ampera C PHV 302 40 - Netherlands, Switzerland
Chevrolet Spark A EV 2,782 3,138 28 USA
Cadillac ELR D PHV 1,302 622 17 USA, Saudi Arabia

Source: MarkLines yearly sales figures by model

 

Related Reports:
GM to concentrate resources on growth opportunities in North America and China (Oct. 2017)

 



Ford: Introducing 13 new electrified vehicle models by 2020

In December 2015, Ford announced that it will invest USD 4.5 billion, and introduce 13 new electrified vehicle models by 2020. In 2020, Ford anticipates that 40% of its entire vehicle lineup will be comprised of electrified vehicles. In January 2017, Ford announced descriptions for 7 out of the 13 new electrified vehicle models that it will introduce (see table below).

In March 2018, Ford announced its plans to increase the sales ratio of its trucks and SUVs from the current 70% to 86% by 2020. Its plans include increasing the number of its SUVs from the current 6 models to 8 models within the next 2 years. A 4-door electric SUV with a design reminiscent of the Mustang and HV variants of other SUVs are in development.

Electric SUV A small electric SUV, planned for release in 2019.
Ford's plans for its Model E series include the development of a series of models with electrified vehicle specifications (EVs, HVs, and PHVs) available in a variety of body types (e.g. passenger cars, SUVs).
Transit Custom Plug-in Hybrid The Transit PHV commercial van is sold in Europe. The Transit Custom PHV is scheduled to be released in 2019.
F-150 Hybrid Produced at Dearborn Truck Plant, Michigan, the F-150 HV is planned to be released in 2020. The vehicle will be sold in North America and the Middle East.
Mustang Hybrid The vehicle is scheduled to be released in North America in 2020.
Autonomous Vehicles Ford plans to develop automated vehicles with HV specifications for the ride sharing services market. The vehicles will be assembled at Ford's Flat Rock plant, and are scheduled to go on sale in 2021. The vehicles will be introduced initially for the North American market.
Electric police vehicles Ford plans to introduce two EV models of police vehicles. In November 2017, the company announced PHVs based on the Fusion for police and government vehicles, which it plans to launch in the summer of 2018.

 

Ford

Ford has launched HV and PHV variants of the Fusion and C-MAX, as well as the Focus EV, but these vehicles are sold mainly in the U.S. In China, Changan Ford has been selling the Mondeo HV, but in March 2018 plans to introduce a PHV variant and discontinue sales of the Mondeo HV. Also, in November 2017 Ford announced its electrified vehicle strategy for the Middle East, and over the next four years plans to introduce four new HV models including HV versions of the F-150 and Fusion.

Fusion The midsized Fusion HV (Fusion Hybrid) sedan and the Fusion PHV (Fusion Energi) will be assembled at Ford's Hermosillo plant in Mexico and sold in the United States. Ford also has been selling HVs in Mexico since 2017.
C-MAX The C-MAX is a compact MPV. The C-MAX HV (C-MAX Hybrid) and PHV (C-MAX Energi) are assembled at Ford's Wayne plant in Michigan and sold in the U.S. The PHV version will be sold in the Netherlands until 2015. In 2016 a small volume of C-MAX HV units were sold in the Netherlands and in Germany.
Focus The compact Focus EV (Focus Electric) model is assembled at Ford's Wayne plant in Michigan, and sold primarily in the U.S., with a small quantity being sold in Norway. The next model will be launched in 2019 in parallel with the model change of the Focus base vehicle.
Mondeo The midsized Mondeo HV sedan will be released in Europe at the end of 2014 and in China at the end of 2016. In China, sales of the Mondeo HV were discontinued with the release of the Mondeo PHV in March 2018.

 

Lincoln

In North America, Ford is selling the Lincoln MKZ Hybrid, which shares the hybrid system adopted for the Ford Fusion Hybrid. At the New York Motor Show at the end of March 2018, Ford announced that the first PHV in its Lincoln brand lineup will be its Lincoln Aviator luxury SUV (to be released in 2019).

MKZ The midsized MKZ sedan is assembled at Ford's Hermosillo Plant in Mexico and sold in North America. The Lincoln MKZ Hybrid shares the same HV system adopted for the Ford Fusion Hybrid.
Aviator The Aviator is a full-sized crossover SUV that was announced at the New York Motor Show in 2018, and scheduled to be released in 2019. The Aviator will be the first PHV in the Lincoln brand model lineup.

 

Ford Focus Electric Ford Fusion Energi
Ford Focus Electric Ford Fusion Energi

 

Ford Group major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Ford Fusion D HV 24,682 33,648 58,060 USA
Ford C-MAX MPV HV 14,177 11,915 10,250 USA
Ford Fusion D PHV 9,750 15,938 9,632 USA only
Ford C-MAX MPV PHV 8,820 7,957 8,140 USA
Lincoln MKZ D HV 8,704 7,458 6,334 USA, Korea
Ford Focus C EV 1,591 919 1,854 USA
Ford Mondeo D HV 36 480 656 France, UK

Source: MarkLines yearly sales figures by model





Status of the introduction of electric vehicles by foreign-owned OEMs in China: Responding to China's New Energy Vehicle (NEV) policies

In response to a series of automotive policies such as the "Corporate Average Fuel Consumption (CAFC) and New Energy Vehicle Credits" system announced by the Chinese government in 2017, foreign-owned OEMs have announced plans to strengthen their businesses related to NEVs.

German OEMs plan to simultaneously introduce new EV and PHV models to the Chinese and European markets. GM introduced the Baojun E100 EV in 2017 and the Chevrolet Bolt EV in 2018. Toyota will add PHV and EV variants of its best-selling Corolla and Levin HV models. Honda plans to introduce EVs in 2018.

There is also significant activity in the establishment of new joint ventures with local Chinese automakers to strengthen the NEV business of foreign-owned OEMs. VW will launch a new brand of EVs with Jianghua Auto (JAC) in 2018, and Ford plans to start joint EV production with Zotye Auto from 2019. In addition, BMW is planning to partner on the business of MINI brand EVs with Great Wall Motor (GWM), and Renault is partnering with Brilliance Auto on the business of EVs for light commercial vehicle (LCV) applications.

 

Status of the introduction of EVs to the Chinese market by foreign-owned OEMs (key models highlighted)

Joint Venture Partner SAIC FAW Dongfeng Changan BAIC GAC
VW SAIC VW Tiguan L PHV (2018-)
SAIC VW Phideon (PHV, plan)
SAIC VW E-Lavida (EV, 2019-)
SAIC Skoda Kodiaq PHV (2018-)
SAIC Skoda Superb PHV (2019-)
* FAW Audi A8L (HV, 2018-)
FAW Audi A6L e-tron (PHV)
I.D. (2020-)
I.D. CROZZ (2020-)
I.D. BUZZ (2022-)
Daimler EQ series (plan)
Ford Changan Ford Mondeo HV.
Mondeo PHV (2018-)
GM Baojun E100 (EV)
Chevrolet Malibu XL HV
Chevrolet Sail EV
* Chevrolet Sail PHV
Chevrolet Bolt (EV, 2018 plan)
Buick LaCrosse HV
Buick Velite 5 PHV
Buick Velite 6 PHV, EV (2018-)
Cadillac CT6 PHV
Cadillac XT5 HV
PSA DS brand EV (2019-)
Renault Dongfeng Renault Kwid EV (2019-)
Nissan Dongfeng Nissan Murano HV
* Dongfeng Nissan Sylphy EV (2018-)
Dongfeng Nissan LEAF (plan)
Venucia e30 EV
Succe A03 EV
Mitsubishi GAC Mitsubishi Eupheme (PHV, 2018-)
Toyota FAW Toyota Corolla HV,
* Corolla PHV (2019-),
Corolla EV (plan)
* FAW Toyota Izoa EV (2020-)
GAC Toyota Camry HV
GAC Toyota Levin HV,
* Levin PHV (2019-),
Levin EV (plan)
* GAC Toyota C-HR EV (2020-)
* GAC ix4 (EV, 2018-)
Honda Dongfeng Honda CR-V HV
Dongfeng Honda Spirior Sport (HV)
new compact EV (2018-)
GAC Honda Accord Sport (HV)
* Everus new EV (2018-)
Suzuki Changhe Suzuki Wagon R+) EV
Hyundai BAIC Hyundai Sonata HV
BAIC Hyundai Elantra EV
Shouwang BHCD-1
Kia Horki EV
Dongfeng Yueda Kia K5 HV
* Dongfeng Yueda Kia K5 PHV (plan)
Joint Venture Partner Brilliance BYD JAC GWM Zotye Import models
VW * SOL E20X (EV, 2018-) VW e-Golf (EV)
VW Variant GTE (PHV, 2018-)
Audi A3 PHV
Audi Q7 PHV
BMW Zinoro 60H (PHV)
Zinoro 1E (EV)
BMW Brilliance 5 Series PHV (2018-)
BMW Brilliance X1 PHV
* BMW Brilliance iX3 EV (2020-)
MINI brand EV (2019 plan) BMW i3 (EV)
BMW i8 (PHV)
BMW X1 PHV
BMW X5 PHV
BMW 5 Series PHV
BMW 7 Series PHV
Daimler Denza 400 (EV)
Denza 500 (EV)
Mercdes-Benz GLE500e (PHV)
Ford new compact EV (2019 plan) C-MAX Energi (PHV)
Renault new LCV EV (plan)
Nissan Infiniti QX60 HV
Toyota

* Lexus ES 300h (HV, 2018-)
Lexus CT 200h (HV)
Lexus GS 300h (HV)
Lexus LS 500h (HV)
Lexus NX 300h (HV)
Lexus RX 450h (HV)
Lexus LC 500h (HV)

Honda * Acura CDX HV (2018-)

Source: Created by MarkLines based on OEMs website, press releases and media reports (as of March 2018)
Remark: * Added model names announced at the Beijing Motor Show (April 2018)



Major electrified models in China (Sales volume: units)

Group Brand Model Segment EV/HV/
PHV/
FCV
2015 2016 2017
BAIC Beijing EC180 A EV - 4,128 77,628
Toyota FAW Toyota Corolla/New Corolla C HV - - 59,443
Geely ZD D2 A EV 7,814 9,091 42,342
Toyota GAC Toyota Levin C HV 3,166 25,932 40,799
BYD BYD Song DM SUV
(Class C)
PHV - - 30,911
JAC JAC iEV5 C EV - 7,463 24,198
BYD BYD E5 D EV 1,426 15,639 23,601
Geely Emgrand Emgrand Unclassified EV - - 23,324
BYD BYD Qin D PHV 29,707 21,868 20,738
SAIC Roewe RX5 SUV
(Class D)
PHV - - 19,510
BAIC Beijing Senova E EV 17,060 38,035 18,676
Chery Chery eQ1 A EV - - 18,554
Zotye Zotye E200 A EV - 13,154 16,751
JMC JMC E100 A EV - 9,569 15,825
BYD BYD Tang SUV
(Class C)
PHV 18,169 31,405 14,592
Changan/Chana Changan/Chana Benni A EV - - 12,923
JMC JMC E200 A EV - 5,976 12,118
GM Baojun E100 A EV - - 11,446
HAWTAI HAWTAI EV160 A EV - - 11,397
Zotye Zotye Cloud 100 A EV 15,467 16,417 11,205
SAIC Roewe RX5 SUV
(Class D)
EV - - 10,436
BYD BYD e6 C EV 8,125 20,605 10,215
Chery Chery QQ A EV 7,262 14,936 9,925
Geely KANDI K12 A EV - 1,499 9,347
SAIC Roewe i6 D PHV - - 8,925
Changan/Chana Changan/Chana Benni Mini A EV - - 8,124
Dongfeng Dongfeng Junfeng B EV - 0 7,832
Suzuki Changhe Suzuki Wagon R+ A EV - - 7,600
Lifan Lifan 320 B EV 5,888 202 6,110
Haima Haima (Zhengzhou) Aishang A EV - 791 5,804
Zotye Zhima E30 A EV 572 3,471 5,716
CRRC CRRC n.a. Unclassified HV/EV - - 5,291
Changan/Chana Changan/Chana Eulove MPV EV - - 5,010
BYD BYD Qin D EV - 10,656 4,886
Daimler Denza Denza C EV 2,958 2,287 4,713
BAIC Beijing Senova E EV - - 4,242
Toyota GAC Toyota Camry D HV 6,755 5,654 4,150
Geely KANDI K17 B EV 1,945 6,862 4,122
BYD BYD Song SUV
(Class C)
EV - - 4,013
Changan/Chana Changan/Chana Eado C EV - - 3,383
JAC JAC iEV4 C EV - 7,961 3,135
SAIC Roewe 950 D PHV - - 2,910
Renault・Nissan Dongfeng Nissan Murano SUV
(Class D)
HV - - 2,812
Dongfeng Fengshen E70 D EV - - 2,561
Zotye Zotye Cloud TT Unclassified EV 1,984 3,957 2,537
SAIC Roewe 550 C PHV 10,711 15,145 2,455
Dongfeng Dongfeng Sokon Dongfeng Sokon Unclassified EV - - 2,302
GM Buick LaCrosse/New LaCrosse D HV - 1,195 2,223
JMC JMC E160 B EV - 63 2,158
Yema Yema T70 SUV
(Class C)
EV - - 2,102
GM Cadillac XT5 SUV
(Class D)
HV - - 1,991
BMW BMW Brilliance X1 SUV
(Class C)
PHV - - 1,915
Guangzhou Trumpchi GS4 SUV
(Class C)
PHV - - 1,863
Chery Chery Arrizo C EV - - 1,647
Geely Emgrand Emgrand Unclassified PHV - - 1,542
GM Buick Velite 5 C PHV - - 1,499
CRRC CRRC n.a. Unclassified HV/EV - - 1,037
Dongfeng Dongfeng Succe MPV EV - - 1,020
GM Cadillac CT6 E PHV - - 954
Geely Volvo Cars S60 D PHV - - 871
Guangzhou Trumpchi GA5 D PHV - - 827
Guangzhou Trumpchi GA3 C PHV - - 794
Zotye Zotye Z500 D EV - - 770
Geely KANDI K11 A EV - 199 702
JAC JAC iEV6S SUV
(Class B)
EV - 2,945 637
Dongfeng Dongfeng Rich Pickup
Truck
EV 98 305 608
Geely KANDI K10 A EV 12,133 3,185 574
Yulon Yulu EV2 A EV - 15 566
Liebao Liebao CS9 SUV
(Class C)
EV - - 523
BAIC Beijing LITE A EV - - 503
Geely Emgrand EC7 C EV - 17,181 -
Dongfeng Dongfeng Junfeng ER30 B EV - 4,347 -
Chery Chery QQ3 A EV 6,885 2,384 -
Geely Geely Panda (LC-1) A EV 10,479 0 -
Zotye Zotye E20 A EV 6,385 - -

Source: MarkLines yearly sales figures by model

 

Related Reports:
Emerging Chinese EV makers: Rapid development with IT investment and partnerships (Apr. 2018)
2018 China Market Forecast: 29.98 million units; automakers cautious (Mar. 2018)
The Chinese market in 2017: 3% increase to 28.879 million vehicles, SUVs exceed 10 million vehicles (Mar. 2018)
The current situation of China’s NEV market (Jan. 2017)
VW, Daimler, and BMW's NEV strategies for the Chinese market (Nov. 2017)

 

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Keywords
Toyota, Honda, Hyundai-Kia, GM, Ford, electrification, electric vehicles, EV, PHV, HV, FCV, IC, Plug-in, hybrid, fuel cell, internal combustion

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