Volkswagen Group on course for NEW AUTO: deliveries of battery-electric vehicles doubled in 2021

Woensdag 12 januari 2022

Transformation underway: 452,900 battery-electric vehicles (BEVs) handed over to customers (+96 percent vs. 2020), Group clearly the BEV market leader in Europe and number two in the USA, BEV volume in China up more than fourfold at 92,700 units
Semiconductor shortages led to a slight overall decrease in global deliveries of 4.5 percent year-on-year to 8.9 million vehicles despite full order books

Volkswagen drove forward its transformation into a sustainable, software-centric mobility group in the year now ended and approximately doubled its BEV deliveries year-on-year to 452,900 units. These now account for 5.1 percent of total deliveries, up from 2.5 percent in the previous year. The Group is the European market leader for battery-electric vehicles by a large margin and achieved the second-largest share of the key US market with about 7.5 percent. In China, 92,700 BEVs were delivered, more than four times the figure for 2020. Sales of plug-in hybrids worldwide also rose significantly to 309,500 units (+61 percent). In total, the Group delivered 8,882,000 vehicles to customers around the world. As forecast, the global semiconductor shortage led to a slight decrease of 4.5 percent versus 2020 despite high customer demand and full order books.

Christian Dahlheim, Head of Volkswagen Group Sales: “2021 was very challenging due to global semiconductor shortages, but we nevertheless consistently implemented our clear future course towards NEW AUTO. The doubling of our battery-electric volumes and the high demand for all our vehicles clearly show that we are on the right track. This is something we will build on in the current year and continue to drive forward our transformation.”

Figures for 2021 show how the Volkswagen Group’s business model is changing. The sources of income will progressively shift further from conventional petrol engines to zero-emissions electric cars and from sales of vehicles to software and mobility services, underpinned by the key technology of autonomous driving. The Volkswagen Group projects that in 2030 one in two cars sold worldwide will be purely electric.

Systematic electrification of the product portfolio is also reflected in the investment planning for the years 2022 to 2026 that the Volkswagen Group presented in December. These plans provide for an increase in capex and development costs for e-mobility of around 50 percent compared with the previous planning, giving a total of EUR 52 billion.

The Group’s top-selling battery-electric models in 2021 were (in units):

– Volkswagen ID.4 119,600

– Volkswagen ID.3 75,500

– Audi e-tron (incl. Sportback) 49,200

– ŠKODA Enyaq iV 44,700

– Volkswagen e-up!⁰¹ 41,400

– Porsche Taycan (incl. Turismo) 41,300

Deliveries in the regions developed as follows in 2021:

A total of 3,518,700 vehicles were delivered in Europe (–2.7 percent). In Western Europe, 2,860,400 customers took possession of a Group brand vehicle (–2.7 percent). Battery-electric vehicles were very popular in this region, accounting for 10.5 percent of Group deliveries in Western Europe (2020: 6.2 percent). This makes the Group the clear BEV market leader in Europe. Demand for BEVs was even somewhat stronger in Germany, the Group’s home market, where battery-electric vehicles made up 11.4 percent of Group deliveries (2020: 5.9 percent). Here, a total of 991,900 vehicles across all drive systems were handed over to customers (–9.6 percent). Deliveries in Central and Eastern Europe declined by 2.8 percent to 658,300 units.

In North America, 908,400 customers took delivery of a new Group brand vehicle, a significant increase of 15.6 percent. This positive development was driven in particular by the USA, where deliveries rose by 16.9 percent to 671,800 units. The Group tripled its BEV deliveries in the largest North American market year-on-year to 37,200 vehicles, making it the number two for battery-electric vehicles.

The Group also lifted its delivery volumes year-on-year in the South America region. A total of 514,600 vehicles were handed over to customers, an increase of 5.1 percent. In Brazil, the region’s largest market, deliveries hovered around the prior-year figure at 376,500 units (–0.3 percent).

In the Asia-Pacific region, deliveries fell by 12.4 percent year-on-year to 3,610,600 units. China, the Group’s largest single market, was among the hardest hit by the semiconductor shortages. Here, deliveries were down by 14.1 percent to 3,304,800 units. The electric offensive also bore fruit in this region, leading to the strongest volume growth among Group BEVs, which rose more than fourfold to 92,700 vehicles.

Volkswagen Group – deliveries across all drive types

Deliveries to customers by market	Dec. 2021	Dec. 2020	Delta (%)	Oct. – Dec. 2021	Oct. – Dec. 2020	Delta (%)	Jan. – Dec. 2021	Jan. – Dec. 2020	Delta (%)
Western Europe	235,000	311,200	-24.5	590,200	856,600	-31.1	2,860,400	2,939,500	-2.7
Central and Eastern Europe	47,500	64,900	-26.8	122,600	196,900	-37.7	658,300	677,000	-2.8
North America	66,600	92,000	-27.6	204,800	236,800	-13.5	908,400	785,800	+15.6
South America	41,200	51,300	-19.6	122,600	155,000	-20.9	514,600	489,700	+5.1
China (incl. HK)	275,900	421,800	-34.6	754,700	1,189,000	-36.5	3,304,800	3,849,000	-14.1
Rest of Asia-Pacific	27,000	28,500	-5.5	75,600	80,400	-6.0	305,800	273,200	+11.9
Middle East/Africa	19,900	27,500	-27.5	60,000	85,500	-29.9	329,600	290,700	+13.4
Worldwide	713,200	997,200	-28.5	1,930,400	2,800,400	-31.1	8,882,000	9,305,000	-4.5

Deliveries to customers by brand	Dec. 2021	Dec. 2020	Delta (%)	Oct. – Dec. 2021	Oct. – Dec. 2020	Delta (%)	Jan. – Dec. 2021	Jan. – Dec. 2020	Delta (%)
Volkswagen Passenger Cars	395,500	603,100	-34.4	1,102,100	1,653,800	-33.4	4,896,900	5,328,100	-8.1
Audi	125,600	175,400	-28.4	332,900	505,600	-34.2	1,680,500	1,692,800	-0.7
ŠKODA	71,200	94,200	-24.4	177,500	282,900	-37.3	878,200	1,004,800	-12.6
SEAT	28,700	36,800	-22.0	79,200	109,700	-27.8	470,500	426,600	+10.3
Porsche	37,100	31,200	+18.7	84,700	80,600	+5.1	301,900	272,200	+10.9
Volkswagen Commercial Vehicles	26,700	33,600	-20.6	73,000	99,600	-26.7	359,500	371,600	-3.2
MAN	13,700	12,900	+6.5	36,900	38,200	-3.5	151,000	118,100	+27.8
Scania	7,900	7,900	+0.3	23,100	24,400	-5.0	90,400	72,100	+25.4
Navistar	5,200	0	-	15,800	0	-	29,900	0	-
Others*	1,600	2,000	-21.7	5,200	5,500	-5.3	23,100	18,700	+23.6
Volkswagen Group	713,200	997,200	-28.5	1,930,400	2,800,400	-31.1	8,882,000	9,305,000	-4.5

*Others include Bentley, Lamborghini and Bugatti

Volkswagen Group – deliveries of battery-electric vehicles (BEVs)

Deliveries to customers by market	Oct. - Dec. 2021	Oct. - Dec 2020	Delta (%)	Jan. – Dec. 2021	Jan. – Dec. 2020	Delta (%)
Europe	100,500	96,500	+4.2	310,400	191,800	+61.9
USA	9,800	3,600	+171.7	37,200	12,400	+200.2
China	45,500	6,400	+607.7	92,700	22,100	+319.5
Rest of world	3,900	2,000	+96.1	12,700	5,400	+135.5
Worldwide	159,800	108,600	+47.2	452,900	231,600	+95.5

Deliveries to customers by brand	Oct. - Dec. 2021	Oct. - Dec 2020	Delta (%)	Jan. – Dec. 2021	Jan. – Dec. 2020	Delta (%)
Volkswagen Passenger Cars	95,300	71,600	+33.2	263,200	133,900	+96.5
Audi	29,100	17,200	+69.7	81,900	52,000	+57.5
ŠKODA	17,000	5,700	+199.6	49,100	15,200	+222.9
SEAT	4,200	3,100	+35.1	13,000	7,300	+78.0
Porsche	12,700	9,100	+39.5	41,300	20,000	+106.3
Volkswagen Commercial Vehicles	1,300	1,800	-24.5	3,600	2,700	+35.1
MAN	200	300	-6.9	800	500	+69.3
Scania	-	-	-	-	-	-
Navistar	-	-	-	-	-	-
Others*	-	-	-	-	-	-
Volkswagen Group	159,800	108,600	+47.2	452,900	231,600	+95.5

*Others include Bentley, Lamborghini and Bugatti

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