VFACTS: November car sales tumble, stock shortages sink in

Toyota and Mazda tumble as chip shortage bites, brand China storms up the charts, business fleets right down, Honda falls again, and more.

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Toyota: November sales dive as supply struggles bite
Toyota: November sales dive as supply struggles bite
Mike Costello
Mike Costello
News Editor
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Australia’s new vehicle sales fell 15.3 per cent during November – the second month in succession – reflective of ongoing stock shortages created principally by semiconductor supply constraints.

Sales across all eight States and Territories went backwards compared to November 2020’s tally – though it’s important to note that last year’s 11th month was a ripper, having turned around 31 successive months of decline.

  • Toyota fell nearly 35 per cent yet stayed on top
  • China’s MG, GWM and LDV surged upwards 
  • Honda took another sales dive
  • Ford Ranger topped the model charts
  • EVs and PHEVs were both up more than 200 per cent
  • Business fleet sales tumbled nearly 30 per cent

VFACTS data released by the Federal Chamber of Automotive Industries (FCAI) shows that 80,639 new vehicles were sold in November, down from 95,205 in the same month last year.

This figure doesn’t include Tesla, which alone among the mainstream brands doesn’t disclose sales data.

“Demand across the sector remains strong with the drop in sales reflecting well recognised international supply chain issues,” said FCAI chief executive Tony Weber.

“This includes constraints around microprocessor supplies as well as the ongoing impact of the pandemic restricting factories.

“Car makers are competing with many other sectors, such as white goods manufacturers, for microprocessors across the globe. Some new vehicles sold in the Australian market can require up to 3000 of these parts, so this shortage is definitely being felt by the industry. 

“Challenges aside, we are less than 29,000 vehicles away from 1 million new cars being put into the hands of Australian motorists in 2021,” Mr Weber concluded.

Year-to-date (TYD) sales with just December to go show that Australians have purchased 971,429 new cars and commercials this year, up 18.3 per cent on a heavily interrupted 2020.

Last year excluded, the YTD tally for 2021 is the lowest since 2011. In simpler terms, despite strong post-COVID demand the overall rate of car sales is back where it was a decade ago.

MORE: Stock shortages, production cuts all over as chip crunch hits
MORE: Staggering impact of semiconductor shortage on car industry revealed

Brands

Toyota’s supply out of various Southeast Asian plants has been decimated lately and most of its core cars are subject to wait lists, yet despite a sales downturn it maintained 18.9 per cent market share and its strong lead. Unbreakable indeed…

Hyundai snagged second spot by almost breaking even compared to November 2020, edging out both Ford and Mitsubishi. Mazda sales tumbled 41.5 per cent, pushing the usual silver medallist into fifth spot for the month – though it sits comfortably in second spot YTD, still.

Rounding out the top 10 were Kia, a rampaging MG which finished a remarkable seventh place, Nissan, Volkswagen, and Subaru. BMW and Mercedes-Benz were knocking on the door (the Bavarian brand took the honours), with Isuzu Ute sandwiched between.

While MG remains the number-one Chinese brand, Great Wall Motor (GWM and Haval) conquered LDV, though both brands were up. Completing the top 20 were Suzuki, Honda (tumbling to 17th), Audi, Renault, and Jeep.

BRANDNOV SALESCHANGE
Toyota15,239Down 34.3%
Hyundai6854Down 0.7%
Ford6215Down 6.0%
Mitsubishi5720Up 4.2%
Mazda5295Down 41.5%
Kia4915Down 8.6%
MG3743Up 85.2%
Nissan3509Down 12.3%
Volkswagen3098Down 5.5%
Subaru2712Down 15.3%
BMW2211Down 16.5%
Isuzu Ute2138Down 27.4%
Mercedes-Benz2110Down 33.7%
GWM1972Up 228.7%
LDV1771Up 30.4%
Suzuki1465Down 1.7%
Honda1362Down 45.8%
Audi1293Down 28.9%
Renault1028No change
Jeep632Down 14.9%
Lexus628Down 40.4%
Skoda560Down 18.6%
Volvo Car554Down 33.7%
Ram Trucks395Up 73.2%
SsangYong270Up 12.5%
Porsche264Down 37.4%
Peugeot261Up 38.1%
Land Rover253Down 54.8%
Fiat221Up 57.8%
Mini209Down 36.9%
Chevrolet177N/A
Genesis100Up 108.3%
Maserati57Up 72.7%
Jaguar55Down 36%
Alfa Romeo41Down 24.1%
Citroen32Up 23.1%
Ferrari26Up 188.9%
Bentley21Down 19.2%
Aston Martin15Up 50.0%
Chrysler10Down 23.1%
Lamborghini10Up 25.0%
Alpine9Up 800.0 %
McLaren6No change
Rolls-Royce4Down 50.0%
Lotus3Down 40.0%

The five biggest growth brands by volume were: MG, GWM, LDV (all three being Chinese), Mitsubishi and Chevrolet, as sold by GMSV. The five biggest losers by volume were: Toyota, Mazda, Honda, Mercedes-Benz, and Isuzu Ute.

In most cases, but not all, this was caused by supply shortages rather than lack of demand.

Models

BRANDNOV SALESCHANGE
Ford Ranger4429Up 4.0%
Toyota HiLux4228Down 16.1%
Hyundai i302254Up 10.1%
Toyota Corolla2104Down 24.2%
Toyota RAV41820Down 52.1%
Nissan Navara1792Up 78.1%
Mitsubishi Outlander1633Up 53.8%
Mitsubishi ASX1625Up 10.9%
MG ZS1576Up 39.1%
Hyundai Tucson1541Down 22.8%
Toyota Kluger1466Up 209.3%
Isuzu D-Max1407Down 32.8%
MG 31366Up 116.1%
Nissan X-Trail1328Down 5.5%
Toyota LandCruiser 70 C/C & Troopie1197Up 23.9%
Subaru Outback 1174Up 103.8%
Toyota HiAce 1122Doen 32.6%
Ford Everest1038Up 46.2%
Mazda CX-301027Down 1.1%
Kia Cerato 1015Down 37.5%

Segments

We can also identify the most popular models in each vehicle segment.

  • Micro Cars: Mitsubishi Mirage (649), Kia Picanto (511), Fiat 500 (81)
  • Light Cars under $25,000: MG 3 (1366), Volkswagen Polo (486), Kia Rio (381)
  • Light Cars over $25,000: Mini Hatch (129), Audi A1 (28), Citroen C3 (13)
  • Small Cars under $40,000: Hyundai i30 (2254), Toyota Corolla (2104), Kia Cerato (1015)
  • Small Cars over $40,000: BMW 1 Series (228), BMW 2 Series Gran Coupe (167), Mercedes-Benz A-Class (160)
  • Medium Cars under $60,000: Toyota Camry (967), Volkswagen Passat (123), Mazda 6 (115)
  • Medium Cars over $60,000: BMW 3 Series (422), Mercedes-Benz CLA (110), Lexus ES (104)
  • Large Cars under $70,000: Kia Stinger (37), Skoda Superb (33)
  • Large Cars over $70,000: Mercedes-Benz E-Class (68), BMW 5 Series (30), Porsche Taycan (20)
  • Upper Large Cars: Mercedes-Benz S-Class (24), Chrysler 300 (10), BMW 7 Series (9)
  • People Movers: Kia Carnival (386), Hyundai Staria (182), LDV G10 (128)
  • Sports Cars under $80,000: Ford Mustang (294), Mazda MX-5 (76), Nissan 370Z (23)
  • Sports Cars over $80,000: BMW 4 Series (82), Mercedes-Benz C-Class (53), Mercedes-Benz E-Class (24)
  • Sports Cars over $200,000: Porsche 911 (39), Ferrari range (26), Aston Martin coupe/conv (12)
  • Light SUVs: Kia Stonic (799), Toyota Yaris Cross (627), Hyundai Venue (586)
  • Small SUVs under $40,000: Mitsubishi ASX (1625), MG ZS (1576), Mazda CX-30 (1027)
  • Small SUVs over $40,000: Audi Q3 (527), BMW X1 (165), Lexus UX (126)
  • Medium SUVs under $60,000: Toyota RAV4 (1820), Mitsubishi Outlander (1633), Hyundai Tucson (1541)
  • Medium SUVs over $60,000: BMW X3 (393), Volvo XC60 (328), Mercedes-Benz GLC (296)
  • Large SUVs under $70,000: Toyota Kluger (1466), Subaru Outback (1174), Ford Everest (1038)
  • Large SUVs over $70,000: Mercedes-Benz GLE (326), BMW X5 (258), Audi Q7 (151)
  • Upper Large SUVs under $100,000: Toyota LandCruiser Wagon (155), Nissan Patrol (55)
  • Upper Large SUVs over $100,000: Mercedes-Benz GLS (123), BMW X7 (99), Mercedes-Benz G-Class (44)
  • Light Vans: Renault Kangoo (109), Volkswagen Caddy (64), Peugeot Partner (7)
  • Medium Vans: Toyota HiAce (896), LDV G10/G10+ (449), Mitsubishi Express (221)
  • Large Vans: LDV Deliver 9 (200), Mercedes-Benz Sprinter (155), Fiat Ducato (140)
  • Light Buses: Toyota HiAce (226), Ford Transit (44), LDV Deliver 9 (25)
  • 4×2 Utes: Toyota HiLux (1479), Isuzu D-Max (509), Ford Ranger (481)
  • 4×4 Utes: Ford Ranger (3948), Toyota HiLux (2749), Nissan Navara (1608)

Miscellaneous

Sales by region

  • NSW: 27,940, down 9.4 per cent
  • Victoria: 21,445, down 19.4 per cent
  • Queensland: 16,001, down 19.5 per cent
  • WA: 7081, down 19.8 per cent
  • SA: 5052, down 10.6 per cent
  • Tasmania: 1450, down 12.8 per cent
  • ACT: 1406, down 3.1 per cent
  • NT: 714, down 8.5 per cent

Category breakdown

  • SUV: 39,733 sales, 49.3 per cent market share
  • Light commercials: 20,222 sales, 25.1 per cent market share
  • Passenger cars: 16,832 sales, 20.9 per cent market share
  • Heavy commercials: 3852 sales, 4.8 per cent market share

Top segments by market share

  • 4×4 Utes: 17.7 per cent
  • Medium SUV: 17.3 per cent
  • Small SUV: 13.7 per cent
  • Large SUV: 12.6 per cent
  • Small Car: 9.4 per cent

Sales by buyer type

  • Private buyers: 42,138, down 8.4 per cent
  • Business fleets: 27,493, down 28.8 per cent
  • Rental fleets: 4840, up 7.4 per cent
  • Government fleets: 2316, down 18.2 per cent

Sales by propulsion or fuel type

  • Petrol: 45,161, down 15.8 per cent
  • Diesel: 25,658, down 18.6 per cent
  • Hybrid: 4983, down 23.4 per cent
  • EV minus Tesla*: 568, up 219.1 per cent
  • PHEV: 415, up 207.4 per cent
  • Hydrogen FCEV: 2

* Tesla refuses to supply sales information

Sales by country of origin

  • Japan: 22,913 units, down 35.2 per cent
  • Thailand: 17,970 units, down 11.5 per cent
  • Korea: 12,493 units, down 3.4 per cent
  • China: 7838 units, up 88.5 per cent
  • USA: 3796, up 40.8 per cent

Previous monthly reports

Got any questions about car sales? Ask away in the comments and I’ll jump in!

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Mike Costello
Mike Costello
Mike Costello is the News Editor at CarExpert.
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