California hit a brand new report final 12 months with 21.4% of latest vehicles being all-electric, and as soon as once more Tesla led the pack with the 2 best-selling vehicles within the state, the Tesla Mannequin Y and Tesla Mannequin 3. However Toyota narrowly maintained its management because the top-selling model within the state, with Tesla nipping at its heels.
The information was launched yesterday by the California New Automotive Vendor’s Affiliation (CNCDA) of their quarterly Auto Outlook. This was the This fall and full-year report, reflecting on developments in auto gross sales for the complete 12 months within the state that leads the US in EV gross sales.
In comparison with a nationwide market share of seven.5%, EVs commanded 21.4% of gross sales in California. However only a couple years in the past, California was down at ~7% of latest EV gross sales, whereas the remainder of the nation was at ~2% – so we wish to verify in on CNCDA’s information each quarter to get a have a look at the place the developments for the remainder of the nation is perhaps going quickly.
However California’s share of nationwide BEV registrations was down. Not way back, California accounted for greater than half of the EVs in the US, however in 2023 California accounted for 33.8% of US BEV gross sales. Which means the remainder of the nation is selecting up tempo in EV gross sales, and that EVs are now not the only real purview of California. That is an anticipated development, however a welcome one – we don’t want California to maintain hogging all of the well being advantages of EVs.
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Main the pack, as anticipated, have been Tesla’s automobiles. The Mannequin Y and Mannequin 3 each outsold the competitors by a large margin – with Mannequin 3 holding a 15.3% share in passenger vehicles (a 61% lead over the Toyota Camry, which had beforehand been the best-seller in California for many years) and Mannequin Y holding a ten.8% share in gentle vans, greater than double its highest challenger, the RAV4, with a 4.7% share.
Nevertheless, since Tesla solely has a couple of fashions and Toyota has many, Toyota nonetheless maintained the crown for many gross sales in California. Toyota had a 15.7% market share for the entire 12 months, and Tesla had a 13% market share, with Honda in third place at 9.7%.
13% implies that one out of each 8 automobiles bought in California final 12 months was a Tesla – from an organization in simply its fifteenth 12 months of promoting vehicles anyplace. Earlier within the 12 months, it even seemed like Tesla may have the ability to beat Toyota in California, as Tesla did outsell Toyota in Q2, however Toyota took again the crown in Q3 and maintained it in This fall.
One notably attention-grabbing graph within the report is the share of different powertrain automobiles by kind of dealership – Direct or Franchised. On this case, “Direct” refers to dealerships owned by the automaker in query, the overwhelming majority of those gross sales coming from Tesla.
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However within the chart we will see an rising variety of BEVs being bought by franchised sellers, as different producers have lastly gotten their BEV packages off the bottom and at the moment are promoting quite a lot of automobiles, a lot of which solely hit the market within the final mannequin 12 months or two. A majority of BEVs have been nonetheless bought direct, however franchised supplier gross sales are catching up.
Between BEVs, PHEVs, and FCEVs, a full quarter of automobiles may entry some type of devoted non-combustive vitality supply. Including hybrids into the combination (, the vehicles that Toyota likes to faux are electrical, although they aren’t), 35.9% of automobiles had an electrical motor in them.
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This was on the again of a tick down in EV share quarter over quarter, from 22.3% to 21.1%, and a tick up in hybrid share, from 11.7% to 13.3%. Plug-in hybrid share held roughly regular at 3.6%, up from 3.4%. Plug-in hybrids have been buoyed by the distinctive recognition of the Jeep Wrangler PHEV, which is the 4th-best-selling automotive within the state with a plug on it, behind the 2 Teslas and the outgoing Chevy Bolt. The Wrangler PHEV outsold the RAV4 Prime nearly two to at least one.
Tesla maintained its place as one of many firms with the very best gross sales development over the course of the 12 months, up 24.6% from the earlier 12 months. Although this degree of development was decrease than it has been up to now. With Tesla already being properly established in California, it’s inevitable that development percentages will decelerate over time – or maybe California, moreso than different states, is getting uninterested in Tesla CEO Elon Musk’s nonsense.
Tesla’s share of California’s BEV market dropped from 71% to 60.5%, one other anticipated results of different automobiles getting into the market. This was nonetheless greater than Tesla’s share of the general US EV market, which stood at round 55% for the 12 months.
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However the winner by way of gross sales development was Rivian, which noticed a 142.7% improve 12 months over 12 months. Massive numbers like this are to be anticipated out of a brand new firm with new fashions, however Rivian’s ramp up in manufacturing and gross sales this 12 months was spectacular nonetheless, with the corporate even elevating (after which beating) manufacturing steerage throughout a 12 months when media spent a whole lot of time falsely claiming that EV gross sales have been down.
And on that time – in 2022, EVs made up 16.4% of the EV market in California, whereas in 2023 they made up 21.4%. That definitely seems to be like a rise to me, not a lower. In the meantime, one media narrative we haven’t heard a lot of is how ICE automotive gross sales really should not rising. Whereas auto gross sales as a complete have been up in California by 11.9% in 2023, that’s as a result of 190k extra “electrified” automobiles (BEV/PHEV/HEV) have been bought in 2023 than 2022, for a 2023 complete of ~638k, whereas gross sales of pure combustion automobiles have been flat at ~1.1 million. So in a 12 months the place the auto business noticed a big restoration, most of that restoration, at the very least in California, was led by rising electrical car gross sales.
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