Ford Ranger leads, Mazda BT-50

Despite stock shortages caused by the semiconductor crisis, and Sydney and Melbourne being locked down, new car sales in Australia soared 20.8% year on year in September to 83.312 unit, which is very close to our prediction of 82.800 units and marks an 11th consecutive month of year-on year gains. However, this result is down -5.5% from September 2019’s pre-pandemic levels. The year-to date tally has increased 26.6% to 816.140, which is the highest score in 9 months since 2018. The Full Year 2021 Outlook for Australia is still at 1.09 Million units (+19%). Passenger cars are up 4.6% year on year to 18.531 units, 22.2% share vs. 25,7% a decade ago and 28,2% in September 2019. Light Commercials are up 27% and 24% respectively vs. 22,9% and 20,7% over the past two decades. SUVs rise 25.1% and 49% to 40.832 vs. 47.3% in 2018 and 47.5% in 2019.

New South Wales car sales are down by 7.9% to 23.965, despite the lockdown. Victoria is up 96.2% at 20.495, while Queensland is up 24.2% and 20.062, South Australia is up 18.6% to 6.139, South Australia is up 29.7%, Tasmania is up 29.7%, Tasmania is up 29.7%, and the Australian Capital Territory is down 35.4% to 893, and the Northern Territory is up 38.4%, to 922. Private sales increase by 20.2% to 41.140, 49.4% share vs. 48.6% a Year Ago, while business fleets rise just 7.9% at 29.753 and 35.7% respectively vs. 40.0% in 2020. Rental sales jump 159.6% up to 5.862 due to the devastation of year-ago volumes, while government fleets have increased 27.9% up to 2.643. In September, Australia sold 28.874 cars (+40.7%), 16.926 (+6.7%) and South Korea at 10.837 (+3.4%). Cars from China were sold at 6.560 (+103.7%), Germany at 3.459 (-31.9%).

Toyota’s brand ranking has risen 56.3% year on year to reach a new September volume record. It also holds a 24.3% share, compared with 21.7% this year. The Japanese manufacturer has sold more than all three of its competitors combined. Its year-to date volume is the highest since 2008. Mazda (-6.4%) suffers the only drop in the Top 10, but it manages to stay in 2nd overall, distancing Ford (+19.6%), now also #3 year. Hyundai (+3.5%) and Kia (+1.2%) and Mitsubishi (+10.2%), respectively, follow closely and trail the market. Isuzu Ute (+102.5%), Subaru (44.4%), and MG (93.7%) have all posted fantastic scores. The latter has secured a Top 10 position for the 7th consecutive month. GWM/Haval (+196.7%), Peugeot (+198.2%), Ssangyong (138.8%), Lexus (90.3%), Genesis (71.4%), Jeep (+65.3%), and LDV (+50.8%), are all in excellent shape.

Model-wise, it has won its third consecutive win after June and April, and 5th overall win after September 2017, and September 2020. The Ranger is now 2nd in sales behind the Toyota Hilux (+0.7%), with a gap of 3.240 units. With 3.851 sales, the Ranger easily beats the Hilux by 2.382. The potentially buoyant rental sales boosts have helped the Toyota Corolla to stay in third place and easily tops the Passenger Cars charts. Toyota placed four models in the Top 5 just like August. The RAV4 (+39.3%), and Prado (+165%) were also there. The Hyundai i30 shy at +13.9% is below the next four models. The Toyota Land Cruiser Pick-up (+115.8%) rises one spot to #7, while the Toyota Camry (+35.1%), up three to #8, and the Mitsubishi ASX (+58.4%), up 14 to #9. Mazda BT-50 (+176.6%), breaks into the Top 10, its highest ranking since June 2020. The Toyota Land Cruiser Pick-up (+115.8%), at #14, is the highest ranking model since May 2020. Also, the Isuzu MU-X (+203%) hit a record volume at #15, while the Subaru Outback went up 286%, MG ZS went 147.5%, and the VW Amarok (+105.6%), broke into the Top 20 at #20. It also became the brand’s top-seller in Australia.

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