Automotive News - November 7, 2022 - 40

40 * NOVEMBER 7, 2022
Losses in Americas offset Asia
About 23,900 units were added to AutoForecast Solutions' tally of the
number of vehicles removed from automakers' production plans because
of the microchip shortage this year.
Roughly 33,900 were cut at North American plants, with another 5,200
being axed in South America. But the AFS estimate for the number of cuts
at plants in Asia outside of China improved by about 15,200 units from
the prior week's estimate, offsetting some of the losses in the Americas.
Ford and Stellantis are among the automakers that continue to show
" production hiccups " that are limiting the number of vehicles they produce,
said Sam Fiorani, AFS vice president of global vehicle forecasting,
in an email. Still, production in China has been stabilizing, helping to
limit the number of global vehicle losses.
" Hints that China may ease its very tight COVID-19 restrictions could
also stabilize the supply of chips and other components to local producers,
as well as regional automakers, " Fiorani said.
- John Irwin
The breakdown
Number of vehicles eliminated from production schedules
2022 YEAR TO DATE 2022 PROJECTED
North America
Europe*
Rest of Asia
South America
China*
Total
*Unchanged from week prior
1,420,400 1,486,500
1,351,400 1,520,000
749,400
190,100
833,500
190,700
Middle East/Africa* 44,700
3,928,900
172,900 221,300
49,600
4,301,500
Source: AutoForecast Solutions
U.S. light-vehicle sales by nameplate, October & 10 months Vehicles are domestic unless noted.
Oct.
Table reflects U.S. sales for those manufacturers that report monthly
Oct. 10 mos. 10 mos.
Fusion...................................
GT.........................................
Total Ford car ..................
2022
8
Mustang................................ 3,848
3,856
Bronco .................................. 10,928
Bronco Sport ........................ 7,372
E-series van .......................... 3,692
EcoSport (I) .......................... 1,611
Edge...................................... 5,133
2021
33
12
3,076
3,121
7,364
9,201
4,078
1,398
9,329
5,648
2022
83
40,446
40,529
97,315
87,348
25,915
27,797
72,756
47,725
2021
11,711
115
44,141
55,967
17,568
90,405
30,545
35,892
64,280
Escape .................................. 9,966 13,500 119,277 125,291
Expedition............................. 6,118
4,140
2,848
7,218
7,862
1,438
61,035
31,144
50,302
78,996
21,976
69,852
Explorer ................................ 15,887 20,714 172,130 180,888
F series ................................. 56,405 68,259 523,712 603,090
Maverick ............................... 9,233
Mustang Mach-E .................. 3,055
Ranger .................................. 4,009
Transit................................... 10,663
Transit Connect (I) ................ 1,793
3,404
2,836
49,773
4,646
21,703
79,924
86,661
21,059
Ford truck (D) .................. 142,461 160,161 1,367,655 1,374,853
Ford truck (I) ...................
Total Ford ....................... 149,721 166,118 1,457,957 1,487,771
Continental............................
3,404
MKZ......................................
Total Lincoln car ..............
Total Lincoln truck ............
Total Lincoln ...................
Ford Motor Co. car ............
Aviator .................................. 1,976
Corsair/MKC ......................... 2,590
Nautilus/MKX........................ 1,330
Navigator .............................. 1,300
7,196
7,196
3,856
FORD MOTOR CO. ............. 156,917 174,464 1,528,073 1,562,079
ILX ........................................
3,404
2,836
209
49,773
6,296
Integra .................................. 2,638
NSX.......................................
RL/RLX (I) ............................
Acura car (I) ...................
Total Acura car ................
Total Acura truck ..............
Acura (D) .......................
25
TLX ....................................... 866
Acura car (D) ..................
3,529
3,529
MDX...................................... 4,050
RDX ...................................... 1,557
5,607
9,136
Acura (I) ........................
Total Acura .....................
9,136
Total Civic ............................. 11,347 13,399 107,633 229,974
Clarity (I)...............................
5
5
2,199
84
Kia's Sportage volume doubled year over year.
SALES
New-vehicle prices
still setting records
continued from Page 4
Toyota division. The company's top
sellers achieved big gains - the Camry
up 68 percent, RAV4 up 40 percent
and Tacoma up 44 percent.
The automaker said it ended October
with just a 20-day supply of vehicles
- 143,761 cars and light trucks,
though fewer than 20 percent of those
were at dealerships, with the rest at a
port or in transit.
Volume rose 6.8 percent at Hyundai
and 12 percent at Kia to an October record
of 58,276.
Hyundai said its retail deliveries increased
11 percent to an October record
of 58,315. The company is prioritizing
more profitable retail business
amid tight inventory, with fleet shipments
totaling just 0.4 percent of sales
in 2022.
" Demand is still there and our lineup
of EV vehicles contributed to record
sales this month, " Randy Parker, CEO
of Hyundai Motor America, said in a
statement.
Hyundai said it ended October with
31,529 cars and light trucks in inventory,
27 percent more than a month earlier
and 58 percent more than it had a
year ago. Prior to the pandemic, the
company typically had at least 140,000
vehicles on hand.
Ford, Honda fall
Ford sales fell 10 percent, and Honda
sales dropped 16 percent. Both automakers
were limited by parts shortages.
Despite
the drop, Ford said gross inventories
of vehicles in dealer stock
and in transit continued to rebound,
reaching 340,900 at the end of October.
That's 9.8 percent higher than at the
end of September and 42 percent
more vehicles than it had a year earlier.
Ford said more than half of its gross
stockpiles remain in transit, reflecting
longer shipping times that continue to
hamper the industry.
The automaker also said it was continuing
to see record demand for 2023
models, with retail orders rising 134
percent over orders for 2022 models at
the same point last year.
October was the seventh consecutive
month in which about half of
Ford's retail sales came from previously
placed orders.
Pricing trends
New-vehicle prices have continued
to set records, with the average transaction
price expected to reach $45,599,
according to J.D. Power and LMC. That
would be an all-time October high and
2.7 percent higher than a year ago. Analysts
said they expect the rebound in
inventories and higher borrowing
costs for consumers to slow price increases.
Falling
used-vehicle prices have become
another headwind for the
new-vehicle market, as consumers increasingly
get priced out.
" We expect to see some deterioration
in per-unit pricing and profitability
in the coming months, " said Thomas
King, president of J.D. Power's data
and analytics division. " However,
nearly 50 percent of new vehicles are
still being sold above MSRP; the industry
is recalibrating to a more durable
pricing environment. " a
Honda car (D) ................. 23,177
Honda car (I) ..................
84 1,939
28,525
2,283
30,808
Fit..........................................
Insight...................................
Total Honda car ................ 23,182
7,623
235,507
2,171
237,678
5
3
1,368
1,582
3
1,585
3,157
5,313
8,470
10,052
3
10,055
8,676
236
3
10,020
25,228
3
25,231
37,264
21,293
58,557
83,785
3
83,788
2,836
16
21
5
2,134
2,535
2,458
1,198
8,325
8,346
3,142
49,773
18,672
22,867
18,127
10,450
70,116
70,116
40,529
56,951
Total Ford truck ................ 145,865 162,997 1,417,428 1,431,804
Ford (D) ......................... 146,317 163,282 1,408,184 1,430,820
Ford (I) ..........................
56,951
1,411
1,670
3,081
17,608
19,540
20,634
13,445
71,227
74,308
59,048
Ford Motor Co. truck .......... 153,061 171,322 1,487,544 1,503,031
Ford Motor Co. (D) ............ 153,513 171,628 1,478,300 1,505,128
Ford Motor Co. (I) .............
56,951
11,839
123
212
24,300
36,262
212
36,474
50,971
49,549
100,520
136,782
212
136,994
Accord .................................. 11,751 15,386 122,214 173,374
Civic (D)............................... 11,342 11,200 105,670 162,994
Civic (I) ................................
2,512
8,695
18,206
363,269
69,492
432,761
CR-V (D).............................. 20,517 25,393 199,204 315,527
CR-V (I) ...............................
6
Total CR-V............................. 20,517 25,393 199,204 315,533
HR-V..................................... 7,520 11,667 100,075 117,065
Odyssey ................................ 4,864
Passport ............................... 3,617
Pilot ...................................... 8,843
Ridgeline............................... 3,866
Honda truck (D) ............... 49,227
Honda truck (I) ................
2,704
3,719
9,480
3,257
Total Honda truck ............. 49,227
Honda (D) ...................... 72,404
Honda (I) .......................
5
Total Honda .................... 72,409
American Honda car .......... 26,711
American Honda truck ........ 54,834
American Honda (D) .......... 81,540
American Honda (I) ...........
56,220
56,220
84,745
2,283
5
AMERICAN HONDA ............ 81,545
G70 (I) .................................. 687
G80 (I) .................................. 383
G90 (I) .................................. 103
Total Genesis car (I) ..........
87,028
32,393
64,690
94,797
2,286
97,083
1,196
527
203
1,173
GV60 (I)................................ 201
GV70 (I)................................ 1,544
GV80 (I)................................ 1,435
Total Genesis truck (I) ........
Total Genesis ..................
Ioniq (I).................................
3,180
4,353
Accent (I).............................. 1,683
Elantra................................... 8,530
1
Sonata (I).............................. 6,796
Veloster (I)............................
Hyundai car (D) ...............
Hyundai car (I) ................
83
8,530
8,563
Total Hyundai car ............. 17,093
Ioniq 5 (I).............................. 1,579
Kona (I)................................. 5,780
Nexo (I).................................
30
Palisade (I)............................ 5,775
Santa Cruz ............................ 3,010
Santa Fe................................ 10,806
Tucson .................................. 15,066
Venue (I)............................... 1,465
Hyundai truck (D) ............. 28,882
Hyundai truck (I) .............. 14,629
Total Hyundai truck ........... 43,511
Hyundai (D) .................... 37,412
Hyundai (I) ..................... 23,192
Total Hyundai .................. 60,604
Hyundai Motor America car.. 18,266
Hyundai Motor America truck 46,691
Hyundai Motor America (D).. 37,412
Hyundai Motor America (I) .. 27,545
Hyundai Motor America ...... 64,957
Cadenza (I)............................
1,926
1,869
1,505
3,374
5,300
2,863
8,447
1,621
5,561
218
8,447
10,263
18,710
8,440
63
8,670
1,848
7,040
18,623
19,428
38,051
27,070
29,691
56,761
20,636
41,425
27,070
34,991
62,061
Forte (I)................................. 8,942
K5/Optima............................. 4,863
K900 (I) ................................
430
4,863
Rio (I) ................................... 1,767
Soul (I).................................. 4,782
Stinger (I) .............................
Kia car (D) .....................
Kia car (I) ...................... 15,921
Total Kia car ................... 20,784
Carnival/Sedona (I)............... 1,291
EV6 (I) .................................. 1,186
7,523
7,427
2
2,310
6,289
1,274
7,427
17,398
24,825
1,892
35,856
34,228
488,336
488,336
70,145
45,733
82,795 124,147
36,178
34,129
706,746
6
706,752
69,498
469,235
807,272
69,710
8,915
889
15,087
1,241
14,851
14,054
30,146
45,233
16,982
42,034
1,876
94,394
64,562
158,956
20,071
51,460
375
69,531
29,813
96,935
21,070
267,439
162,507
429,946
361,833
227,069
588,902
174,043
460,092
361,833
272,302
634,135
1
22,047
49,227
7,073
58,426
169,354
227,780
17,351
18,750
5,124
1,469
7,143
16,969
24,112
39,620
17,699
94,394 114,553
3,670
17,177
86,021
1,958
114,553
122,855
237,408
79,368
345
73,343
4,841
96,696
24,613
9,735 140,691 125,782
2,255
227,319
177,669
404,988
341,872
300,524
642,396
252,916
429,100
341,872
340,144
682,016
249
91,006 100,549
58,426
80,899
85
26,205
66,634
11,651
80,899
205,373
286,272
22,790
15,508
723,843 1,070,015
2,171
726,014 1,139,513
262,909
546,893
807,628 1,206,797
2,174
809,802 1,276,507
10,639
3,559
1,963 66,980
208
Oct.
2022
Niro (I) .................................. 3,166
Seltos (I)............................... 4,473
Sorento................................. 7,320
Sportage (I) .......................... 11,877
Telluride ................................ 8,179
Kia truck (D) ................... 15,499
Kia truck (I) .................... 21,993
Total Kia truck ................. 37,492
Kia America (D) ............... 20,362
Kia America (I) ................ 37,914
Kia America .................... 58,276
Hyundai-Kia car ............... 39,050
Hyundai-Kia truck ............. 84,183
Hyundai-Kia (D) ............... 57,774
Hyundai-Kia (I) ................ 65,459
MX-5 Miata (I) ...................... 413
Total Mazda car (I) ............
CX-3 (I).................................
2021
2,727
3,274
6,195
13,890
13,352
27,242
21,317
30,750
52,067
45,461
68,667
48,387
65,741
2,514
815
492
3,191
CX-30.................................... 6,666
CX-9 (I)................................. 3,391
MX-30 (I)..............................
Mazda truck (D) ...............
Mazda N.A. (D) ................
9,296
Mazda truck (I) ................ 12,832
Total Mazda truck ............. 22,128
9,296
Mazda N.A. (I) ................. 16,023
MAZDA N.A. .................... 25,319
BRZ (I).................................. 278
Impreza................................. 2,861
Legacy .................................. 1,155
WRX (I)................................. 1,664
Subaru car (D) ................
Subaru car (I) .................
Total Subaru car ...............
3,821
1
CX-5 (I)................................. 9,441 10,147 125,390 147,455
CX-50.................................... 2,630
3,147
2,373
30
3,147
12,551
15,698
3,147
16,372
19,519
24
4,016
1,942
5,958
Ascent................................... 5,029
3,512
1,315
2,786
4,827
2,810
7,637
5,221
4,820
13,769
15,411
29,180
18,596
18,221
36,817
44,053
16,006
26,860
324
60,059
152,574
212,633
60,059
180,651
240,710
2,708
25,490
18,314
14,386
43,804
17,094
60,898
51,051
21,877
36,655
71,920
80,475
152,395
196,249
348,644
210,821
365,603
576,424
401,823
808,736
572,654
637,905
22,758
4,984
Oct. 10 mos. 10 mos.
2022
21,798
45,626
68,450
5,459 101,616 84,237
7,695
78,419
146,869
174,451
321,320
227,768
379,824
607,592
539,188
750,420
569,640
719,968
HYUNDAI-KIA ................... 123,233 114,128 1,210,559 1,289,608
Mazda3 (I) ............................ 2,778
Mazda6 (I) ............................
28,077
33,133
335 15,086
10,100
58,319
5,100
50,621
31,172
65
50,621
183,792
234,413
50,621
242,111
292,732
746
26,335
20,010
24,006
46,345
24,752
71,097
48,264
Crosstrek (I).......................... 13,635 10,591 128,979 111,658
Forester (I)............................ 11,954
Outback................................. 11,992
Subaru truck (D) .............. 17,021
Subaru truck (I) ............... 25,589
Total Subaru truck ............. 42,610
Subaru of America (D) ....... 21,037
Subaru of America (I) ........ 27,531
SUBARU OF AMERICA ........ 48,568
ES (D).................................. 2,981
ES (I) ...................................
20
157
Total ES................................. 3,001
GS (I)....................................
IS (I) ..................................... 1,488
LC (I) .................................... 102
LS (I) .................................... 234
RC (I).................................... 205
Lexus car (D) ..................
Lexus car (I) ...................
Total Lexus car ................
3,587
163
121
2,981
2,049
5,030
GX (I).................................... 2,187
LX (I) .................................... 147
NX (D).................................. 4,511
NX (I)................................... 1,046
Total NX ................................ 5,557
RX (D).................................. 6,773
RX (I)................................... 1,479
Total RX ................................ 8,252
UX (I).................................... 624
Lexus truck (D) ............... 11,284
Lexus truck (I) ................
5,483
Total Lexus truck .............. 16,767
Lexus (D) ....................... 14,265
Lexus (I) ........................
Avalon...................................
7,532
Total Lexus ..................... 21,797
GR86 (Incl. FR-S) (I) ............ 660
3,585
823
4,408
3,564
155
35,373
2
359 17,819
178
1,095
2,223
2,155
35,216
23,451
58,667
24,653
2,856
4,133 19,139 54,677
4,133
18,069
37,208
9,416
955
54,677
8,496 75,677 81,445
920 12,874 12,596
88,551
8,474
8,496
9,727
18,223
12,081
10,550
22,631
Camry (D)............................ 29,707 17,691 244,109 274,458
Camry (I) .............................
46 1,172
1
Total Camry........................... 29,707 17,691 244,110 274,460
Corolla (D) ........................... 11,582
Corolla/IM (I) ....................... 5,081
Total Corolla.......................... 16,663
Mirai (I)................................. 152
Prius (I) ................................ 2,936
Supra (I) ............................... 486
Yaris (D)...............................
Yaris Liftback (I) ..................
306
2,142
294
Total Yaris .............................
Toyota car (D) ................. 41,335
Toyota car (I) ..................
9,315
Total Toyota car ............... 50,650
FJ Cruiser (I).........................
C-HR (I) ................................ 496
Corolla Cross ........................ 7,419
24,515
5,510
4Runner (I) ........................... 11,333 13,032 104,752 118,507
BZ4X (I) ................................
30,025
1,296
23
232
10,809
44
826 44,940
29,944
4,341
337,399
153,345
490,744
93,746
67,996
161,742
128,962
91,447
220,409
10,351
12,190
94,041
15,232
81,445
112,891
194,336
118,945
142,491
261,436
1,043
17,139
2
5,652 81,100 108,345
2,768 107,119 117,802
8,420 188,219 226,147
1,589
2,574
53,180
6,119
201
4
205
400,143
180,724
580,867
33,684
826
1
Highlander ............................ 17,962 18,103 182,413 225,667
Land Cruiser (I) ....................
1,495
3,688
RAV4 (D).............................. 28,896 17,428 270,135 291,502
RAV4 (I)............................... 6,193
Total RAV4 ............................ 35,089 24,994 338,430 338,441
Sequoia................................. 988
Sienna................................... 7,568
Tacoma ................................. 21,051 14,650 196,923 215,281
Tundra................................... 9,309
Venza (I) ............................... 3,705
Toyota truck (D) ............... 93,193
Toyota truck (I) ................ 21,727
Total Toyota truck ............. 114,920
Toyota (D) ...................... 134,528
Toyota (I) ....................... 31,042
7,370
9,750
3,521
68,577
25,438
57,226
83,828
26,836
836,960
210,968
Total Toyota .................... 165,570 124,040 1,538,672 1,743,117
Toyota Motor N.A. car ........ 55,680
34,433
TOYOTA MOTOR N.A. ......... 187,367 146,671 1,759,081 2,004,553
60 series (I) .......................... 648
90 series (I) .......................... 113
Total Volvo car (I) .............
761
C40 (I) .................................. 456
XC40 (I)................................ 1,908
XC60 (I) ................................ 3,611
XC90 (I) ................................ 2,742
Total Volvo truck (I) ...........
VOLVO CAR USA ...............
8,717
9,478
41,498
1,029
1,099
1,987
3,032
2,583
7,602
8,701
Note: (D) = produced in North America; (I) = imported to U.S.
Source: Automotive News Research & Data Center
455,760
6,169
13,727
29,364
28,023
73,947
81,694
70
1,578
7,747
2,833
34,615
32,680
91,371
104,066
364,313
549,411
6,561
90,817
74,763
54,014
905,417
256,833
94,015 1,047,928 1,162,250
93,092 1,174,359 1,305,560
30,948
437,557
647,967
Toyota Motor N.A. truck ...... 131,687 112,238 1,209,670 1,356,586
Toyota Motor N.A. (D) ........ 148,793 105,173 1,303,321 1,424,505
Toyota Motor N.A. (I) ......... 38,574
580,048
11,442
12,695
24,076
7,566 68,295 46,939
450
91,359 137,074
179,790
248,732
428,522
226,135
273,484
499,619
140
37,640
75
20,519
2,550
3,475
2,841
37,500
29,600
67,100
27,423
2,963
8,548 117,396 131,526
168,447
220,338
388,785
212,251
237,432
449,683
3,585 35,216 37,500
2
2021
1,253
Automotive News - November 7, 2022

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