VFACTS SEPTEMBER - TOYOTA, TESLA FACE SALES SLUMP | THE CAREXPERT PODCAST

EV Channels Review

This episode of the CarExpert Podcast delves into the September VFACTS sales data, revealing a general slump across the market, with notable year-on-year drops for major brands like Toyota. While the overall market remains strong year-to-date, specific models are facing challenges. The discussion highlights the impact of model availability, such as the new generation Prado's delay, and the strong performance of alternatives like the Ford Everest. The podcast also examines segment performance, noting the Toyota Corolla being outsold by the Kia Cerato, potentially due to pricing and dealer incentives. SUVs continue to dominate, with the Toyota RAV4 leading significantly, attributed to its hybrid focus and strong supply. The ute market sees the Ford Ranger and Toyota HiLux battling for supremacy, with the Isuzu D-Max gaining ground due to aggressive pricing. A significant portion of the episode is dedicated to EV and PHEV sales, with Tesla's market share facing increased competition from brands like BYD. The podcast notes a growing trend of used Teslas appearing on the market, impacting resale values. PHEV sales are showing rapid growth, driven by FBT exemptions, with the Mitsubishi Outlander and BYD Seal-U being strong performers. The hosts express anticipation for future EV and PHEV models and discuss the potential impact of upcoming emission standards.