Top Automotive Industry News for Week of December 31 – January 6, 2019

Here is the most important news associated with the automotive industry
identified by the AEA for the week of December 31, 2018 – January 6, 2019.

We hope it helps you stay up to speed on the key developments in our
industry:

-AEA Membership News-

The next AEA Members Reception will be held on Thursday January 24th,
2019 in San Francio. Invitations have been sent to all current AEA
Members. Annual AEA Member Dues renewal will occur on January 2 nd, 2019. If you have any questions, please contact
memberservices@automotiveexecutives.com

-Automotive Manufacturing News-

Detroit auto show will kick off year of uncertainty

(Detroit News)

Detroit's final January auto show prepares to go out with a bang

(Detroit News)

FCA Unveiling Heavy Duty Version Of Red-Hot Ram Pickup At North
American Show In Detroit

(Forbes)

GM's New President Will Double Down on Electric, Autonomous

(Automotive Fleet)

Infiniti Aims to Electrify With QX Inspiration Concept

(The Detroit Bureau)

Polestar’s First All-Electric Model Breaks Cover

(The Detroit Bureau)

-Automotive Evolution News-

Car Companies Will Show Off the Latest in Self-Driving Tech at CES

(Barrons)

GM Cruise and DoorDash are partnering on autonomous food deliveries

(CNBC)

Self-Driving Cars Keep Tapping the Brakes

(Bloomberg)

Toyota Aims For Sci-Fi Styling In Its Upgraded, Tech-Heavy Self-Driving
Car

(Forbes)

While we were looking at 3D TVs, CES morphed into an auto show

(Engadget)

Wielding Rocks and Knives, Arizonans Attack Self-Driving Cars

(NY Times)

-Automotive Retail News-

Car payments and loans jump amid surging demand for cars, SUVs

(CNBC)

Edmunds Analysts Predict Auto Finance Deals Will Wane in the New Year

(PR Newswire)

F&I trends to watch in 2019

(Automotive News)

GM, Ford, Toyota sales fall in December, but auto industry posts
surprisingly solid 2018

(USA Today)

Rising Interest Rates Will Drive Auto Sales Down in 2019

(The Detroit Bureau)

Tesla and GM are running up against the EV tax credit limit

(Business Insider)

Tesla cuts prices of electric vehicles: Model 3, Model X, Model S will
be cheaper

(USA Today)

The Year in Auto Sales: Facts, Figures, and the Bestsellers from 2018

(Automobile)

These 6 vehicles were the hottest-selling cars of 2018: Jeep, Toyota,
Tesla make the list

(USA Today)

Trucks, SUVs Pull in December Buyers Giving Industry Big Boost

(The Detroit Bureau)

U.S. Auto Sales Boom Will Finally End In 2019; Surely?

(Forbes)

U.S. sales rise 2.2% in Dec.; SAAR hits 2018 high

(Automotive News)

-Automotive Servicing News-

Ford Recalling Nearly 1 Million Vehicles with Faulty Takata Airbags

(The Detroit Bureau)

Recall Recap: The 5 Biggest Recalls in December

(Cars.com)

-Automotive Ownership News-

The Rise In U.S. Auto Loan Debt Shows No Signs Of Slowing Down

(Forbes)

-General Business & Executive News-

Audi Is Making A Welcome Return To Super Bowl Advertising To Tout New
E-Tron

(Forbes)

California makes it illegal to charge more for car insurance based on
gender

(CNet)

Cars.com sheds 8 percent of workforce

(Chicago Business)

General Motors names long-time insider Mark Reuss as its president

(CNBC)

Healthy Global Auto Sales Growth Looks Doomed In 2019

(Forbes)

Top Auto Industry Stories Of 2018: From A Jailed CEO To The End Of The
World As We Know It

(Forbes)

-AEA Reminder-

Did we miss something? Let us know via our

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Have a great week,

Member Services

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Ford plans new wireless tech for cars starting 2022

FILE PHOTO: The Ford logo is pictured on the company’s stand during the 88th Geneva International Motor Show in Geneva, Switzerland, March 7, 2018. REUTERS/Denis Balibouse (Reuters) – Ford Motor Co (F.N) said on Monday it plans to roll out a wireless technology for its new vehicle models in the United States, starting 2022, that… Continue reading Ford plans new wireless tech for cars starting 2022

GM and DoorDash to deliver food in self-driving cars – CNN

During the tests, there will a be a “safety driver” in the automated Chevrolet Bolt EV, but that person will be there only to take over in the event of an emergency. The car will mostly drive on its own. The test program will take place within San Francisco, where Cruise is based. Ford has… Continue reading GM and DoorDash to deliver food in self-driving cars – CNN

Ford recalls over 953K vehicles to replace inflators

Ford recalls over 953K vehicles to replace inflatorsFord is recalling more than 953,000 vehicles worldwide to replace Takata passenger air bag inflators that can explode and hurl shrapnel.
The move includes over 782,000 vehicles in the U.S. and is part of the largest series of recalls in U.S. history.
Included are the 2010 Ford Edge and Lincoln MKX, the 2010 and 2011 Ford Ranger, the 2010 to 2012 Ford Fusion and Lincoln MKZ, the 2010 and 2011 Mercury Milan, and the 2010 to 2014 Ford Mustang.
Some of the recalls may be limited to specific geographic areas of the U.S.
Takata used the chemical ammonium nitrate to create an explosion to inflate air bags. But it can deteriorate over time due to heat and humidity and explode with too much force, blowing apart a metal canister designed to contain the explosion. At least 23 people have been killed worldwide and hundreds injured by the inflators.
Ford says it doesn’t know of any injuries in vehicles included in this recall. Dealers will replace the inflators.
Ford will notify owners about the recall starting on Feb. 18, and the company has replacement parts available for dealers to order, said spokeswoman Monique Brentley. In previous Takata recalls, parts availability had been an issue.
Owners can go to owner.ford.com and key in their vehicle identification number to see if their cars and SUVs are being recalled. The same information will be available soon at nhtsa.gov/recalls.
More than three years after the U.S. National Highway Traffic Safety Administration took over management of recalls involving Takata inflators, one third of the recalled inflators still have not been replaced, according to an annual report from the government and a court-appointed monitor.
The report says 16.7 million faulty inflators out of 50 million under recall have yet to be replaced. And 10 million more inflators are scheduled to be recalled this month, including the Ford vehicles.
Safety advocates said the completion rate should be far higher given the danger associated with the inflators.
The recalls forced Takata of Japan to seek bankruptcy protection and sell most of its assets to pay for the fixes.
The inflators grow more dangerous as they get older because ammonium nitrate deteriorates due to high humidity and cycles from hot temperatures to cold. The most dangerous inflators are in areas of the South along the Gulf of Mexico that have high humidity.
Read or Share this story: https://www.detroitnews.com/story/business/autos/ford/2019/01/04/ford-recall-takata-passenger-air-bag-inflators/38841835/

It’s a Linux-powered car world

Linux is everywhere including your car. While some companies, like Tesla, run their own homebrew Linux distros, most rely on Automotive Grade Linux (AGL). AGL is a collaborative cross-industry effort developing an open platform for connected cars with over 140 members. This Linux Foundation-based organization is a who’s who of Linux-friendly car manufacturers. Its membership includes Audi,… Continue reading It’s a Linux-powered car world

VW increases sales in the US by more than four percent

The car market in the US is causing problems for many manufacturers – but not VW: despite the exhaust gas scandal, the Wolfsburg-based group is significantly increasing its US sales. By contrast, things were worse for Audi and Daimler in 2018. VW boss Herbert Diess at the Detroit Auto Show (January 2018) Friday, 04.01.2019 09:10… Continue reading VW increases sales in the US by more than four percent

Canada auto sales fall 8 pct in December

Top U.S. automakers also reported a dip in auto sales for the month of December, however remained bullish on pickups in 2019 sales. Canada‘s auto sales declined 8 percent in December from a year earlier, marking the ninth straight month of sales drop, according to industry data released on Thursday. Overall sales for December fell… Continue reading Canada auto sales fall 8 pct in December

1/5 Luxury Cars Sold in USA in 2018 = Tesla Model 3 or Tesla Model S

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Published on January 3rd, 2019 |

by Zachary Shahan

1/5 Luxury Cars Sold in USA in 2018 = Tesla Model 3 or Tesla Model S

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January 3rd, 2019 by Zachary Shahan

As I just reported, the Tesla Model 3 was the #11 best selling car in the USA in 2018. As reported earlier today, in December, the Tesla Model 3 was the #1 top selling car in the USA that was produced by an American car company.

But that’s just the beginning of notable Tesla sales results.

In the month of December, Tesla sold more luxury cars than all other automakers. In fact, it accounted for approximately 30% of luxury car sales. Tesla sold more luxury sedans than BMW and Audi combined, more than Mercedes-Benz and Lexus combined. It absolutely crushed the luxury car competition.

Luxury Car Brand
December 2018 US Sales
Segment Share

Acura Cars
3,988
4%

Audi Cars
9,047
10%

BMW Cars
17,428
18%

Buick (est.)
2,388
3%

Cadillac (est.)
2,268
2%

Infiniti Cars
4,681
5%

Jaguar Cars (est.)
1,000
1%

Lexus Cars
9,551
10%

Lincoln Cars
3,044
3%

Mercedes-Benz Cars
15,482
16%

Volvo
966
1%

Tesla Cars (est.)
28,670
30%

TOTAL
94,526
100%

In terms of all luxury vehicles — SUVs and crossovers included — Tesla was #4 in December, just a bit behind Mercedes-Benz, Lexus, and BMW … despite not having a crossover/CUV on the market.

Luxury Auto Brand
December 2018 US Sales
Market Share

Acura
16,774
7%

Audi
22,765
9%

BMW
34,357
14%

Buick (est.)
20,503
8%

Cadillac (est.)
16,585
7%

Infiniti
18,065
7%

Jaguar Land Rover
14,079
6%

Lexus
35,524
14%

Lincoln
11,526
5%

Mercedes-Benz
36,254
14%

Volvo
8,826
4%

Tesla (est.)
31,970
13%

TOTAL
250,454
100%

If you look at the full year, naturally, Tesla didn’t perform as well — it spent most of the year ramping up production. Nonetheless, approximately 1 out of 5 luxury car sales were Teslas (the Model 3 or the Model S).

Luxury Car Brand
2018 US Sales
Segment Share

Acura Cars
43,842
5%

Audi Cars
97,071
11%

BMW Cars
193,465
22%

Buick Cars
33,781
4%

Cadillac Cars
31,746
4%

Infiniti Cars
48,259
5%

Jaguar Cars (est.)
11,000
1%

Lexus Cars
92,660
11%

Lincoln Cars
28,610
3%

Mercedes-Benz Cars
150,147
17%

Volvo Cars
21,456
2%

Tesla Cars (est.)
169,390
19%

TOTAL
877,585
100%

Across all types of luxury vehicles — SUVs and crossovers included — approximately 1 out of 10 sales were Tesla sales (Model 3, Model S, or Model X).

Luxury Auto Brand
2018 US Sales
Market Share

Acura
158,934
7%

Audi
223,323
10%

BMW
311,014
14%

Buick
206,863
9%

Cadillac
154,702
7%

Infiniti
149,280
7%

Jaguar Land Rover
122,626
6%

Lexus
298,310
14%

Lincoln
103,587
5%

Mercedes-Benz
315,959
14%

Volvo
98,263
5%

Tesla (est.)
197,680
9%

TOTAL
2,181,607
100%

This company is 15 years old. The Model S hit the market 6½ years ago.

Can you spell disruption? More importantly, can luxury automaker execs and shareholders spell disruption, and can they see it coming?

The good news is that these competing automakers are getting more serious about electrification — a bit more serious. The bad news (for them as well as humanity) is that they’re still moving too slowly and are years behind Tesla in critical ways.

The other good news is that Tesla is moving down market and is broadening its vehicle offerings into the crossover and pickup categories in order to pull in more buyers. The other bad news is that conventional automakers don’t seem well prepared to compete with their own highly compelling and widely available electric options in those classes. I don’t say this often, but the next few years are going to be interesting. Tesla getting up to 250,000–400,000 sales a year is an explosion, but it’s not putting any competitors into bankruptcy. Reaching 1–2 million thanks to the introduction of an electric crossover (Model Y) and electric pickup could be another story.

If you would like to buy a Tesla and want the benefits that come with a referral, feel free to use my referral code — http://ts.la/tomasz7234 — or not.

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About the Author

Zachary Shahan Zach is tryin' to help society help itself (and other species). He spends most of his time here on CleanTechnica as its director and chief editor. He's also the president of Important Media and the director/founder of EV Obsession and Solar Love. Zach is recognized globally as an electric vehicle, solar energy, and energy storage expert. He has presented about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, and Canada.

Zach has long-term investments in TSLA, FSLR, SPWR, SEDG, & ABB — after years of covering solar and EVs, he simply has a lot of faith in these particular companies and feels like they are good cleantech companies to invest in. But he offers no professional investment advice and would rather not be responsible for you losing money, so don't jump to conclusions.

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