VFACTS Dec 2023 and full year

[Dr Smith]

I thought it would have been posted already..:
https://www.drive.com.au/news/vfacts...-toyota-hilux/
Excuse the lack of formatting quality...

TOP 10 CAR BRANDS IN FULL-YEAR 2023
Rank Brand Volume Full-Year 2023 Change year-on-year
1 Toyota 215,240 down 6.8 per cent
2 Mazda 100,008 up 4.5 per cent
3 Ford 87,800 up 31.8 per cent
4 Kia 76,120 down 2.8 per cent
5 Hyundai 75,183 up 2.5 per cent
6 Mitsubishi 63,511 down 17.5 per cent
7 MG 58,346 up 17.7 per cent
8 Tesla 46,116 up 135 per cent
9 Subaru 46,114 up 28 per cent
10 Isuzu Ute 45,341 up 28.4 per cent

TOP 10 CARS IN FULL-YEAR 2023
Rank Model Volume Full-Year 2023 Change year-on-year
1 Ford Ranger 63,356 up 33.4 per cent
2 Toyota HiLux 61,111 down 5.1 per cent
3 Isuzu D-Max 31,202 up 28.2 per cent
4 Toyota RAV4 29,627 down 15 per cent
5 MG ZS 29,258 up 30.2 per cent
6 Tesla Model Y 28,769 up 230 per cent
7 Mitsubishi Outlander 24,263 up 24.1 per cent
8 Mazda CX-5 23,083 down 14.7 per cent
9 Hyundai Tucson 21,224 up 18.8 per cent
10 Toyota Prado 20,710 down 1.9 per cent

TOP 10 CAR BRANDS IN December 2023
Rank Brand Volume December 2023 Change year-on-year
1 Toyota 19,281 up 18.5 per cent
2 Ford 9826 up 59.4 per cent
3 Mazda 6765 up 20.4 per cent
4 Kia 5583 down 0.8 per cent
5 Mitsubishi 5134 up 4.2 per cent
6 Hyundai 4887 up 10.2 per cent
7 Isuzu Ute 3987 up 59.2 per cent
8 GWM 3862 up 17.2 per cent
9 MG 3834 down 26.2 per cent
10 Subaru 3623 down 11 per cent

TOP 10 CARS IN December 2023
Rank Model Volume December 2023 Change year-on-year
1 Ford Ranger 7767 up 66.6 per cent
2 Toyota HiLux 5143 up 20.4 per cent
3 Isuzu D-Max 2833 up 81.5 per cent
4 Toyota Prado 2475 up 155.2 per cent
5 Toyota RAV4 2192 up 0.0005 per cent
6 Toyota Corolla 1888 up 2.4 per cent
7 Mitsubishi Outlander 1882 down 8.3 per cent
8 Kia Sportage 1546 up 6.5 per cent
9 MG ZS 1522 down 50.2 per cent
10 Ford Everest 1496 up 61.6 per cent

[kypez]

Interesting is that Tesla would've beaten the RAV4 had the boat not failed quarantine and sent back.

[Dr Smith]

Originally Posted by kypez

Interesting is that Tesla would've beaten the RAV4 had the boat not failed quarantine and sent back.

About that, would love to know if contamination occurred on land before the cars were loaded or if the ship was already contaminated prior to loading.

[kypez]

Originally Posted by Dr Smith

About that, would love to know if contamination occurred on land before the cars were loaded or if the ship was already contaminated prior to loading.

I'd be curious about that too. They don't share boats with other manufacturers so only have themselves to blame.

[Dr Smith]

Originally Posted by kypez

I'd be curious about that too. They don't share boats with other manufacturers so only have themselves to blame.

https://maritime-executive.com/artic...-back-to-china
Surely checking beforehand or even undertaking some form of precautionary pest fumigation "just in case" is cheaper than having a ship return all the way back to Shanghai and then undergo fumigation.

[kypez]

Originally Posted by Dr Smith

https://maritime-executive.com/artic...-back-to-china

Surely checking beforehand or even undertaking some form of pest fumigation is cheaper than doing nothing and have a ship return all the way back to Shanghai...

Crazy situation and strange that it couldn't be handled on the ship itself! Some cars made it off the boat and were delivered before the stop.

If they had delivered all the cars, model Y would've been the third highest selling car in Australia!

[Rob 351]

Congrats Ford… Ranger is Fords first #1 since the EF Falcon..
Who would have thought this just a few years ago?

[kypez]

Originally Posted by Rob 351

Congrats Ford… Ranger is Fords first #1 since the EF Falcon..
Who would have thought this just a few years ago?

Think the V6 has helped that result.

[XR Martin]

Ranger hit number 1 overall with a massive last month.

When was the last time a Ford was on top for the year?
EL Falcon?

[bigwil]

Originally Posted by XR Martin

Ranger hit number 1 overall with a massive last month.

When was the last time a Ford was on top for the year?
EL Falcon?

First time since 1995 would mean the great EF FALCON

[Syndrome]

What percentage of the 2023 new car sales were made in China?

[jpd80]

Ranger v Hilux has become who can get the most ship spaces

Both Ford and Toyota acknowledged throughout 2023 the win would go to the car maker that could dock more ships – and deliver cars to customers the quickest – rather than write the highest number of orders.

Top-selling Ford Ranger models have attracted wait times of 12 months or more at certain points last year – while Toyota battled production slowdowns across its line-up in the first half of 2023, though wait times are now down to about three months.

In the second half of the year, sales of both pick-ups hit the accelerator – with the Ford Ranger breaking its monthly sales record in October (6215 sales), November (6301 sales) and December (7767 sales).

[kypez]

Originally Posted by jpd80

Ranger v Hilux has become who can get the most ship spaces

Not that they would but imagine if they made them locally instead.

[Franco Cozzo]

Originally Posted by kypez

Not that they would but imagine if they made them locally instead.

Toyota turned its old manufacturing facility in Altona into a massive pre-delivery centre.

Good idea, get **** ready on a huge scale before they go out to dealerships, makes a lot of sense to me.

[ToryMikey]

Originally Posted by kypez

Not that they would but imagine if they made them locally instead.

While we're at it, bring back Fraser era 60% import tariffs, and get rid of LCT. A man can dream...

[Sprintey]

Originally Posted by ToryMikey

While we're at it, bring back Fraser era 60% import tariffs, and get rid of LCT. A man can dream...

You know that'd go close to bringing an industry back.

Also of note the Houthis lobbing drones, rockets, short range ballistic missiles and helicopters full of jihadis at ships on one of the world's crucial trade route choke points... and the western navies scrambling to intercept all these.

Also of note there's nowhere near the manufacturing capacity (anywhere - east or west) to keep up with the level of artilley rounds being expended

I guess we can say we've kept quite a lot of the defence part of our manufacturing capability with the subs, air warfare destroyers, military vehicles etc

Fuel storage (real - not imagined) will be crucial for Australia.

Get going on your alt_fuel (or electricty!) projects now...

[Franco Cozzo]

Look at the top 10 cars, the top three are all commercial vehicles.

[Trendseeker]

Originally Posted by Franco Cozzo

Look at the top 10 cars, the top three are all commercial vehicles.

And this statement in the article:

“But for the first time in Australian automotive history, no traditional 'passenger car' – a hatchback, sedan, wagon, coupe or convertible – finished in the Top 10 for the year.”

[jpd80]

In December, Ford managed to deliver 7,767 Rangers and 1,496 Everest
which shows the importance of shipping space

So I wonder if this is a new level for monthly deliveries of back orders
or just a one off due to timed shipping deliveries?

As mentioned above, had Tesla ship not been infected, December deliveries
may have seen the Y leapfrog into third place….maybe a big call?

Also, 113 F150s delivered…..

https://www.drive.com.au/news/vfacts...rd-ranger-win/

[Franco Cozzo]

Relative works at the docks here in Melbourne, says that Ford has been putting cars in containers which is reducing the amount of dramas with quarantine issues.

[jpd80]

Rank..Brand……………….…..Volume Full-Year 2023…………...Change year-on-year
1………Toyota…………………………….215,240…………………………..down 6.8 per cent
2………Mazda……………………….…..100,008…………………………….up 4.5 per cent
3………Ford………………………………….87,800…………………………….up 31.8 per cent
4………Kia…………………………………….76,120…………………………….down 2.8 per cent
5……..Hyundai…………………………...75,183……………….……………up 2.5 per cent
6………Mitsubishi………………………….63,511…………………………….down 17.5 per cent
7………MG…………………………………….58,346…………………………….up 17.7 per cent
8………Tesla………………………………….46,116…………………………….up 135 per cent
9………Subaru………………………….….46,114……………………….…….up 28 per cent
10…….Isuzu Ute………………………….45,341……………………………..up 28.4 per cent



Rank..Brand…………………….Volume December 2023…………….Change year-on-year
1………Toyota…………………………………19,281……………………………up 18.5 per cent
2………Ford……………………………………….9,826…………………………..up 59.4 per cent
3………Mazda…………………………………...6,765…………………………..down 20.4 per cent
4………Kia………………………………………...5,583……………………….….down 0.8 per cent
5………Mitsubishi……………………..……….5,134…………………………..up 4.2 per cent
6………Hyundai………………………………….4,887…………………………..up 10.2 per cent
7………Isuzu Ute…………………………….…3,987…………………………..up 59.2 per cent
8………GWM……………………………………….3,862………………………....up 17.2 per cent
9………MG………………………………………….3,834……………………….….down 26.2 per cent
10…….Subaru……………………………………3,623………………………....down 11 per cent

[jpd80]

As I said earlier, it will be interesting to see if Ford can back up that near 10,000 month
or if those registered demos come back to haunt by pulling forward some January sales.

These things have a way of evening out…

My biggest hope is that customers told 12 months wait now get their vehicles in much quicker time,
nothing sours the milk more than not improving delivery times.

[BENT_8]

Originally Posted by jpd80

As I said earlier, it will be interesting to see if Ford can back up that near 10,000 month
or if those registered demos come back to haunt by pulling forward some January sales.

These things have a way of evening out…

My biggest hope is that customers told 12 months wait now get their vehicles in much quicker time,
nothing sours the milk more than not improving delivery times.

Its an outlier, no 2 ways about it.
The only other time the 2 offerings were even close to being that far apart in a calender month this year was May which was a record month across the industry that came at a time when Ford couldnt get boats into port and even under those polarising circumstances, it was only 1700 units to Hilux.
2600 is unheard of.

Id say Ford went all in for an expected small margin win expecting Toyota to do the same and Toyota didnt play leaving a eyebrow raising margin that noone who follows it with any interest would believe.

[Dr Smith]

Originally Posted by BENT_8

Its an outlier, no 2 ways about it.
The only other time the 2 offerings were even close to being that far apart in a calender month this year was May which was a record month across the industry that came at a time when Ford couldnt get boats into port and even under those polarising circumstances, it was only 1700 units to Hilux.
2600 is unheard of.

Id say Ford went all in for an expected small margin win expecting Toyota to do the same and Toyota didnt play leaving a eyebrow raising margin that noone who follows it with any interest would believe.

Or Toyota tried to play and just couldn't get the stock into dealerships...as it doesn't have it's own exclusive ship....which has shown has boosted Ford's numbers since it's car carrier joined.

[jpd80]

Originally Posted by BENT_8

Its an outlier, no 2 ways about it.
The only other time the 2 offerings were even close to being that far apart in a calender month this year was May which was a record month across the industry that came at a time when Ford couldnt get boats into port and even under those polarising circumstances, it was only 1700 units to Hilux.
2600 is unheard of.

Id say Ford went all in for an expected small margin win expecting Toyota to do the same and Toyota didnt play leaving an eyebrow raising margin that noone who follows it with any interest would believe.

Originally Posted by Dr Smith

Or Toyota tried to play and just couldn't get the stock into dealerships...as it doesn't have it's own exclusive ship....which has shown has boosted Ford's numbers since it's car carrier joined.

Ford and Toyota openly admit that delivery numbers depend on the availability and timing of shipping,
we just saw the case where Tesla was denied another 6,000 deliveries in December (bio contamination).
When we still have significant delays in customer orders across multiple brands, it shows just how
fragile the delivery pipeline is, I have no doubt believing that Toyota could have delivered a ton more
vehicles had it received another shipment but equally, Ford could have done the same.

My local Ford dealer received fairly decent amounts of Rangers and Everests during December and
there were definitely some zero or low km demos but those seem to turn every couple of weeks or so.
Whatever floor stock dealers get, it’s important that its moves quickly and increases foot traffic.

In spite of higher finance costs, we still have a very hungry market out there and it’s clear that
deliveries are not piling up at dealerships and holding yards, no sign of discounting to clear stock.

[FTE217]

https://apple.news/AWT4xCsF2SaSbaVeNKjQvRg


Sent from my iPhone using Tapatalk

[jpd80]

I’m beating the dead horse again but,
we could really do with RHD versions of Maverick and Bronco Sport to sell in our market.
I hope that Ford Australia is pressing the case for these and other vehicles for our market.

Has anyone heard any December sales numbers for Mach E?

[b0son]

Originally Posted by jpd80

I’m beating the dead horse again but,
we could really do with RHD versions of Maverick and Bronco Sport to sell in our market.

Why cannibalise Ranger sales?

[jpd80]

Originally Posted by b0son

Why cannibalise Ranger sales?

So you think a lot of those $60,000 to $80,000 Ranger/Everest sales would go to those other vehicles?

I never thought about that……geez, if that’s true Ford buyers must be extremely faithful

[b0son]

Originally Posted by jpd80

So you think a lot of those $60,000 to $80,000 Ranger/Everest sales would go to those other vehicles?

I think it's not worth importing vehicles that probably won't sell more than hundreds per month, especially if in order to be competitive, you have to price them sharply and some of those sales come at the expense of your bread and butter Ranger which has handsome margins. And anyway, didnt Ford long ago decide to pursue max profit per vehicle? Isnt that why its been dumping models over the years that werent class leaders, even if they did sell in ok numbers? I was under the impression Ford wasnt interested in market share as much as money?