Gitnux/Report 2026

Reuters Auto Industry Statistics

Auto industry statistics for 2025 and 2026 put a sharper spotlight on where demand is shifting, how fast inventories are moving, and what that means for pricing power across major markets. The contrast between slowing growth in some segments and sudden strength in others makes the trends harder to ignore and more useful than a headline alone.
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June 27, 2026Updated
Reuters Auto Industry Statistics
Isabelle MoreauWritten by Isabelle Moreau·Edited by Emilia Santos·Fact-checked by Maya Johansson
Published ·Updated
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Global light vehicle production reached 89.6 million units. China accounted for 30.2 million of those vehicles and 70 percent of worldwide EV battery output. The figures show electric adoption and autonomy features advancing at different rates by region.

Key Takeaways

  • Global EV battery production reached 800 GWh in 2023, China 70% share.
  • Toyota revenue hit $275 billion in FY2023, operating profit $30 billion.
  • Global light vehicle production reached 89.6 million units in 2023, up 9.5% from 2022 despite chip constraints.
  • Global new car sales in 2023 totaled 90.5 million units, marking a 10% increase from 2022 driven by post-pandemic recovery in China and Europe.
  • EU CO2 emission standards tightened for 2025, fines up to €3B potential.

Automaker sales gained momentum as production and deliveries continued to rise, signaling improving market demand.

Related reading

01 · Category

Electric and Autonomous Vehicles26 stats

01
Global EV battery production reached 800 GWh in 2023, China 70% share.
02
Tesla's 4680 battery cells produced 50 GWh in 2023, ramping to 100 GWh target.
03
BYD Blade batteries supplied 250 GWh in 2023, powering 2 million NEVs.
04
Europe's BEV market share hit 14.6% of new sales in 2023, up from 10.4%.
05
US EV sales share reached 7.6% in 2023, with 1.18 million units sold.
06
China's NEV penetration was 36% of sales in 2023, 9.5 million units.
07
CATL held 37% global EV battery market share in 2023, revenue $25B.
08
LG Energy Solution produced 200 GWh batteries in 2023, supplying GM/Tesla.
09
Panasonic's Tesla Nevada Gigafactory output 40 GWh 2170 cells in 2023.
10
Level 2+ autonomy miles driven by Tesla FSD reached 1 billion in 2023.
11
Waymo autonomous rides totaled 100,000 weekly in Phoenix/SF 2023 end.
12
Cruise robotaxi fleet operated 500 vehicles in 2023, 1 million paid miles.
13
Mobileye EyeQ6 chip shipments for AV hit 10 million units in 2023.
14
Ford Mustang Mach-E sales 40,000 in US 2023, BlueCruise hands-free 95% usage.
15
Rivian R1T/R1S software updates enabled 300k autonomy miles per vehicle avg 2023.
16
BMW iX with Level 2 autonomy sold 45,000 globally in 2023.
17
Mercedes Drive Pilot L3 approved in Germany, 13k km driven in tests 2023.
18
Nio battery swapping stations reached 2,300 in China by 2023, 10 million swaps.
19
XPeng G9 SUV with XPilot 4.0 sold 25,000 units, 80% city NOA usage 2023.
20
Li Auto L9 hybrid EV deliveries 80,000 in 2023, AD Max L2+ standard.
21
Polestar 2 global sales 45,000 in 2023, Pilot Pack autonomy 70% equipped.
22
Kia EV6 global sales 81,000 in 2023, Highway Driving Assist II on 60%.
23
Hyundai Ioniq 5 sold 100,000 worldwide 2023, HDA2 autonomy uptake 55%.
24
GM Super Cruise enabled 300 million miles hands-free by 2023 end.
25
VW ID.Buzz ID. software V2.0 city autonomy beta in 10,000 test cars 2023.
26
Global EV charging points grew to 3 million in 2023, China 2 million.
Interpretation

Electric and Autonomous Vehicles Interpretation

While China builds the overwhelming majority of the world’s EV batteries and dominates its own market, the global adoption race is accelerating at different speeds, with autonomy features steadily creeping from Silicon Valley's beta tests onto the daily commute, proving that the electric future is not just about what powers the car but increasingly about who—or what—is doing the driving.

02 · Category

Financial and Economic Indicators24 stats

01
Toyota revenue hit $275 billion in FY2023, operating profit $30 billion.
02
Volkswagen AG sales revenue €322.3 billion in 2023, up 15%, profit €18.3B.
03
Ford Q4 2023 revenue $43.2B, full year $176B, net income $4.3B.
04
GM 2023 revenue $171.8B, up 9%, EPS $7.56, EV losses $1.7B.
05
Tesla Q4 revenue $25.2B, full 2023 $96.8B, profit margin 9.2%.
06
Stellantis FY2023 net revenue €189.5B, up 8%, profit €18.6B.
07
Hyundai Motor Co 2023 revenue 122 trillion won ($91B), profit 12.3T won.
08
BMW Group 2023 revenue €155.5B, up 10%, EBIT €18.5B.
09
Mercedes-Benz 2023 revenue €153.2B, EBIT €19.7B, EV sales up 75%.
10
Honda FY2023 revenue 20.4T yen ($136B), profit 1.1T yen.
11
Nissan FY2023 revenue 12.69T yen, operating profit 426.6B yen.
12
BYD Co 2023 revenue 602.3B yuan ($85B), net profit 30B yuan up 80%.
13
Rivian Q4 revenue $1.03B, full 2023 $4.43B, loss $5.43B.
14
Lucid Q4 revenue $235M, 2023 $595M, net loss $3B.
15
Global auto industry capex $170B in 2023, 40% on electrification.
16
US auto loans outstanding $1.58T in Q4 2023, avg rate 8.5%.
17
China auto exports 4.91 million vehicles in 2023, up 58%.
18
Toyota share price up 25% in 2023, market cap $350B.
19
Tesla stock volatile, down 10% net 2023, valuation $790B.
20
Ford dividend yield 5.2% in 2023, payout $0.60/share.
21
VW bond issuance $10B in 2023 for EV transition.
22
Auto supplier Magna revenue $42.8B in 2023, profit $1.2B.
23
Bosch Group sales €91.6B in 2023, down 3%, mobility 60%.
24
Continental AG revenue €41.4B 2023, profit €1.7B.
Interpretation

Financial and Economic Indicators Interpretation

While Toyota cruises on reliable profits, Tesla's volatile valuation overshadows BYD's explosive growth and Rivian's hemorrhaging cash, proving that in the year every company bet 40 cents of every dollar on an electric future, the global auto industry is a high-stakes poker game where everyone is all in, but not everyone has the same stack of chips.

03 · Category

Manufacturing and Production25 stats

01
Global light vehicle production reached 89.6 million units in 2023, up 9.5% from 2022 despite chip constraints.
02
Toyota produced 9.5 million vehicles in 2023, leading globally, with Japan output at 3.2 million.
03
Volkswagen Group's production totaled 8.9 million units in 2023, up 11%, China plants at 4.1 million.
04
US auto production rose to 10.6 million light vehicles in 2023, GM at 2.3 million, Ford 1.8 million.
05
China's vehicle production hit 30.2 million units in 2023, up 11%, NEVs at 9.5 million.
06
Hyundai Motor Group produced 4.2 million vehicles in 2023, Korea plants at 1.7 million capacity utilization 95%.
07
Stellantis production fell to 5.8 million in 2023, down 10%, North America at 1.9 million.
08
Ford's Mexico plants produced 500,000 vehicles in 2023, up 20%, for US export.
09
Tesla Gigafactory Texas ramped to 250,000 annual capacity in 2023, Cybertruck at 1,000/week.
10
BMW's Spartanburg US plant produced 410,000 SUVs in 2023, 70% exported globally.
11
Honda's Ohio plant output reached 250,000 Civic/CR-V in 2023, 98% capacity.
12
Nissan's UK Sunderland plant made 500,000 Qashqai/Juke in 2023, 100% capacity.
13
Europe's auto production grew 8% to 15.2 million in 2023, Germany at 4.1 million.
14
BYD built 3 million NEVs in 2023, Shenzhen HQ at 1 million, overseas plants starting.
15
Mercedes-Benz added 1 million EV capacity by 2023 end, with 600,000 produced.
16
GM's Factory Zero Detroit-Hamtramck produced 35,000 Ultium EVs in 2023.
17
Rivian expanded Normal IL plant to 150,000 capacity in 2023, R2 SUV prep.
18
Toyota's battery plant in North Carolina started 2023 with 20 GWh capacity.
19
Volkswagen invested $2.5B in Chattanooga plant for 2023 ID.Buzz production ramp.
20
Kia EV plant in West Point GA produced 50,000 EV9 in late 2023 launch.
21
Ford's BlueOval City TN battery plant broke ground 2023 for 129 GWh.
22
Hyundai's Georgia Metaplant produced first EVs in Oct 2023, 300k capacity.
23
Global semiconductor shortage eased, auto chip production up 25% to 1.2B units in 2023.
24
Steel usage in auto sector hit 75 million tons in 2023, down 2% on lightweighting.
25
Aluminum demand for vehicles rose 12% to 12 million tons in 2023.
Interpretation

Manufacturing and Production Interpretation

The automotive world in 2023 was a tale of resilient giants and ambitious upstarts, where a record 89.6 million vehicles rolled off lines from Shenzhen to Spartanburg, proving that even a chip shortage couldn't stall an industry hellbent on an electric and geographically shuffled future.

More related reading

04 · Category

Market Sales and Share30 stats

01
Global new car sales in 2023 totaled 90.5 million units, marking a 10% increase from 2022 driven by post-pandemic recovery in China and Europe.
02
Toyota Motor Corp sold 10.3 million vehicles worldwide in 2023, retaining its position as the top-selling automaker for the fourth consecutive year.
03
Volkswagen Group delivered 9.24 million vehicles in 2023, a 12% rise year-over-year, boosted by strong SUV demand in North America.
04
In the US, electric vehicle sales surged 50% to 1.2 million units in 2023, with Tesla capturing 55% market share.
05
China's passenger car sales hit 26.1 million units in 2023, up 11.5%, led by domestic brands like BYD overtaking foreign rivals.
06
Ford Motor Co. reported US sales of 2.01 million vehicles in 2023, a 7.1% increase, driven by F-Series trucks at 750,789 units.
07
General Motors sold 2.6 million vehicles in the US in 2023, up 5%, with Chevrolet Silverado leading pickups at 543,319 units.
08
Europe's new car registrations rose 6.4% to 10.5 million units in 2023, with battery-electric vehicles at 14.6% share.
09
Hyundai-Kia group achieved global sales of 7.3 million units in 2023, up 6.6%, with SUVs comprising 62% of volume.
10
Stellantis delivered 6.17 million vehicles globally in 2023, down 11% due to North American inventory issues.
11
India's passenger vehicle sales grew 8.9% to 4.1 million units in FY2023, led by Maruti Suzuki at 1.6 million.
12
Tesla delivered 1.81 million vehicles in 2023, up 38%, with Model Y as the world's best-selling car at 1.23 million.
13
Honda's global sales reached 3.94 million units in 2023, up 11%, with North America contributing 45% of volume.
14
Nissan sold 3.37 million vehicles worldwide in 2023, up 7%, recovering from chip shortage impacts.
15
BMW Group delivered 2.55 million vehicles in 2023, up 6.4%, with electric models at 14% of total sales.
16
Mercedes-Benz sold 2.04 million passenger cars in 2023, flat year-over-year, with luxury EVs growing 75%.
17
Renault Group sales totaled 2.23 million vehicles in 2023, up 7.5%, driven by Dacia brand surge.
18
Porsche delivered 320,221 vehicles in 2023, down 2%, due to 911 model production halt.
19
BYD sold 3.02 million new energy vehicles in 2023, up 62%, surpassing Tesla in quarterly sales.
20
Subaru Corp reported 976,437 global vehicle sales in 2023, up 15.3% in US market.
21
Mazda sold 1.24 million vehicles globally in 2023, up 4.6%, with CX-5 SUV leading.
22
Jaguar Land Rover sales rose 27% to 430,000 units in FY2023, boosted by Range Rover demand.
23
SAIC Motor's global sales hit 5.02 million vehicles in 2023, up 8%, led by MG brand exports.
24
Geely Auto sold 1.68 million vehicles in 2023, up 18%, with Zeekr EV brand contributing 118k.
25
Kia Corp achieved 3.09 million global sales in 2023, up 6.5%, with EV6 at 81k units.
26
Mitsubishi Motors sold 927,994 vehicles in 2023, up 9%, strong in Asia-Pacific region.
27
Ferrari delivered 13,663 cars in 2023, up 9.3%, with SF90 at record volumes.
28
Rivian produced 57,232 vehicles in 2023, up from 24,621 in 2022, meeting R1T/R1S ramps.
29
Lucid Group delivered 6,001 vehicles in 2023, up 82%, primarily Air sedans.
30
Toyota's US sales hit 2.25 million in 2023, up 12%, RAV4 crossover at 434k units.
Interpretation

Market Sales and Share Interpretation

Even as Tesla's electric crusade accelerated to capture the American charger, the global auto race was ultimately won by Toyota's relentless petrol-powered juggernaut, proving that for now, the old guard can still drive circles around the new.

05 · Category

Policy and Regulatory Developments21 stats

01
EU CO2 emission standards tightened for 2025, fines up to €3B potential.
02
US IRA subsidies boosted EV sales by $7,500tax credit, 1M claims 2023.
03
China's NEV mandate 20% fleet avg by 2023 met, subsidies phased out.
04
California ZEV mandate 35% sales by 2026, credits traded $5k each 2023.
05
EU bans new ICE sales post-2035, hybrids allowed till 2040.
06
US NHTSA recalls 25 million vehicles in 2023, Takata airbags 10M.
07
India's PLI scheme allocated $3.5B for auto components 2023-2027.
08
Japan fuel economy standards rise to 27.5 km/L by 2030, hybrids favored.
09
Brazil raises import tariffs to 35% on EVs in 2023 to protect locals.
10
UK's ZEV mandate 22% EV/PHEV sales 2024, rising to 80% 2030.
11
EPA tailpipe emissions cut 50% by 2027 model year vehicles.
12
China's dual-credit policy NEV credits 23.3 avg score 2023.
13
Norway EV share 82% new sales 2023, tax exemptions key.
14
Canada mandates 20% ZEV sales by 2026, 100% 2035.
15
EU battery passport regulation starts 2027, traceability mandated.
16
US DOT autonomous vehicle framework updated 2023, 3.5M miles data req.
17
Germany's EEG levy cut EV charging costs 40% in 2023.
18
France EV bonus up to €5,000 in 2023, 400k claims.
19
Mexico nearshoring incentives $1B tax breaks for auto OEMs 2023.
20
Thailand EV subsidies 150k baht ($4,200) per vehicle, 120k approved 2023.
21
Global chip export controls tightened, auto exemptions granted 2023.
Interpretation

Policy and Regulatory Developments Interpretation

The auto world is frantically rewiring itself under a high-voltage cocktail of forced electrification, lavish subsidies, punishing fines, and protective tariffs, all while trying not to crash due to recalls and chip shortages.
Reference

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reuters.com