Japan In September 2011: Auto Sales Up. Sukoshi

Bertel Schmitt
by Bertel Schmitt

For the first time in 13, yes 13 months, Japanese new car sales registered a small uptick. Small (sukoshi) it is, 1.7 percent, compared to September 2010. And that only, because September 2010 was bloodbath.

When we sang our Sayonara to growth a year ago, we didn’t expect it would be THAT bad: For the 9 months of this year, Japanese car sales are down by a whopping 25.9 percent. Following data provided by the Japan Automotive Dealer Association. The numbers do not include minivehicles. (Careful when applying the data to minivehicle-heavy makers such as Daihatsu or Suzuki…)

Japan, Sales regular vehicles, September 2011

ManufacturerSept ’11Sept ’10ChangeFYTD’11FYTD’10ChangeDaihatsu333855-61.1%2,1375,075-57.9%Hino4,5142,97951.5%24,93022,44911.1%Honda43,42242,7231.6%278,455394,953-29.5%Isuzu4,5835,309-13.7%30,68034,724-11.6%Lexus5,7703,60859.9%32,02027,74615.4%Mazda17,40916,0608.4%112,900153,708-26.5%Mitsubishi6,4797,491-13.5%42,89259,359-27.7%Mitsubishi Fuso3,1092,75912.7%18,35818,727-2.0%Nissan53,42757,879-7.7%338,710417,521-18.9%Subaru9,07410,374-12.5%56,33366,424-15.2%Suzuki7,3695,43735.5%58,90246,08527.8%Toyota131,072130,1350.7%813,5921,255,509-35.2%UD Trucks1,02462763.3%5,7836,490-10.9%Other26,20522,42716.8%151,259144,7764.5%Total313,790308,6631.7%1,966,9512,653,546-25.9%

(FYTD: Fiscal Year To Date: Cumulative sales since April)

The Japan Mini Vehicles Association does not have good news: September sales were down 9.1 percent in September, and down 19.9 percent for January – September 2011.

Japan, Sales mini vehicles, September 2011

ManufacturerSept ’11Sept ’10ChangeYTD’11YTD’10ChangeSuzuki46,08548,684-5.3%353,731445,238-20.6%Daihatsu52,09260,579-14.0%393,318483,730-18.7%Mitsubishi9,84311,012-10.6%72,96686,592-15.7%Subaru8,4509,799-13.8%60,47579,899-24.3%Honda12,09114,273-15.3%96,030131,226-26.8%Mazda4,9504,5359.2%34,78442,051-17.3%Nissan14,67414,4041.9%105,837117,998-10.3%Toyota2160216Other16-83.3%2977-62.3%Total148,402163,292-9.1%1,117,3861,386,811-19.4%

(YTD: Year To Date: Cumulative sales since January)

Bertel Schmitt
Bertel Schmitt

Bertel Schmitt comes back to journalism after taking a 35 year break in advertising and marketing. He ran and owned advertising agencies in Duesseldorf, Germany, and New York City. Volkswagen A.G. was Bertel's most important corporate account. Schmitt's advertising and marketing career touched many corners of the industry with a special focus on automotive products and services. Since 2004, he lives in Japan and China with his wife <a href="http://www.tomokoandbertel.com"> Tomoko </a>. Bertel Schmitt is a founding board member of the <a href="http://www.offshoresuperseries.com"> Offshore Super Series </a>, an American offshore powerboat racing organization. He is co-owner of the racing team Typhoon.

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  • Alluster Alluster on Oct 03, 2011

    Wow. Impressive growth by Lexus. I wonder why Nissan is down though. Is it because Nissan had stellar sales following the tsunami when everyone else was down or could it be, the japanese are punishing them for threatening to move production out and or source more parts from outside japan? oh total sales including mini vehicles are still down though, by 2.1% ================================================= TOTAL 313,790 (+ 1.7) Cars 280,379 (+ 0.8) Trucks 32,565 (+10.1) Toyota Motor 136,842 (+ 2.3) - Toyota brand 131,072 (+ 0.7) - Lexus* 5,770 (+59.9) Nissan Motor 53,427 (- 7.7) Honda Motor 43,422 (+ 1.6) Mazda Motor 17,409 (+ 8.4) Mitsubishi Motors 6,479 (-13.5) Suzuki Motor 7,369 (+35.5) Fuji Heavy 9,074 (-12.5) Imports 33,980 (+13.3) *Lexus is the luxury brand of Toyota Motor. Sales in Japan

  • Pete Zaitcev Pete Zaitcev on Oct 03, 2011

    Good going, Bertel. Midori no Hibi was surprisingly delightful, given the premise. Oh, wait, where were we... Lexus, right. Well, nobody cares about Lexus :-)

  • Tassos A terrible bargain, as are all of Tim's finds, unless they can be had at 1/2 or 1/5th the asking price.For this fugly pig, I would not buy it at any price. My time is too valuable to flip ugly Mitsus.FOr those who know these models, is that silly spoiler in the trunk really functional? And is its size the best for optimizing performance? Really? Why do we never see a GTI or other "hot hatches' and poor man's M3s similarly fitted? Is the EVO trying to pose as a short and fat 70s ROadrunner?Beep beep!
  • Carson D Even Tesla can't make money on EVs anymore. There are far too many being produced, and nowhere near enough people who will settle for one voluntarily. Command economies produce these results. Anyone who thinks that they're smarter than a free market at allocating resources has already revealed that they are not.
  • MaintenanceCosts I wish more vehicles in our market would be at or under 70" wide. Narrowness makes everything easier in the city.
  • El scotto They should be supping with a very, very long spoon.
  • El scotto [list=1][*]Please make an EV that's not butt-ugly. Not Jaguar gorgeous but Buick handsome will do.[/*][*] For all the golf cart dudes: A Tesla S in Plaid mode will be the fastest ride you'll ever take.[/*][*]We have actual EV owners posting on here. Just calmly stated facts and real world experience. This always seems to bring out those who would argue math.[/*][/list=1]For some people an EV will never do, too far out in the country, taking trips where an EV will need recharged, etc. If you own a home and can charge overnight an EV makes perfect sense. You're refueling while you're sleeping.My condo association is allowing owners to install chargers. You have to pay all of the owners of the parking spaces the new electric service will cross. Suggested fee is 100$ and the one getting a charger pays all the legal and filing fees. I held out for a bottle of 30 year old single malt.Perhaps high end apartments will feature reserved parking spaces with chargers in the future. Until then non home owners are relying on public charge and one of my neighbors is in IT and he charges at work. It's call a perk.I don't see company owned delivery vehicles that are EV's. The USPS and the smiley boxes should be the 1st to do this. Nor are any of our mega car dealerships doing this and but of course advertising this fact.I think a great many of the EV haters haven't came to the self-actualization that no one really cares what you drive. I can respect and appreciate what you drive but if I was pushed to answer, no I really don't care what you drive. Before everyone goes into umbrage over my last sentence, I still like cars. Especially yours.I have heated tiles in my bathroom and my kitchen. The two places you're most likely to be barefoot. An EV may fall into to the one less thing to mess with for many people.Macallan for those who were wondering.
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