Page 7 California Auto Outlook REGIONAL MARKETS IN CALIFORNIA Northern California New Retail Market Improved by 5.1% in First Half 2025 BEV share in Southern California fell to 20.7% Percent Change in New Retail Registrations - YTD ‘25 vs. YTD ‘24 Northern California Cars UP 4.0 Light trucks UP 5.5% BEV share: 23.0% Data sourced from Experian Automotive. New Retail Registrations (excluding fleets) YTD thru June North and South California YTD '24 YTD '25 % chg. Statewide Total 780,286 810,582 3.9% Cars 216,201 219,569 1.6% Light Trucks 564,085 591,013 4.8% Northern California 263,849 277,284 5.1% Cars 67,627 70,357 4.0% Light Trucks 196,222 206,927 5.5% Southern California 516,437 533,298 3.3% Cars 148,574 149,212 0.4% Light Trucks 367,863 384,086 4.4% Selected Regional Markets San Francisco Bay 149,327 154,340 3.4% Cars 39,060 40,699 4.2% Light Trucks 110,267 113,641 3.1% LA and Orange Counties 299,217 306,220 2.3% Cars 87,969 88,956 1.1% Light Trucks 211,248 217,264 2.8% San Diego County 72,477 74,301 2.5% Cars 18,274 17,773 -2.7% Light Trucks 54,203 56,528 4.3% Southern California Cars UP 0.4% Light trucks UP 3.1% BEV share: 20.7% VEHICLE AND BRAND SEGMENTS Passenger Car Market Share in California Exceeds U.S. Levels Market Share by Type of Vehicle - YTD ‘25 thru June Combining the blue and orange sections in the graph above corresponds to the standard industry definition of light trucks. Small crossovers are broken out, however, since many are more similar to compact hatchbacks than to many trucks. State passenger car share was 26.4% so far this year, well above the 17.6% share in the U.S. Data sourced from Experian Automotive. Japanese brand market share in the state was higher than U.S. levels: 43.3% vs. 37.5%. State Domestic brand share (which includes Tesla and Rivian) was 32.2%. European brands accounted for a higher share of the state market than in the Nation. Note: Other Asian includes Genesis, Hyundai, Kia, and VinFast. Data sourced from Experian Automotive. Market Share by Brand Category - YTD ‘25 thru June 39.8% 50.1% 33.8% 32.3% 26.4% 17.6% 0.0% 25.0% 50.0% 75.0% 100.0% State U.S. Light trucks (excl. Small CUVs) Small CUVs Passenger Cars 43.3% 37.5% 32.2% 41.8% 14.2% 9.8% 10.3% 10.9% 0.0% 25.0% 50.0% 75.0% 100.0% State U.S. Japanese Domestic European Other Asian 33 California New Car Dealer Quarterly
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