Page 7 California Auto Outlook REGIONAL MARKETS IN CALIFORNIA Northern California New Retail Market Improved by 5.0 Percent During First Nine Months of 2025 BEV share in Northern California was 24.9 percent Percent Change in New Retail Registrations - YTD ‘25 vs. YTD ‘24 Northern California Cars UP 0.9 Light trucks UP 6.4% BEV share: 24.9% Data sourced from Experian Automotive. New Retail Registrations (excluding fleets) YTD thru September North and South California YTD '24 YTD '25 % chg. Statewide Total 1,165,930 1,207,726 3.6% Cars 323,248 319,545 -1.1% Light Trucks 842,682 888,181 5.4% Northern California 395,701 415,492 5.0% Cars 102,146 103,083 0.9% Light Trucks 293,555 312,409 6.4% Southern California 770,229 792,234 2.9% Cars 221,102 216,462 -2.1% Light Trucks 549,127 575,772 4.9% Selected Regional Markets San Francisco Bay 222,275 231,211 4.0% Cars 59,086 58,879 -0.4% Light Trucks 163,189 172,332 5.6% LA and Orange Counties 444,942 453,639 2.0% Cars 130,859 128,433 -1.9% Light Trucks 314,083 325,206 3.5% San Diego County 107,020 109,680 2.5% Cars 26,968 25,617 -5.0% Light Trucks 80,052 84,063 5.0% Southern California Cars DOWN 2.1% Light trucks UP 4.9% BEV share: 22.2% POWERTRAIN MARKET SHARE FOR VEHICLE SEGMENTS Combined ZEV/PHEV market Share Exceeded 40 Percent in Luxury Segments The graph above shows market share by powertrain type for eight vehicle segments. Gray bars show gasoline-powered vehicle market share, green is hybrids, and blue is combined share for ZEVs and PHEVs. Luxury segments are shown on the right side of the graph. ZEV/PHEV share exceeded 54% for Luxury Cars and Small Luxury SUVs. Data sourced from Experian Automotive. Percent Share of Segment Registrations by Powertrain Type - YTD 2025 thru September 52.9% 81.3% 58.5% 57.9% 66.0% 40.2% 29.6% 51.6% 43.5% 9.6% 33.0% 23.2% 15.6% 5.1% 5.2% 6.9% 3.6% 9.1% 8.5% 18.9% 18.4% 54.7% 65.2% 41.5% 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% Non Luxury Cars Pickups Vans Small Non Luxury SUVs Mid Size and Large Non Luxury SUVs Luxury Cars Small Luxury SUVs Mid Size and Large Luxury SUVs % share of segment ZEVs + PHEVs Hybrid Gas-powered 33 California New Car Dealer Quarterly
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