Page 7 California Auto Outlook REGIONAL MARKETS IN CALIFORNIA Northern California New Retail Market Improved by 2.8 Percent in 2025 BEV share in Northern California was 24.6 percent Percent Change in New Retail Registrations - 2025 and 2024 Northern California Cars DOWN 1.6 Light trucks UP 4.3% BEV share: 24.6% Data sourced from Experian Automotive. New Retail Registrations (excluding fleets) Annual Totals North and South California 2024 2025 % chg. Statewide Total 1,557,916 1,582,031 1.5% Cars 431,919 417,679 -3.3% Light Trucks 1,125,997 1,164,352 3.4% Northern California 528,824 543,368 2.8% Cars 136,814 134,592 -1.6% Light Trucks 392,010 408,776 4.3% Southern California 1,029,092 1,038,663 0.9% Cars 295,105 283,087 -4.1% Light Trucks 733,987 755,576 2.9% Selected Regional Markets San Francisco Bay 295,458 302,000 2.2% Cars 78,906 76,465 -3.1% Light Trucks 216,552 225,535 4.1% LA and Orange Counties 593,878 595,112 0.2% Cars 174,825 167,978 -3.9% Light Trucks 419,053 427,134 1.9% San Diego County 142,477 143,203 0.5% Cars 35,861 33,370 -6.9% Light Trucks 106,616 109,833 3.0% Southern California Cars DOWN 4.1% Light trucks UP 2.9% BEV share: 21.8% POWERTRAIN MARKET SHARE FOR VEHICLE SEGMENTS Hybrid Vehicle Market Share Approached 44 Percent in Non-Luxury Car Segment 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 53% for Luxury Cars and Small Luxury SUVs. Data sourced from Experian Automotive. Percent Share of Segment Registrations by Powertrain Type - Fourth Quarter 2025 3.5% 8.8% 8.4% 18.1% 18.1% 53.6% 65.0% 39.6% 43.8% 9.6% 33.9% 23.9% 16.1% 5.2% 5.0% 7.1% 52.7% 81.6% 57.7% 58.0% 65.8% 41.2% 30.0% 53.3% 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 30 California New Car Dealer Quarterly
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