The mighty rose and fell in the auto industry in 2021. A critical shortage of microchips helped determine winners and losers in U.S. sales for the year more than any other factor. Aberration or not, the surprises are worth noting when companies deemed too-big-to-fail fall off their long-held perches and underdogs ascend to new heights.
Business publications have splashed plenty of ink in the annual presentation of final U.S. auto sales as another year came to a close. We won’t go all corporate and financial here at MotorTrend but there were some unexpected plot twists that deserve to be pointed out—regardless of any asterisks due to chip shortages.
Toyota Topples GM For the First Time
The biggie: after decades of U.S. sale supremacy, Toyota beat General Motors in 2021. GM sold 2.2 million vehicles, but Toyota had about 114,000 more for a total of 2.3 million.
Toyota executives were quick to say the lead is not sustainable. GM will be back on top as chip supplies normalize. The semiconductor shortage hurt all automakers, but some were hit harder than others. GM and Ford were among the more heavily pummeled. Toyota was the poster child for how to—almost—survive the chip crisis.
Toyota is no stranger to pinchpoints from key parts shortages. After the 2011 Tōhoku earthquake, Toyota put an early warning system in place to monitor its supply chain. The result is that the inventor of the concept of lean manufacturing and just-in-time delivery became a hoarder. Once warned, the Japanese automaker stockpiled chips and was able to keep building and selling vehicles full steam while the competition was playing whack-a-mole in determining which vehicles took priority in receiving chip rations and which plants faced temporary downtime on any given week.
As the shortage stretched out and was exacerbated by a fire at the Renesas Electronics chipmaking plant in Japan, and then COVID-19 outbreaks that forced closure of facilities in southeast Asia that test and package chips, Toyota was finally forced to idle some plants. But in the end, Toyota saw 10 percent sales growth in the U.S. in 2021 while GM saw a 13 percent drop because it lost hundreds of thousands of units of production.
Hyundai-Kia Leapfrogs Over Honda
Hyundai-Kia outsold Honda for the first time, moving up to the fifth spot with almost 1.5 million vehicles sold. That was about 22,500 more than Honda. The two brands under the Hyundai Motor Company umbrella continue to be a juggernaut. This one will be interesting to watch in 2022 because the Korean brands show no signs of slowing down and have impressive vehicles hitting the market.
The Hyundai group still has work to do to catch Stellantis at just shy of 1.8 million, or Ford at almost 1.9 million.
Ford EVs Coming for Tesla
Ford, which was considered a bit of an EV laggard until fairly recently, ended 2021 in second place when it comes to U.S. sales of electric vehicles. Credit goes to the new Mustang Mach-E; Ford sold more than 27,000 of the electric crossovers.
King of the EV castle continued to be Tesla which had a banner year. How banner we don’t know exactly as it the automaker does not break out U.S. sales.
General Motors was out of the running in 2021, not because of the chip shortage, but because the Chevrolet Bolt was all but sidelined for much of the year by a recall due to risks of fire from bad cells in its batteries and a recommendation to park outside.
Ford Mustang vs. Dodge Challenger vs. Chevy Camaro
The muscle car sales wars are legendary, and we never tire of the jostling, even though their makers don’t always give them the love they once received.
We have a cool toppling this year. The Dodge Challenger actually stole the title in 2021. The coupe is no spring chicken, and this wasn’t a chip shortage win. Credit energetic execs behind the Dodge brand who never say die. Efforts to keep the Challenger fresh led to a 3 percent increase in sales, bringing the total to 54,314 muscle cars sold and the highest full-year share ever at 21 percent of the albeit-small segment. (Dodge Charger also grew market share to a career-best 30 percent, more testament to pixie dust being sprinkled liberally over at Dodge).
That pushed the Ford Mustang to second place. A 14 percent drop resulted in a final sales tally of 52,414. For the bronze: the Chevy Camaro saw sales plummet almost 27 percent, netting 21,893 sales. The once-mighty Camaro must be missing its long-time engineer: Al “Mr. Camaro” Oppenheiser, who was reassigned to the GMC Hummer EVs and is busy crabwalking and hurtling 9,000 pounds of SUV from 0-60 in 3.0 seconds. It probably doesn’t help that today’s Camaro doesn’t look all that different from the last one, or the one before that…
Big Truck Wars
No surprises here: Ford took the title for best-selling truck in the U.S. for the 45th straight year, selling more than 726,000 F-Series. Ram came second at just under 570,000. The Chevrolet Silverado could get a needed boost from the electric version coming—the Chevy came third in 2021 with almost 520,000 U.S. sales.
Who said following auto sales isn’t fun?
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