EVs Made Up 10% of All New Cars Sold Last Year

BERLIN—Electric-vehicle sales crossed a key milestone last year, achieving around 10% market share for the first time, driven mainly by strong growth in China and Europe, according to fresh data and estimates.

While EVs still make up a fraction of car sales in the U.S., their share of the total market is becoming substantial in Europe and China, and they are increasingly influencing the fortunes of the car market there as the technology goes mainstream. The surge in EV sales also contrasted with the broader car market that suffered from economic worries, inflation and production disruptions.

Global sales of fully electric vehicles totalled around 7.8 million units, an increase of as much as 68% from the previous year, according to preliminary research from LMC Automotive and EV-Volumes.com, research groups that track automotive sales.

Ralf Brandstätter, the head of Volkswagen AG’s China business, told reporters on Friday that electric vehicles would continue expanding fast and that China could soon reach a point where sales of conventional vehicles begin to permanently decline as plug-in vehicles take bigger market share.

“Last year, every fourth vehicle we sold in China was a plug-in, and this year it will be every third auto,” Mr. Brandstätter said. “We haven’t reached the tipping point yet, but we’re expecting to get there between 2025 and 2030.”

For the full year, fully electric vehicles accounted for 11% of total car sales in Europe and 19% in China, according to LMC Automotive. Combined with plug-in hybrid vehicles, which can be plugged in to recharge the battery but also have a small combustion engine, the share of electric vehicles sold in Europe rose to 20.3% of the total last year, according to EV-Volumes.com.

The U.S. lags behind China and Europe in the rollout of EVs, but last year auto makers sold 807,180 fully electric vehicles in the U.S., a rise in the share of all-electric vehicles to 5.8% of all vehicles sold from 3.2% the year before. Tesla is still the world’s dominant EV maker, but conventional auto makers are shortening its lead with new electric-model launches.

In Germany, the largest auto market in Europe, electric vehicles accounted for 25% of new vehicle production last year, according to VDA, the German automotive manufacturers association. In December, there were more EVs sold in the country than conventional cars.

New-car sales overall fell around 1% to 80.6 million vehicles, according to the LMC data, with nearly 4% growth in China helping to offset a decline of 8% in the U.S. and 7% in Europe, which was hit by the weakening global economy, soaring energy costs, supply-chain disruptions and the war in Ukraine.

Bayerische Motoren Werke AG, the German luxury-car maker, was one of many manufacturers last year to see sales of plug-in models rise even as overall sales tumbled. BMW reported a 5% decline in total new-car sales but saw EV sales more than double last year.

“We are confident that we can repeat this success next year, because we have a continued high order backlog for fully electric models,” BMW sales chief Pieter Nota, said this month, commenting on the growth in sales of electric models.

VW, Europe’s biggest manufacturer by sales, said on Thursday that overall new-car sales fell 7% to 8.3 million vehicles last year, but sales of electric vehicles rose 26% to 572,100 units. The sales figures encompass the company’s large stable of brands, including VW, sports-car maker Porsche, luxury-car brand Audi and passenger-car brands Skoda and Seat.

The bulk of VW’s sales of EVs were in Europe, but sales growth was strongest in China and the U.S., the company said.

Other manufacturers reported a similar divide of strong growth in sales of electric cars—boosted in part by the availability of a wider array of models in addition to market leader Tesla Inc.—and weak or declining sales of conventional vehicles. Ford Motor Co., Mercedes-Benz Group AG and BMW each said their EV sales more than doubled in 2022, while their total vehicle sales declined.

Photos: The EV Rivals Aiming for Tesla’s Crown in China

European auto makers have focused their EV production and sales on home markets as they try to meet European Union emissions regulations. They also began last year to more aggressively expand their EV business in other major markets, especially China and the U.S.

In China, which accounted for around two-thirds of global sales of fully electric cars last year, domestic manufacturers are gaining ground on traditional Western auto makers and are also beginning to expand into Europe and the U.S.

Worldwide, Tesla maintained the top spot in a global ranking of manufacturers by sales of all-electric vehicles, followed by Chinese manufacturers BYD Co. and SAIC Motor Corp., and brands belonging to the VW group, according to a study published by Stefan Bratzel, director of the Center of Automotive Management, an automotive-research group in Germany.

In the U.S., Ford is the second-largest maker of EVs by sales, followed by Hyundai Motor Co. and its affiliate Kia Corp. Meanwhile, General Motors Co., VW and Nissan Motor Co. lost EV market share in the U.S. last year.

While EVs are showing signs of becoming more mainstream globally, analysts warn that repeating last year’s strong EV performance in 2023 could be difficult as economic worries weigh on consumers, and cash rebates on EVs are reduced or scrapped completely in some countries. Rising electricity prices in Europe in the wake of Russia’s attack on Ukraine have also diminished the appeal of EVs compared with gas-powered cars.

Germany witnessed a surge in last-minute EV purchases in December, as consumers rushed to take advantage of government incentives before they were cut this year. Since Jan. 1, government subsidies for the purchase of an EV with a listing price of up to 40,000 euros, equivalent to about $43,000, fell to 4,500 euros from 6,000 euros previously.

For the past couple of years, auto makers, especially in Europe, have struggled to find key components such as computer chips to maintain production in pace with demand. This mismatch between demand and supply is one reason auto makers posted lofty profits last year despite broadly weaker sales.

As the economy weakens, supply-chain problems ease and subsidies dry up, manufacturers could find it harder to maintain the high prices for new cars as they chase potentially fewer buying customers. This could result in a downward price spiral that potentially hits profits.

“Demand is likely to weaken in the coming year,” said Peter Fuss, an auto analyst with Ernst & Young. “The weak economy will cause retail and business consumers to be more reluctant. And it is possible that supply will outpace demand and we will begin to see discounts again.”

On Bastille Day, the scent of toasted bread, melting cheese, crêpes and velouté filled a heritage warehouse in Sydney’s Darlinghurst.

Inside Prim Haus, rooms had been transformed into an elegant interpretation of a contemporary French home. Cookware hung alongside market produce, appliances were placed within carefully composed domestic settings and live kitchens turned out French comfort food throughout the afternoon.

The occasion was La Maison de Tefal, an immersive celebration marking 70 years since a French engineer introduced an invention that would fundamentally change home cooking.

Tefal’s story began in 1956 with the commercial launch of what the company describes as the world’s first non-stick frying pan. Seven decades later, the business operates across cookware, kitchen appliances, garment care and floor care in more than 120 countries.

The scale of the modern brand is considerable, but its origins were remarkably domestic.

The invention that started in a French kitchen

In the early 1950s, French engineer Marc Grégoire began experimenting with polytetrafluoroethylene, better known as PTFE, after discovering its unusually effective non-stick properties.

The material was already known within industrial applications. Grégoire’s important contribution was developing a way to bond it securely to an aluminium disc.

According to the company’s history, a conversation with his wife inspired him to apply the process to cookware. The resulting pan allowed meat and eggs to be cooked using less fat, while making the surface considerably easier to clean.

Grégoire patented his non-stick frying-pan concept in 1954 and began selling the finished product in 1956. The new company’s name combined the French words for the two defining materials: Téflon and aluminium.

The attraction was immediate. This was innovation expressed through a simple, recognisable household problem. Food stuck to pans; the new Tefal pan was designed so it would not.

The idea quickly travelled beyond France. Tefal entered the United States in 1961, the same year the company established the production site at Rumilly, near the French Alps. Rumilly would become the centre of Tefal’s cookware expertise and develop an identity as the “frying pan capital of the world”.

The company says more than 35 million cookware items were manufactured at the Rumilly site in 2022. A local museum holds the 500 millionth pan produced by the factory, which came off the line in March 1994.

A Parisian home in the heart of Sydney

La Maison de Tefal translated that industrial history into a more intimate experience.

Held on 14 July, the anniversary used Bastille Day as both a cultural reference and a reminder that Tefal’s identity remains closely connected to French design and engineering.

Prim Haus was arranged as a sequence of domestic environments rather than a conventional product showroom. Guests moved through spaces devoted to cookware, kitchen appliances, garment care and floor care, with each collection presented within the rhythm of a modern home.

A French-market-inspired cooking area formed the social centre of the event. Live stations served croque-monsieur, crêpes and butternut velouté, demonstrating the products through food rather than static displays.

That distinction matters. Tefal’s most successful products have generally been those whose benefit can be understood almost immediately: a pan that releases food, a removable handle that saves cupboard space, an indicator showing when cookware has reached the correct temperature, or an appliance that automates part of a familiar cooking process.

Interactive demonstrations allowed guests to handle the products and see those functions in context. Heritage installations traced the brand’s development, while previews of newer releases connected its first frying pan with the much broader contemporary range.

The anniversary concluded with a champagne toast — an appropriately French punctuation mark for a company whose products have found their way into kitchens around the world.

Seventy years of practical invention

The non-stick frying pan established the operating principle Tefal continues to follow: find an everyday source of friction and develop a practical way to reduce it.

In 1996, the company introduced Ingenio, a modular cookware system built around removable handles. Pans could be stacked more efficiently and moved from cooktop to oven, table and refrigerator without the fixed handle of conventional cookware.

The concept anticipated the pressures that would reshape urban kitchens. As apartments became more compact and storage more valuable, cookware needed to occupy less room and serve more than one function.

Around the beginning of the following decade, Tefal introduced its heat-indicator technology, now known as Thermo-Signal. The circular marker changes appearance when the pan reaches its recommended cooking temperature, turning a technical question into a visual prompt.

In 2006, Tefal expanded the possibilities of countertop cooking with ActiFry. The appliance circulated hot air around food and used little or no added oil, helping establish a product category that would eventually become one of the most competitive areas of the global appliance market.

Innovation also moved beyond cooking. The Freemove cordless steam iron arrived in 2012, removing the cord from the active ironing movement while retaining a powered base.

The company’s current portfolio now extends across multicookers, grills, air fryers, blenders, ice-cream makers, garment steamers, irons and floor-care products. Although the categories are diverse, the common proposition remains convenience grounded in engineering.

The next generation of non-stick cookware

For its 70th year, Tefal has returned to the product that created the brand.

The new Excellence+ cookware range introduces what the company calls FusionCore technology. Tefal describes it as its most durable non-stick coating to date, designed to withstand intensive use and scratching.

As with any durability claim, consumers should follow the manufacturer’s care instructions and consider the applicable warranty rather than interpreting promotional language as a guarantee against every form of damage. But the focus on longer-lasting coatings reflects an important change in buyer expectations.

Convenience is no longer enough on its own. Modern households are increasingly concerned with how long products remain useful, whether they can be repaired and what happens when they reach the end of their working life.

Tefal has responded in several ways. Its Renew cookware uses recycled aluminium and a ceramic non-stick coating, while Groupe SEB has expanded cookware recycling initiatives in international markets. For many small domestic appliances, the group also promotes a 15-year repairability commitment based on parts availability and access to authorised repairers.

The details and warranty periods vary by product and country, so Australian buyers should check the conditions attached to an individual appliance. Nevertheless, repairability represents a meaningful shift from the assumption that a failed countertop appliance should simply be discarded.

From French manufacturer to global household group

Tefal joined Groupe SEB in 1968, giving the company greater international distribution and the resources to expand beyond cookware.

Founded in 1857 and headquartered in France, Groupe SEB has grown into a global small-appliance and cookware business with more than 30 brands. Its portfolio includes All-Clad, Krups, Moulinex, Rowenta, Lagostina and WMF, with operations extending across more than 150 countries.

Within that group, Tefal remains one of the flagship names — and one of the clearest examples of how a single invention can become the foundation for an international consumer brand.

Its longevity has not come from making everyday objects more complicated. The strongest Tefal products do the opposite. They take a small uncertainty, inconvenience or frustration and design it out of the task.

That was the value of Marc Grégoire’s original frying pan. It did not ask people to change what they cooked. It made the existing process easier, more predictable and less difficult to clean afterwards.

Seventy years later, that deceptively modest principle continues to guide the company.

La Maison de Tefal celebrated the products, the French heritage and the anniversary itself. Yet the larger story was visible at every cooking station and demonstration: innovation becomes lasting only when people can use it without having to think about the technology underneath.

For Tefal, the next 70 years will be shaped by new materials, smarter appliances, changing homes and greater expectations around durability. Its challenge will be to keep evolving without losing sight of the insight that started everything — that the most valuable household inventions often solve the most ordinary problems.

Tefal at a glance

Founded: France, 1956
Founder: Engineer Marc Grégoire
Original innovation: Commercialisation of the first non-stick frying pan
Manufacturing heritage: Rumilly, France
Notable innovations: Ingenio, Thermo-Signal, ActiFry and Freemove
Latest cookware development: Excellence+ with FusionCore technology
Parent company: Groupe SEB
International presence: More than 120 countries
Australian website: Tefal Australia