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this post was submitted on 25 Sep 2026
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Electric Vehicles
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I'm saying that you're holding up Korean brands as some kind of dominant sales leader, and they really aren't. For Q2 2026, Genesis (396), Hyundai (14,274), and Kia (7,348) add up to 22,018 EVs sold.
Toyota (11,826, up from 3,639 a year before) and Lexus (3,358, up from 2,325 a year before) is already more than halfway caught up at 15,184 for the quarter, and Toyota is now actually launching EV models that have the same model names as established, successful ICE/Hybrid models. The EV Lexus ES is cheaper than the gasoline powered counterpart, and the Highlander will launch the first EV under an established big-selling model name.
At this rate, I expect Toyota to outsell Hyundai/Kia in EVs maybe within a year. Before this next generation Corolla EV even launches.
My intent was to say they're late to the party in a lot of markets and that gave other manufacturers an advantage. That is literally it. I'm really not sure why you have to keep stating the obvious.
You were making a claim that Toyota won't overtake the Korean manufacturers in the US anytime soon. I'm sharing data that shows that Toyota is already on the cusp of overtaking them by the end of this year, and might even overtake GM for #2 within a year after that.
EV sales are still unfortunately less than 10% of new car sales in the US. It's still early days for the US market, so being slow to market isn't going to be a significant disadvantage.