Q3 2021 dystopia: 15 pickup models surveyed — just two beat Q3 2020 numbers — Toyota Tacoma and Jeep Gladiator.
Q3 2021 has been a tough three months for pickup manufacturers, and the big nameplates ended up being big losers in the race to receive and sell units. The semiconductor shortage has hit the pickup segment just as demand for new vehicles soars.
Here is the quarterly sales performance for the pickup truck segment in the United States. It includes all major pickup truck models sold in the U.S market.
The big names struggle, Ford’s F-150 down 9% YOY.
Sales of full sized pickup trucks in the US are down 1% in the first three quarters of 2021, trailing the overall market due to supply shortages. With just over 1.66 million sales in the first nine months of the year, this is the third-largest class in the United States, after compact crossovers and midsized crossovers. Its share is shrinking to 14.2%, from 16.1% in the same period of 2020. In Q3, large pickup truck sales were down 21% in an overall market down 13%.
Class leader Ford F-Series beat its two main domestic rivals, Chevrolet and Dodge RAM — selling about 50,000 more than each of them and opening a gap of more than 100,000 deliveries year-to-date. Still, the F-Series is down 9% from last year. The Toyota Tacoma with 2,300 units up over Q3 2020. The Jeep Gladiator, the only other vehicle in the up category, made the list by a slim 510 unit margin.