In the last several months, we have been limited to sales detail only for the United States. However, we have finally found details of the 4 models that Cadillac sells in China. Yes, this means that China’s strength is due to sales of only 4 models – no Escalade, no Escalade ESV, no CTS. China only offers 3 sedans (the CT6, XTS, and the long-wheelbase ATS-L) and the XT5 crossover.
Comparing these against the US sales (included below for the same month), we can see that China loves the XT5 crossover…but also enjoy the sedans (much more so than US consumers). Where the US sales of the XT5 almost hit 4000 units, China devoured over 10000. Chinese sales of the ATS exceeded US demand 5-to-1.
It is only strong sales of the Escalade and a few CTS sales that kept China from completely overwhelming the US market.
What I am seeing here is the new XT4 (soon to debut at the 2018 New York Auto Show) will likely keep the Chinese market strong…not allowing the US to catch back up – because the Chinese appear to love crossovers as much as the US customers while snapping up all the other Cadillacs far in excess of what we are seeing in the States.
We will continue to break down Chinese sales numbers in the coming months as it is certainly a significant and fascinating part of the modern Cadillac story.