VW Group Q3 deliveries plunge 14%, China down 39%

· Automotive & EV · Germany · China

Volkswagen Group's global deliveries fell 14 percent in the third quarter to 1.89 million vehicles, the steepest drop in more than four years, according to Automotive News. The decline was driven by a 39 percent plunge in China, where weakness has deepened. Both the VW and Audi brands posted double-digit sales declines in the quarter, though the group noted strong performers among its brands. The results reflect mounting pressure on Europe's largest automaker as it navigates a deteriorating Chinese market and a broader shift toward electric vehicles. The scale of the China contraction is significant for the group's global outlook, as the country has long been its largest and most profitable market. The weak quarterly showing comes as VW simultaneously pushes a low-cost EV strategy in Europe and expands its electric lineup in China through the ID. ERA range.

Why it matters：VW's steepest decline in four years underscores how China's slowdown and the EV transition are reshaping global automaker fortunes, pressuring profits and forcing strategy shifts across the industry.

Key points

  • Global Q3 deliveries fell to 1.89 million vehicles, a 14% year-on-year drop.
  • China deliveries plunged 39%, the main driver of the decline.
  • Both VW and Audi brands saw double-digit sales drops in the quarter.

Sources (original reporting)

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