
Europe's largest car manufacturer is suffering from weak Chinese business and strong competition.
AI-generated summary
VW is suffering from the decline in the Chinese market and competition from local suppliers.
Wolfsburg. The decline in sales at the car manufacturer Volkswagen continued to accelerate in the third quarter. Around 1.89 million vehicles from all Group brands were delivered to customers worldwide from July to September - 14.3 percent less than a year earlier, as the company in Wolfsburg announced.
At 38.5 percent, the decline was particularly high in China. VW sold a good six million cars from January to September. That is 9.0 percent or around 600,000 fewer than in the same period last year.
The group is currently suffering in particular from the collapse of the Chinese market, which was the most important source of income for years. Added to this is the tough competition from Chinese providers on the European home market.

According to GDV, car spare parts increased in price by over four percent between August 2025 and 2026. Since 2016, the increase has averaged more than 80 percent, leading to higher repair costs.

BMW and Mercedes are competing in the European market with their new electric SUVs iX3 and GLC. Exclusive registration figures show significant progress for both manufacturers, while Audi is falling behind in the segment and sales in China are weakening.

Volkswagen recorded a group-wide sales decline of 14.3 percent to 1.88 million vehicles in the third quarter. The decline is particularly severe in China at 38.5 percent. Only Traton is recording growth.

The EU and China have agreed to limit the number of exports of hybrid vehicles. Brussels is expecting around 800,000 imports from China this year, which will likely reduce the market share of Chinese manufacturers there by half.

Audi delivered almost a fifth fewer cars in the third quarter than in the same period last year. The reasons are a weakening Chinese market, model changes and a lack of US production.
Audi delivered 19.7 percent fewer vehicles in the third quarter than in the same period last year. The reasons are the tough competition in China, a lack of US production facilities as well as model changes and declining electric car sales.