Mixed Provincial Results Mark Canada’s September 2025 New Vehicle Sales Growth
In September 2025, Canadian new light vehicle sales reached an estimated 163,000 units, up 3.7% from September 2024, with year-to-date sales rising 4.5% to 1.47 million units. Provincial results were mixed: British Columbia, Alberta, and PEI saw modest declines of 2.8%, 1.2%, and 0.8%, while Saskatchewan and Newfoundland posted strong gains of 12.7% and 12.0%, and Ontario outperformed the national average with a 7.7% increase. Year-to-date, British Columbia was essentially flat at +0.1% and Quebec was similarly soft at +0.4%, while the Atlantic region continued to run well ahead of the national market.
“Week by week it seems new challenges and threats are emerging on the trade front with the US,” said Andrew King, Managing Partner at DAC, noting some scattered softness across provinces in September but anticipating a shifting provincial picture in the final quarter of 2025. DAC provides detailed provincial and brand-level new light vehicle sales forecasts and can be contacted for more information.
Nexperia Crisis Reveals Ongoing Fragility in Auto Industry’s Chip Supply Chain
The Nexperia semiconductor crisis has once again exposed the fragility of the global auto industry’s chip supply chain, just years after the 2020–2023 shortage that halted millions of vehicle productions worldwide. Triggered by the Dutch government’s takeover of Nexperia and China’s subsequent export ban, the disruption affects “legacy” chips — simple but essential components like diodes and transistors used in nearly every vehicle system.
U.S. Auto Sales Set to Dip in October as EV Demand Falls After Tax Credit Expiration
U.S. new-vehicle sales in October 2025 are projected to cool after a strong third quarter, with Cox Automotive forecasting a seasonally adjusted annual rate (SAAR) of 15.7 million—down from 16.4 million in September and 16.1 million a year ago. Total sales volume is expected to reach about 1.3 million units, a 3% year-over-year decline but up 2.7% from last month. The slowdown is largely attributed to falling electric vehicle (EV) and plug-in hybrid (PHEV) sales following the expiration of federal $7,500 tax credits.