Weakening demand, probably combined with prioritization of Europe, seems to be the cause.
The only thing that we do know is the results from two of the early BMW plug-ins, which can't be easily buried into the statistic, because of their unique names: i3 and i8.
The numbers are significantly down compared to 2019, as the i8 is no longer produced, while the i3 probably was prioritized for Europe (to meet CO2 requirements).
- i3: 640 in Q4 (down 52% year-over-year) and 1,508 YTD (down 70%)
- i8: 28 in Q4 (down 85% year-over-year) and 191 YTD (down 83%)
BMW i3 sales in the U.S. - Q4 2020
Overall, the BMW Group sales in the U.S. went down by 18% year-over-year to 306,870.
The company is not rushing to introduce the all-electric BMW iX3, so the electrification relies only on PHEVs: 330e, 330e xDrive, 530e, 530e xDrive, 745e xDrive, X3 xDrive30e, X5 xDrive45e, Cooper S E Countryman ALL4 and two BEVs: i3 and MINI Cooper SE.
Detailed BMW sales results - Q4 2020