Onvo, the family-oriented sub-brand of Nio Group, launched last July its second model, a three row SUV named L90.
The company started deliveries of the model on August 1 across 44 Chinese cities.
After early signs of strong demand due to a lower than expected price, Onvo delivered over 30,000 units in the first three months.
Deliveries peaked in October with 11,722 units.
However, the figures were nearly halved (49%) in November before extending the decline in the final month of the year — by dropping another 30%.
In a letter addressed to media attending the one millionth EV ceremony earlier this week, founder and CEO William Li stated that the Onvo L90 “recorded 43,439 cumulative deliveries within five months of launch.”
The model, which followed the L60 launch in 2024, became the “champion among large pure-electric SUVs,” Li noted.
December Figures
According to data published monthly by China’s Passenger Car Association (CPCA), the L90 vehicles delivered between August 1 and November 30 total 39,264 units.
Considering the figures revealed by both William Li and the CPCA, Onvo delivered only 4,175 L90s in December — its weakest month since launch.
Additionally, last month’s numbers represented a 30% sequential decline.
The disappointing figures come despite the company’s efforts to increase demand with the launch of several limited editions for both its models.
Onvo delivered 9,154 vehicles last month, of which 4,979 are expected to have been L60s.
The debut model from the sub-brand was refreshed in September. Deliveries for the new iteration began in late October.
Onvo Deliveries
In the first week of L90 deliveries, the estimated waiting time for new orders, initially 5–7 weeks, increased to 8–10 weeks.
As reported by EV in mid-October, the delivery waiting time for the L90 model was at “7 to 9 weeks,” equivalent to about two months.
However, a few days later, Onvo‘s website stopped showing estimated delivery waiting times.
In the first days of November, Nio‘s founder and CEO William Li admitted that the sub-brand would be the most impacted by the end of subsidies in China.
“Our Onvo L60 and L90 are majorly affected by this cancellation as they are in a relatively low price segment and are more sensitive to such changes,” Li stated then.
Six-Seat SUV Segment
In July, both Shanghai EV maker Nio and Beijing-based Li Auto unveiled their own six-seat models, the Onvo L90 and the Li i8, respectively.
While interest in Li Auto’s model was slower than expected, Onvo’s second model initially boosted Nio Group’s sales during its first three months on the market.
The slowing demand came as Nio focused on the third-generation Nio ES8, also a six-seater, and as interest in Tesla‘s third-row Model Y L increased.
Both models quickly sold out for 2025, with Nio securing more than 100,000 firm orders — based on production capacity and delivery waiting times.
Upcoming Onvo Models
As Nio focused on the production ramp up for both the L90 and the ES8, it postponed the launch of the five-seat L80 — which was previously scheduled to debut in the final quarter of 2025.
According to an earlier regulatory filing with China’s Ministry of Industry and Technology Information (MIIT), the Onvo L80 will share most of its components with the L90 with a different seating layout.
The latest MIIT catalogue showed on Thursday that Onvo will launch a version of the L90 SUV featuring LiDAR sensors, as well as new dual-tone body scheme.
The images depicted on the filing suggest that the sensor suite will likely be available in both the L90 and the upcoming L80.
While a specific timeline for the L80 launch has not been clarified, Onvo‘s brand chief Fei Shen said that the LiDAR-equipped L90 is scheduled to launch in the second quarter.
