US EditionTesla Loses EV Crown to BYD After Second Annual Sales Drop
BYD delivered about 2.26 million battery electric vehicles in 2025, surpassing Tesla's 1.64 million as Tesla's deliveries and market share fell notably in Europe.
- In 2025, the global EV crown moved to BYD Co., which delivered almost 2.26 million EVs, surpassing Tesla Inc.'s 1.64 million in 2024.
- Cheaper model pricing such as the $26,900 Dolphin Surf shows BYD Co. surged in China and Europe, undercutting Tesla's Model 3 priced over $40,000 amid consumer shifts toward lower-cost EVs.
- Quarterly figures show Tesla Inc. delivered just 418,227 EVs in the fourth quarter, deployed 14.2 gigawatt hours of energy storage, and EVs still generate 75% of total revenue.
- Tesla Inc. is scheduled to report fourth-quarter results on Jan. 28, with profits likely down due to weak EV sales, while Wall Street forecasts 2026 deliveries near 1.8 million.
- BYD's 28% growth in 2025 suggests widening lead as Tesla's Cybercab and Optimus remain years from mass commercialization, with Cybercab production slated for the end of 2026.
11 Articles
11 Articles
Tesla and Elon Musk swap EV crown for ever more promises
Tesla faces scrutiny as 2026 begins, with EV sales faltering and BYD surpassing it as the top seller. Despite Musk's ambitious promises for robotaxis and humanoid robots, concrete data on these ventures remains scarce, raising questions about the company's valuation and future direction.
Tesla Just Delivered Very Bad News for Investors
Key PointsTesla just reported its electric vehicle sales for the fourth quarter of 2025, and they capped off the sharpest annual decline in the company's history.Tesla is losing market share to more affordable brands, like BYD, in important markets like Europe, and it won't be easy to recover.Investors are paying a premium for Tesla stock based on its exciting product pipeline, but its sky-high valuation could open the door to steep losses this …
ByD has redefined the world map of the electric car, officially becoming the first company that exceeds two million pure electric vehicles sold in one year, a historic record that leaves Tesla behind and consolidates the Asian brand as the great global benchmark of electrification. In 2025, Tesla delivered 1,636,129 vehicles, 8.5% less than in 2024, while BYD sales reached 2.25 million cars, 28% more than the previous year. Also, in December, BY…
Tesla retains EV sales crown in Australia despite losing to BYD in global battle
This post appeared first on Chasing Cars. Tesla has hung on to its electric car sales crown in Australia despite sliding sales that have seen China’s BYD overtake the US EV brand for the first time globally. BYD EV registrations climbed 77 per cent to 25,287 units in 2025, falling short of the 28,856 new-car registrations posted by Tesla last year. Tesla was aided by a five per cent sales increase for its Model Y SUV that gained a major update i…
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