BYD gross sales proceed to rise strongly 12 months over 12 months, whereas Tesla gross sales proceed to stagnate at finest and droop considerably at worst. Whereas the race between these electrical car leaders was tight for years, and Tesla led for years, the Chinese language EV producer seems to be prefer it’s leaving Tesla within the mud.
Again when BYD’s general plugin car gross sales surpassed Tesla’s car gross sales, it was fairly frequent for Tesla followers/shareholders to level out that BYD additionally bought plugin hybrids, not simply full electrical autos. And, sure, I’ll evaluate BYD’s general plugin car gross sales to Tesla’s EV gross sales right here. Nonetheless, over time, BYD’s BEV gross sales rose … and rose … and rose … whereas Tesla’s didn’t. So, now, it’s not simply BYD’s plugin car gross sales which have soared above Tesla’s — BYD’s BEV gross sales have additionally now soared nicely above Tesla’s.
Alright, let’s begin with the plugin car gross sales.
I don’t know which of these charts look worse for Tesla, but it surely’s clear that the 2 automakers are actually on very completely different ranges. Regardless of how massive Tesla seems to be within the minds of superfans, it’s now promoting about ⅓ of the autos per quarter as BYD. BYD bought 1,127,173 plugin autos within the second quarter of 2025, whereas Tesla bought 384,122. Tesla bought about 700,000 autos within the first half of 2025, whereas BYD bought greater than 2 million.
Additionally, but once more, BYD’s rise in gross sales quarter over quarter was notable larger than Tesla’s. Yr over 12 months, BYD’s plugin car gross sales had been up a bit, whereas Tesla’s gross sales had been down.
Transferring on to full electrical autos (BEVs)…
Oy — whereas the general distinction in volumes isn’t as stark right here, what is very sharp is seeing BYD’s steep rise in BEV gross sales in comparison with Tesla’s drooping gross sales. One firm seems to be prefer it’s moving into the best course, whereas the opposite firm seems to be prefer it’s going within the mistaken course.
We’ll see the place issues go in the remainder of the 12 months.
Within the meantime, beneath are interactive variations of the charts and graphs above (finest seen on a pc).
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