BYD gross sales proceed to rise strongly 12 months over 12 months, whereas Tesla gross sales proceed to stagnate at greatest and droop considerably at worst. Whereas the race between these electrical automobile 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 total plugin automobile gross sales surpassed Tesla’s automobile gross sales, it was fairly widespread for Tesla followers/shareholders to level out that BYD additionally offered plugin hybrids, not simply full electrical autos. And, sure, I’ll evaluate BYD’s total plugin automobile gross sales to Tesla’s EV gross sales right here. Nevertheless, 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 automobile gross sales which have soared above Tesla’s — BYD’s BEV gross sales have additionally now soared effectively above Tesla’s.
Alright, let’s begin with the plugin automobile gross sales.
I don’t know which of these charts look worse for Tesla, nevertheless it’s clear that the 2 automakers at the moment are on very totally different ranges. Regardless of how large Tesla seems to be within the minds of superfans, it’s now promoting about ⅓ of the autos per quarter as BYD. BYD offered 1,127,173 plugin autos within the second quarter of 2025, whereas Tesla offered 384,122. Tesla offered about 700,000 autos within the first half of 2025, whereas BYD offered greater than 2 million.
Additionally, but once more, BYD’s rise in gross sales quarter over quarter was notable greater than Tesla’s. 12 months over 12 months, BYD’s plugin automobile gross sales had been up a bit, whereas Tesla’s gross sales had been down.
Shifting on to full electrical autos (BEVs)…
Oy — whereas the general distinction in volumes just 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 getting into the proper path, whereas the opposite firm seems to be prefer it’s going within the mistaken path.
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 (greatest seen on a pc).
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