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BYD Extends 2025 EV Lead Over Tesla as U.K. Becomes Top Overseas Market

A September surge in the U.K. highlights an expansion strategy built on low prices, hybrids, local service.

Overview

  • Company-reported Jan–Sep totals put BYD at 1.61 million vehicles versus Tesla’s 1.22 million, a 388,000-unit lead.
  • BYD disclosed its first 2025 year-on-year delivery decline of about 6% during the latest quarter.
  • U.K. registrations jumped 880% in September to 11,271, lifting year-to-date sales to just over 35,000 and market share to 2.2%, led by the SEAL U DM-i and SEALION 7.
  • BYD’s global tally combines battery-electric and plug-in hybrid models across several marques, unlike Tesla’s battery-electric-only reporting.
  • BYD expanded its U.K. footprint with a 100th retail site and a Milton Keynes Battery Service Centre, and it rolled out an eight-year/200,000 km battery warranty and servicing offers as the revived EV grant excluded Chinese brands.