Overview
- U.S. new‑vehicle sales rose about 2% in 2025 to roughly 16 million, yet EVs fell to an estimated 6.6% of December retail sales from 11.2% a year earlier, according to J.D. Power.
- BYD sold about 2.26 million battery‑electric cars in 2025, surpassing Tesla’s roughly 1.63–1.64 million deliveries and cementing Tesla’s second straight annual decline of about 9%.
- Ford’s 2025 U.S. sales increased 6% to 2.20 million on strong hybrid demand and Maverick pickups, even as it booked a $19.5 billion charge tied to scrapped EV programs.
- GM’s annual U.S. sales rose 5.5% to 2.8 million, but fourth‑quarter deliveries fell 6.9% as its EV sales dropped to 25,219 in Q4, less than half the prior quarter’s tally after the tax credit expired.
- Regional data underline divergence: the UK hit 2.02 million registrations with EVs at 23.4%, Germany’s EV sales rebounded 43% to 545,142 (19.1% share), and India’s EV registrations jumped 77% to about 176,538.