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BYD Set to Lead 2025 Global EV Sales After 28% Jump

Analyst projections posted by Tesla point to lower 2025 deliveries, reinforcing expectations of a leadership shift.

Overview

  • BYD reported 2,256,714 new electric vehicles sold in 2025, a year-on-year increase of 28 percent.
  • Analyst forecasts published on Tesla’s website project Tesla’s 2025 global deliveries at about 1.64 million, roughly 8 percent below 2024.
  • BYD’s growth was propelled by Chinese vehicle replacement subsidies, sustained price reductions in its home market, and expanded exports.
  • In 2024 the rivals were nearly even in EV sales, with BYD at about 1.76 million and Tesla at around 1.79 million.
  • BYD also announced total global vehicle sales of 4,602,436 in 2025, up 7.7 percent, with EVs driving the increase.