Particle.news
Download on the App Store

BYD’s 2025 EV Surge Puts It on Track to Overtake Tesla for Global No. 1

Aggressive pricing, Chinese replacement subsidies and faster exports powered the gains.

Overview

  • BYD reported 2025 global sales of 4,602,436 vehicles, a 7.7% increase from the prior year.
  • The company’s EV sales rose 28% to 2,256,714 units, marking a sharp acceleration in its core segment.
  • Analysts’ projections posted by Tesla indicate its 2025 deliveries will fall about 8% to roughly 1.64 million vehicles.
  • Based on BYD’s reported EV total and the Tesla forecast, multiple outlets say BYD is effectively certain to finish 2025 as the world’s top EV seller.
  • BYD’s expansion reflects a strategy centered on EVs and plug-in hybrids, bolstered by domestic price cuts, Chinese buy-replacement subsidies and broader export reach.