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2mo ago

Tesla's California Market Share Drops Below 50% as Registrations Decline

Tesla's Q1 2025 registrations in California fell 15.1%, with its market share sliding to 43.9%, reflecting production issues, an aging lineup, and political backlash.

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Overview

  • Tesla's California EV registrations dropped to 42,322 in Q1 2025, a 15.1% year-over-year decline, marking the sixth consecutive quarterly drop.
  • The company's share of California's EV market fell from 55.5% in Q1 2024 to 43.9% in Q1 2025, losing ground to growing competition from brands like Honda, Ford, and GM.
  • Production disruptions due to retooling for the refreshed Model Y and an aging product lineup contributed to the decline, with Model Y sales down 30%.
  • Political backlash against Elon Musk's involvement in the Trump administration's Department of Government Efficiency has led to protests at Tesla showrooms, damaging the brand in its key market.
  • Despite Tesla's struggles, California's overall zero-emission vehicle sales rose 7.3% in Q1 2025, highlighting the increasing competition in the EV sector.