Tesla Loses Its EV Crown to BYD
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For the entire year, the decline looks slightly better with a drop of 8.6 percent year over year. That means Tesla sold 1,636,129 cars in 2025, 153,097 fewer than it managed in 2024. Which in turn is more than it managed to shift in 2023.
Tesla just lost its status as the world's largest seller of battery EVs to a Chinese rival.BYD took Tesla's crown after Elon Musk's automaker reported its second consecutive annual sales drop.The Chinese EV maker sold more vehicles than Tesla for the first time in 2024,
Q4 2025 deliveries:418,227 vehicles, about 1.1% behind Tesla’s company-compiled analyst consensus of 422,850 and nearly 3.4% under Visible Alpha’s 432,810 estimate. Q4 2025 production:434,358 vehicles, lagging Bloomberg’s cited consensus of 470,780 by about 7.7%.
Following a challenging 2025 marked by reduced automotive margins, diminishing EV subsidies, and increasing competition, especially
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The Chinese automaker BYD sold 2.26 million electric vehicles in 2025, surpassing Tesla as the world's top EV seller.
Tesla’s sales fell in the fourth quarter of 2025, as rising competition and the expiration of the federal EV tax credit continued to sap the company’s global ambitions. The sales drop has led to Tesla losing its title as the world’s best-selling EV maker to China’s BYD, which sold 2.26 million vehicles last year.
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