BYD formally crushes Tesla in all-electric gross sales for 2025, secures international BEV crown

After years of buying and selling quarterly blows, BYD has formally overtaken Tesla because the world’s largest producer of all-electric autos (BEVs) for the complete 12 months of 2025.

And it wasn’t even shut.

Whereas we’re nonetheless ready for some closing granular information from different markets, the numbers launched by BYD and Tesla this week paint a really clear image of two firms transferring in reverse instructions.

In line with information launched, BYD ended 2025 with 2,254,714 all-electric autos bought. That represents a large 27.9% year-over-year enhance for its battery-electric lineup.

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Compared, Tesla reported 1,636,129 deliveries for the complete 12 months of 2025, marking an approximate 9% decline from 2024.

This implies BYD outsold Tesla by over 600,000 all-electric autos final 12 months.

And to be clear, we’re solely speaking about all-electric autos right here. BYD bought a complete of 4,550,036 autos in 2025, with plug-in hybrids accounting for the distinction.

Curiously, the cut up between their powertrains is now almost 50/50. BEVs accounted for 49.6% of BYD’s gross sales, whereas PHEVs made up 50.4% (2,288,709 items). Whereas BYD’s BEV gross sales surged, their PHEV gross sales really dropped by 7.9% in comparison with 2024.

It appears the market is of course transitioning towards full electrics, even inside BYD’s personal lineup.

One other vivid spot for BYD is its worldwide efficiency. The corporate’s abroad gross sales surpassed 1 million items for the primary time, up 150% from the earlier 12 months. Whereas they’re going through headwinds of their home market, the place gross sales have been down considerably in late 2025 attributable to fierce competitors.

Nevertheless, it reveals that BYD’s export technique is paying off on the proper time.

In the meantime, Tesla has struggled with a stale automobile lineup. The refreshed Mannequin Y and Mannequin 3 have helped, however the lack of a less expensive, next-generation platform has clearly damage the corporate’s means to develop volumes in 2025.

Electrek’s Take

If Tesla had actual administration and an unbiased board, it will be a wake-up name for the corporate, however sadly, it’s dominated by a moron tyrant.

For a decade, Tesla was the one recreation on the town when it got here to quantity EV manufacturing. It was rising at 50% per 12 months for a decade, however now it’s down 9%.

It’s disappointing to see Tesla dropping floor as a result of it didn’t execute on the following section of their development. Whereas BYD is flooding the market with fashions in each phase, from the tiny Seagull to luxurious sedans, Tesla remains to be counting on the identical two vehicles for 95% of its quantity. Actually.

The truth that BYD’s PHEV gross sales are dropping whereas their BEV gross sales are surging can be a terrific signal. It validates what we’ve at all times stated: hybrids are a transition expertise. The tip recreation is all-electric, and BYD is now successful that recreation.