International EV Gross sales Leaders — Prime Promoting Manufacturers & OEMs

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After publishing our report on the high promoting EV fashions on the planet in Novemberright here’s the complementary report on the auto manufacturers and teams main EV gross sales world wide.

Chinese language data version

In November, BYD remained on the helm, however gross sales had been once more down YoY, as BYD’s plugin hybrid gross sales continued to say no. Have we reached peak BYD? Time will inform, however I consider in the long term, no single OEM could have greater than 10% market share. At present, BYD nonetheless has twice that a lot….

On the rostrum, this time there weren’t any surprises. Tesla was second, regardless of constantly falling gross sales, whereas Geely scored yet one more report month due to sturdy performances all through the lineup — six fashions posted 10,000-plus unit performances in November (the Xinguan, Panda Mini EV, Galaxy E5, Galaxy M9, Galaxy A7, and Starship 7).

And whereas this isn’t but sufficient to take away Tesla from the runner-up place, it’s solely a matter of time till that occurs. If not in 2026, then certainly it can occur in 2027, or 10 years after the final time Tesla didn’t win silver or gold.

Particularly as a result of till 2027, Tesla received’t have a brand new mannequin that may change its fortunes round. The Cybercab, assuming it can have a steering wheel and pedals, received’t promote greater than 150,000 items/12 months as soon as manufacturing is at full velocity, in 2027. The Roadster, if it lands by then, will promote a fraction of this. So, one of the best that Tesla can count on to promote on the finish of 2027 is round 1.7 million items…. Which is the decrease restrict of what Geely ought to promote that 12 months.

Talking of report performances, a number of extra Chinese language makes have crushed their earlier report bests in November, with the highlights being #6 AITO (51,707 items) and #12 Fang Cheng Bao (35,988). The 2 excessive finish off-road manufacturers principally solely function in China, so each nonetheless have enormous potential for development elsewhere.

And whereas promoting AITOs in quantity outdoors of China can show tough, with Scandinavia, Turkey, Israel, and some ASEAN nations as attainable low hanging fruit for the startup, the Premium arm of BYD already has detailed plans for abroad growth, with Europe, Australia, and a few ASEAN markets already locked in for deployment in 2026.

Nonetheless in China, GAC’s Aion model had its finest results of 2025, scoring 36,000 registrations, with markets like Indonesia and Thailand giving tail wind to the Guangzhou-based model, which has seen higher days at house.

Outdoors the highest 20, we should always spotlight two manufacturers that hit report outcomes. Beginning with BAIC–owned Arcfox, due to the success of its T1 compact hatchback, it had over 26,000 deliveries. One other report performer is VinFast, with the Vietnamese make as soon as once more reaching report highs — on this case, 23,048 items, in no small half due to the success of its new Limo Inexperienced 7 seater.

Within the YTD deskthere wasn’t a lot to report on the high. BYD is nicely forward of everybody else, regardless of the present slowdown, whereas #2 Tesla has a big benefit over #3 Geely. Equally, Geely has a big benefit over #4 Wuling.

Going into December, the primary focal point lies within the fifth place, with Volkswagen making an attempt to carry Leapmotor in sixth. With 21,000 items separating them and only one stage to go, the German make ought to have its place secured, however should have a detailed eye on the Chinese language startup if it needs to keep away from last-minute surprises….

There have been a number of adjustments within the desk, all beneath #8 Xpeng. AITO surpassed Li Auto and is now the brand new ninth positioned model.

Aion took revenue from its good month and surpassed Volvo, with the GAC Group model now in 14th.

Lastly, Audi climbed one place, to seventeenth, permitting the German make to proceed to drift among the many high 20 EV manufacturers.

registrations by OEMno main information on the high, with the rostrum bearers agency of their positions. However massive information got here just under them — SAIC surpassed Volkswagen Group!

And with SAIC having surpassed Tesla in each the months of October and November, subsequent 12 months we’ll doubtless see a 100% Chinese language podium on the OEM desk, particularly contemplating Tesla’s ongoing share bleed: This 12 months’s 7.8% share compares badly with the ten.4% share the Texan OEM had 12 months in the past, and much more poorly in comparison with the place it was 24 months in the past — on the time, Tesla had 13.3% share!

We would even see present fifth positioned Volkswagen Group problem Tesla’s #4 spot in 2026, particularly if the rollout of the brand new technology of small EVs (VW ID.Polo, ID.Cross, Cupra Raval, Skoda Epiq…) seems to be a hit.

On a unique notice, though 2026 needs to be too quickly for Geely to problem BYD’s domination of the EV market, if present market dynamics proceed as they’ve, 2027 might be the 12 months that Geely will probably be sturdy sufficient to go towards BYD within the race to be one of the best promoting OEM within the plugin automotive market. And competitors is welcome….

Outdoors the highest 5, most OEMs (Chery, Changan, BMW Group, Hyundai-Kia…) misplaced share, however #10 Leapmotor (2.9% share, up 0.1% in comparison with October) is beginning to seem on the OEM radar. For now, it isn’t a significant participant, however wanting into 2026, the startup model ought to begin making an impression, so it wouldn’t be stunning if it ended 2026 in seventh, above BMW Group or Hyundai–Kia.

Trying simply at BEVs …

Whereas BYD (16.9%, up from 16.8% in October) is secure in its management place, Tesla (11.8%) managed to realize some floor over #3 Geely (10.6%, down 0.1%), so it ought to win the silver medal this 12 months.

Subsequent 12 months? Bronze.

Evaluating Geely and Tesla now to the place they had been a 12 months in the past, the distinction is stark. In November 2024, Tesla had 16.2% share, whereas #3 Geely had solely 8.5% share….

And to assume that in November 2023, Tesla was the undisputed chief, with 19.2% share!

In 4th, SAIC (7.9%) saved its distance over #5 Volkswagen Group (7.2%) and has once more secured the 4th place in 2025.

Within the C-League#6 Hyundai–Kia (3.7%, down 0.1%) continues to endure from the US gross sales hangover, however nonetheless has sufficient distance over #7 Changan and #8 BMW Group, each with 3.3% share, to benefit from the sixth place in 2025.

As for these final two, Changan and BMW Group, the distinction between each was lowered from 500 items in October to the present 30 items, so the race between these two needs to be thrilling to see in December.

And as soon as once more right here, whereas legacy OEMs are shedding share, together with the Chines ones (Changan, Chery, and many others.), it’s the Chinese language startups which are gaining share. #9 Xpeng (3.2%) and #10 Leapmotor (3.1%) wish to get into the race for the seventh place, all whereas #11 Xiaomi (3%, up 0.1% in November) continues to realize share and hopes to succeed in the seventh (sixth?) place in 2026.