In Q2, Tesla shipped 384,122 vehicles to various regions worldwide, lagging further behind BYD in automotive deliveries.
In Q2 2025, Chinese automaker BYD significantly outperformed Tesla in global battery electric vehicle (BEV) sales, both in total volume and year-on-year growth.
### Sales Volume Comparison
BYD sold 606,993 passenger BEVs in Q2 2025, which is 58.02% more than Tesla's 384,122 BEVs during the same period [2]. BYD’s total new energy vehicle (NEV) sales (including BEVs and plug-in hybrids) for Q2 reached 1,127,173 units, marking a 14.7% year-on-year increase and a 14.31% quarter-on-quarter increase [2]. Tesla’s Q2 global sales fell by nearly 14% year-on-year to 384,122 vehicles, continuing a downward trend from previous quarters [1][2].
### Year-on-Year Growth
BYD's first-half BEV sales surged 41% year-on-year, not counting its plug-in hybrids that Tesla does not compete with [1]. Tesla’s Q2 sales declined by 14% year-on-year globally, with China deliveries decreasing 6.82% compared to the same quarter last year [1][2]. However, Tesla's China-made EV sales showed a slight recovery in June 2025 with a 0.8% year-on-year increase, breaking an eight-month decline, though Q2 overall still reflected a drop [3].
### Market Context
BYD's growth is fueled by a broad product lineup, including both BEVs and plug-in hybrid electric vehicles (PHEVs), competitive pricing (with models significantly cheaper than Tesla’s), and advanced features provided at no extra cost, giving it a strong advantage in China’s largest EV market and globally [3]. Tesla focuses mainly on premium BEVs like the Model 3 and Model Y, which remain popular but face strong pricing and feature competition from BYD [3]. Tesla's Shanghai factory contributed nearly 50% of Tesla’s global deliveries in Q2, slightly up year-on-year but down compared with the previous quarter [2].
### Summary Table
| Metric | Tesla (Q2 2025) | BYD (Q2 2025) | |--------------------------|-------------------------|-----------------------------------| | Passenger BEV Sales | 384,122 | 606,993 (58% higher than Tesla) | | Total NEV Sales | 384,122 (BEVs only) | 1,127,173 (BEVs + PHEVs) | | Year-on-Year Growth | -14% (global BEVs) | +14.7% (total NEVs) | | First Half 2025 Sales | 720,803 | >1,000,000 |
In conclusion, BYD currently leads Tesla in global BEV sales and is growing strongly year-on-year, while Tesla is experiencing a decline in global BEV deliveries in Q2 2025. BYD’s comprehensive product offering and aggressive expansion have solidified its position as the new industry leader [1][2][3].
Furthermore, Tesla China's second-quarter sales decreased by 6.82 percent from 205,747 units in the same period last year but increased by 10.98 percent from 172,754 units in the first quarter. Tesla China sells 71,599 cars in June, marking a reversal of 8 straight months of year-on-year declines [3].
Tesla will report its second-quarter financial results after the market closes on Wednesday, July 23.
- Tesla's Sino-established factory accounted for around 50% of its global deliveries in Q2 2025, experiencing a slight increase year-on-year but a decrease compared to the preceding quarter.
- In the same period, BYD's China-made electric vehicles sales showed a slight recovery in June 2025, breaking an eight-month decline, although Q2 overall still indicated a drop.
- The finance sector closely watches the performance of both Tesla and BYD in the global EV market, as their sales statistics reflect trends in the transportation lifestyle, automotive industry, and technology sector.
- To maintain competitiveness, Tesla may adjust its strategies to tackle the challenges presented by BYD's aggressive expansion and comprehensive product lineup, including both battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs).
- China, as the world's largest EV market, plays a significant role in shaping the dynamics of the BEV industry, with companies such as BYD and Tesla vying for market dominance.
- Researchers and analysts predict that the growth of the EV market in China will continue to be a driving force in the transition toward a more sustainable transportation lifestyle, as the country invests heavily in the development of energy infrastructure to support BEV adoption.
- The strong year-on-year growth of BYD's BEV sales, combined with its competitive pricing and advanced features, make it a formidable rival to Tesla in the global market.
- In addition to BEVs, BYD offers an extensive product range, incorporating both vehicles and energy solutions, positioning the company as a comprehensive player in the global energy industry.
- Amidst the intensifying competition in the BEV market, both Tesla and BYD are expected to innovate and adapt to sustain their growth in the dynamic industry landscape.
