These are US BEV sales over the last 12 months. Rough #s, but close enough.
So, don't you think that your excitement over Tesla sales being off is a little misplaced? And certainly, Lambert's is!
You seem so filled with doom and gloom as though Tesla were about to file for Chapter 11. No one is outselling them in the US or even coming close to matching them.
I know. China, China, China.
But in reality, their chief competitor in China is struggling. BYD sold many more cars yet turned a profit of $2B versus Tesla's estimated $1B.
And BYD wouldn't even do THAT without
Direct financial grants.Purchase premiums (paid to manufacturers based on vehicles sold).Tax exemptions.Indirect benefits like lower input costs from subsidized suppliers.
So, in China, BYD has a few fairly substantial kickbacks. Investing in them could be said to be pretty much like investing in the Chinese government, couldn't it?
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Manufacturer
Headquarters
Approximate 2025 BEV Sales (US)
Notes
|
Tesla
|
US
|
~500,000–600,000
|
Dominant leader; market share ~41–45% YTD, down from prior years. Model Y and Model 3 top sellers.
|
General Motors (Chevrolet, Cadillac, GMC, etc.)
|
US
|
~200,000+ (through Sep: ~145,000)
|
Strong growth; doubled in some periods; #2 overall.
|
Ford
|
US
|
~100,000–120,000
|
Mustang Mach-E and F-150 Lightning key models.
|
Hyundai/Kia
|
South Korea
|
~100,000+
|
Ioniq 5/6 and EV6/EV9 strong; major gains in Q3.
|
Rivian
|
US
|
~50,000–60,000
|
Amazon vans and consumer models.
|
BMW
|
Germany
|
~40,000–50,000
|
i4, iX leading.
|
Volkswagen (incl. Audi, Porsche)
|
Germany
|
~50,000–70,000
|
ID.4 surge in Q3; Audi and Porsche luxury.
|
Mercedes-Benz
|
Germany
|
~30,000–40,000
|
EQ series.
|
Honda/Acura
|
Japan
|
~30,000–50,000
|
Prologue strong newcomer.
|
Nissan
|
Japan
|
~20,000–30,000
|
Ariya main model.
|
Lucid
|
US
|
~10,000–15,000
|
Luxury segment.
|
Polestar/Volvo
|
Sweden/China
|
~15,000–20,000
|
Polestar 2/3, Volvo EX30.
|
Toyota
|
Japan
|
<10,000
|
bZ4X limited.
|
Subaru
|
Japan
|
<10,000
|
Solterra.
|
Others (e.g., Fisker before bankruptcy, VinFast, Mazda, etc.)
|
Various
|
<10,000 each
|
Smaller volumes; emerging brands.
|
|
