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Tesla remained far ahead of the competition in Q1 2025, selling 128,100 EVs — more than the next 10 brands combined.

flarie | 2025-04-16 18:25 | 547 views

Comments (176)
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Stibi 2025-04-16 18:42

Radio silence on r/electricvehicles

sandmanmike55543 2025-04-16 18:43

Isn't that less than half of what they sold in Q1 2024?

StartledPelican 2025-04-16 18:50

I don't know the answer to your question, but I wanted to add the context the headline is missing; this is US sales only, not worldwide. Though I should be rather surprised if Tesla lost 50% of US sales between 2024 and 2025.

sunsetair 2025-04-16 18:50

2024 Q1 386,810 Q2 443,960 Q3 462,890 Q4 495,570 2025 Q1 128,100 [https://www.statista.com/statistics/502208/tesla-quarterly-vehicle-deliveries/](https://www.statista.com/statistics/502208/tesla-quarterly-vehicle-deliveries/)

joskosugar 2025-04-16 18:50

In which market?

venom290 2025-04-16 18:50

13% decline vs Q1 24’ https://www.cnbc.com/amp/2025/04/02/tesla-tsla-q1-2025-vehicle-delivery-and-production-numbers.html

Vibraniumguy 2025-04-16 18:57

US only. They sold like 340k globally in Q1 2025. Also, Q1 is consistently the weakest quarter for car sales every year for all car brands (because it's right after christmas/end of the year). And for obvious reasons Q4 is the strongest for car sales

Lovevas 2025-04-16 18:58

No it's not. Tesla delivered 124K cars in the US in 2024Q1. You probably confused between US delivery vs global delivery (global delivery in 2024Q1 is 387K)

A320neo 2025-04-16 18:58

Tesla managed to shrink their sales by 13% in a market that's growing by 20-25% annually. Weird time to be taking a victory lap

Vibraniumguy 2025-04-16 18:58

Yeahhhh. They're not a real electric vehicle sub anymore. If you exclude like 55% of EVs in the world/in western markets you're just anti EV. The way I see it beggers can't be choosers so if you claim to be an environmentalist but are anti Tesla, you're just fake because you're against most EVs🤷‍♂️

justinreddit1 2025-04-16 19:01

I stopped following that sub. It’s pure toxic.

orebus 2025-04-16 19:02

This is US only data though.

Lanky_Association634 2025-04-16 19:04

Q1 2024 deliveries were 386k Q1 2025 deliveries were 336k The article mentions American sales specifically. Numbers bad but not 50% bad. Q2 will be more revealing as tariffs, loss of trust, political motivations etc...has greater effect globally

chestnut177 2025-04-16 19:05

Yes when the best selling car, in the world (Jeremy clarkson voice), is being changed over globally for 20% of the quarter that tends to happen. Sales up yoy in China and USA. Europe they are in fact experiencing brand damage I agree.

A320neo 2025-04-16 19:09

If it was production-constrained by the Model Y production line changeover, why did Tesla produce almost 30,000 more vehicles globally than they sold? You'd think they'd be selling those new Model Ys as soon as they were built.

gorgeousphatseal 2025-04-16 19:18

Loss of trust and political motivations. Funny. Especially by people who drive fords and bank at chase.

cwhiterun 2025-04-16 19:22

Lol their top post right now is fake news about Tesla odometers.

SuperSayYam 2025-04-16 19:24

this is just US what about globally

ChunkyThePotato 2025-04-16 19:31

Consider the fact that production of the new Model Y ramped up towards the end of the quarter, and cars take time to be delivered to customers. So if they produced a bunch of cars in March and put them on ships/tains/trucks, those cars wouldn't be delivered to customers before the end of the quarter, leading to a production number that's higher than the delivery number. But production was only 8% higher than deliveries anyway, so it's not even that dramatic of a difference. It's not like they delivered only half of what they produced or anything crazy like that.

greyscales 2025-04-16 19:36

Looking bleak. BYD is doing laps around Tesla.

JamieTimee 2025-04-16 19:36

Well that title isn't entirely honest, is it.

JamieTimee 2025-04-16 19:38

Probably a less attractive headline, you can't expect Tesla loyalists to be 100% transparent now

flarie 2025-04-16 19:44

What part of the title is dishonest?

JamieTimee 2025-04-16 19:52

A quick Google search shows that Tesla did not sell 128,100 cars in Q1

flat5 2025-04-16 19:54

Leader on marathon course gets shot through the head, falls to the ground. Pack approaches. Someone runs up to them and announces "good news everyone, still in first place!"

EljayDude 2025-04-16 19:56

Like nobody would have noticed that. (I'm getting downvoted which I think means people are missing context? Because the top post they're referring to is saying Tesla odometers are off by 17%. Like with millions of Teslas on the road they could be that far off and nobody would have noticed. It's not plausible.)

tothehops 2025-04-16 19:57

Considering this is US data it’s not surprising, seeing as the best EVs in the world aren’t allowed to be sold here.

wgp3 2025-04-16 19:58

Deliveries vs production. It takes time to deliver cars. We know basically every single old model Y produced was bought due to it disappearing in inventory before the quarter end. We also know new model Y didn't start delivering until March. We don't know how long the ramp of production took. For China at least, we know they went from 6k deliveries at start of March to nearly 20k deliveries by end of March. So if the deliveries lag production by several weeks, then that means they would have only delivered the production for the low ramp phases. But the production for the fully ramped phases won't make it as deliveries until q2. As an example, if the ramp each week looks like 5k, 10k, 15k, 20k but deliveries lag by 4 weeks then you will have produced 50k but only delivered 5k cars by end of week 4. By 5 weeks they've produced 70k cars but delivered 15k. Week 6 gives 90k cars produced but 30k delivered. Week 7 is 110k produced but 50k delivered. Week 8 is 130k produced but 70k delivered. You can see that the gap stabilized at 60k. This is assuming they can only deliver the same amount in a week as they can produce. But even with that gap it all evens out. So 60k produced in q2 don't get delivered until q3, but 60k made in q3 only make it into q4. Which evens out to production and deliveries closely matching for q3 and beyond. It's a bit more nuanced than that and these are just random estimations for examples sake, but I've seen enough people confused by this that I thought using numbers would help. This also doesn't mean that this is guaranteed to be the only thing happening. It could be that scores of people are also not taking delivery after ordering. But so far most evidence points to the delivery lagging production for the bulk of the difference.

KieferSutherland 2025-04-16 20:17

Would you be surprised globally?

KieferSutherland 2025-04-16 20:21

Wait, what? Elon is not an environmentalist.

Mront 2025-04-16 20:28

The numbers have been posted there yesterday

TeslaAI 2025-04-16 20:32

Oh okay

Every_Tap8117 2025-04-16 20:47

And not only in China anymore.

ModY1219 2025-04-16 20:49

You can’t just look at the number of unit sold. But also the total amount of ppl paid for those cars. If every company sells at the same price and offered the same incentives. Then that says something.

Every_Tap8117 2025-04-16 20:50

Even with a slow ramp they have immediate delivery of model Y. Thats the writing on the wall. Imagine when they fully ramp and the endless parking lots of unsold Ys. They have already outpaced demand.

NetJnkie 2025-04-16 21:02

Fake news? This problem has been discussed for a while. Someone finally sued.

NoBet8483 2025-04-16 21:08

That lead is so misleading, you might say it’s completely wrong or even a complete lie.

khaid 2025-04-16 21:13

https://www.coxautoinc.com/wp-content/uploads/2025/04/Q1-2025-Kelley-Blue-Book-EV-Sales-Report-04-11-25.pdf

DOE_ZELF_NORMAAL 2025-04-16 21:21

Competitors is getting more fierce, it's very much expected that Tesla loses market share.

A320neo 2025-04-16 21:31

This isn't about losing market share. That was expected as the EV market grows and diversifies, and that was what had been happening before Elon's alienation of his main customer base. This is about losing sales themselves, in absolute terms. Going from selling 100k cars out of 150k total to 150k cars out of 300k total is a fine sign for future growth, even if it means "losing" market share. Going from 150k out of 300k total to 120k out of 350k total is not.

ToddBauer 2025-04-16 21:43

Show me the numbers. And BYD must be included.

[deleted] 2025-04-16 21:47

[deleted]

Bookandaglassofwine 2025-04-16 21:52

Hmm, I wonder what would happen if this was posted on /r/electricvehicles?

YogurtclosetNo3927 2025-04-16 21:57

Fake news

Austinswill 2025-04-16 22:03

Yea, BYD surpassed Tesla in Q3/Q4 24 and both plummeted in Q1 25... so what... People are being stupid and buying BYD instead of Tesla for now... big deal /s. That will blow over... and from the looks of it on the BYD forums, those things are PROBLEMS.

ChunkyThePotato 2025-04-16 22:04

Huh? It's normal for car companies to have inventory. In fact, it's a good thing to have inventory, because you can generate more sales from people who are unwilling to wait. Tesla actually has a very low level of inventory relative to the rest of the car industry, with 12 days of supply compared to the industry average of around 80 days, so if anything, they should probably try to increase their inventory.

g1aiz 2025-04-16 22:07

Tesla is at 8% market share in Europe. They are at around 45% in the US.

jacksonfire13 2025-04-16 22:14

…And yet the stock drops 5% today. The branding is horrible

mentaldemise 2025-04-16 22:25

I doubt anyone would click a PDF link but here's what I assume is the same thing in web form: https://www.kbb.com/car-news/ev-sales-jumped-10-in-the-first-quarter/

ChuqTas 2025-04-16 22:26

BYD are hugely popular in Australia - but Tesla are still outselling them based on numbers from the first 3 months this year (and Teslas sales figures increased each month) (See the table at the end - https://thedriven.io/2025/04/03/australian-electric-vehicle-sales-by-month-and-by-model-in-2025-2/ )

Meepo-007 2025-04-16 22:45

And the rest of the market is up?

LizardMorty 2025-04-16 22:52

Europe buys European cars.

OwnCoach9965 2025-04-16 23:00

Fake news. Old and false data.

JackDenial 2025-04-16 23:19

Super important to note - byd is mix of pure Bev and hybrid Bev. In years past anti tesla media almost always published combined sales from byd and not apples to apples. That all said it will be a horrendous quarter for tesla and maybe the first quarter we see The kind of brand damage the absent CEO has inflicted

IPThereforeIAm 2025-04-16 23:26

What’s the obvious reasons?

THATS_LEGIT_BRO 2025-04-16 23:59

Nope. Down.

john_dududu 2025-04-17 00:15

So can the stock price return to 488? Hahaha

Lovevas 2025-04-17 00:16

Yeah, very toxic. Just full of Tesla hate

Kinvelo 2025-04-17 00:26

I think they are suggesting the holidays season drives car sales. Personally I have never known someone who bought a car for Christmas.

[deleted] 2025-04-17 00:58

I remember reading forums posts about overzealous Tesla odos years ago. People have noticed.

42nu 2025-04-17 01:10

Also, you can go to Tesla's website **right now** and delivery for the new Model Y is 2 weeks. I know it's the 2nd quarter now, but there is zero backlog of Model Y orders waiting to be filled. Same estimated delivery of the Model 3 in fact.

42nu 2025-04-17 01:15

I feel like Musk's social media feed and friends circle is so lopsided that he genuinely thought the vast majority was with him and his views. At the very least, he greatly miscalculated just how unpopular his views and actions would be.

42nu 2025-04-17 01:18

I would imagine that most companies worked feverishly to get as much inventory produced as possible before tariffs began. I know Tesla is the most American produced vehicle, but inevitably it still is going to have parts of it's supply chain that aren't in the US. We get almost all of our aluminum from Canada for instance.

GodwynDi 2025-04-17 01:20

Seen it done more than once. Also done it but only because we totalled our car around Thanksgiving.

42nu 2025-04-17 01:20

BYD is popular and growing fast. BYD is Chinese. Although, Warren Buffet has been a top shareholder for many years now.

GodwynDi 2025-04-17 01:21

We are. Votes prove it.

LizardMorty 2025-04-17 01:23

In terms of EV market share, sure, but they'll never overtake VW, BMW or Mercedes. Europe is already shift hard in favor of PHEVs. VW alone sells something crazy like 1.5M cars a year in Europe alone. There's a BIG stigma with foreign cars. Unless you're buying the cheapest shit box, people are judging you hard for not buying domestic.

ron2 2025-04-17 01:35

If you guys click the link and go to that guy’s X account he’s clearly a musk and trump shill. I’ll wait till 4/22/25.

1startreknerd 2025-04-17 01:40

If you count gasoline hybrids.

1startreknerd 2025-04-17 01:51

Also Model Y line was down for switch to new model at two plants. Shanghai was down for 3 weeks, that was 23% of that plants quartly sales. (3/13 weeks)

ChunkyThePotato 2025-04-17 02:09

That may be a factor as well, but some people seem to convinced themselves that Tesla has an abnormally high amount of inventory, when that's literally the opposite of the truth. Tesla's inventory is abnormally low for a car company, at just 13 days of supply compared to the industry average of 80 days: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2024-Update.pdf (page 8)

elementfx2000 2025-04-17 02:10

Lol. Musk was voted for?

special_agent47 2025-04-17 02:11

I’m in California and delivery is available immediately. I think delivery timeline varies by location.

GodwynDi 2025-04-17 02:12

Yes. Or did you not pay any attention to Trump actively campaigning with Elon, Trump saying many times he would create DOGE and put Musk in charge of it, and then doing exactly that. Like, I know politicians not keeping campaign promises is standard, but it was not subtle.

[deleted] 2025-04-17 02:14

[removed]

jimmy66wins 2025-04-17 02:21

I bought my wife a car for Christmas before. Why do you think they have ads focused on buying your spouse a car for Christmas?

DeusScientiae 2025-04-17 02:39

Europe tarrifs the hell out of US made goods too. Funny how that works, isn't it?

42nu 2025-04-17 02:58

That's a natural advantage due to their sales model. Direct sales vs sending a guesstimate of what colors, options and models to send in bulk to hundreds of dealerships.

ChunkyThePotato 2025-04-17 03:07

That's true. Their optimal inventory level is likely lower than a traditional car company due to efficiencies in their business model. Just trying to combat the notion that "inventory = bad". No, there is an optimal inventory level, and it's above zero.

[deleted] 2025-04-17 03:11

Isn’t Tesla hugely ahead compared to let’s say 2020? This should be viewed historically, Tesla is doing pretty great overall

Dynasty3310 2025-04-17 03:27

tesla doesnt have a dealer network

CraigLearmont 2025-04-17 03:29

No, the mainstream media said that was false. (Sarcasm)

OffOil 2025-04-17 04:31

New car sales at end of year is a business owner thing. “Oh look, we finished strong. I should get a new car in this tax year, and while the deals are hot” Did this last December for tax purposes

Eastern37 2025-04-17 04:46

It's almost certain that BYD's pure EV sales will overtake Tesla's this year after being basically equal last year.

JackDenial 2025-04-17 04:49

You might be right. And, lots of room for ev brands to displace gas brands. Competition is healthy for tesla

Rxke2 2025-04-17 04:51

You mean shoots in own foot?

g1aiz 2025-04-17 04:53

BYD sold around 80k more BEV than Tesla in Q1. If you count PHEV too they sold 650k more cars than Tesla.

1startreknerd 2025-04-17 05:15

79k more than 336k is 23% more. Not the quote above of "laps around Tesla".

flat5 2025-04-17 05:37

+1

Bamboozleprime 2025-04-17 05:45

No?? Tesla was supply limited in 2020. Now they’re demand limited. Totally different, and arguably worst, struggles

FingersPalmc8ck 2025-04-17 06:30

Does this include the 125,000 cars sold in Canada on that one weekend.

Gabrovi 2025-04-17 06:36

Had he just been absent, Tesla would be doing OK. Instead, he’s out there actively doing things to ruin Tesla’s value.

Capital_Phase4980 2025-04-17 06:47

hellish 1.7%-2.2%

MightyTribble 2025-04-17 08:03

Compare to 2024, though. It's a massacre. First Q of 2025, Tesla sold 3,114 Y and 2,046 model 3. Total 5,160 First Q of 2024, Tesla sold 6,835 Y and 5,954 model 3. Total 12,789 That's a **60%** drop YoY.

sig_UVA 2025-04-17 09:47

It’s not BYD versus Tesla. It’s BYD and Tesla versus everybody else.

Dino_Spaceman 2025-04-17 10:29

How are deliveries defined? Is it sold AND delivered to customers? Or delivered to dealerships?

Dino_Spaceman 2025-04-17 10:33

This is even more about losing sales and doing absolutely nothing to increase marketshare or retain current owners. The company needs active (and exclusively dedicated) leadership from a person who knows how to compete against other car brands.

SuperSayYam 2025-04-17 11:59

even with counting apples to apples in pure battery ev, Tesla is not in the lead globally like the headline suggests now. Side question does it really matter if it’s hybrid or not? Most people don’t drive more than the range of a PHEV. If that typical consumer buys a hybrid, we still get most of the environmental plus, since the gas will only be consumed on rare occasions. From a capitalist point of view, If the eventual goal of every company is to turn a profit, then a vehicle sold is a vehicle sold, isn’t it? I’m out of the loop but is there any real solution for Lithium battery density, especially in the cold coming soon? I think there’s a Chinese company doing real battery swaps stations. There is a review on YouTube from a reputable channel.

Fantastic_Train_7270 2025-04-17 12:02

tesla dont have dealership, it's only count as delivered once it gets to customer hand.

Ourcheeseboat 2025-04-17 12:10

The comment that Tesla is driving EV sales is a disingenuous at best. Others are driving the expanded adoption of EVs.

Dino_Spaceman 2025-04-17 12:12

They do have dealerships. All over the country. They may not be independently owned. But they have dealerships. But is that your interpretation or is it actually how they say they are calculating it in their financials?

Fantastic_Train_7270 2025-04-17 12:21

Yes, they have their tesla stores, and they don't count it as delivered until the customers picks up the car. Customer have to to sign off documents in which then tesla have to report it, which includes registration and all the details for ownership.

Dino_Spaceman 2025-04-17 12:23

Got it. So “delivered” is defined as actually in customers hands, not inventory.

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Joatboy 2025-04-17 12:30

I believe a car is delivered when they have received the full payment for it (or lease/financing starts), regardless if the car leaves the actual lot.

QuantumTrepper 2025-04-17 12:30

Oh yeah, that’s right. Good point. I would think sales slowed significant in March. Am I wrong? I feel it in myself; I’m a Tesla buyer but for lack of convenient charging, but not anymore.

Fantastic_Train_7270 2025-04-17 12:38

yes, inventory would be the cars produced but not yet in a customer's hand. So there will always be more cars produced than delivered normally in a quaterly report since it takes weeks/months to deliver cars to the customers.

Dino_Spaceman 2025-04-17 12:55

Thanks! I was curious. I appreciate the education.

MilkZealousideal7893 2025-04-17 13:10

How about compared to just the F—150? They exclusively sell EVs, is anyone surprised by this news?

edit_why_downvotes 2025-04-17 13:26

To write these numbers and not mention the fact that there was a an introduction of a new Y resulting in a global production halt is disingenuous

edit_why_downvotes 2025-04-17 13:32

How ignorant do you need to be to still not grasp that Tesla does not have dealerships, and a delivery is to the customer's hands. What ever happened to "know thy enemy" with some basic research lol. Oh wait, you've just got a mental disorder. Don't forget to take your SSRIs: >Never forget. > Never forgive Musk. > Never buy anything from Musk or his companies. > Mock those that do. > Tell your representatives you don’t want your government buying anything from any company Musk has anything to do with. > His conduct of late given how much he has benefited from this society is ungracious, uncouth, and to me borders on treasonous.

[deleted] 2025-04-17 13:43

[deleted]

Wallabeluga 2025-04-17 13:47

How would that affect model 3 sales tho?

Ninj4s 2025-04-17 14:00

First quarter of 2024, deliveries of the 3 refresh had just hit peak deliveries after launch.

edum18 2025-04-17 14:21

What? What about BYD?

edit_why_downvotes 2025-04-17 14:27

Oh damn a deranged, detached, mashed-potato-brain pseudo-moral simpleton spoke ill of my skin tone. I will never recover from this.

[deleted] 2025-04-17 14:36

As a company, Tesla was nothing in 2020 compared to its state in 2025, that’s pure facts. I googled some numbers, the only description anyone could give is „immense success“ since then

Dr_Pippin 2025-04-17 14:37

Did you just compare global sales to US sales?

Dr_Pippin 2025-04-17 14:39

> from the looks of it on the BYD forums, those things are PROBLEMS. I don't follow any BYD forums, what sort of issues are there?

TheGoodOldCoder 2025-04-17 15:11

> I should be rather surprised if Tesla lost 50% of US sales between 2024 and 2025. The Tesla CEO did certain hand gestures in public in early 2025 that alienated at least 50% of their potential customers.

TheGoodOldCoder 2025-04-17 15:15

Looking at the comments here doesn't inspire me with a sense that they're unbiased, either, though. I hope for this sub to be a place where I can find answers about my car, not for people who would excuse the objectively terrible behavior of Tesla's CEO.

Brick_Waste 2025-04-17 15:20

That makes the assumption that people actually use the battery. A study by the EU has shown that plug in hybrids have approximately 80% the emissions of a gas car in real world use (approximately 3.5x compared to testing). That's so little of a gain that it's practically covered by the increased gas milage. While the study doesn't make it's own conclusion, it seems to be a result of people simply not charging their plug ins.

Brick_Waste 2025-04-17 15:24

That's completely location dependant.

SuperSayYam 2025-04-17 15:34

Please take a closer look 1. The study you are referencing is from ICCT and upon closer inspection their sample size was 8855 of which 3047 (~30%) were company cars. Needless to say if your car cost are being paid by your company, You’re not going to go to the trouble of using electricity you’re paying for at home to fuel it. The sample population is not a good one. 2. In addition 7123 (~80%) of those vehicles they analyzed were from Germany, which is not representative of the charging habits of the rest of the world. 3. The last point is that the study is from 2022. Much exposure and normalization of electric vehicles has happened since then, to the point that people’s views on the convenience of charging has probably changed. study link[https://theicct.org/publication/real-world-phev-use-jun22/](https://theicct.org/publication/real-world-phev-use-jun22/)

StartledPelican 2025-04-17 15:42

I don't think the sales numbers support the theory of a 50% drop. I'm not here to argue politics or Elon. I'm simply pointing out that the claim of a 50% sales drop is incorrect.

WenMunSun 2025-04-17 15:54

At a production rate of 1.8m vehicles annually, divded by 52 weeks per year, Tesla builds an average of 34k vehicles per week. Unless you live in California, Texas, Berlin, or Shanghai - you will not receive a newly built car immediately (and even then, at the end of the quarter customers will sometimes receive delivery AT the factory). It takes time to deliver a vehicle. First it needs to be shipped from the factory to a delivery center. Then a customer needs to schedule a pickup date. Et cetera. And then on top of that there are thousands of cars that get shipped from Shanghai to Europe by boat, which also takes many weeks. If you look at Tesla's past, it is very very rare that Tesla delivers as many vehicles as it produces in the quarter. Usually when that has happened it is because Tesla had built up inventory just before taking down manufacturing lines for maintenance. As a result they sell inventory down at the end of the quarter while there is no additional production to build inventory with due to downtime.

WenMunSun 2025-04-17 15:55

You do realize the Tesla doomers have literally been saying exactly this for well over 5 years now, right? And so far they've been wrong.

Austinswill 2025-04-17 15:58

All kinds... noises, one guy has mud getting inside the doors, Wireless chargers going slow, Fast charging problems, buggy seat adjustments, audio problems, android auto not working.... I know its a watering hole and generally people go to them to complain and that probably isn't the bulk of users experience... but lets face it, most of their cars are likely stolen IP and probably built like most things out of china... not well. Imagine these stories being about Tesla https://www.thedrive.com/news/automaker-byd-under-investigation-for-polluting-communities-in-china https://insideevs.com/news/712148/byd-quality-problems-hit-international-markets/ https://www.youtube.com/watch?v=IInTanHjnK0

TheGoodOldCoder 2025-04-17 16:17

I agree. I just thought it was interesting that the 50% number they came up with was similar to the political percentages, and that the timing also lined up. If it is less than a 50% drop, and I do suspect it's far less than 50%, then I'm sure that there would be many interesting reasons if we had the actual data to look at. But if you do want to talk seriously about a drop in sales, then you can't ignore Elon and politics.

JackDenial 2025-04-17 16:55

Nio is doing battery swaps , something tesla pioneered in circa 2013 and quickly abandoned for mass expansion of supercharger network instead. Luxury makers made phev for hov lane access for rich ppl, I disagree and pure Bev all the way.

dj0ntCosmos 2025-04-17 19:38

BYD has never had a year where they've sold more battery EVs than Tesla in China.

Dr_Pippin 2025-04-17 19:47

This doesn't surprise me in the least, for the reasons you stated, just hadn't heard of the issues.

[deleted] 2025-04-17 19:57

If a company has a P/E ratio > 100, they need to be growing double digits every year regardless of model changeovers or other excuses

SuperSayYam 2025-04-17 20:19

please explain why you disagree

42nu 2025-04-17 20:59

Yup! I live far, far away from, so the 2 weeks estimate for me is longer. For many people it is 1 week.

goodvibezone 2025-04-18 02:10

I see the pre earnings media campaign has started.

BeenRoundHereTooLong 2025-04-18 04:04

[9% decline](https://www.coxautoinc.com/market-insights/q1-2025-ev-sales/) Q1FY25 compared to FY24 US Tesla EV sales.

Effyew4t5 2025-04-18 13:04

Class action lawsuit starts against Tesla for “accelerating” the mileage on the odometer versus actual miles. Should be interesting

ElGuano 2025-04-18 16:22

So, Model Y had a "production halt" and still outsold Model 3 by 1.5 to 1. And in 2024, Model 3 was at an "artificial peak" due to the new model release, and yet the old Model Y still outsold it...1.15 to 1. I think an honest take here is that sales in this market are simply and straightforwardly down, significantly, YoY.

vulartweets 2025-04-18 22:49

Same. Not in California and says available today.

vulartweets 2025-04-18 22:51

I get what you’re saying but I don’t live in any of those states and it says it’s available today. Sooo I dunno.

Fit_Reason_3611 2025-04-19 01:59

Until this year finishes, that is. While also making more money and selling more total vehicles in past years.

Fit_Reason_3611 2025-04-19 02:06

Selling 23% more cars in the market niche than the previously completely dominant competitor, while also selling significantly more total cars and earning more money, is a pretty solid lap. They've released a new model that's essentially half the price of the Model 3 and are growing, instead of drastically shrinking, in international markets. They might not have finished the laps but they're on their way by Q4.

Lephturn 2025-04-19 02:56

This is the real reason. They delivered fewer because they made fewer because they switched to the new Y. They did it at the perfect time, at the lowest demand for car sales every year.

soldieroscar 2025-04-19 03:17

What a misleading article name.

AshHouseware1 2025-04-19 05:10

The US is a pretty giant market, FYI.

WeakDiaphragm 2025-04-19 05:40

This is US only data, and America is still blocking Chinese EVs.

Brick_Waste 2025-04-19 07:26

That is incorrect. The study had 2.45 million pure combustion cars, and 440k plug ins. Are you perhaps thinking of a different one? The data is in the study comes from several European countries, that submit it to the European Environment Agency. On what basis do you claim that the rests aren't representative? A sample size of nearly half a million is quite all encompassing. While that the study is from 2022, you don't actually make any point for why the few years since then would have made a difference for whether owners charge their vehicle or not. People who bought a plug in in 2022 were just as aware that they could charge as people are today. And while DCFC has been built out massively, that doesn't really make a difference for plug ins.

snappyjayjay 2025-04-19 14:05

Nothing matters anymore. FSD is coming. Cybercab. No assembly line. Built by robots. It's over. The remaining? They will be snuffed out.

[deleted] 2025-04-19 14:20

Key word is still. They’re going in opposite directions, one is increasing its share of the market, one is decreasing.

CyberaxIzh 2025-04-20 04:41

Tesla produced 454,932 of Model 3/Y in 2020. It's 336,681 for the Q1, so around 1,350,000 cars pro-rated for the year.

ScottTheTechEngineer 2025-04-20 05:34

Did conservatives start buying? Because democrats are staging horn honking demonstrations at Tesla dealerships Saturdays and Sundays…

[deleted] 2025-04-20 14:25

Yep, funny how people can't follow a simple timeline

onespiker 2025-04-21 13:55

Tesla last year had about 16%.

onespiker 2025-04-21 13:56

Most European teslas are made in Europe so that doesn't effect them. Also they aren't tarrif the hell out of US goods.

VideoGameJumanji 2025-04-22 04:10

I thought it was like 10%? Where are you getting 1.7%?

FaudelCastro 2025-04-22 21:32

Global market includes the US so it's even bigger

baconator1988 2025-04-23 03:35

Expect it to sink lower each quarter. Government incentive programs played a part in motivating people to buy. Plus, the war on renewable is not helping. Many people planned to get rooftop solar for free charging.

1startreknerd 2025-04-23 05:33

If you want a byd that's ok I guess.

Neroaurelius 2025-04-23 18:56

Do you know what you're talking about at all?

greyscales 2025-04-24 15:01

Have you looked at recent worldwide sales as well as the YoY change for BYD and Tesla?

Cromzinc 2025-04-27 04:46

It's a nothing burger. Been proven wrong many times by many people.

Cromzinc 2025-04-27 04:50

I'd say that the plaid grabbed a wider range of interest from people that only saw EVs one way. Not saying politics haven't had any effect, but I think the bigger shift proceeds that.

dj0ntCosmos 2025-04-27 10:52

That's what they said last year too lol. Didn't happen though. Gas cars are easy to sell. That's why BYD sells mostly gas cars.

dj0ntCosmos 2025-04-27 10:59

Tesla is leading globally by a lot. People claim competition from China. But Tesla literally sells more battery electric vehicles in CHINA ALONE than any Chinese EV company. Yes it matters if it's hybrid. Hybrids are over 100x more likely to catch fire. They still need regular maintenance. They have very limited cargo space compared to a battery electric vehicle. Hybrids are closer to pure gas cars than they are to EVs. > From a capitalist point of view, If the eventual goal of every company is to turn a profit, then a vehicle sold is a vehicle sold, isn’t it? Tesla wants to make the world electric. They've always said they're okay if it's not their car. That's why they have a history of opening patents for all to use. Thats why theyre an energy company and why they focus so much on their superchargers. Read their original master plan. They did everything they said they would despite almost every person on the planet doubting them! P.s. the battery swaps suck. Nio has been doing it for like 7-8 years. It was Tesla's idea over a decade ago. There are many good reasons why they didn't take that approach.

Bobby-Jo 2025-05-14 00:37

BYD sales numbers are kinda meaningless when they are so heavily subsidized by the state anyway.

Living_Ad_8811 2025-06-07 05:23

BYD not sold in USA. You compare the numbers for US sales yourself.

Unlucky-Leadership18 2025-06-18 10:24

Jesus. This is \*such\* an ignorant comment! 1/ Model Y (BEST selling CAR in the world in 2025) was out of production for entire 1st 1/4 2/ Musk 'absent' = trying to save the US' entire economy from bankruptcy 3/ 'trying to ruin Tesla's value = utter nonsense, why would he do that when his \*entire\* fortune is made of Tesla shares?! (and much, much more...) Seriously, you are just trolling!

Unlucky-Leadership18 2025-06-18 10:25

Why would we want to include hybrids?!!

kerosene350 2025-06-23 22:45

how can people thumb up this nonsense? it is 100% incorrect. "3.72 million BYD vehicles sold domestically in 2024, roughly **1.76 million were BEVs**, while **2.0 million were PHEVs**." Now I don't quite believe that this numbers is domestic but instead it's likely the global BEV sales. However BYD exported some 400k vehicles (some were PHEV) but even if we take 400k away from 1.76 million we are still at 1.36 million BEV sales in China. **That is 2x what Tesla sold in China in 2024.** "The U.S. electric vehicle maker saw annual **sales in China jump 8.8% to a record high of more than 657,000 cars in 2024"**

kerosene350 2025-06-23 22:55

BYD sales in 2024 * **Global BEV sales**: 1,764,992 units * **Global PHEV sales**: 2,485,378 units "moistly gas cars" is not quite accurate. BYD **Q1 2025** Sales: **Total passenger NEVs sold**: **986,098 units** * **416,388 BEVs** (battery-electric vehicles) * **569,710 PHEVs** (plug-in hybrids) **Tesla Q1 2025** Global Deliveries: **336,681 vehicles** Good luck! "mostly gas vehicles" manufacturer also made all of its batteries and sold some to Tesla too.

kerosene350 2025-06-23 22:57

old post I know but you summarized it well. The 1st round of PHEVs were also pathetic with 20km electric range which didn't exactly encourage plugging in.

stescarsini 2025-07-14 14:58

No more 7,500$ tax credit... 128,100x7,500=960million dollars LOL

stescarsini 2025-07-14 14:59

With no more 7500$ in tax credit , it will shrink even more.

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