Tesla dethroned as China’s BYD leads EV market

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Chinese automaker BYD has officially surpassed Tesla to become the world’s largest electric vehicle producer, marking a major milestone in the global EV industry. After years of rapid expansion, BYD’s combination of competitive pricing, vertical integration, and strong government support has helped it gain dominance, particularly in China—the world’s largest EV market. In the final quarter of 2025, BYD’s global deliveries exceeded Tesla’s, cementing its position as the market leader.

The company’s rise reflects the growing influence of Chinese manufacturers in the next wave of electric mobility. BYD’s strategy of producing its own batteries and offering a wide range of affordable models has allowed it to capture a diverse customer base, from budget-conscious consumers to mid-range buyers seeking reliability and efficiency. Meanwhile, Tesla has faced challenges stemming from fluctuating demand, increased competition, and slower rollouts of new models.



Market analysts view BYD’s achievement as a turning point for the EV industry, signaling a shift in innovation and market power from the U.S. to China. As electric vehicles move from luxury to mainstream products, BYD’s ascent shows that affordability and scale now matter as much as technological prestige. Tesla remains a global brand icon, but BYD’s momentum suggests the next chapter of the EV era may be written in Shenzhen rather than Silicon Valley.


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(Source: Tech Wire Asia | CBC | electrek)

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