4 ms·

The graph linked doesn’t have BYD sales, how curious

by digizeph 8mo ago

lawn 8mo ago
They're not common enough to qualify.
- toomuchtodo 8mo ago
  200% YoY growth in Europe. Surpassed Ford in global auto sales, selling only EVs. Largest private employer in China. EV printer go brrr. BYD uses aggressive discounts in bid to make Germany its leading European market - https://www.autonews.com/byd/ane-byd-discounts-germany-sales-growth-0217/ https://www.autonews.com/byd/ane-byd-discounts-germany-sales... - February 17th, 2026 China's BYD Overtakes Ford in Global Sales for the First Time - https://finance.yahoo.com/news/chinas-byd-overtakes-ford-global-150000525.html https://finance.yahoo.com/news/chinas-byd-overtakes-ford-glo... - February 12th, 2026 BYD's European registrations surge 270% in 2025 while Tesla slips 27% - https://cnevpost.com/2026/01/27/byd-european-registrations-surge-in-2025-tesla-slips/ https://cnevpost.com/2026/01/27/byd-european-registrations-s... - Jan 27th, 2026 BYD Sold Nearly Three Times As Many Cars As Tesla In Europe - https://www.carscoops.com/2025/11/byd-sold-nearly-3-times-as-many-cars-as-tesla-in-europe-in-october/ https://www.carscoops.com/2025/11/byd-sold-nearly-3-times-as... - November 26th, 2025 The size of BYD's factory - https://news.ycombinator.com/item?id=42228138 https://news.ycombinator.com/item?id=42228138 - November 2024 (615 comments)
  - rsynnott 8mo ago
    Note that BYD doesn't just make BEVs. They're quite big in plug-in hybrids, which aren't in that data. They apparently sold 175k cars in Europe last year. A breakdown of BEV vs PHEV doesn't seem to be available, but 75k of those were one particular PHEV, so it's at most 100k BEVs. VW AG sold 750k BEVs in Europe last year: https://www.volkswagen-group.com/en/press-releases/volkswagen-group-deliveries-remain-stable-in-2025-20095 https://www.volkswagen-group.com/en/press-releases/volkswage... (see the PDF). Not saying that BYD is completely irrelevant, but the media overplays them. Presumably because BYD vs Tesla is an interesting narrative, even if the actual figures have both of those as small players in BEVs (at least for cars; BYD _is_ quite big in electric buses), with the real race being between VW AG and Stellantis. VW AG vs Stellantis is a painfully boring narrative.
    - toomuchtodo 8mo ago
      I simply find it noteworthy how fast Chinese EVs are scaling up as a climate change mitigation. I don’t care who builds and sells them, just do so as quickly as possible.
      - rsynnott 8mo ago
        Oh, yeah, to be clear, BYD is doing amazingly well. Just not, particularly, in Europe. This seems to confuse the media.
        kjellsbells 8mo ago
        I suspect BYD would do a lot better in Europe if the political class wasn´t afraid of the fallout from the European manufacturers (VW, Stellantis, and all their child brands) being seriously damaged or even wiped out by the competition. That said, if relations between the EU and the US get much chillier, the EU may decide to make some sacrifices in order to have China in their camp. E.g. VW are arm-twisted into selling Škoda to BYD, with job preservation guarantees, and then BYD is badged Škoda and six months later all the old Škoda models are gone and its EVs all the way.
        ben_w 8mo ago
        I suspect that, given people in EU are used to EU car prices, there's not going to be much willingness on the EU side to budge on cars (though the Chinese side may ask for it, of course, and should the EU get them there will be no going back given how much cheaper Chinese cars are). If things get trade-war-y, American cars are way down the list of things the EU will care about finding substitutes for: 2024 US exports to EU were about $370bn: https://ustr.gov/countries-regions/europe-middle-east/europe/european-union https://ustr.gov/countries-regions/europe-middle-east/europe... Of which cars were $8.8bn: https://www.globalfleet.com/en/manufacturers/global/analysis/transatlantic-automotive-trade-eu47-billion-battleground?a=FJA05&t%5B0%5D=Tariffs&t%5B1%5D=OEM&t%5B2%5D=BEVs&curl=1 https://www.globalfleet.com/en/manufacturers/global/analysis...
    - 8mo ago
rsynnott 8mo ago
If you look at individual countries, they'll show up in some.

The graph linked doesn’t have BYD sales, how curious

lawn 8mo ago

They're not common enough to qualify.

toomuchtodo 8mo ago
200% YoY growth in Europe. Surpassed Ford in global auto sales, selling only EVs. Largest private employer in China. EV printer go brrr. BYD uses aggressive discounts in bid to make Germany its leading European market - https://www.autonews.com/byd/ane-byd-discounts-germany-sales-growth-0217/ https://www.autonews.com/byd/ane-byd-discounts-germany-sales... - February 17th, 2026 China's BYD Overtakes Ford in Global Sales for the First Time - https://finance.yahoo.com/news/chinas-byd-overtakes-ford-global-150000525.html https://finance.yahoo.com/news/chinas-byd-overtakes-ford-glo... - February 12th, 2026 BYD's European registrations surge 270% in 2025 while Tesla slips 27% - https://cnevpost.com/2026/01/27/byd-european-registrations-surge-in-2025-tesla-slips/ https://cnevpost.com/2026/01/27/byd-european-registrations-s... - Jan 27th, 2026 BYD Sold Nearly Three Times As Many Cars As Tesla In Europe - https://www.carscoops.com/2025/11/byd-sold-nearly-3-times-as-many-cars-as-tesla-in-europe-in-october/ https://www.carscoops.com/2025/11/byd-sold-nearly-3-times-as... - November 26th, 2025 The size of BYD's factory - https://news.ycombinator.com/item?id=42228138 https://news.ycombinator.com/item?id=42228138 - November 2024 (615 comments)
- rsynnott 8mo ago
  Note that BYD doesn't just make BEVs. They're quite big in plug-in hybrids, which aren't in that data. They apparently sold 175k cars in Europe last year. A breakdown of BEV vs PHEV doesn't seem to be available, but 75k of those were one particular PHEV, so it's at most 100k BEVs. VW AG sold 750k BEVs in Europe last year: https://www.volkswagen-group.com/en/press-releases/volkswagen-group-deliveries-remain-stable-in-2025-20095 https://www.volkswagen-group.com/en/press-releases/volkswage... (see the PDF). Not saying that BYD is completely irrelevant, but the media overplays them. Presumably because BYD vs Tesla is an interesting narrative, even if the actual figures have both of those as small players in BEVs (at least for cars; BYD _is_ quite big in electric buses), with the real race being between VW AG and Stellantis. VW AG vs Stellantis is a painfully boring narrative.
  - toomuchtodo 8mo ago
    I simply find it noteworthy how fast Chinese EVs are scaling up as a climate change mitigation. I don’t care who builds and sells them, just do so as quickly as possible.
    - rsynnott 8mo ago
      Oh, yeah, to be clear, BYD is doing amazingly well. Just not, particularly, in Europe. This seems to confuse the media.
      - kjellsbells 8mo ago
        I suspect BYD would do a lot better in Europe if the political class wasn´t afraid of the fallout from the European manufacturers (VW, Stellantis, and all their child brands) being seriously damaged or even wiped out by the competition. That said, if relations between the EU and the US get much chillier, the EU may decide to make some sacrifices in order to have China in their camp. E.g. VW are arm-twisted into selling Škoda to BYD, with job preservation guarantees, and then BYD is badged Škoda and six months later all the old Škoda models are gone and its EVs all the way.
        ben_w 8mo ago
        I suspect that, given people in EU are used to EU car prices, there's not going to be much willingness on the EU side to budge on cars (though the Chinese side may ask for it, of course, and should the EU get them there will be no going back given how much cheaper Chinese cars are). If things get trade-war-y, American cars are way down the list of things the EU will care about finding substitutes for: 2024 US exports to EU were about $370bn: https://ustr.gov/countries-regions/europe-middle-east/europe/european-union https://ustr.gov/countries-regions/europe-middle-east/europe... Of which cars were $8.8bn: https://www.globalfleet.com/en/manufacturers/global/analysis/transatlantic-automotive-trade-eu47-billion-battleground?a=FJA05&t%5B0%5D=Tariffs&t%5B1%5D=OEM&t%5B2%5D=BEVs&curl=1 https://www.globalfleet.com/en/manufacturers/global/analysis...
  - 8mo ago

rsynnott 8mo ago

If you look at individual countries, they'll show up in some.