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BYD sells fewer BEVs than Tesla globally. Their large numbers stem from hybrids. They also grew long after Tesla established EVs as a viable market. You're misi

BYD sells fewer BEVs than Tesla globally. Their large numbers stem from hybrids. They also grew long after Tesla established EVs as a viable market. You're misinformed.

toomuchtodo 4mo ago
BYD continues to expand faster than Tesla. If you’re focused on anything other than rate of change, you’ve missed the mark. They intend to be the biggest global automaker in five years, and their trajectory to get there is clear. Tesla isn’t going away, but it isn’t ever going to be a giant in the industry anymore. Their maximum output is ~2M/units/year, which BYD already easily exceeds while continuing to scale. Is Tesla building any more vehicle assembly lines? They are not. Citations: https://www.caranddriver.com/news/a69905157/tesla-sales-down-byd-bestselling-global-ev-maker/ https://www.caranddriver.com/news/a69905157/tesla-sales-down... https://www.statista.com/chart/33709/tesla-byd-electric-vehicle-production/ https://www.statista.com/chart/33709/tesla-byd-electric-vehi... https://finance.yahoo.com/sectors/technology/articles/byd-may-just-passed-tesla-122000610.html https://finance.yahoo.com/sectors/technology/articles/byd-ma... https://finance.yahoo.com/sectors/technology/articles/byd-global-expansion-starting-look-183014214.html https://finance.yahoo.com/sectors/technology/articles/byd-gl... https://www.visualcapitalist.com/mapped-where-tesla-and-byd-make-their-cars/ https://www.visualcapitalist.com/mapped-where-tesla-and-byd-... https://www.theguardian.com/business/2026/jun/10/china-byd-car-firm-ev-maker-toyota https://www.theguardian.com/business/2026/jun/10/china-byd-c...
- iknowstuff 4mo ago
  Uh, yeah, but nobody’s talking about the future, but rather whether or not Tesla had a significant impact on electrification of the industry. And the verdict is: yes, they did. Tesla is in fact finishing assembly lines for cybercabs and tesla semis fyi. No other 500mi BEV semi exists.
tzs 4mo ago
Nissan Leaf should get a lot of credit for establishing that market. Tesla launched first, but for 4 years only had an $100k car that only sold around 2500 units over its lifetime. Nissan launched the Leaf 3 years after Tesla, but it was the first mass market EV, and in the first year sold around 9000 in the US and 20000 world wide. Tesla didn't have a somewhat affordable car until the Model S in 2012, although it was still around twice the median price for a new car then. It took until 2020 for Tesla cumulative sales to surpass Leaf cumulative sales. Also, everything I'm finding says that in 2025 BYD sold 2.26 million BEVs in 2025 and 2.29 milling PHEVs, which is more BEVs than Tesla sold.

BYD sells fewer BEVs than Tesla globally. Their large numbers stem from hybrids. They also grew long after Tesla established EVs as a viable market. You're misinformed.

toomuchtodo 4mo ago

BYD continues to expand faster than Tesla. If you’re focused on anything other than rate of change, you’ve missed the mark. They intend to be the biggest global automaker in five years, and their trajectory to get there is clear. Tesla isn’t going away, but it isn’t ever going to be a giant in the industry anymore. Their maximum output is ~2M/units/year, which BYD already easily exceeds while continuing to scale. Is Tesla building any more vehicle assembly lines? They are not. Citations: https://www.caranddriver.com/news/a69905157/tesla-sales-down-byd-bestselling-global-ev-maker/ https://www.caranddriver.com/news/a69905157/tesla-sales-down... https://www.statista.com/chart/33709/tesla-byd-electric-vehicle-production/ https://www.statista.com/chart/33709/tesla-byd-electric-vehi... https://finance.yahoo.com/sectors/technology/articles/byd-may-just-passed-tesla-122000610.html https://finance.yahoo.com/sectors/technology/articles/byd-ma... https://finance.yahoo.com/sectors/technology/articles/byd-global-expansion-starting-look-183014214.html https://finance.yahoo.com/sectors/technology/articles/byd-gl... https://www.visualcapitalist.com/mapped-where-tesla-and-byd-make-their-cars/ https://www.visualcapitalist.com/mapped-where-tesla-and-byd-... https://www.theguardian.com/business/2026/jun/10/china-byd-car-firm-ev-maker-toyota https://www.theguardian.com/business/2026/jun/10/china-byd-c...

iknowstuff 4mo ago
Uh, yeah, but nobody’s talking about the future, but rather whether or not Tesla had a significant impact on electrification of the industry. And the verdict is: yes, they did. Tesla is in fact finishing assembly lines for cybercabs and tesla semis fyi. No other 500mi BEV semi exists.

tzs 4mo ago

Nissan Leaf should get a lot of credit for establishing that market. Tesla launched first, but for 4 years only had an $100k car that only sold around 2500 units over its lifetime. Nissan launched the Leaf 3 years after Tesla, but it was the first mass market EV, and in the first year sold around 9000 in the US and 20000 world wide. Tesla didn't have a somewhat affordable car until the Model S in 2012, although it was still around twice the median price for a new car then. It took until 2020 for Tesla cumulative sales to surpass Leaf cumulative sales. Also, everything I'm finding says that in 2025 BYD sold 2.26 million BEVs in 2025 and 2.29 milling PHEVs, which is more BEVs than Tesla sold.