International EV Gross sales Leaders — High Promoting Manufacturers & OEMs

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After publishing our report on the highest promoting EV fashions on the planet in November, right here’s the complementary report on the auto manufacturers and teams main EV gross sales around the globe.

Chinese language information version

In November, BYD remained on the helm, however gross sales have been once more down YoY, as BYD’s plugin hybrid gross sales continued to say no. Have we reached peak BYD? Time will inform, however I consider in the long term, no single OEM can have greater than 10% market share. At the moment, BYD nonetheless has twice that a lot….

On the rostrum, this time there weren’t any surprises. Tesla was second, regardless of repeatedly falling gross sales, whereas Geely scored one more report month due to robust performances all through the lineup — six fashions posted 10,000-plus unit performances in November (the Xinguan, Panda Mini EV, Galaxy E5, Galaxy M9, Galaxy A7, and Starship 7).

And whereas this isn’t but sufficient to take away Tesla from the runner-up place, it’s solely a matter of time till that occurs. If not in 2026, then absolutely it’ll occur in 2027, or 10 years after the final time Tesla didn’t win silver or gold.

Particularly as a result of till 2027, Tesla gained’t have a brand new mannequin that may change its fortunes round. The Cybercab, assuming it’ll have a steering wheel and pedals, gained’t promote greater than 150,000 models/yr as soon as manufacturing is at full velocity, in 2027. The Roadster, if it lands by then, will promote a fraction of this. So, the most effective that Tesla can count on to promote on the finish of 2027 is round 1.7 million models…. Which is the decrease restrict of what Geely ought to promote that yr.

Talking of report performances, a couple of extra Chinese language makes have overwhelmed their earlier report bests in November, with the highlights being #6 AITO (51,707 models) and #12 Fang Cheng Bao (35,988). The 2 excessive finish off-road manufacturers principally solely function in China, so each nonetheless have big potential for progress elsewhere.

And whereas promoting AITOs in quantity outdoors of China can show tough, with Scandinavia, Turkey, Israel, and some ASEAN international locations as doable low hanging fruit for the startup, the Premium arm of BYD already has detailed plans for abroad enlargement, with Europe, Australia, and a few ASEAN markets already locked in for deployment in 2026.

Nonetheless in China, GAC’s Aion model had its greatest results of 2025, scoring 36,000 registrations, with markets like Indonesia and Thailand giving tail wind to the Guangzhou-based model, which has seen higher days at residence.

Exterior the highest 20, we should always spotlight two manufacturers that hit report outcomes. Beginning with BAIC–owned Arcfox, due to the success of its T1 compact hatchback, it had over 26,000 deliveries. One other report performer is VinFast, with the Vietnamese make as soon as once more reaching report highs — on this case, 23,048 models, in no small half due to the success of its new Limo Inexperienced 7 seater.

Within the YTD desk, there wasn’t a lot to report on the high. BYD is properly forward of everybody else, regardless of the present slowdown, whereas #2 Tesla has a big benefit over #3 Geely. Equally, Geely has a big benefit over #4 Wuling.

Going into December, the primary focal point lies within the fifth place, with Volkswagen attempting to carry Leapmotor in sixth. With 21,000 models separating them and only one stage to go, the German make ought to have its place secured, however will need to have an in depth eye on the Chinese language startup if it desires to keep away from last-minute surprises….

There have been a couple of adjustments within the desk, all under #8 Xpeng. AITO surpassed Li Auto and is now the brand new ninth positioned model.

Aion took revenue from its good month and surpassed Volvo, with the GAC Group model now in 14th.

Lastly, Audi climbed one place, to seventeenth, permitting the German make to proceed to drift among the many high 20 EV manufacturers.

Taking a look at registrations by OEM, no main information on the high, with the rostrum bearers agency of their positions. However huge information got here just under them — SAIC surpassed Volkswagen Group!

And with SAIC having surpassed Tesla in each the months of October and November, subsequent yr we’ll doubtless see a 100% Chinese language podium on the OEM desk, particularly contemplating Tesla’s ongoing share bleed: This yr’s 7.8% share compares badly with the ten.4% share the Texan OEM had 12 months in the past, and much more poorly in comparison with the place it was 24 months in the past — on the time, Tesla had 13.3% share!

We would even see present fifth positioned Volkswagen Group problem Tesla’s #4 spot in 2026, particularly if the rollout of the brand new technology of small EVs (VW ID.Polo, ID.Cross, Cupra Raval, Skoda Epiq…) seems to be successful.

On a unique notice, though 2026 needs to be too quickly for Geely to problem BYD’s domination of the EV market, if present market dynamics proceed as they’ve, 2027 might be the yr that Geely shall be robust sufficient to go in opposition to BYD within the race to be the most effective promoting OEM within the plugin automotive market. And competitors is welcome….

Exterior the highest 5, most OEMs (Chery, Changan, BMW Group, Hyundai-Kia…) misplaced share, however #10 Leapmotor (2.9% share, up 0.1% in comparison with October) is beginning to seem on the OEM radar. For now, it’s not a serious participant, however trying into 2026, the startup model ought to begin making an affect, so it wouldn’t be shocking if it ended 2026 in seventh, above BMW Group or Hyundai–Kia.

Trying simply at BEVs …

Whereas BYD (16.9%, up from 16.8% in October) is steady in its management place, Tesla (11.8%) managed to realize some floor over #3 Geely (10.6%, down 0.1%), so it ought to win the silver medal this yr.

Subsequent yr? Bronze.

Evaluating Geely and Tesla now to the place they have been a yr in the past, the distinction is stark. In November 2024, Tesla had 16.2% share, whereas #3 Geely had solely 8.5% share….

And to assume that in November 2023, Tesla was the undisputed chief, with 19.2% share!

In 4th, SAIC (7.9%) stored its distance over #5 Volkswagen Group (7.2%) and has once more secured the 4th place in 2025.

Within the C-League, #6 Hyundai–Kia (3.7%, down 0.1%) continues to endure from the US gross sales hangover, however nonetheless has sufficient distance over #7 Changan and #8 BMW Group, each with 3.3% share, to benefit from the sixth place in 2025.

As for these final two, Changan and BMW Group, the distinction between each was decreased from 500 models in October to the present 30 models, so the race between these two needs to be thrilling to see in December.

And as soon as once more right here, whereas legacy OEMs are shedding share, together with the Chines ones (Changan, Chery, and many others.), it’s the Chinese language startups which are gaining share. #9 Xpeng (3.2%) and #10 Leapmotor (3.1%) want to get into the race for the seventh place, all whereas #11 Xiaomi (3%, up 0.1% in November) continues to realize share and hopes to achieve the seventh (sixth?) place in 2026.