E Mobility
Global EV Sales Surge to 20 Million in 2025: China Leads, U.S. Lags, and BYD Overtakes Tesla
Global electric vehicle sales reached approximately 20.7 million units in 2025, a 20% increase from 2024, with EVs now accounting for over 20% of all light-vehicle sales worldwide. China continues to dominate, with over 50% of new car sales being electric, while Europe climbs to 28–30% and the U.S. remains stuck at 9–10%. BYD surpassed Tesla as the global EV volume leader, selling well over 2 million units, while Tesla's U.S. market share dropped to the mid-40% range. The record December 2025 sales of 2.1 million units underscore a robust but uneven market. This article dives into the regional dynamics, competitive shifts, and what the 2026 outlook means for automakers, policymakers, and supply chains.
