Data released by the European Automobile Manufacturers Association (ACEA) shows that in January, BYD recorded 18,242 new vehicle registrations across the EU, EFTA and UK, compared with Tesla’s 8,075 units. This marks a 165.0% increase from the 6,884 registrations BYD posted in January 2025, lifting its market share to 1.9% from 0.7%. Over the same period, Tesla saw a 17.0% year-on-year decline, reducing its market share to 0.8%, down from 1.0% a year earlier and well below the 3.0% it held in December 2025.
The figures highlight a growing divergence in performance between the two electric-vehicle manufacturers. Throughout most of 2025, BYD achieved year-on-year growth exceeding 200% in European registrations. Although January’s 165% gain is the first dip below that mark since mid-2025, it still underscores strong momentum. BYD first overtook Tesla in monthly European registrations in July 2025.
Tesla’s downward trend continued in January, marking consecutive monthly declines in Europe. In the EU specifically, BYD posted 13,982 registrations—a 175.3% increase—boosting its market share from 0.6% to 1.7%. Meanwhile, Tesla’s EU registrations fell 1.6% to 7,187 units, holding its share at 0.9%.
Overall, new vehicle registrations in the EU declined by 3.9% year-on-year in January. Battery-electric vehicles (BEVs) accounted for 19.3% of the market, up from 14.9% a year earlier, reflecting the accelerating shift toward electrification.
On a global basis, BYD’s BEV sales grew by 27.86% in 2025, while Tesla’s declined by 8.56%. BYD’s lineup includes both pure electric and plug-in hybrid models, whereas Tesla focuses exclusively on pure electric vehicles.
Source: CnEVPost
