Global EV Sales Reach 16.06 Million Units Through September

November 4, 2026

E-mobility, Industry & Market

Global EV sales increased 5.8% year-on-year to 16.06 million units in January-September 2026, as gains in Europe and Asia outside China offset declines in China and North America, according to SNE Research.

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Global electric vehicle sales reached 16.06 million units in January-September 2026, an increase of 5.8% year-on-year, according to SNE Research. The total includes battery-electric vehicles and plug-in hybrids. September sales reached 2.27 million units, the highest monthly level of the year, although year-on-year growth was limited to 2.2%.

Battery-electric vehicle sales increased 13.6% to 11.63 million units, while plug-in hybrid sales declined 10.4% to 4.43 million units. As a result, the BEV share of global EV sales rose from 67.4% to 72.4%. Excluding China, the market expanded 30.0% to 7.33 million units.

BYD remained the largest group by volume with 2.56 million units, despite a 15.4% decline. Its market share fell from 20.0% to 16.0% as deliveries in China decreased 32.9%. Geely ranked second with 1.59 million units, followed by Tesla with 1.32 million units. Tesla’s sales increased 8.8% overall, supported by growth in Europe and Asia outside China.

SAIC ranked fourth with 1.03 million units, narrowly ahead of Volkswagen at 1.02 million units. Leapmotor recorded the highest growth rate among the top 10 groups, rising 66.2% to 610,000 units. Chery increased 35.7% to 654,000 units, while Hyundai Motor Group grew 19.0% to 575,000 units.

Global EV sales · January-September 2026

Global EV Sales Reach 16.06 Million Units Through September

Sales rose 5.8% year-on-year, as growth outside China outweighed declines in China and North America.

16.06million EV units soldJanuary-September 2026, up 5.8% year-on-year

January-September 2026ShareYear-on-year

BYDChina down 32.9%; Europe up 78.8%2.56 million units16.0%down 15.4%

Geely1.59 million unitsup 2.5%

TeslaEurope up 29.7%; Asia up 75.8%1.32 million units8.2%up 8.8%

SAIC1.03 million unitsup 18.3%

Volkswagen1.02 million unitsup 2.9%

Changan671,000 unitsup 3.4%

CheryEuropean deliveries up 307.2%654,000 unitsup 35.7%

LeapmotorEurope up 434.5%; China up 45.2%610,000 units3.8%up 66.2%

Hyundai Motor GroupEurope up 23.4%; Asia up 64.3%575,000 units3.6%up 19.0%

BMW430,000 unitsdown 2.6%

China−8.6%8.73 million units; share fell from 62.9% to 54.3%.

Europeup 32.2%3.95 million units; share rose from 19.7% to 24.6%.

Asia ex-Chinaup 74.7%1.50 million units; share increased from 5.6% to 9.3%.

North America−25.2%1.12 million units; share fell from 9.8% to 6.9%.

Green marks growth and red contraction; Leapmotor led top-10 growth while BYD remained largest despite falling.

Fourth-Quarter VariablesFull-year results hinge on China’s domestic recovery, the U.S. rebound and whether growth in Europe continues.

Global EV Sales Reach 16.06 Million Units Through September · BatteryTech Network

China remained the largest regional market with 8.73 million units, but sales declined 8.6% and its global share fell from 62.9% to 54.3%. Europe grew 32.2% to 3.95 million units, while Asia outside China increased 74.7% to 1.50 million units. North American sales declined 25.2% to 1.12 million units.

SNE Research said full-year results will be affected by whether China’s domestic market recovers, the extent of a U.S. recovery and whether European growth continues. Future competition may also be influenced by Chinese automakers’ local production expansion and supply of affordable models.

Source: sneresearch.com