Tesla Delivers 384,122 Vehicles in Q2, Trailing BYD by Over 220,000 units

Tesla delivered a total of 384,122 vehicles globally in Q2 2025, representing a 13.48% year-over-year decline and a 14.09% quarter-over-quarter increase. Meanwhile, BYD pulled further ahead with 606,993 BEV sales worldwide during the quarter, nearly 60% more than Tesla, cementing its lead in the global electric vehicle market.

Shanghai output and Model 3/Y remain key drivers

Tesla’s Shanghai Gigafactory remains the cornerstone of the company’s global operations, contributing nearly half of all deliveries for the quarter, according to a CNEV Post report. Q2 wholesale sales in China reached 191,720 units, representing a modest quarter-over-quarter rise but a drop from the same period in 2024. 

Of Tesla’s total global deliveries, 373,728 were Model 3 and Model Y vehicles, down 11.5% year-on-year but up over 15% from Q1. Tesla also reported production of 410,244 vehicles and deployment of 9.6 GWh of energy storage products during the quarter.

Tesla China’s wholesale figures for June also totaled 71,599 units, according to data released by the China Passenger Car Association (CPCA).

BYD’s lead grows amid Tesla’s transition year

While Tesla’s quarterly delivery slide continues, BYD is expanding aggressively with both BEVs and PHEVs. The Chinese automaker’s combined NEV sales in Q2 topped 1.12 million units, up 14.7% year-on-year. BYD’s BEV sales totaled 606,993 units, 222,871 vehicles higher than Tesla’s numbers. This number is unsurprising, however, as BYD’s offerings tend to be notably more affordable than Tesla’s two mass-market cars.

Tesla has hinted that 2025 will be a transition year as it ramps up next-gen vehicle development. But with global competition intensifying, especially in China’s price-sensitive market, Tesla’s growth strategy may face further headwinds. The company is set to report financial results for Q2 after markets close on July 23.

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