El fabricante chino BYD se encamina a superar a Tesla como mayor productor mundial de vehículos eléctricos

diciembre 29, 2025

TL;DR

BYD is set to become the world's largest electric vehicle seller by annual sales volume, potentially displacing Tesla.
BYD had sold 2.07 million EVs by the end of November, while Tesla reported 1.22 million units by September.
An expiring US tax credit of up to $7,500 contributed to a temporary increase in Tesla's Q3 sales.
Analysts project Tesla's Q4 sales to be around 449,000 units, bringing its annual total to approximately 1.65 million, a decrease from the previous year.
Deutsche Bank predicts a significant drop in Tesla's sales in North America and Europe, and a smaller decrease in China.
The US electric vehicle market is undergoing a transition period following the elimination of tax incentives.
Tesla faces increased competition from BYD, other Chinese manufacturers, and European automakers.
BYD is expanding internationally, establishing overseas production capacity and supply chains to navigate complex tariff environments.
Western rivals have raised concerns about Chinese state subsidies enabling BYD's lower prices.
The US has imposed 100% tariffs on Chinese EVs, and Europe has implemented similar measures.
BYD is building a manufacturing plant in Hungary.
Tesla's potential growth drivers include its Full Self-Driving (FSD) technology and the planned production of its Cybercab robotaxi in April 2026.
More affordable versions of Tesla's Model 3 and Y could also boost sales.

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