Top electric vehicle registrations in Europe by company, April 2025

[JeffKeryk]

In the interest of accuracy I just looked up one company, 1st quarter 2025 sales are up a whopping 17% and that is GM

1 quarter does not make a trend. Just like the 1 month snapshot this thread is based on. It's a point in time.
If GM was up 17% QoQ, what was wrong with 2024Q4?

My career was in Predictive Analytics Modeling, which is a fancy term for forecasting.

 

[alarmguy]

1 quarter does not make a trend. Just like the 1 month snapshot this thread is based on. It's a point in time.
If GM was up 17% QoQ, what was wrong with 2024Q4?

My career was in Predictive Analytics Modeling, which is a fancy term for forecasting.

Since you asked
GM sales were up 4% in 2024
GM fourth quarter was up 20% in 2024
GM first quarter was up 17% in 2025
That may or may not be signaling a trend.

The 90 year trend for General Motors is no one ever sold more cars in the United States every single year except for one year coming out of Covid, Toyota squeaked by them the following year GM recaptured number one. I would call that a pretty long trend.

Clearly as predicted since Tesla only makes electric vehicles and now GM has a lineup of them hitting the market GM is stealing market share from Tesla and my prediction is will continue to.
Tesla’s trend has been down and they really need to product. The average American would love to own in order to compete. They are no longer the one game in town. The downward spiral proves it.

But the subject was just about 1/4. I’m just responding to your comment.

 

[Trav]

BYD is a formidable competitor. And not just for the EV space; all car companies. They have focused on manufacturing engineering to develop lower cost to manufacture, higher output and higher quality.

The only car company with enough agility to compete with them is Tesla and they just shot themselves in the foot. Everyone else is far too slow and do not sufficiently value engineering. How many companies produce a pure play EV? Bean counters will not pay for ingenuity and R&D. And that's what it takes to compete.

And how many countries graduate as many engineers as China? We need to value education. Or hand it all over to China.

I would prefer a US or Euro made vehicle over Chinese but what do the US manufacturers have to offer? Not much, Tesla all look the same except the S and that unmentionable abortion. GM and Ford offer very few normal cars just CUV, SUV and pickups none of them appeal to me personally.

As of the end of 2023, BYD's workforce totaled 703,504, including 524,673 production staff and 104,003 technicians, according to its previous annual report.


This means that BYD has seen a net increase of nearly 200,000 employees so far this year.


On July 24, BYD said more than 10,000 recent college graduates had joined the company, of which nearly 70 percent have master's or doctoral degrees and nearly 80 percent are research and development personnel.

These figures are huge, as of today they claim to have 900,000 employees.

 

[OVERKILL]

My son gets his BMW i4M50 next week. Our first EV in the family. Though he typically keeps his cars for about 6 months maybe a bit more before turning it in. He works for BMW.

My favourite EV! Please let me know his impressions.

 

[JeffKeryk]

I would prefer a US or Euro made vehicle over Chinese but what do the US manufacturers have to offer? Not much, Tesla all look the same except the S and that unmentionable abortion. GM and Ford offer very few normal cars just CUV, SUV and pickups none of them appeal to me personally.



These figures are huge, as of today they claim to have 900,000 employees.

China's car industry has been on a consolidation path for years, which is one reason BYD looks so huge.
Pretending we are the best, just because, is foolhearty. And asking for trouble... Every product, every company, has a lifecycle.

BYD's engineering focus is their strength. Their products reflect that. Contrast that to the short term focus of the American bean counters, and CEO focus on stock price.

Tesla's strength is their market cap, which still dwarfs the auto industry. Beyond that, their cost to manufacture and direct sales model are years ahead of the American and Euro manufacturers. Tesla is the snotty nosed kid that rocked that changed the world. I would not count them out.

Personally I avoid China products as best as I can. I would have preferred American, or even European vehicles, but have bought Honda/Toyota products for obvious reasons. I have said many times the reason I bought the '18 Model 3 was partially in support of the Fremont plant endeavour.

 

[alarmguy]

My favourite EV! Please let me know his impressions.

Certainly, and I’ll post a photo when he sends me one. I vicariously live through him.
The car is going to be red with a beige interior. That will be the first red car he’s ordered.

My wife and I were just up there this past weekend, he’s a 4 Hour drive away, so it will probably be a few months before we see him again, but definitely enough time that he still owns this one. A few months back he had a 220 installed in his garage for the charger, but he went and bought a new house in between and will be out of the current one mid August.

I don’t even know the BMW model he’s driving now because I think it was different from the last time I saw him and they always look just so gorgeous.
It might sound strange, but I appreciate the quality of the paint on BMW. The interior speak for themselves. Paint just seems so robust and durable. Almost but not quite the days of enamel paint.
Oops …
We were texting this morning, his current car is a 530. I don’t know if I was inside of that one. I can’t keep track.

 

[Vercingetorix]

I remember reading how far ahead of us Russia was…..


It’s called propaganda.

 

[Trav]

China's car industry has been on a consolidation path for years, which is one reason BYD looks so huge.
Pretending we are the best, just because, is foolhearty. And asking for trouble... Every product, every company, has a lifecycle.

BYD's engineering focus is their strength. Their products reflect that. Contrast that to the short term focus of the American bean counters, and CEO focus on stock price.

Tesla's strength is their market cap, which still dwarfs the auto industry. Beyond that, their cost to manufacture and direct sales model are years ahead of the American and Euro manufacturers. Tesla is the snotty nosed kid that rocked that changed the world. I would not count them out.

Personally I avoid China products as best as I can. I would have preferred American, or even European vehicles, but have bought Honda/Toyota products for obvious reasons. I have said many times the reason I bought the '18 Model 3 was partially in support of the Fremont plant endeavour.

BYD Mkt cap

1.07T

Tesla Mkt cap

1.08T

Where is the big difference?

 

[JeffKeryk]

BYD Mkt cap

1.07T

Tesla Mkt cap

1.08T

Where is the big difference?

Perhaps check your numbers? $1 HKD is 13 cents USD. Tesla is nearly 7.5x BYD market cap.
Tesla is bigger than the next 16 car companies combined.
They were far more dominant before Elon got too full of himself. All good @Trav. I admire your challenging my post.

They were far more dominent

 

[97prizm]

Ford built plants to make Euro vehicles. Those Fords are made in Europe. No idea what deals they made with governments. GM had Opel but it wasn't called GM. You don't see US made autos sold in Europe because of the tariffs is what I'm saying.

The reason that GM wasn't really big in Europe goes back to a few things. Old Top Gear and Fifth Gear episodes spell it out. Europeans tend to spend more on a smaller vehicle which in many cases have nicer interiors and materials. Americans are much more reliant on their cars than many Europeans and the market shows that we typically shop bang for your buck. A Ford Focus in England is considered a full-size car while in the USA it's a compact car.

 

[demarpaint]

A little OT- BYD sales rose 14% in China in May, TSLA dropped by 15%. Too soon to tell if it's a trend or not, but, the competition is heating up and hurting TSLA world wide imo.

 

[Trav]

Perhaps check your numbers? $1 HKD is 13 cents USD. Tesla is nearly 7.5x BYD market cap.
Tesla is bigger than the next 16 car companies combined.
They were far more dominant before Elon got too full of himself. All good @Trav. I admire your challenging my post.

View attachment 283022
They were far more dominent

Okay i understand that my mistake but you are talking about stock value only which can be very volatile. They are nowhere near worth more than the next 16 companies put together.
https://companiesmarketcap.com/automakers/top-automakers-by-total-assets/

 

[Bailes1992]

Maybe it'll do fine. i don't want a Chinese made car though. I would think people would care about supporting US manufacturing, but maybe people don't care anymore.

With the current very unstable and uncertain economic climate right across the world, the majority of people are looking to save a little money here and there. If they can get a similarly spec'd vehicle from another manufacturer for a reasonable amount less, they're going to do it. Chinese EV's seem to be everywhere here at the moment. Not sure I agree with it but I'll be looking to replace my company car April next year and there's a Siac produced MG4 XPower on the list with 435bhp and four wheel drive, and that's a tempting prospect.

 

[alarmguy]

Tesla USA takes sales hit again for the month of May.
Austrailia had a good report, as well as Norway and some other countries.

I believe the Model Y was released in April. Im actually surprised how bad it is here.
I found a CNBC media report on Apple stock news using this source but I have never seen such a source and wonder how legitimate it is.
Then again if it wasnt you would think "X" would ban it, since it is on their platform.

Posted on "X"

Meanwhile it is not like the USA market isnt good as I posted previously.
"
GM sales were up 4% in 2024
GM fourth quarter was up 20% in 2024
GM first quarter was up 17% in 2025

Out in the news today, BYD for the first time outsold Tesla in Europe.

Reuters today = Tesla China made EVs sales fall 15% Y/Y in May

I wonder if self driving is going to bail them out of this mess or will it kick the can down the road enough to get some more desirable models on the market.

 

[alarmguy]

Maybe it'll do fine. i don't want a Chinese made car though. I would think people would care about supporting US manufacturing, but maybe people don't care anymore.

People in forums might care to some degree (or say they do) but not enough to make a difference. The proof is in everything we currently buy right now. Including all the devices everyone in this forum is posting with, stuff made in China or components made in China.

Almost every appliance in a home comes from a different country, the masses go for price/quality.

IN the automotive world history has shown us the same thing decades ago with the arrival of Japanese cars on our shores. It wasnt long before we were at war with them and they attacked our naval forces in Hawaii. China will be no different. Our elected officials are throwing up every possible road block to Chinese cars coming here because they know what will happen. Quality and price will win.

Im not saying I agree with all this, they are our enemy. They are evil, I know personally know people in the Philippines who are concerned how China constantly harasses their fishermen. Bumping into them, water cannons etc. I was on one of those islands that I was told was very close to disputed waters.

Now let's look at it though from the perspective of a typical American consumer, not the income levels of many in here. Just good hardworking middle income Americans who would like a bit of luxury at a great price like more wealthy people can get without a thought. Low price is going to win. Can we blame them when our own USA corporations buy products from them and resell it to us?

How about Tesla producing cars in China to sell in Europe? They arent producing them in the free European marketplace at a higher cost.

 

[GrumpyCat]

If you don't care if it's "environmental" or "renewable", why argue with me over that aspect? Seems wholly unnecessary.

If you claim something to be "environmental" or "renewable" then it is a valid vulnerability in your argument.

 

[JeffKeryk]

Okay i understand that my mistake but you are talking about stock value only which can be very volatile. They are nowhere near worth more than the next 16 companies put together.
https://companiesmarketcap.com/automakers/top-automakers-by-total-assets/

Spot on; Tesla stock is highly volatile; it's a freakin' roller coaster. But what its market cap strength offers is the ability to execute on strategies. VW has nearly 6x assets but its market cap is miniscule in comparison. VW is focusing on cost and other issues to improve their financial troubles. Their low market cap makes it challenging to execute on initiatives. And VW's operating margins are weak at best.

 

[GrumpyCat]

So because the wind blows or the sun shines, you assume all the processing to make these resources into electricity is also a blessed "renewable resource"?

Perhaps not the "gotcha" you were aiming for there eh?

Not at all. The cost to convert "free" sunshine into something useful is less than the cost of energy from other sources. I have previously stated my position that "cost" in dollars is the most accurate metric of resource consumption.

The feed stock for leather (cows) is "renewable", what is done to it to turn it into a seating surface may involve processes and chemicals that aren't, but I assume could be, if it was needed.

The feed stock for vinyl is petroleum, which is not renewable. However, it's quite possible to use synthetic petroleum or petroleum alternatives for this process if the economics were favorable, or there was sufficient pressure from consumers.

Which means we should be endeavoring to use this material, rather than it ending up in landfills as waste.

Once again you are misguided in saying we should go out of our way to use cow hides no matter the processing results in a product which costs more than the alternatives. If you like the product and are willing to pay more, then so be it. But you are as wrong as The EV Mandate to push your preferences on others just because something might "end up in landfills as waste."

Is my understanding unwanted cow hides go to rendering plants. You know what a rendering plant is?

 

[Jetronic]

With the current very unstable and uncertain economic climate right across the world, the majority of people are looking to save a little money here and there. If they can get a similarly spec'd vehicle from another manufacturer for a reasonable amount less, they're going to do it. Chinese EV's seem to be everywhere here at the moment. Not sure I agree with it but I'll be looking to replace my company car April next year and there's a Siac produced MG4 XPower on the list with 435bhp and four wheel drive, and that's a tempting prospect.

For what it's worth, I've seen people comment how good the seats are in the MG4 xpower. Bjorn Nyland for one.

 

[OVERKILL]

If you claim something to be "environmental" or "renewable" then it is a valid vulnerability in your argument.

I've claimed leather is renewable. You've yet to provide a valid counter to that claim.