Key Takeaways
1. Tesla’s Q2 2025 deliveries dropped by 13.5% compared to Q2 2024, with 384,136 vehicles delivered.
2. The Model 3 and Model Y accounted for 96.73% of production and 97.3% of sales in Q2 2025.
3. Competition from Chinese EV manufacturers, especially BYD, is increasing, with BYD leading global EV production.
4. Tesla launched its Robotaxi and reached 70,000 Supercharger stations last month.
5. Tesla’s first lithium iron phosphate (LFP) cell manufacturing facility in Nevada is nearing completion.
Tesla’s second quarter results for 2025 indicate a 13.5% drop compared to the 444,956 deliveries recorded in the same period of 2024. When it comes to production numbers, the change is slight — the manufacturer made 410,831 vehicles in Q2 2024 versus 410,244 in Q2 2025.
Model 3 and Model Y Dominate Sales
In Q2 2025, the Model 3 and Model Y were the stars of Tesla’s production, representing 96.73% (396,835) of all vehicles produced and 97.3% (373,728) of total sales. This marks an increase of about 1.5% in their share compared to the first quarter of the year, when they contributed to 95.15% of production and 95.59% of sales.
Facing Tough Competition
Amid the political challenges surrounding Tesla and Elon Musk, the company is battling tough competition from a rising number of Chinese electric vehicle manufacturers, particularly BYD. Last year, BYD overtook Tesla to become the world’s leading EV producer, with over 4 million vehicles made.
Recent Developments
Despite these challenges, Tesla made headlines last month with the introduction of Robotaxi, its first auto-delivery vehicle, and reached the milestone of 70,000 Tesla Superchargers. Additionally, the firm revealed that its first lithium iron phosphate (LFP) cell manufacturing facility in Nevada is nearing completion.
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