I plotted BEV share of new car registrations in three major markets.
🇨🇳 China keeps pulling ahead, with one in three new cars now fully electric.
🇪🇺 Europe is back on the growth track, with the UK showing the steadiest path while Germany recovers.
🇺🇸 And the US? Doing 2025 US things: The only major market where BEV share actually declined.
From 120,000 € to 40,000 €. From a barely existing segment to 30+ options. This single chart says a lot about the transformation of the automotive industry and China's role as a driving force. And it illustrates, taking one segment as an example, why Western automakers are in
From April 24 to May 3, the Beijing International Automotive Exhibition 2026 opened its doors. For ten days, Beijing became the global hotspot of the automotive industry. An exhibition area of 380,000 square meters across two combined exhibition centers, more than 1,000 exhibitors, almost 1,500 vehicles on
Looking at vehicle deliveries, the data suggest so. The timing, however, depends on perspective. Tesla's share of global BEV sales peaked in 2020 at around 25 %. By 2025, it dropped to roughly 12 % as the overall BEV market is growing rapidly. Tesla's absolute volume peaked later,
This chart compares cumulative deliveries of Nio, XPeng, Li Auto, Leapmotor, Zeekr and Xiaomi since each brand’s first vehicle delivery - with Tesla as reference. While Nio and XPeng, similar to Tesla, took about 7 years to reach 1 million deliveries, Li Auto and Leapmotor are scaling faster. Xiaomi
