Tesla's BEV moat erodes as Europe's legacy depth meets China's digital speed

Digitimes
By Charlene ChenJan 23, 2026, 3:58 am111 ptsTrending
In 2025, Tesla's EV market share declined as Volkswagen's BEV sales surged in Europe, while Xiaomi aggressively expanded in China, challenging Tesla's position in that market. Tesla's global deliveries fell by 8.6%, ceding the top spot to BYD.

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