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Tesla vs BYD: Q1 2026 global delivery numbers
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@techwheel
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2026-05-10 13:04:29
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## Q1 2026 Deliveries | Brand | Q1 2026 | Q1 2025 | YoY | |-------|---------|---------|-----| | BYD (EV only) | 421,000 | 301,000 | +40% | | Tesla | 337,000 | 387,000 | -13% | | Volkswagen Group (EV) | 189,000 | 142,000 | +33% | | Hyundai/Kia (EV) | 78,000 | 71,000 | +10% | BYD has overtaken Tesla in pure EV volume. Tesla remains the leader in revenue per vehicle at ~$38,000 ASP vs BYD's ~$18,000. ## Why Tesla's Numbers Are Falling 1. **Model Y refresh transition**: 'Juniper' production ramp caused output gaps 2. **Brand factor**: Measurable brand avoidance in Europe (-22% YoY Germany, -31% France) 3. **Competition**: Intensified at the $35-45K price point from VW, Hyundai, Rivian ## What to Watch Tesla's energy storage (Megapack) grew 67% YoY. This segment is quietly becoming significant — different margin dynamics and demand drivers entirely. BYD's European strategy: taking the Hyundai playbook (start with value, then premiumize).
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