EV Daily | Tesla Faces Sales Decline and Criticism as BYD and GM Expand EV Offerings in Q1 2025

【Tesla】

Tesla's US sales are worse than reported, with a 15% decline in Q1 2025, compared to the 8.6% estimated by Cox Automotive. This decline stems partly from the Model Y changeover and brand damage caused by Elon Musk. Additionally, Tesla's new Cybertruck Long Range RWD has faced criticism due to increased costs and feature removals. Moreover, Tesla's launch of the "Powershare Outlet Adapter" for Cybertruck has been met with disappointment due to additional costs associated with basic functionalities. Meanwhile, Tesla has stopped Model S and Model X orders in China due to new tariffs, affecting a small yet profitable market. The brand also faces challenges from increased theft incidents in North America, as thieves bypass security measures.

【BYD】

BYD is on an EV launch spree with models such as the Qin L EV sedan, Sealion 05 SUV, and the ultra-luxury Yangwang U7. The company has launched its first EVs with ultra-fast charging on the Han L sedan and Tang L SUV, boasting nearly 250 miles of range for under $30,000 in China. The e7, a new midsize electric sedan, is also set to join BYD's Ocean lineup soon.

【Others】

GM's EV sales surged with over 30,000 vehicles sold in Q1 2025, while Ford's Mustang Mach-E remained the top-selling non-Tesla EV. Honda's Prologue SUV and Acura ZDX also saw strong sales. Porsche's electric Macan boosted its growth, contrasting with declining Taycan sales. Meanwhile, Volvo launched a zero-emission concrete pump truck and the A30 Electric articulated haul truck at the bauma 2025 expo. Genesis prepares for the debut of its GV90 EV flagship SUV. NIU offers discounts on its KQi 200F electric scooter, and EGO introduces a 56V cordless pressure washer. Acura, BMW, and Hyundai offer various EV incentives. The International Maritime Organization has implemented a global cap on carbon emissions from ocean shipping.