EV Daily | Tesla Faces Sales Decline Amid Rising Competition; Acura ZDX Outperforms Expectations

【Tesla】

In Q2 2025, Tesla delivered 384,122 electric vehicles, marking a 13% year-over-year decline compared to Q2 2024's 444,000 deliveries. Challenges in brand perception and increased competition have impacted demand. The new Model Y's production has ramped up, but Tesla still added significant inventory. Tesla's energy storage deployment decreased slightly to 9.6 GWh. Cybertruck sales dropped to ~5,000 units per quarter, with Tesla struggling to meet its production capacity of 250,000 units annually. Despite incentives, Cybertruck deliveries are significantly lower than anticipated, suggesting production line underutilization.

【Others】

The Honda Prologue maintains strong sales in the US, but Acura's electric SUV, the ZDX, has surprisingly outperformed expectations, aided by significant discounts. Toyota's bZ4X and Lexus RZ electric SUVs face declining sales, leading Toyota to delay further EV production and refocus on gas-powered SUVs. Mercedes-Benz plans to launch new all-electric vans and MPVs on its Van Electric Architecture by 2026, demonstrating efficiency with a real-world test from Stuttgart to Rome. General Electric's Elec-Trak electric lawn tractor from the 1970s showcases early EV innovation, with a dedicated following still maintaining these machines today.

【Others】

Ford is offering discounts on its Mustang and Bronco e-bikes, marking the first savings since their release. Anker's SOLIX F3800 Plus Portable Power Station sees significant discounts during its early Prime Day Sale, showcasing robust home backup capabilities. Greenworks and EGO offer reduced prices on their commercial-grade electric lawn equipment, including hedge trimmers and chainsaws. Dahon introduces the K-Feather, an affordable lightweight folding electric bike, expanding accessibility in the e-bike market.