Toyota maintains top spot in global auto sales for sixth year in 2025

Toyota Motor Corp. group held the top spot in global auto sales for the sixth straight year in 2025, with group sales rising 4.6% to 11.32 million units. Strong demand for hybrid vehicles in North America helped it outperform Volkswagen significantly. The achievement came despite trade tensions and rising Chinese competition.

Toyota Motor Corp. group achieved 11.32 million units in global sales for 2025, a 4.6% increase from the previous year, securing its position as the world's largest automaker for the sixth consecutive year. This figure includes subsidiaries Daihatsu Motor Co. and Hino Motors Ltd., with Toyota brand sales alone reaching a record 10.54 million units, up 3.7%. Overseas sales expanded 3.1% to 9.25 million units, driven by a 7.3% jump in North America to 2.93 million units, while China saw a modest 0.2% rise to 1.78 million amid fierce local competition, and Japan grew 4.1% to 1.50 million thanks to demand for the new luxury Crown model.

Group production climbed 5.7% to 11.22 million units, with Toyota alone up 4.5% to 9.95 million. Hybrid vehicle sales rose 7.0% to a record 4.43 million units globally, including a 19.9% surge in North America to 1.27 million. Electric vehicle sales increased 10.2% to 4.99 million units.

These results came despite U.S. President Donald Trump's trade war, which has prompted warnings from global carmakers of billions in losses from tariffs, higher prices, or production shifts. Toyota's resilience highlights the strength of hybrid demand in key markets. Group sales for December 2025 were up 3.1% to 993,356 units.

In Japan, Suzuki overtook Nissan as the third-largest automaker with 3.3 million units, but Toyota's 10.5 million (including Lexus) remained dominant.

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Illustration depicting BYD overtaking Tesla as top EV seller in 2025, with contrasting sales scenes and future tech optimism.
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Tesla loses top electric vehicle spot to BYD in 2025

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Tesla has delivered 1.64 million vehicles in 2025, a 9% decline from the previous year, allowing Chinese rival BYD to surpass it with 2.26 million sales and claim the title of world's largest electric vehicle maker. The drop stems from backlash over CEO Elon Musk's politics, the expiration of U.S. tax credits, and intensifying global competition. Despite the setback, investors remain optimistic about Tesla's pivot to robotaxis and humanoid robots.

Toyota Motor Corp. has set a global production target of more than 10 million units for 2026, including its Lexus brand. The goal aims to meet steady demand for hybrid models in the U.S. and European markets. It seeks to maintain levels close to the 2023 record of 10.03 million units.

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Hyundai Motor and Kia achieved a record combined market share in the United States in 2025, despite aggressive tariff measures from the Trump administration. The success was driven by expanded local production and strong hybrid vehicle sales. The two companies sold a total of 1.84 million vehicles, capturing 11.3% of the market.

Tesla's Model Y and Model 3 led the US electric vehicle market in 2025 as part of a year that saw total sales of about 1.28 million units. The Model Y sold 357,528 units for 39.5% share, while the Model 3 delivered 192,440 units for 15.9% share—together over 55% of the market and underscoring Tesla's hold amid challenges. (See our series overview for full market breakdown.)

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Building on November 2025 slumps across the US, Europe, UK, and China, Tesla's full-year 2025 sales fell for the second straight year, ceding its spot as the world's top EV seller. Key pressures included backlash against CEO Elon Musk's politics, U.S. tax incentive expirations, and surging competition, with shares dropping 5% after Nvidia's open-source autonomous driving reveal.

Cox Automotive predicts an 8.9% drop in Tesla's US vehicle sales for 2025 to 577,097 units, down from 633,762 in 2024, amid growing competition from Toyota and GM that could erode Tesla's market share from 4.0% to 3.5%. This follows a challenging year capped by November's slump after federal EV tax credits ended.

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Following the previously reported sharp US sales drop, Tesla saw further declines in November 2025 across the UK (19% fall), Europe (30%), and China (6%), driven by fierce competition from BYD, an aging product lineup, Cybertruck recalls, and CEO Elon Musk's polarizing image.

 

 

 

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