Tesla experienced the largest decline in market share among electric vehicle makers in California during 2025. The company lost the most new-car buyers in the state last year, highlighting its struggles in one of the world's biggest EV markets.

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Following Tesla's 1.64 million vehicle deliveries in 2025—a 9% decline that handed the global battery EV lead to BYD's 2.26 million—regional sales drops in Europe (nearly 30%) and China (first since 2020) have fueled debate. Tesla's reliance on just two main models contrasts with BYD's 30-model portfolio, potentially missing opportunities to sustain growth amid rising EV demand.

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