Tesla’s home domination is shaken: Chinese rivals byd and Xiaomi on the rise
There is a rapid transformation in the electric vehicle (home) market, and Tesla once seems to have ended with the rise of domestic brands in the Chinese market. The new data reveals that there is a significant change in consumer preferences.
There is a rapid transformation in the electric vehicle (home) market, and Tesla once seems to have ended with the rise of domestic brands in the Chinese market. The new data reveals that there is a significant change in consumer preferences.
A recent UBS survey revealed a significant change in Chinese consumer trust. Only 14 %of the respondents now see Tesla as the best home brand. This means a significant decrease in only 18 %from 18 %and the 30 %summit in 2020. On the contrary, Xiaomi, which turns into an automotive player from domestic giants byd and smartphone manufacturer, is rapidly gaining popularity. The UBS attributes this rise to “strong product offers”, “technological innovation” and most importantly, “pricing that better meet market expectations”. In China, consumers no longer see Tesla as a technology leader and generally prefer domestic brands.
Tesla’s preference rate decreases globally
This decrease is not just a local phenomenon. Globally, the percentage of consumers who call Tesla the best home choice fell from 22 %to 18 %. Even in the United States, the main market of Tesla, only 18 %of potential home buyers now see Tesla as their primary choices; This rate was 22 %in 2024. In Europe, Tesla’s preference share fell to 15 %and found itself behind Root -based German automobile manufacturers Audi and BMW.
The Canadian market, especially Quebec offers a more striking picture for Tesla. Incens, an affordable hydroelectric and private home enthusiast base, a leading home market in North America, Quebec, Tesla’s sales has experienced a significant decrease. The data from Société d’Ssurance Automobile Duebec (Saaq) reveals that Tesla delivered only 524 vehicles in Quebec in the first quarter of 2025. This is a surprising decline of 87 %compared to the same period in 2024.
The pause in home incentive programs contributed to a general decline in a general decline in the Canadian home market during the first quarter, but Tesla’s significant sharper decline points to deeper problems. The company decided not to import more vehicles to Canada in this quarter due to lack of demand.
A few factors came together in Canada to create this “perfect storm” in Canada. Beyond the incentive pause, the company faced the debate for claiming that thousands of suspects in the amount of 42 million CAD, which he later described as accumulated business. In addition to the problems, the Canadian government put a 25 %customs duty on Tesla vehicles in response to trade disputes in April, which led to price increases. The combination of these factors effectively erode Tesla’s Quebec market, which once promised hope.
The rapid rise of Chinese rivals
In the meantime, Chinese competitors earn both their hearts and wallets and transform them into sales. Xiaomi saw that the SU7 sedan reached only 26,223 sales in April, and that month he left Tesla’s 3rd in China behind. The newly introduced YU7 SUVs have been directly opposed to Tesla’s popular model Y’s and promises features such as city-level supported driving and a large information-entertainment screen, all of them are presented at a competitive price point.
BYD continues its relentless rise by leaving Tesla behind in Europe for the first time in April 2025. BYD recorded 7,231 electric cars in Europe that month, increasing 169 %compared to the previous year, while Tesla’s new vehicle records in Europe fell by 49 %to 7,165 vehicles. In China, in early May (5-11 May), the BYD recorded approximately 68,000 vehicles in a single week, while Tesla’s deliveries decreased by 69 %to 3.070 with a decrease of 69 %compared to the same week of the previous year. Tesla’s general sales in China decreased from March to April 28,731 with a 60 %decrease.
Local Chinese electric car brands are underlining Tesla both in terms of features and price. Mona 03 of XPENG, Model 3 approximately half It offers smart driving features to its price. Xiaomi and other local manufacturers now offer vehicles equipped with urban navigation (Noa) capabilities in a price range of approximately 24,900 €. In contrast, Tesla’s full autonomous driving (FSD) system continues to be a costly option and faces difficulties in fulfilling its promises in a complex Chinese driving environment.
Automobile
New move from Huawei and Jac: Maextro S600 on the road, SUV model is on the horizon
The new Chinese electric vehicle brand established in cooperation with Huawei and Jac Maextro setting out with great goals.
The new Chinese electric vehicle brand established in cooperation with Huawei and Jac Maextro setting out with great goals.
The first model Maextro S800 was released on May 30, 2025, and the brand attracted attention with this output. Now the second and third vehicles of Maextro are on the way. Although there has not yet been an official promotion, according to local sources, one of these models will be called the S600 and will be a compact sedan smaller than the S800. The third model is estimated to be a SUV; This would be compatible with the general demand tendencies in the market.
The explanations made by the brand reveal that new models have entered the “accelerated development process .. Although the exact launch dates are not yet announced, these models are thought to be introduced by the end of the year.
Maextro’s strategy is to focus on the great sedan class dominated by German luxury brands instead of making room for the SUV segment. This shows that the brand aims for a more sophisticated user audience with its technological equipment and design line. Huawei’s smart vehicle technologies and software infrastructure are among the key elements that will support this vision.
Maextro has a serious acceleration goal on the production side. The brand plans to reach 3,000 vehicles per month by September 2025 and 4,000 vehicles per month by the end of the year. These figures are strong not only in the Chinese domestic market, but also for a possible global opening. signals gives.
When Huawei’s determination to enlarge its existence in automotive and Jac’s production power is combined, Maextro will have a solid place in a short time among the new Chinese new generation home brands.
Automobile
Tesla takes a short -term break for Model Y and Cybertruck production
Tesla decided to temporarily stop Cybertruck and Model Y production line as of June 30. However, this is not due to low demand or weak sales figures as expected.
Tesla decided to temporarily stop Cybertruck and Model Y production line as of June 30. However, this is not due to low demand or weak sales figures as expected.
According to the internal information message sent by the company to its employees, one -week production will be implemented for fully maintenance work and production line improvements. Such short -term postures are known as a common application to increase line efficiency in the automotive sector.
Tesla is working on new variants, especially for Model Y. Innovations such as six -seat configuration, the market charm of the model increasing And it is expected to create a new wave in orders. In the light of these developments, the company wants to prepare its production capacity for future demand increase.
However, the views of analysts are more cautious. Tesla needs to increase its delivery more than 50 %in June in order to achieve its second quarter delivery targets. Moreover, the company is expected to have a decrease of $ 1.9 billion in cash reserves by the end of the year.
All these data show that Tesla is a challenging second half in front of it. However, the move of the company’s production lines by updating the production lines can be a critical step in terms of long -term plans.
Automobile
New BMW i4 models have been introduced: more range and extended battery warranty
BMW has officially announced the new generation i4 series, which he plans to put into production this summer. With the comprehensive optimizations, the i4s, which offer significant improvements in terms of both performance and battery guarantee, raise the bar in the electric sedan segment.
BMW has officially announced the new generation i4 series, which he plans to put into production this summer. With the comprehensive optimizations, the i4s, which offer significant improvements in terms of both performance and battery guarantee, raise the bar in the electric sedan segment.
Representing the top point of the series, the i4 M60 XDrive reduces its predecessor M50 to the throne. This double -engine hardware produces a total of 593 horsepower – this figure not only indicates an increase of 50 horsepower compared to the previous model, but also offers a higher power than the BMW’s gasoline M4 CS model. The i4 M60 reaches a speed of 15 km/h in just 3.7 seconds and offers a 465 -kilometer range on a single charge according to the WLTP measurement method.
EDrive35 and Edrive40 models at the entrance level are also with new semiconductor materials updating. Silicone carbide component power electronics increases the charging efficiency and driving economy and makes the range of 428 kilometers and 510 kilometers in Edrive40. Although BMW seems to be slightly different compared to the official figures of the previous versions, the average range of 4.5 %announced, but the real world benefits of new technology in daily use stand out.
On the other hand, BMW adds assurance to the i4 owners in the United States. The free repair guarantee comes into play when the battery capacity of all i4 models under 8 years of age and which do not exceed 161,000 kilometers fall below 70 %. While this step reinforces brand loyalty, it will be positively reflected in the second -hand value.
The new BMW i4s will begin to leave the factories as of July 2025; In a short period of time, it will be ready for order and delivery by taking their location in the showrooms. The new standards of the electric sedan in meeting both performance and daily user expectations will once again bring the i4 series to the pioneers of electric mobility.