According to Fast Technology， July 2nd evening， Tesla announced its second-quarter 2025 vehicle delivery data: deliveries were 384，100 vehicles， a year-on-year decrease of 13.48%.
Of these， Tesla Model 3/Y deliveries accounted for 373，700 vehicles， while other models， including the Cybertruck， delivered approximately 10，000 vehicles.
This delivery performance represents Tesla’s lowest quarterly delivery figure since 2022， and it marks the second consecutive quarter of year-on-year decline in deliveries.
In the first half of this year， Tesla delivered a cumulative total of 720，803 vehicles， falling short of the previous year’s first-half sales by about 110，000 units. If Tesla cannot bridge this sales gap in the second half of the year， it is possible that the company will experience a decline in annual sales for two consecutive years.
In fact， Tesla’s sales decline is attributed to the rapidly strengthening competitiveness of Chinese rivals and the boycott of Tesla by many European and American users due to Elon Musk’s involvement in political matters.
In terms of competition， BYD has accelerated its overseas market expansion in recent years， leading to a surge in its international sales. In the first quarter of this year， BYD surpassed Tesla in global market share with 15.4%， becoming the global leader in pure electric vehicle brand sales.
In the Chinese market， brands such as Xiaomi， XPeng， Li Auto， Huawei’s AITO， Geely， and Avatr have seen their sales increase month by month， also capturing market share in Tesla’s premium pure electric vehicle segment.
Regarding the European and American markets， Tesla’s sales in Europe have declined for five consecutive months this year. This decline is not due to European consumers’ reluctance to purchase electric vehicles. Data shows that in the first quarter of this year， sales of pure electric vehicles in Europe grew by 28%， while Tesla’s sales declined by 37.2%.
The primary reason for this significant drop is Elon Musk’s participation in European political activities， which has damaged the Tesla brand’s reputation in the region， consequently leading to a continuous downturn in Tesla’s sales.
