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Tesla's BEV moat erodes as Europe's legacy depth meets China's digital speed

Nuying Huang, Taipei; Charlene Chen, DIGITIMES Asia Friday 23 January 2026 0

Credit: AFP

In 2025, Tesla's EV market share declined as Volkswagen's BEV sales surged in Europe, while Xiaomi aggressively expanded in China, challenging Tesla's position in that market. Tesla's global deliveries fell by 8.6%, ceding the top spot to BYD.

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