BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
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Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#2I've been eyeing the Touring edition of the Seal 6 DM-i (https://www.byd.com/eu/hybrid-cars/seal-6-dm-i-touring), which supposedly gets up to ~1300KM on one tank. I've test driven it, feels nice and not as plasticky as I thought it would be, but I'm not entirely convinced it'll actually be able to do the distance as marketed. By any chance, have anyone already gotten it themselves and could share their experience, or know someone else who did and know more or less how far they can go?
Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#3Alternative headline: European car market to be taken over by BYD in near future.
Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#4They make good cars, they deserve to sell.
But imho the king of EVs in Europe by the end of the decade are going to be Volkswagen and Stellantis.
No foreign car company really stands a chance in the European market imho (besides Toyota of course).
Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#5They make good cars, they deserve to sell. But imho the king of EVs in Europe by the end of the decade are going to be Volkswagen and Stellantis. No foreign car company really stands a chance in the European market imho (besides Toyota of course).
Care to expand on why VW and Stellantis are going to dominate the EV market?
Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#6They make good cars, they deserve to sell. But imho the king of EVs in Europe by the end of the decade are going to be Volkswagen and Stellantis. No foreign car company really stands a chance in the European market imho (besides Toyota of course).
They’ve both had a huge window to win the future of the European car market (EVs) and failed to do so.
They’re facing the classic innovator’s dilemma. It will be incredibly difficult for them to build great EVs while the bulk of the money they make is through selling ICE vehicles, and more importantly, they’re culturally ICE prioritizing companies.
Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#7They make good cars, they deserve to sell. But imho the king of EVs in Europe by the end of the decade are going to be Volkswagen and Stellantis. No foreign car company really stands a chance in the European market imho (besides Toyota of course).
Care to expand on why VW and Stellantis are going to dominate the EV market?
VW is already the EV leader by sales, Stellantis will follow suit by the end of the decade at top 2.
There are few important reasons:
1. VW and Stellantis combine a huge array of relevant (in EU) brands including (by memory) Jeep, Maserati, Audi, Fiat, Alfa Romeo, Porsche, Lancia, Seat, Cupra, Lancia, Skoda, Volkswagen, Opel, Peugeot, Citroen, Lamborghini.
2. VW and Stellantis have already all the network made of service, parts, dealerships.
3. All markets are different, and as you can imagine European brands know how to build cars for that market.
4. Both companies are gigantic and well diversified across the globe with their supply chains and plenty of deals with Chinese ev and battery makers. Even if the Chinese end up dominating the European market, they will still have to build here and do it in a JV.
Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#8They make good cars, they deserve to sell. But imho the king of EVs in Europe by the end of the decade are going to be Volkswagen and Stellantis. No foreign car company really stands a chance in the European market imho (besides Toyota of course).
They’ve both had a huge window to win the future of the European car market (EVs) and failed to do so. They’re facing the classic innovator’s dilemma. It will be incredibly difficult for them to build great EVs while the bulk of the money they make is through selling ICE vehicles, and more importantly, they’re culturally ICE prioritizing companies.
VW is the sales leader in EVs in Europe, they don't need to win the future, they are already winning the present.
Also, VW sold half a million EVs in H1 2025, Tesla sold 730k, so even globally they are closer than you think and VW will likely pass Tesla at current growth rates by halfway 2027.
Also, FYI, Europeans haven't been building ICEs for some time. The last (non sports car) serious ICE developed in Europe was the Mercedes Benz OM654 diesel engine.
Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#9They make good cars, they deserve to sell. But imho the king of EVs in Europe by the end of the decade are going to be Volkswagen and Stellantis. No foreign car company really stands a chance in the European market imho (besides Toyota of course).
They’ve both had a huge window to win the future of the European car market (EVs) and failed to do so. They’re facing the classic innovator’s dilemma. It will be incredibly difficult for them to build great EVs while the bulk of the money they make is through selling ICE vehicles, and more importantly, they’re culturally ICE prioritizing companies.
>It will be incredibly difficult for them to build great EVs while the bulk of the money they make is through selling ICE vehicles
Current VW Models can compete with Tesla on equal footing. By sales VW is the defacto winner of the European EV Market.
>they’re culturally ICE prioritizing companies.
VW has been developing the MEB Platform since a decade. It has not developed a new ICE Platform in that time. How are they culturally "prioritizing" ICE, when they have completely abandoned ICE development on a platform level?
Going back to ICE would be a total disaster for VW, the company is completely all in on electrification.
Re: BYD Pulls Ahead of Tesla in UK, Closes Sales Gap in Germany
#10They make good cars, they deserve to sell. But imho the king of EVs in Europe by the end of the decade are going to be Volkswagen and Stellantis. No foreign car company really stands a chance in the European market imho (besides Toyota of course).
Care to expand on why VW and Stellantis are going to dominate the EV market?
The government will keep changing the rules until VW wins. Using tariffs, price floors, subsidies, whatever it takes.