Porsche sold more electrified cars in Europe in 2025 than pure gas-powered cars

While the headline is interesting.

I think the table at the end of the article is more so.

- Worldwide sales -10% YoY

- China sales -26% YoY

And when you cross compare Porsche saying they sold more EV powertrains than their gas equivalents against China's new found foothold as the market leader in consumer electric cars (BYD, NIO, Xiaomi, etc...)

Then I think you see an early indication not just of electric car dominance, but of the (very potential) rise of China as the premier automotive super power.

in the australian market theres often comparison between how BYD/(chinese brands) may unseat Tesla (as the scale EV first mover), but I haven't seen what I think is the prize, which is BYD want to take on Toyota as the de facto king of global car making. They want the whole car market, not just EV and are already setup to take that on.

I think Porsche is really in trouble here.

I’m not anti-EV but the electric Macan and Cayenne look awful. They are under equipped technologically relative to their Chinese peers (heck basically anything).

Porsche sort of sold its soul for this tech-forward design but it doesn’t deliver any meaningful benefits, these cars don’t even have level 2+ highway cruise control. In the meantime I get a bunch of crap screens and lose all the glorious physical buttons and I don’t even have a fun engine rumble to make up for it?

So, the cars are ugly and uncool (I grant a matter of taste), aren’t selling in their target market (China) won’t sell meaningfully in their backup market (US) and they’re behind GM, Tesla and BYD in all regards on quality of life stuff.

Not a recipe for endurance.

China may become the superpower on volume but I would be surprised if the upper quartile (by price) of western buyers were interested in Chinese vehicles. Too much quality issues across the board on Chinese made products, unless you have a trusted non-Chinese company with stringent quality control (e.g. Apple model).

I’m sure they can handily win the lower end of the market though. And yes I’m aware many western manufacturers are shit tier quality.