Electric Vehicle Sales Review Q4-2025 | PwC and Strategy&

* Global BEV sales surpassed 4 million in Q4 2025 for the first time, with over 20% of vehicles sold globally being BEVs and full-year growth of 30%. In Q4 2025, global BEV sales crossed the four mill…

* Global BEV sales surpassed 4 million in Q4 2025 for the first time, with over 20% of vehicles sold globally being BEVs and full-year growth of 30%. In Q4 2025, global BEV sales crossed the four million milestone for the first time across all 40 analyzed markets – a 17% increase year-over-year. Given the sheer size of the market, BEV sales in China heavily influenced the positive global performance, increasing by 16% YoY in Q4 and 33% over the course of 2025 relative to the previous year. The German BEV market continued to enjoy strong growth, up by 56% YoY in the fourth quarter to reach a market share of 22%, the highest level for more than two years. After extremely strong growth in recent years, the PHEV market suffered in the second half of 2025, ending with a 12% YoY decline in sales in the fourth quarter.

电动车行业深度分析

1. The Global Electric Vehicle Market In 2025

On our dedicated website for EV drivers, you will find contact options for technical support as well as the most frequent questions that drivers have, and more. # The global electric vehicle market overview in 2025. **In this guide, we serve you the latest facts, figures, and forecasts about the electric vehicle and EV charging market and its predicted growth for 2026 and beyond.**. However, as time showed, 2020 turned out to be a surprisingly positive year, with global **EV sales** **growing by 43% from 2019** and the global electric car industry market share rising to a record 4,6%. The year **2021** was a major leap forward for **electric vehicle sales as they doubled from 2020****to 6.75 million.** The number of EVs sold in a week in 2021 was higher than how many were sold in the whole year of 2012. The year **2024** brought an increase of 3 million EVs, bringing the total to **17 million electric cars sold globally** and **exceeding 20%** of new car sales.

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2. Electric vehicle sales fell as hybrid vehicle sales continued to rise in 2025 –

U.S. Energy Information Administration logo. # Electric vehicle sales fell as hybrid vehicle sales continued to rise in 2025. quarterly U.S. light-duty vehicle sales by powertrain. About 22% of light-duty vehicles sold in 2025 in the United States were hybrid, battery electric, or plug-in hybrid vehicles, up from 20% in 2024. Among those categories, hybrid electric vehicles have continued to gain market share while battery electric vehicles and plug-in hybrid vehicles decreased, according to estimates from Omdia. In the second half of 2025, battery electric vehicle sales increased before sharply declining in response to the expiration of tax credits at the end of September. **Data source:** U.S. Energy Information Administration. U.S. luxury vehicles accounted for 14% of the total light-duty vehicle market in 2025, and within luxury sales, battery electric vehicles accounted for 23%. The expiration of the clean vehicle tax credits affected sales of luxury and non-luxury battery electric vehicles in similar ways. quarterly U.S. light-duty vehicle sales by powertrain and market.

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3. Despite Q4 Collapse, 2025 EV Sales Decline Only 2% Versus 2024; Policy Shifts, N

With government-backed sales incentives revoked at the start of October, total EV sales in Q4 plunged to 234,000 units, down 46% compared to Q3 and 36% lower year over year. While the Q4 collapse will command headlines, total EV sales in calendar year 2025 tell a different story: Thanks in part to record volume in Q3, total EV sales last year came in just shy of 2024’s 1.30 million. In fact, 2025 was the second-best year on record for EV sales in the U.S., and the EV share of total market sales was a strong 7.8%, down from 8.1% a year earlier, according to Kelley Blue Book estimates. GM sold more than 150,000 EVs in 2025, up 48% year over year and now accounting for 13% of total EV sales in the U.S. Chevrolet and Cadillac lead GM’s EV push with strong-performing models. Electric-vehicle share of total U.S. new-vehicle sales peaked at 10.5% in Q3 2025, then fell to 5.8% in Q4, roughly equal to the share in the first half of 2022.

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4. The 10 Bestselling EVs of 2025

What followed was the absolute decimation of EV sales in the United States after the tax credit was gone, with many EVs posting sales that were more than 50 percent lower year-over-year in the fourth quarter. The Blazer EV was having a strong year until the fourth quarter, when sales were down a whopping 77 percent versus 2024. Although the Ioniq 5 saw a 58 percent decline in sales in the fourth quarter, the first three quarters were strong enough for the retro-futuristic EV to manage a 6 percent increase for 2025. The Equinox EV continues as the bestselling non-Tesla EV, up 100 percent over 2024, although the Equinox EV only went on sale in the third quarter of 2024. The Model Y is still the bestselling EV in the United States and the seventh bestselling vehicle overall, despite a 22 percent slide compared to 2024, according to *Automotive News* estimates.

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对电动车行业的深远影响

电动车领域正在经历前所未有的变革期。这不仅仅是一场技术革命，更是整个产业链的重构。从上游供应链到下游终端应用，每个环节都在被新技术深刻改变。

对于普通消费者而言，这意味着产品体验的质的飞跃——更智能的功能、更优质的性能、更亲民的价格。而对于行业从业者和投资者来说，则需要密切关注技术演进方向，及时调整战略布局，在变革中抓住机遇。

专家观点与行业趋势

多位行业分析师指出，电动车正处于临界点。未来三到五年，将是这个领域格局重塑的关键窗口期。技术创新速度正在加快，市场竞争也日趋激烈。

从技术发展路径来看，多个方向正在同步推进：性能提升、成本优化、应用场景拓展成为主要驱动力。各大企业和研究机构都在加大研发投入，力图在这场竞争中占据有利位置。

未来展望与总结

展望未来，电动车领域的发展前景令人期待。技术创新将继续是推动行业发展的核心动力，而市场需求的释放将为行业发展提供广阔空间。

我们预计，接下来将看到更多突破性进展和应用落地。无论是既有厂商还是新入局者，都有机会在这波浪潮中找到自己的位置。我们将持续跟踪这个领域的最新动态，为读者提供及时、深度、有价值的行业分析。

建议相关从业者保持关注，及时了解技术前沿动态；普通消费者则可以期待更多优质产品和服务上市。如有任何更新进展，我们将在第一时间为您带来详细报道。

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