The Global EV delivery from Tesla decreased for the second time in a row, but sales with the US electric vehicles from BMW in the second quarter of 2025. According to Tesla’s latest profit report, the car manufacturer delivered 384.122 electric vehicles in the second quarter of 13-%year in the second quarter of the second quarter. Tesla’s quarterly slowdown is still the world’s leading EV manufacturer of EV, an 18-month trend of demand challenges and the tightening of global competition. The sales of cybertruck sales continue to be sent below average, whereby only ~ 5,000 units are delivered in the second quarter and an annualized rate significantly below the initial goals. Remember that Tesla only offers concrete sales figures for the model 3 and Y models.
But BMW’s US EV sales tell an even more dramatic story. In the second quarter of 2025, BMW sold 11,094 battery electric vehicles a decline of 21.2% compared to the same period in 2024. The German car manufacturer delivered 24,632 BEVS with a total of 24,794 last year before last year.
Here is how every BMW -V model was carried out in Q2:
- BMW i4: 5,724 units (–19%)
- BMW i5: 1,434 units (–43.6%)
- BMW i7: 820 units (–11.7%)
- BMW IX: 3.116 units (–12.1%)
The BMW i5, an important competitor of the Tesla Model S and Mercedes EQE, recorded the sharpest decline. Only the growth of i4 published from year to year (+10.7%) thanks to its sporty design and the accessible price point.
Why do BMW EV are falling?
Several factors could contribute to BMW’s declining US EV performance:
- Loss of the federal tax credit: EV tax credit: From mid-2025, none of the BMW electric vehicles qualifies for the full tax credit of $ 7,500 due to restrictions on battery creation-in -ir opposite Tesla, which still benefits from complete incentives for model 3 and model y.
- Life cycle for some products: In addition to the IX, the current BMW electric vehicles are based on modified internal combustion platforms. Most of these products are already 2-4 years old, with new facelifts being started this year or in the next few years. Things will change next year if the brand new new class EVS will arrive with the next generation tech.
- Stiffening competition: BMW is fighting traditional rivals such as Mercedes-Benz, Audi and Porsche as well as EV-NUR-EV-OEMS such as Tesla, Lucid and Rivian.
Tesla is still dominated despite challenges
In the United States, Teslas exceeded 175,000 units, which was an estimated Q2 2025 EV turnover and was the clear guide. Most of these sales came from model Y and Model 3, which are still entitled to tax credits and benefit from Tesla’s proprietary Supercharger network.
The EV growth of Tesla has stalled worldwide. In 2024, the car manufacturer delivered 1.79 million vehicles, slightly of 1.81 million in 2023 – after a decade of expansion in the first year of flat growth. Since the EV demand is soft and economic uncertainty increases, Tesla is under pressure to achieve record-breaking sales in the second half of 2025 in order to achieve CEO Elon Musk’s goal, to resume annual growth.
The street ahead: New class against Teslas Model 2
The future BMW depends on the upcoming new class architecture, which will debuted in 2026 with the IX3 and i3 Electric models. These vehicles promise faster fees, better efficiency and more affordable pricing – from scratch than EVS.
Meanwhile, Tesla is working on his excessive 25,000 US dollar “Model 2”, which could shake the Global EV market when he reaches production. Since the demand for cybertruck traces and the model S/X -Volumina shrinks, the execution remains of crucial importance.
