So: Tesla sold 60 000 less cars, BYD 52 000 more. That’s almost equal. But Europeans also bought 25% more EVs in that time.
I think Tesla and BYD buyers have relatively small overlap. Tesla has been branding as a rather luxurious car. The edge of Chinese EVs is that they are affordable. So the Tesla buyers probably switched to some other known brands, e.g., Mercedes EVs (noticed shift in Stockholm Taxi). And then the BYD users are mainly new to EVs, or wouldn’t buy one more if not for the cheap option. But this is just my speculation.
Renault and now a dozen European made EVs at $25K. Tesla sales were doomed without the Nazi politics because they are unreliable cars. Also, Europe does not need expensive EVs with massive battery packs.
So: Tesla sold 60 000 less cars, BYD 52 000 more. That’s almost equal. But Europeans also bought 25% more EVs in that time.
I think Tesla and BYD buyers have relatively small overlap. Tesla has been branding as a rather luxurious car. The edge of Chinese EVs is that they are affordable. So the Tesla buyers probably switched to some other known brands, e.g., Mercedes EVs (noticed shift in Stockholm Taxi). And then the BYD users are mainly new to EVs, or wouldn’t buy one more if not for the cheap option. But this is just my speculation.
Renault and now a dozen European made EVs at $25K. Tesla sales were doomed without the Nazi politics because they are unreliable cars. Also, Europe does not need expensive EVs with massive battery packs.
Also the Nazi thing.