VW Group consolidates its position as leader in BEV sales in Europe
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VW Group consolidates its position as leader in BEV sales in Europe
- Among the top seven BEV carmakers in Europe, the Volkswagen group consolidates its leading position since autumn 2024, benefiting from both a wide and consistent range, a strong revival of the German BEV market on which it is well ahead of its competitors and on the fall in Tesla sales in 2025, of which it has taken over part of the customer base.
- The Stellantis group is beginning to benefit from the launch of the e-C3, and Renault from the launch of the R5 E-Tech.
Tesla's sales figures showed no improvement in April 2025
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Tesla's sales figures showed no improvement in April 2025
- Tesla's global sales volume in April 2025 does not improve compared to the previous month, as Inovev estimates that this volume is 15% lower than in April 2024, while March 2025 was "only" 13% lower than in March 2024.
- The months of January and February 2025 remain the worst with drops of 15% and 33% respectively compared to January 2024 and February 2024, which means that the sales decline of Tesla the cumulative 4 months of 2025 still reaches 19% compared to the cumulative 4 months of 2024, while it was -24% at the end of February 2025 and -20% at the end of March 2025.
- Tesla's sales decline is deteriorating in the United States, reaching -8% over the four-month period 2025 compared to -6% at the end of March, while it is improving in China, reaching -18% over the four-month period 2025 instead of -22% at the end of March.
- But the most worrying situation is in Europe (30 countries), which shows a decline of -50% in April compared to -29% in March, -43% in February and -46% in January. Over the cumulative 4 months of 2025, the decline reaches -39% compared to -37% at the end of March. Not only is the decline in sales very significant in Europe, but the situation does not improve in April. Europe now represents only 13% of Tesla's global sales at the end of April 2025 compared to 17.5% at the end of April 2024.
- The level of sales is even catastrophic in some European countries such as Germany (-60% over the cumulative 4 months 2025), Sweden (-60%), Switzerland (-60%), Belgium (-58%) and Denmark (-58%) which are not small markets for BEVs.
4 VW Group models in the top 10 best-selling BEVs in the UK in the first 4 months of 2025
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4 VW Group models in the top 10 best-selling BEVs in the UK in the first 4 months of 2025
- The UK BEV market is expected to see an increasing trend in 2025 compared to 2024. In the first four months of 2025, there were 144,720 BEVs registered in this market, compared to 106,995 units in the first four months of 2024, representing an increase of 35%.
- Which carmaker has benefited most from this revival of the British BEV market? And which has benefited least?
- The carmaker that has benefited most from the revival of the British BEV market is undoubtedly the Volkswagen Group, which has gone from 17,174 sales in the first four months of 2024 to 34,495 units in the first four months of 2025, thus doubling its sales volume, its market share increasing from 15% to 24% in this BEV market. The Volkswagen Group thus places four models in the Top 10 (compared to two the previous year) and nine models in the Top 25 (compared to three the previous year). The top-of-the-range ID7 even reaches fourteenth place and the Porsche Macan seventeenth place.
- Renault and Ford double their BEV market share, but at a very low level (from 2% to 4% each). Chinese carmakers (16% of the BEV market), Stellantis (12%), BMW (12%), Hyundai-Kia (10%) have a stable market share.
- Other carmakers have lost market share, such as Japanese carmakers (which went from 13% to 4% of the BEV market), Tesla (which went from 12% to 9% of the BEV market) and Mercedes (which went from 7% to 5% of the BEV market).
- Based on these figures, it appears that a significant portion of the customer base has shifted from Japanese carmakers, Mercedes and Tesla, to Volkswagen.
The Renault 5 and Citroën e-C3 are the best-selling BEVs in France over the 4 months of 2025
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The Renault 5 and Citroën e-C3 are the best-selling BEVs in France over the 4 months of 2025
- The French BEV market is currently experiencing a slight weakness in 2025 compared to 2024. In the first four months of 2025, 110,268 BEVs were registered on this market, compared to 112,769 units in the first four months of 2024, which represents a decline of 2.2%. However, which carmaker would have managed to increase its market share in this context? And the one or those that saw their market share decline?
- Two carmakers managed to significantly increase their market share at the start of the year: the Renault group saw its market share increase from 19% to 25% (a gain of 6%), and the Volkswagen group saw its share increase from 6% to 15% (a gain of 9%). At Renault, the R5 and Scénic made the most progress, with the R5 becoming the leader in the French BEV market, with the Scénic taking third place, thus supplanting the Mégane.
- At Volkswagen, all BEV models are progressing, with the ID3 ranking sixth instead of twenty-first the previous year. Seven Volkswagen Group models are in the top 25, compared to only three last year.
- The biggest loser is the Stellantis group, whose market share fell from 38% in the first four months of 2024 to 31% in the first four months of 2025, despite the arrival of the Citroën e-C3, the second best-selling BEV model in France in 2025. This model was unable to offset the decline of the Peugeot 208 and Fiat 500, which were deemed too expensive compared to the R5 and e-C3. Many Stellantis customers left for Renault and Volkswagen. Tesla's market share fell from 12% to 7%. Chinese carmakers also saw their market share decline in France, with a share of 7% compared to 10% last year.
8 VW Group models among the 10 best-selling BEVs in Germany in the first 4 months of 2025
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8 VW Group models among the 10 best-selling BEVs in Germany in the first 4 months of 2025
- The German BEV market is currently experiencing a strong recovery in 2025 compared to 2024. In the first four months of 2025, there were 157,007 BEVs registered on this market, compared to 109,603 units in the first four months of 2024, which represents an increase of 43%.
- It should be noted that the German BEV market fell by 11.5% in the first four months of 2024 compared to the first four months of 2023, due to the cessation at the end of 2023 of subsidies for the purchase of BEVs implemented.
- Which carmaker has benefited the most from this revival of the German BEV market? And which has benefited the least?
- The carmaker that has benefited most from the revival of the German BEV market is undoubtedly the Volkswagen Group, which has gone from 31,728 sales in the first four months of 2024 to 75,019 units in the first four months of 2025, its market share increasing from 29% to 48% in this BEV market. The Volkswagen Group thus places eight models in the Top 10 (compared to five the previous year) and eleven models in the Top 25 (compared to seven the previous year). The ID7, now the leader of the German BEV market, is enjoying unexpected success, given its high-end positioning.
- Other carmakers benefited less from this recovery, their market share often remaining stable, except for Ford, which increased from 1% in 2024 to 2% in 2025. The carmakers that benefited least from the recovery were Mercedes, with a market share falling from 15% in 2024 to 7% in 2025, and Tesla, with a market share falling from 13% in 2024 to 4% in 2025. According to these figures, it would seem that a large part of the customer base has moved from Mercedes and Tesla to Volkswagen.