Electric mobility is entering a new phase of global expansion.
According to the latest Electromobility Report by the Centre of Automotive Management (CAM), approximately 12.8 million battery-electric and plug-in hybrid vehicles were sold globally from January through September 2025 across the three most important automotive regions: China, Europe, and the United States.
This represents 30% year-over-year growth.

The balance of power, however, is shifting rapidly — and heavily in favor of Chinese manufacturers.

1. China: The Global Powerhouse of Electrification

China remains the undisputed engine of global EV growth.

• 8.89 million NEVs sold (BEV + PHEV + REEV)

• 5.45 million BEVs

• 3.44 million PHEVs/REEVs

• NEV market share: 52.4% (up from 45.3%)

• BEV growth: +32%

• PHEV growth: +14%

This shows clearly that pure electric vehicles now dominate the market, capturing more than 60% of China’s NEV sales.

Market Consolidation: 93 of 169 brands are disappearing

The report highlights a significant consolidation trend:

• Top 10 brands = 70% of all NEV sales

• BYD leads with 14.2% share

• 93 manufacturers have less than 0.1% share → functionally irrelevant

• Volkswagen Group NEV sales fell 51.3% in China

  • BYD NEV share: 28.7%

  • Geely NEV share: 12.3%

  • VW: 0.9%

China is no longer a friendly market for Western automakers.

2. Europe: Strong Growth, But Uneven Across Regions

Despite a stagnating overall auto market, electrification in Europe is accelerating.

• 2.72 million EVs sold

• +27.7% YoY growth

• EV share: 27.4% of the total market

Chart 2 — EV Sales Growth in Europe (France, UK, Germany)

(Insert the second chart here)

Breakdown by major markets

🇫🇷 France

• EV sales: 289,000 (–9%)

• BEV volume steady at 216,000

• Decline driven by tighter subsidy rules

🇬🇧 United Kingdom

• EV sales up +32% → 522,000

• BEVs: 349,414

• Drivers: more models, lower prices, strong infrastructure policy

🇩🇪 Germany

• Fastest-growing EV market in Europe

• EV sales: 600,000 (+46.6%)

• BEVs: 382,000

Europe is the world’s second-largest EV region, but with huge differences between Scandinavia, Western Europe, and Eastern Europe.

3. United States: The Slowest Growth Among Major Markets

The U.S. market is losing momentum:

• 1.22 million EVs/PHEVs sold (+8%)

• Market share: 10%

• BEV share: 8.2% (up slightly from 8.0%)

Reasons for slowdown:

• EV tax credits expired on Oct 1

• Brief September surge followed by expected Q4 collapse

• Policy rollback under the Trump administration

• High EV pricing and weaker domestic competition

The U.S. is rapidly falling behind China and Europe.

4. Global Automaker Rankings: China Takes Control

The global BEV market is shifting dramatically toward Chinese brands.

Top BEV Manufacturers (Jan–Sep 2025)

Key insights:

• BYD is now the world’s largest EV manufacturer.

• Geely is the fastest-growing major EV brand in the world.

• Tesla is shrinking, losing nearly 6% YoY.

• German brands show mixed performance — VW improving, Mercedes stagnating.

5. China’s NEV Market Share: Explosive Growth

China’s NEV market share grew from 45.3% to 52.4% in just one year — the fastest shift toward electrification in world history.

Conclusion: A New EV World Order

The CAM 2025 report makes one thing clear:

China leads. Europe follows. The U.S. falls behind.

• China is the center of global EV production, sales, and technology

• Europe is the second-largest and fastest-shifting region

• U.S. EV adoption is stalling

• Chinese automakers are becoming global powerhouses, overtaking Tesla and challenging European brands worldwide

2025 is shaping up to be a historic year for electric mobility, marking the beginning of a new global automotive structure.