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Tesla Model Y: China’s electric SUV market is getting more competitive, both locally and in exports
Chinese EV manufacturers have followed Tesla’s aggressive price cuts by reducing prices on their own electric SUVs. This has resulted in the price gap between electric vehicles and internal combustion engine vehicles getting smaller in China.
Tu Le, founder of Beijing-based advisory firm Sino Auto Insights, predicted that Chinese carmakers would likely see a lot of exports. “We’re going to see a lot of Chinese exports because of the ultra-competitive market in China. It’s actually going to be a pressure release valve,” Le said.
In the past decade, the market for SUVs in China has skyrocketed, now accounting for nearly 40% of all car sales, as noted in a Reuters report. There are also 400 SUV models of all fuel types in the country. Since Tesla began delivering its China-produced Model Y two years ago, the popularity of electric SUVs has surged, making it one of the fastest-growing segments in the world’s largest auto market.
The Model Y has performed very well in China’s domestic market. The vehicle has taken its place as one of the country’s best-selling premium SUVs several times as of writing.
Legacy automakers like Volkswagen, BMW, and Toyota have suggested that they are also relying on new electric SUVs to boost their sales in China. In response to Tesla’s price reductions, competitors like Xpeng, Leapmotor, and others have offered their own discounts, while BYD provided a $1,000 discount on its market-leading Song Plus SUV.
BYD’s discount suggests that Tesla’s aggressive pricing strategy is affecting the market. BYD, after all, already outsells Tesla in raw volumes of new energy vehicles in China.
Other companies have opted to introduce new models with lower-than-expected starting prices, longer driving ranges, and advanced driver-assist features to remain competitive. These include Geely’s premium EV brand Zeekr, which priced its new compact crossover, the Zeekr X, from $27,500. That makes the X 28% cheaper than the Model Y and just about the same price as a Honda CR-V.
The intense competition in China’s SUV segment has been recognized by a number of the auto industry’s titans. Ford CEO Jim Farley acknowledged that the competition for two-row, SUV-styled EVs is a driver of Chinese automakers’ export boom. GM CEO Mary Barra, on the other hand, highlighted that China has “100 vehicle brands vying for sales.”
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Tesla Supercharger network delivers record 6.7 TWh in 2025
The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.
Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide.
To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.
Record 6.7 TWh delivered in 2025
The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream.
Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.
This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.
Resilience after Supercharger team changes
2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”
Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.
Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible.
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Tesla targets production increase at Giga Berlin in 2026
Plant manager André Thierig confirmed the facility’s stable outlook to the DPA, noting that Giga Berlin implemented no layoffs or shutdowns amid challenging market conditions.
Tesla is looking positively toward 2026 with plans for further growth at its Grünheide factory in Germany, following steady quarterly increases throughout 2025.
Plant manager André Thierig confirmed the facility’s stable outlook to the Deutsche Presse-Agentur (DPA), noting that Giga Berlin implemented no layoffs or shutdowns despite challenging market conditions.
Giga Berlin’s steady progress
Thierig stated that Giga Berlin’s production actually rose in every quarter of 2025 as planned, stating: “This gives us a positive outlook for the new year, and we expect further growth.” The factory currently supplies over 30 markets, with Canada recently being added due to cost advantages.
Giga Berlin’s expansion is still underway, with the first partial approval for capacity growth being secured. Preparations for a second partial approval are underway, though the implementation of more production capacity would still depend on decisions from Tesla’s US leadership.
Over the year, updates to Giga Berlin’s infrastructure were also initiated. These include the relocation of the Fangschleuse train station and the construction of a new road. Tesla is also planning to start battery cell production in Germany starting 2027, targeting up to 8 GWh annually.
Resilience amid market challenges
Despite a 48% drop in German registrations, Tesla maintained Giga Berlin’s stability. Thierig highlighted this, stating that “We were able to secure jobs here and were never affected by production shutdowns or job cuts like other industrial sites in Germany.”
Thierig also spoke positively towards the German government’s plans to support households, especially those with low and middle incomes, in the purchase and leasing of electric vehicles this 2026. “In our opinion, it is important that the announcement is implemented very quickly so that consumers really know exactly what is coming and when,” the Giga Berlin manager noted.
Giga Berlin currently employs around 11,000 workers, and it produces about 5,000 Model Y vehicles per week, as noted in an Ecomento report. The facility produces the Model Y Premium variants, the Model Y Standard, and the Model Y Performance.
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Tesla revamped Semi spotted, insane 1.2 MW charging video releases
These developments highlight Tesla’s ongoing refinements to the vehicle’s design and infrastructure.
Tesla is gearing up for high-volume Semi production in 2026, with the Class 8 all-electric truck’s revamped variant being spotted in the wild recently. Official footage from Tesla also showed the Semi achieving an impressive 1.2 MW charging rate on a charger.
These developments highlight Tesla’s ongoing refinements to the vehicle’s design and infrastructure.
Revamped Tesla Semi sighting
Tesla Semi advocate @HinrichsZane, who has been chronicling the progress of the vehicle’s Nevada factory, recently captured exclusive drone footage of the refreshed Class 8 truck at a Megacharger stall near Giga Nevada. The white unit features a full-width front light bar similar to the Model Y and the Cybercab, shorter side windows, a cleared fairing area likely for an additional camera, and diamond plate traction strips on the steps.
Overall, the revamped Semi looks ready for production and release. The sighting marks one of the first real-life views of the Class 8 all-electric truck’s updated design, with most improvements, such as potential 4680 cells and enhanced internals, being hidden from view.
1.2 MW charging speed and a new connector
The official Tesla Semi account on X also shared an official video of Tesla engineers hitting 1.2 MW sustained charging on a Megacharger, demonstrating the vehicle’s capability for extremely rapid charging. Tesla Semi program lead Dan Priestley confirmed in a later post on X that the test occurred at a dedicated site, noting that chargers at the Semi factory in Nevada are also 1.2 MW capable.
The short video featured a revamped design for the Semi’s charging port, which seems more sleek and akin to the NACS port found in Tesla’s other vehicles. It also showed the Tesla engineers cheering as the vehicle achieved 1.2 MW during its charging session. Dan Priestley explained the Semi’s updated charging plug in a post on X.
“The connector on the prior Semi was an early version (v2.4) of MCS. Not ‘proprietary’ as anyone could have used it. We couldn’t wait for final design to have >1MW capability, so we ran with what had been developed thus far. New Semi has latest MCS that is set to be standard,” the executive wrote in a post on X.
Check out the Tesla Semi’s sighting at the Nevada factory in the video below.
Tesla Supercharger network delivers record 6.7 TWh in 2025
Tesla targets production increase at Giga Berlin in 2026
