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Tesla vs. competition: How many BEVs did OEMs sell in the U.S. in 2024?

Credit: Tesla

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Tesla remained the dominant seller of battery-electric vehicles (BEVs) in the U.S. last year, with early estimates showing that the company sold more than most of its competitors combined. While data isn’t yet available for every automaker selling BEVs in the U.S., we took the time to compile some of the earliest estimates available for 2024 BEV sales, giving us an idea of where Tesla’s competitors landed in the year’s sales.

According to Cox Automotive, automakers sold 1.3 million BEVs in the U.S. in 2024, making up 8 percent of the total market share of nearly 16 million vehicles sold across powertrain types. EV sales also jumped in Q4 to 356,000 vehicles, marking a 12 percent jump year over year.

Cox also expects EV deliveries to surpass 1.5 million in the U.S. in 2025, while 2023 deliveries topped out at 1.2 million.

General Motors (GM) and Ford took up the second and third spots in U.S. BEV sales in 2024, both following Tesla, which held first place decisively. GM’s BEV sales were made up of the Chevy Equinox EV, the Chevy Blazer EV, the Chevy Silverado EV, the Cadillac Lyriq, the GMC Hummer EV, the GMC Sierra EV, and the BrightDrop EV600 commercial van. Ford’s BEV sales were comprised of the Mustang Mach-E, the F-150 Lightning, and the E-Transit.

Toyota was one of the few other manufacturers to release specific U.S. and BEV data, with the latter being made up of those from the BZ4X and Lexus RZ. The vast majority of Toyota’s “electrified” vehicles is comprised of hybrid and plugin hybrid powertrains, along with the Mirai which sports a fuel cell powertrain. All of these electrified vehicle types are excluded from the figure below.

Hyundai’s BEV figure was made up of Ioniq 5, Ioniq 6, and Kona BEV sales, the latter of which is also offered in a hybrid version. The company’s subsidiary Kia had BEV sales including the battery-electric EV6 and EV9, and while the automaker also sells a BEV version of the Niro, it did not separate the vehicle’s hybrid and BEV versions in its report released last week.

It’s worth noting that Tesla doesn’t share figures for individual market sales, though the maker was estimated by Cox Automotive to have sold about 633,000 units to remain the clear leader in the market. Others, such as Lucid and Rivian, deliver the vast majority of their vehicles in the U.S., though they do not break out region-specific figures. Meanwhile, similar estimates for the brands have not yet been shared publicly.

READ MORE ABOUT U.S. BEV SALES: Colorado becomes the #1 state for EV sales, beating California

Audi had 23,152 BEVs sold in the U.S. made up of its e-tron Q4, Q6, Q8, and GT lineups, while its parent company, Volkswagen, sold blank units comprised of the ID.4 and newly launched ID.Buzz, which was only sold in the market in the fourth quarter. BMW sold its battery-electric i4, i5, i7, and iX models in the U.S. last year.

Nissan’s BEVs included the Leaf and the Ariya, which saw year-to-date sales increases of 57 and 47 percent, respectively.

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Cox Automotive is also expected to unveil its 2024 EV Sales report in the coming weeks, which should shed light on many of the automakers that have not shared market-specific figures.

You can see the recent estimates from Cox Automotive on the top EV makers in the U.S. in 2024 below, along with some figures directly from each automaker. Additionally, the source of the figures are linked near the bottom of the page.

How many BEVs did automakers sell in the U.S. in 2024?

  1. Tesla: 633,762
  2. GM: 114,432
  3. Ford: 97,865
  4. Hyundai: 61,797
  5. Kia: 56,099
  6. Rivian: 51,442
  7. BMW: 50,981
  8. Nissan: 31,024
  9. Toyota: 28,267
  10. Mercedes-Benz: 21,154
  11. Audi: 23,152
  12. Volkswagen: 18,183

Top 10 EV models sold in the U.S., according to Cox Auto estimates

  1. Tesla Model Y
  2. Tesla Model 3
  3. Ford Mustang Mach-E
  4. Hyundai Ioniq 5
  5. Tesla Cybertruck
  6. Ford F-150 Lightning
  7. Honda Prologue
  8. Chevy Equinox EV
  9. Cadillac Lyriq
  10. Rivian R1S

You can see detailed estimates from Cox Automotive, which were released on January 13.

Audi | BMW | Ford | GM | Hyundai | Lucid | Nissan | Rivian | Tesla | Toyota | Volkswagen

Updated 1/19: Added the latest figures from Cox Automotive estimates.

What are your thoughts? Did I miss any automakers or U.S. sales figures? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Study reveals less than 1% of EV owners wish to switch back to ICE

 

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla Theater might be getting plenty more streaming platforms

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Credit: YouTube/Tesla Theater

The in-car Tesla Theater is among the most unique features available within the cars. When charging, parked, camping, or just hanging out, vehicle occupants can access a variety of streaming platforms on the large center screen, helping keep them entertained during downtime.

However, the Theater might be getting plenty more streaming platforms, something that owners have requested for some time.

Tesla owners recently discovered that visiting Apple TV in the vehicle browser can launch a fullscreen interface that looks and behaves like a dedicated application rather than an ordinary webpage:

The experience drops the usual address bar and browser chrome, presenting catalogs, continue watching rows, and playback controls in the same window Tesla Theater already uses for its listed services. Independent testers soon found similar treatment for HBO Max, Paramount+, Peacock, Disney+, and Prime Video when those sites are opened from the car browser.

This shift is a plausible early signal that Tesla is widening Theater support without a formal software note. Theater has long been a set of web views rather than native applications, so recognizing extra domains and stripping the browser frame is a small server-side change that can expand the catalog quickly.

Owners still lack permanent Theater icons for the newly recognized services, and video remains limited to Park, yet the smoother launch is a meaningful step toward a broader lounge while charging.

Tesla Theater arrived with software version 10 in September 2019. The first video services were Netflix, YouTube, and Hulu, available only while parked and originally tied to WiFi. Spotify arrived in the same era as music rather than Theater video. Disney+ joined officially in July 2021 with the 2021.24 update, giving owners another major catalog on the center screen. Twitch and TikTok later appeared among the default Theater tiles, and Tesla Tutorials remained a persistent educational tile.

Not every addition stayed put. In December 2023, a Holiday software build removed the Disney+ tile for many United States owners after a public dispute involving advertising on X. Hulu stayed visible even though Disney owned it. Visiting disneyplus.com in the browser often restored the tile, which suggested the removal was a recognition list change rather than a complete block. Owners have also reported occasional blank Theater grids after updates, usually fixed by language toggles, resets, or later firmware.

Tesla axes Disney+ from vehicles with Musk-Iger rivalry, but there’s a workaround

Code archives from 2024 listed many unused source names, including Apple TV and Prime Video, that never became official icons, which now looks like groundwork for the current fullscreen browser behavior.

Now that this hint toward an expanded Theater experience has been recognized, Tesla could follow through with these additional shortcuts as a sign that more streaming platforms are available in Teslas than ever before.

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Tesla Semi’s biggest adoptee gives an update on production timeline

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Credit: Tesla

Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.

Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.

Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.

The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”

In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.

Tesla Semi gets its largest order yet

Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.

Tesla plans to launch the Semi officially on September 24, five months after production started ramping.

Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.

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Tesla Cybercab uses a unique strategy for picking up the right rider

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Credit: ARTSIMAGE | X

Tesla Cybercab is using a unique strategy for picking up the correct rider, which is a crucial part of ride-hailing to ensure people end up in the right place and are charged the correct price.

Cybercab will utilize an RGB strip in its front light bar that will illuminate in a variety of different colors to mark itself.

This identifying mark will also appear in the Robotaxi app, giving riders in the same location a notable distinction in an effort to avoid any confusion regarding who should get in each vehicle.

Other ride-hailing services use similar strategies: Lyft and Uber rides are recognizable through driver identity, vehicle type and color, as well as license plate. Waymo will display the rider’s initials on top of the vehicle, letting them know that the specific vehicle for them has arrived.

Tesla’s strategy is unique and interesting, but there are some flaws. Cybercab’s main purpose is aimed toward being an autonomous ride for all, including those who have disabilities like being blind or even color blind.

Tesla will likely have something in the pipeline for those who cannot see colors or have limited vision. There will definitely be multiple ways to identify which vehicle is the one that “you” specifically ordered.

Cybercab is set to start giving public rides next Thursday, September 3, in Austin, as it announced a dedicated event last week and invited many members of the Tesla community.

Tesla will launch Cybercab on September 3

Additionally, members of the public will be invited as well. Tesla has been offering employee rides in Cybercab for nearly two months.

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