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.
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?
- Tesla: 633,762
- GM: 114,432
- Ford: 97,865
- Hyundai: 61,797
- Kia: 56,099
- Rivian: 51,442
- BMW: 50,981
- Nissan: 31,024
- Toyota: 28,267
- Mercedes-Benz: 21,154
- Audi: 23,152
- Volkswagen: 18,183
Top 10 EV models sold in the U.S., according to Cox Auto estimates
- Tesla Model Y
- Tesla Model 3
- Ford Mustang Mach-E
- Hyundai Ioniq 5
- Tesla Cybertruck
- Ford F-150 Lightning
- Honda Prologue
- Chevy Equinox EV
- Cadillac Lyriq
- 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
For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.
Would you buy a Tesla phone ? pic.twitter.com/aaTwvvIJit
— Tesla Owners Silicon Valley (@teslaownersSV) October 6, 2023
Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.
It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.
Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.
The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.
Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.
The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.
SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.
There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.
The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.
Tesla revealed a major new Cybercab detail in a guide it released for First Responders, showing new territory in its beliefs and intentions for the ride-hailing-focused vehicle that entered production in April.
The First Responders Guide is released to give fire departments, paramedics, and other emergency personnel the proper guidance on what to do in the event of an accident, entrapment, or other situation that would require immediate attention.
On one of the pages of the First Responders Guide, Tesla revealed a stark detail about the Cybercab, which could help personnel enter the vehicle more easily in case of an emergency.
Tesla Cybercab has one important piece that AI4 cars might need for FSD
It shows Tesla has no intention of releasing any Cybercab units that were initially proposed for ride-hailing services for the general public with any manual controls, meaning a steering wheel or pedals:
“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or acceleration and brake pedals.”
New official Cybercab documentation from Tesla:
“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or… https://t.co/P6ut1mZyzr pic.twitter.com/yq6skl9s2J
— Sawyer Merritt (@SawyerMerritt) June 27, 2026
This is a major development for those who continue to believe Tesla planned to release the Cybercab with any sort of manual controls so that passengers could take over if needed. However, when Tesla started manufacturing production versions of the Cybercab in Giga Texas earlier this year, they were spotted without a steering wheel or pedals.
It essentially confirms the company has no intentions of bringing manual controls to the car’s production versions. Some have argued that the likelihood of Tesla having something
There still are some Cybercab units out there with a steering wheel and pedals, and as Tesla said, these cars are engineering or test vehicles, which have Safety Monitors on board to help the car out of a precarious situation or emergency.
Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.
Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.
Here are the full release notes for the suite:
- Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
- Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
- Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
- Introduced parking, unparking, and reversing capabilities.
- Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
- Speed Profiles are now available at all times, to further customize driving style preference.
These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
He added:
“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”
FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.
This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination…
— Ashok Elluswamy (@aelluswamy) June 29, 2026
Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.
Tesla Phone? Not quite, but close: analyst
Tesla reveals huge Cybercab detail in new guide for First Responders
