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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.

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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

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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.

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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

 

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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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California hits Tesla Cybercab and Robotaxi driverless cars with new law

California just gave police power to ticket driverless cars, including Tesla’s Cybercab fleet.

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Concept rendering of Tesla Cybercab being cited by CA Highway Patrol (Credit: Grok)

California DMV formally adopted new rules on April 29, 2026 that allow law enforcement to issue “notices of noncompliance”, or in other words, ticket autonomous vehicle companies when their cars commit moving violations. The rules take effect July 1, 2026, officially closes a regulatory gap that previously let driverless cars operate on public roads with nearly no traffic enforcement consequences.

Until now, state traffic law only applied to human “drivers,” which meant that when no person was behind the wheel, police had no mechanism to issue a ticket. Officers were limited to citing driverless vehicles for parking violations only. A well-known example came in September 2025, when a San Bruno officer watched a Waymo robotaxi execute an illegal U-turn and could do nothing but notify the company.

Under the new framework, when an officer observes a violation, the autonomous vehicle company is effectively treated as the driver. Companies must report each incident to the DMV within 72 hours, or 24 hours if a collision is involved. Repeated violations can result in fleet size restrictions, operational suspensions, or full permit revocation. Local officials also gained new authority to geofence driverless vehicles out of active emergency zones within two minutes and require a live emergency response line answered within 30 seconds.

Tesla Cybercab ramps Robotaxi public street testing as vehicle enters mass production queue

California’s new enforcement rules arrive at a pivotal moment for Tesla. The company is ramping Cybercab production at Giga Texas toward hundreds of units per week, targeting at least 2 million units annually at full capacity, while simultaneously pushing to expand its Robotaxi service to dozens of U.S. cities by end of 2026. Unsupervised FSD for consumer vehicles is currently targeted for Q4 2026, and when it arrives, Tesla’s fleet may not have a human to absorb legal accountability, under the July 1 rules.

Tesla has confirmed plans to expand its Robotaxi service to seven new cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, with the service already running without safety drivers in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.

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Tesla Model X shocks everyone by crushing every other used car in America

The Model X is one of Tesla’s flagship models, the other being the Model S. Earlier this year, Tesla confirmed it would discontinue production of both the Model S and Model X to make way for Optimus robot production at the Fremont Factory in Northern California.

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Credit: Tesla Asia | X

The Tesla Model X was the fastest-selling used vehicle in the United States in the first quarter of the year, crushing every other used car in America.

iSeeCars data for the first quarter shows that the Model X was the fastest-selling used car, lasting just 25.6 days on the market on average, two days better than that of the second-place Lexus RX 350h. The Cybertruck, Model Y, and Model S, in seventh, ninth, and thirteenth place, respectively, also made the list.

The Model X is one of Tesla’s flagship models, the other being the Model S. Earlier this year, Tesla confirmed it would discontinue production of both the Model S and Model X to make way for Optimus robot production at the Fremont Factory in Northern California.

Tesla brings closure to flagship ‘sentimental’ models, Musk confirms

Bringing closure to these two vehicles signaled the end of the road for the cars that have effectively built Tesla’s reputation for luxury and high-end passenger vehicles.

Relying on the sales of its mass market Model Y and Model 3, as well as leaning on the success of future products like the Cybercab, is the angle Tesla has chosen to take.

Teslas are also performing extremely well as a whole on the resale market. iSeeCars data shows that, “while the average price of a 1- to 5-year-old non-Tesla EV fell 10.3% in Q1 2026 year-over-year, the average price of a used Tesla was essentially flat at 0.1% lower across the same period. Traditional gas car prices dropped 2.8% during this same period.”

Additionally, market share for gas cars has dropped nearly 3 percent since the same quarter last year. Tesla has remained level, while the non-Tesla EV market share has increased 30 percent, mostly due to more models available.

Nevertheless, those non-Tesla EVs have seen their value drop by over 10 percent, while Tesla’s values have remained level.

Executive Analyst Karl Brauer said:

“Used electric vehicles without a Tesla badge have lost more than 10% of their value in the past year. This compares to stable values for Teslas and hybrids, and a modest 2.8% drop for traditional gasoline vehicles.”

Teslas, as well as non-luxury hybrids, are displaying the strongest resistance in the face of faltering demand, the publication says. But the more impressive performance is that of the Model X alone.

Tesla’s decision to stop production of the Model X may have played some part in the vehicle’s pristine performance in Q1. With the car already placed at a premium price point, used models are already more appealing to consumers. Perhaps second-hand versions were more than enough for those who wanted a Model X, and only a Model X.

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Cybertruck

Tesla Cybertruck’s head-scratching trim sold terribly, recall documents reveal

The head-scratching offering was only available for a few months, and evidently, it did not sell very well, which we all suspected. New recall documents on the vehicle from the National Highway Traffic Safety Administration (NHTSA) now reveal just how poorly it sold.

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Credit: Tesla

After Tesla decided to build a Rear-Wheel-Drive Cybertruck trim back in 2025, which was void of many features and only featured a small discount.

The head-scratching offering was only available for a few months, and evidently, it did not sell very well, which we all suspected. New recall documents on the vehicle from the National Highway Traffic Safety Administration (NHTSA) now reveal just how poorly it sold.

The recall deals with a potentially separating wheel stud and potentially impacts 173 Cybertruck units with the 18-inch steel wheels. The Cybertruck RWD was the only trim level to feature these, and the 173 potentially impacted units represent a portion of the population of pickups. Therefore, it’s not the entire number of RWD Cybertruck sold, but it could show how little interest it gathered.

The NHTSA document states:

“On affected vehicles, higher severity road perturbations and cornering may strain the stud hole in the wheel rotor, causing cracks to form. If cracking propagates with continued use and strain, the wheel stud could eventually separate from the wheel hub.”

Only 5 percent are expected to be impacted, meaning less than 10 units will have the issue if the NHTSA and Tesla estimates are correct. Nevertheless, the true story here is how terribly the RWD Cybertruck sold.

Tesla ended production and stopped offering the RWD Cybertruck to customers last September. For just $10,000 less than the All-Wheel-Drive trim, Tesla offered the RWD Cybertruck with just one motor, textile seats instead of leather, only 7 speakers instead of 15, no Rear Touchscreen, no Powered Tonneau Cover for the truck bed, and no 120v/240v outlets.

Tesla brings closure to head-scratching Cybertruck trim

For just $10,000 more, at $79,990, owners could have received all of those premium features, as well as a more capable All-Wheel-Drive powertrain that featured Adaptive Air Suspension. The discount simply was not worth the sacrifices.

Orders were few and far between, and sources told us that when it was offered, sales were extremely tempered because customers could not see the value in this trim level.

Even Tesla’s most loyal supporters thought the offering was kind of a joke, and the $10,000 extra was simply worth it.

Cybertruck RWD Recall by Joey Klender

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