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Tesla and local EV makers are eclipsing legacy auto in China’s electric car segment
It appears that making electric cars that people want to buy is not so easy, after all. This is a hard lesson that is currently being learned by veteran automakers like Volkswagen and Toyota, both of whom are being vastly outperformed in China by Tesla and the country’s homegrown premium EV makers.
China is the world’s largest market for electric cars. As the country embraces sustainable transportation, it is no surprise that carmakers are looking to breach the emerging market. This was one of the reasons why Volkswagen and Toyota, two of the automotive segment’s largest players, entered the Chinese EV market with their respective premium electric cars, the ID.4 Crozz and the C-HR EV.
The VW ID.4 Crozz and the Toyota C-HR EV are priced between 200,000 yuan (US$30,850) and 300,000 yuan, making them a direct competitor to the Made-in-China Tesla Model Y. Both vehicles, however, are proving weak in the Chinese electric vehicle market. Over the first five months of the year, Volkswagen was only able to sell 1,267 ID.4 Crozz SUVs. That’s less than 4% of Tesla’s domestic sales in May alone. Toyota fared even worse, selling only 327 C-HR EVs in the same period, as per a South China Morning Post report.
Tesla sold a total of 33,463 Made-in-China Model 3 and Model Y in May alone, a 30% improvement over its April 2021 numbers. Domestic EV startup NIO, on the other hand, delivered 8,083 in June, a 116% improvement year-over-year. Xpeng, another premium EV maker from China, sold 6,565 units in June. That’s a 617% increase year-over-year.
Peter Chen, an engineer with car component company ZF TRW in Shanghai, noted in a statement to the Post that young drivers in the country are focusing on smart features for premium electric cars. Unfortunately for Volkswagen and Toyota, they simply cannot compete on the same level as Tesla and local EV startups, all of which are extremely focused on technology.
“Sales by the conventional carmakers were disappointing. Young drivers are focusing on the smart features in those high-end EVs. They cannot compete against Tesla and the startups in software development,” Chen said.
This sentiment was echoed by 25-year-old white-collar executive Hou Yan, who noted that driver-assist systems, in-car entertainment features, and range are three key features that she would assess before selecting which electric vehicle to purchase. “In a digitalized world, we no longer care about horsepower. I am just hesitant about whether to buy a Tesla or a NIO or Xpeng,” she said.
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Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
News
Tesla Giga Nevada celebrates production of 6 millionth drive unit
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
6 million drive units
The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote.
The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.
Giga Nevada’s essential role
Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.
Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.
News
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.
Starlink achieves major milestones in 2025 progress report
Tesla Giga Nevada celebrates production of 6 millionth drive unit
