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Comment by pseingatl | Hacker News Reader

BYD is a formidable competitor and a great product for less.

BYD is not, despite the press, really very big in Europe (though it is in a couple of individual countries, notably Spain). Europe-wide, Geely, the Chinese manufacturer that everyone forgets about, is actually bigger: https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Qu...

The graph linked doesn’t have BYD sales, how curious

They're not common enough to qualify.

200% YoY growth in Europe. Surpassed Ford in global auto sales, selling only EVs. Largest private employer in China. EV printer go brrr.

BYD uses aggressive discounts in bid to make Germany its leading European market - https://www.autonews.com/byd/ane-byd-discounts-germany-sales... - February 17th, 2026

China's BYD Overtakes Ford in Global Sales for the First Time - https://finance.yahoo.com/news/chinas-byd-overtakes-ford-glo... - February 12th, 2026

BYD's European registrations surge 270% in 2025 while Tesla slips 27% - https://cnevpost.com/2026/01/27/byd-european-registrations-s... - Jan 27th, 2026

BYD Sold Nearly Three Times As Many Cars As Tesla In Europe - https://www.carscoops.com/2025/11/byd-sold-nearly-3-times-as... - November 26th, 2025

The size of BYD's factory - https://news.ycombinator.com/item?id=42228138 - November 2024 (615 comments)

Note that BYD doesn't just make BEVs. They're quite big in plug-in hybrids, which aren't in that data. They apparently sold 175k cars in Europe last year. A breakdown of BEV vs PHEV doesn't seem to be available, but 75k of those were one particular PHEV, so it's at most 100k BEVs.

VW AG sold 750k BEVs in Europe last year: https://www.volkswagen-group.com/en/press-releases/volkswage... (see the PDF).

Not saying that BYD is completely irrelevant, but the media overplays them. Presumably because BYD vs Tesla is an interesting narrative, even if the actual figures have both of those as small players in BEVs (at least for cars; BYD _is_ quite big in electric buses), with the real race being between VW AG and Stellantis. VW AG vs Stellantis is a painfully boring narrative.

I simply find it noteworthy how fast Chinese EVs are scaling up as a climate change mitigation. I don’t care who builds and sells them, just do so as quickly as possible.

Oh, yeah, to be clear, BYD is doing amazingly well. Just not, particularly, in Europe. This seems to confuse the media.

I suspect BYD would do a lot better in Europe if the political class wasn´t afraid of the fallout from the European manufacturers (VW, Stellantis, and all their child brands) being seriously damaged or even wiped out by the competition.

That said, if relations between the EU and the US get much chillier, the EU may decide to make some sacrifices in order to have China in their camp. E.g. VW are arm-twisted into selling Škoda to BYD, with job preservation guarantees, and then BYD is badged Škoda and six months later all the old Škoda models are gone and its EVs all the way.

I suspect that, given people in EU are used to EU car prices, there's not going to be much willingness on the EU side to budge on cars (though the Chinese side may ask for it, of course, and should the EU get them there will be no going back given how much cheaper Chinese cars are).

If things get trade-war-y, American cars are way down the list of things the EU will care about finding substitutes for:

2024 US exports to EU were about $370bn: https://ustr.gov/countries-regions/europe-middle-east/europe...

Of which cars were $8.8bn: https://www.globalfleet.com/en/manufacturers/global/analysis...

The EU is a highly protected market, therefore the market share of foreign (to the EU) products cannot be used as a measure for the quality or affordability of such products.

If you look at individual countries, they'll show up in some.

I see lots of byds in Europe.

I mean, they aren't common as Teslas, but there are more and more.

Geely is also present in the US via Volvo and Polestar. They haven’t delivered an affordable entry level EV yet, but I’ve been impressed with the Polestars. I’d never buy one because a Chinese car running on Google software sounds like a nightmare, but they’ve been good when I rented them.

Polestar's recent vehicle launches have gone extremely poorly because the software is so buggy. Their service network is also non-existent in the US.

BYD has barely started exporting cars, a bit less than 1 million last year. The total European market is 11 million cars a year. The global market is 90 million units.

And BYD obviously is focusing on easier markets, where they don't have to fight against tariffs.

BYD have also built a fleet of 8 of their own car carriers with a million car per year capacity. As well as multiple factories in multiple countries/continents outside China, including one in California (commercial trucks and bus only)

That graph is interesting because you can see direct patterns before 2020. The market was dominated by the Leaf, but during the pandemic the electric offerings of everybody arrived and we moved to a typical car market with the usual suspects being the most successful. Tesla got swamped by cheaper competitors. That and the Nazi stuff.

It's strange to me that some Americans will cheer on Chinese companies over Tesla, even overlooking those companies questionable labour practices. (I don't know if you're American)

Why? Tesla has huge quality problems (ranked by far the worst used cars in several countries incl. in Germany), an awful CEO, etc. BYD are better quality and cheaper which is insane.

More than half of Tesla's cars are built in China so you can hate them for both reasons.

Because politics bring out the highest emotions in people. We all have strong internal moral compasses and it is very difficult to violate or change them.

Because distortions of the free market make us all poorer

I'm not American (I'm Australian), but until Tesla divests from Elon Musk, chances are the next car I buy will be Chinese...

A lot of it is subsidized by the Chinese government and also, BYD's sales in January were down 33%

>subsidized

So, like Tesla. Why is it that when it is a Chinese company it is basically Evil Communism, but when it is in the US it is fine?

Because it’s completely different. The US subsidized American buyers of the cars. The Chinese government is subsidizing foreign buyers in order to help eat foreign marketshare

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