EV News

Graphs of the Day: Tesla’s volatile but weakening EV sales performance

Published by
Giles Parkinson

It is the talking point of the electric vehicle industry, and for many thinking of entering the EV market for the first time. Do I buy a Tesla? What’s the alternative? Is it really just about the car?

It may seem obsessive, but the Australian EV market has been dominated by Tesla pretty much since electric cars were a talking point. As recently as two years ago, Tesla accounted for two thirds of the Australian EV market share. Now it averages half that.

In June, a rebound in Model Y and Model 3 sales helped the EV market catapult above 10 per cent share of the new car market for the first time. In July, a plunge in sales from the Model Y and Model 3 took it back down to 6.9 per cent. Other car makers, such as BYD, Kia and Geely are making ground, but no other market is quite so exposed to the ructions of a single brand.

So it seems like a good time to update our monthly graphs. You can find details of all EV sales, by model and by brand here. See: Australian electric vehicle sales by month in 2025 – by model and by brand. Author Tim Eden has also collected the data for the following graphs.

The first graph shows the Tesla sales volume by model, with the MY in blue and the M3 in red. They bounce around a lot, weak in the first month of the quarter and stronger at the end of the quarter. But the picture is of steady decline – the peaks are not as high and the troughs are getting lower.

The second graph shows total sales for Tesla and total sales for non-Tesla. Tesla had been dominant but has been outsold by non-Tesla EVs since April, 2024. The gap is now as wide as it has ever been, even though the total for non-Tesla sales also fell in July.

Screenshot

This next shows the sales by percentage, Tesla vs non-Tesla. It is fairly self-explanatory, and would not be an issue if the overall market in EVs was growing as strongly as it is in many European countries, where Tesla has always had a much smaller shares. Maybe many Australian customers are still wrestling with the “what if it’s not a Tesla” question.

See also: Australian electric vehicle sales by month in 2025 – by model and by brand

View Comments

  • * insert commentary about suppressed EV sales while battery rebate consumes customer discretionary spending *

  • Imagine if Toyota only had two models and Sato or Toyoda owned TikTok, daily sprouting lies and conspiracy theories and didn’t do advertising. I’m amazed Tesla are doing as well as they are. More headwinds are heading their way.

    When I bought my EV the choice was Tesla at a premium with no incentives or it was not great tech poor value offerings. The big issue now is EVs are almost all new to market brands. Australians are very conservative car buyers. Not grey car anyone, anyone, anyone? Kia is probably the exception with somewhat competitive products, notably some made in China with Chinese partners.

  • Tesla monthly sales are too volatile to draw meaningful conclusions from. Quarterly sales are more meaningful as they smooth out the volatility

    • Doesn't affect what seems to be a fairly steep trend away from Tesla over the last 17 months, possibly longer.

Recent Posts

Volvo announces pricing of ES90, its first electric sedan

Volvo's next electric model's pricing announced, poised to be its fastest charging EV so far.

28 August 2025

How classic cars can still have an electric future | The Driven Podcast

CEO and co-founder of Jaunt Motors Dave Budge chats classic car conversions. Plus, Giles Parkinson…

28 August 2025

Nio Firefly: Australia’s first EV with battery swapping capabilities now approved for sale

Nio's first model, the Firefly, with Australian-first battery-swapping tech is approved for sale ahead of…

27 August 2025

Everything Electric: China’s answer to the Euro super saloons?!

Elliot checks out the new XPENG P7. A sleek, tech-loaded EV - it’s a bold…

27 August 2025

BYD smashes EV speed records as U9 hypercar hits 472.4 km/h

BYD sets new EV top speed record of over 472 km/h at test track in…

27 August 2025

EV lobby says unilateral road tax makes no sense if Australia serious about climate targets

Electric vehicle lobby group says EV-only road tax makes no sense if Australia is serious…

26 August 2025