BYD sold more EVs last month than the US did all quarter

cisc 251 points 266 comments November 02, 2026
electrek.co · View on Hacker News

Discussion Highlights (16 comments)

reactordev

The west doesn’t want to move forward and instead are doubling down on fossil fuel energy. It’s so sad. Car manufacturers have succeeded in lobbying out change and making your vehicle a subscription.

mulderc

BYD is basically the only car company that has showed off cars I would like to buy.

jwallace98221

And the United states is likely to never get them. Unlike the chicken tax with light trucks, I wouldn't be surprised if the BIG 3 are so afraid they lobby to completely block them from ever being built and sold here.

diath

I've been in a few BYDs as a passenger, I actually cannot fathom people spending money on them considering how low/cheap quality the interiors are. Like those garbage thin fake leather seats will have to be replaced within a year of use tops. Oh and also we broke the trunk's bedding by putting a mere 40kg bag in it, it just straight up collapsed.

unethical_ban

There is no logical reason to ban vehicles except protectionism and protection of manufacturing capability domestically. There is no security risk from Chinese EVs that requires a full ban.

paimapi

I feel like most of the people I know (Americans) don't truly realize how utterly dense and populuated Chinese cities are. I think about my home city (6th largest in the US) with its singular interstate looping around our metro area - and Beijing has five of these ring roads on top of having a far more robust public transportation system and tons of scooter/bike usage still. A single carmaker outselling all of US-made electric vehicles is just normal especially given the prices of these cars (down to something like $8000 USD) and the fact that they live in such dense areas that don't require you to drive 20 miles just to, for eg, get to a Costco or something. So you can have these ultracheap cars with maybe twice the range of lithium-powered golf carts and not spend a ton of money on it along with having 5x the population.

petcat

USA bans the onboard Chinese automotive software for national security reasons, effectively banning Chinese cars. For all the talk about data and technology sovereignty in Europe about USA tech, you would think they would take that more seriously too. Instead Europe is flooded with underpriced Chinese cars that they have no control over.

haunter

I've yet to see an actual premium EV akin to the ICE cars from Lexus, Acura, or Genesis. In fact that's my problem with all EVs because EVEN Lexus, Acura, and Genesis is not sticking to their premium quality when they release an EV version of their ICE cars. The Lexus ES ICE is legendary. The Lexus ES EV looks like a plastic coffin with 2 tablets. It's probably the zeigeist of car designs and/or my taste but I feel all EVs look the same without much personality. Not even mentioning the chinese brands because Geely, Leapmotor, BYD etc all look the same to me. Say we have a Lexus LX 600 https://www.lexus.com/models/LX Why does this car can't be released as is, the same design and same interior but with an EV drivetrain?

paxy

Comparing it to the US isn’t really meaningful considering the EV market here is on life support. Federal subsidies were eliminated. Funding for charging infrastructure and battery manufacturing was rolled back. ICE emission regulations were repealed. Individual states were barred from enforcing their own standards. EVs are down to 6% share of new vehicles sold. Most domestic manufacturers have given up on EVs entirely and written off their investments. Tesla is the only one standing, and their US sales have also been falling for the last couple years. Looking back 2024 is probably going to be the peak of the US EV market.

aftbit

Whew lots of hot takes in these comments. In my opinion, the core concept is simple: China is a big market that's getting wealthier and BYD makes cheap and innovative cars. Owning a vehicle is going from a luxury for wealthy people in China to a more every-day thing, driving huge volumes. Meanwhile the rest of the world (US excluded for now) is trying to electrify personal transportation, and China is meeting that demand better than any other country.

otterley

They'd sell even more if Americans and Canadians could buy them without paying punitive tariffs.

MetaverseClub

BYD can single-hand crush US car makers for sooner or later.

ryan_glass

It will be interesting to see how these cars perform over years and decades. One of the major cost saving mechanisms BYD uses is lumping components together. An issue with one part of the drive train means the whole drive train may need to be replaced. The battery pack being part of the chassis means a small accident could become a write-off. Initial cost savings at manufacture will be passed on to the owner in maintenance.

redanddead

There's the scaling No amount of fucking banning will work and the US is going to end up with egg on its face when the entire world is using chinese everything and the US is still trying to banhammer. The entire world has started shifting away from the US, not in a positive isolationist way -- in an uncompetitive, stagnating innovation way. The only way out is through competition and this lesson will probably only be learned when its too late to do anything about it. Everybody saw this coming

applebottomjean

Americans love complaining about gas prices too much to give up their ICE cars. Every manufacturer save Tesla and Hyundai/Kia have given up on the market. Let the Chinese in.

Haven880

China already outsold ICE cars than USA by volume. If you factor in ppp, China car market value crush USA. And now they are selling EVs, hybrids, and even farm-relatedachinery and vehicles crushing Deere. If you visit ASEAN, Africa, South America, and even Australia, Chinese cars everywhere. I grew up during Japanese dominant era, and then SKorea. Today Chinese cars everywhere even more dominant than back then. USA is fast on track Great Britain track.

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