Tesla’s dominance in the U.S. electric vehicle market is facing a formidable challenger as General Motors (GM) emerges as a strong contender.
On April 14, InsideEVs, a leading electric vehicle news outlet, cited data from the China Passenger Car Association showing that GM had overtaken Tesla to secure the third-largest market share in China’s EV sector for the month. Tesla, once in third place, fell to eighth.
BYD maintained its lead with a 29.7% market share in April, followed by Geely (13.1%), Changan (6.7%), and the SAIC-GM-Wuling joint venture (5.7%). GM’s position has been bolstered by strong sales performance and local adaptation.
Tesla’s market share in China dropped to 3.2%—a sharp decline from 7.5% in March and 4.6% in April of the previous year.
However, it’s important to note that China’s NEV (New Energy Vehicle) category includes battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and fuel cell vehicles, not just pure EVs. Tesla exclusively sells BEVs, while competitors like BYD and Geely offer both EVs and PHEVs, giving them a broader consumer base.
Despite Tesla’s recent price cuts, GM has managed to maintain competitive traction. The automaker is now considered the only U.S. carmaker currently rivaling Tesla in the Chinese EV market.
GM’s Buick brand, operating under the Electra sub-brand, has seen growing success in China with models such as the E5 and Velite 6. Looking ahead, GM plans to launch additional EV models in China this year and introduce more cost-efficient lithium iron phosphate (LFP) batteries, further strengthening its position.
As GM rises through the ranks in China, its strategic product rollout and localization could signal a significant shift in the global EV landscape—challenging not only Tesla’s grip on China but also shaking the dynamics of the American EV race.
