5 Companies Quietly Eating Tesla’s Lunch in 2026 — and One Is Already Winning

BYD ( OTC:BYDDFF ) didn't just overtake Tesla in 2025, it buried the gap as the company sold 2.26 million pure-electric vehicles last year, a 28% increase against Tesla's 1.64 million. Including plug-in hybrids, BYD moved 4.55 million vehicles total while international sales surpassed one million units for the first time, up 150% year over year. Ultimately, BYD's vertical integration, which manufactures its own batteries, semiconductors, and most major components, gives it a cost structure that no Western a ...