08 Jul 2025, 19:00 pm Share via: Also Read : France orders Tesla to end misleading claims about full self driving capabilities Tesla classifies its pricier models—the Model S, Model X, Cybertruck, and Semi—under an "other models" category. Those represented only 10,394 units in Q2 2025, which is significantly lower compared to 21,551 units sold during the same period last year. In spite of the worldwide rollout of the new Model Y, its contribution to sales appears to be contained thus far. In terms of the production of high-end and specialty vehicles (i.e., Cybertruck and Semi), deliveries are still muted, either due to production caps or a relatively lukewarm appetite for specialty products. First-half sales trailing previous year Cumulatively, Tesla delivered 720,803 vehicles through the first half of 2025, which lags the 830,776 units that were delivered in the first half of 2024. This downward trend comes after Tesla achieved record quarterly sales of nearly half a million units in Q4 2024. Headwinds from China and public sentiment Tesla's performance is also tested by rising competition in global markets. Chinese automakers such as BYD are quickly expanding, launching competitive electric vehicles at comparable price points. BYD itself, for example, produced 606,933 BEVs during the same quarter, out of a total of 1.12 million new-energy vehicles. Moreover, Tesla also maintains reputational woes. CEO Elon Musk's public political involvement, such as his brief alignment with Donald Trump's presidency, has affected investor sentiment and brand image.