China’s Auto War Heats Up: BYD vs. The Rest

In the first half of 2025, six major Chinese automakers—BYD, SAIC, FAW, Geely, Changan, and Chery—each delivered over 1 million vehicles, showcasing strong industry momentum. BYD leads the pack with 2.146 million units, driven by its electrification strategy and diversified brand portfolio.

Top Performers at a Glance

BYD: 2.146M units, fueled by EV growth and multi-brand success (Dynasty, Ocean, Denza, Yangwang).

SAIC: 2.053M units, with a balance of ICE and NEVs across JV and domestic brands.

FAW: 1.571M units, combining joint venture strength and in-house brand sales.

Geely: 1.409M units (+47% YoY), including 510K EVs (+173% YoY); raised target to 3M.

Changan: 1.355M units, with 1.15M from self-owned brands.

Chery: 1.26M units, including 550K exports.

Fierce Competition in Product, Price & IntelligenceTo challenge BYD in the 60,000–300,000 yuan segment, rivals are launching competitive models and smart technologies:

Changan’s Avatr 06 takes on BYD Han.

Geely’s Galaxy A7/Xingyao 8 targets the sub-120K market.

Intelligent driving intensifies: BYD’s DiPilot system now features in models from ¥70,000, while Chery’s Falcon Drive and Geely’s Thousand-Mile Vast ADAS broaden the tech race.

Global Expansion AcceleratesChinese brands are also gaining global ground:

BYD: 470K exports (+229.8% YoY in June), with local production underway in Brazil.

SAIC: 494K exports, powered by MG and its “Glocal 3.0” global strategy.

Chery: 550K exports, accounting for 44% of total sales and active in 110+ markets.

OutlookWhile BYD remains ahead, rivals are catching up fast in tech innovation, competitive pricing, and international reach. The race is not just about sales—but defining the future of smart, global mobility.