Electric Vehicles

EV Brand Ownership Map

Stand-alone companies, multi-brand parent groups, and joint ventures across the global auto industry. Toggle between EV-shipping brands only and the full corporate portfolio.
EV onlyAll car companies

Stand-alone

Tesla logo

Tesla

TSLA

Lucid logo

Lucid

LCID

Rivian logo

Rivian

RIVN

Leapmotor logo

Leapmotor

9863.HK

Xiaomi logo

Xiaomi

XIACY

Li Auto logo

Li Auto

LI

Ownership

Ford logo

Ford

F

Ford / Model e
GM logo

GM

Chevrolet / GMCCadillacBuick
BYD logo

BYD

BYDDY

Dynasty / OceanDenzaYangwangFang Cheng Bao
Geely Holding logo

Geely Holding

GELYF

Geely Auto / GalaxyZeekrLynk & CoVolvo CarsPolestarLotus
SAIC Motor logo

SAIC Motor

SAIC

MGRoeweIM MotorsRISING Auto
XPeng logo

XPeng

XPEV

XPengMONA
Chery logo

Chery

private

Chery / JetourOmoda / JaecooExeed
NIO logo

NIO

NIO (premium)ONVOFirefly
Changan logo

Changan

000625.SZ

Changan / NevoDeepalAvatr (JV)
GAC Group logo

GAC Group

GAC Aion (601238.SS)Hyper
VW Group logo

VW Group

VWAGY

VolkswagenAudiPorscheΕ kodaSEAT / CUPRA
Hyundai Motor Group logo

Hyundai Motor Group

HYMTF

HyundaiKiaGenesis
BMW Group logo

BMW Group

BMW.DE

BMW + i-seriesMINIRolls-Royce
Stellantis logo

Stellantis

STLA

Fiat / AbarthPeugeot / CitroΓ«n / DSJeepDodge / RamMaserati / Alfa Romeo / LanciaOpel / Vauxhall
Mercedes-Benz Group logo

Mercedes-Benz Group

MBGAF

Mercedes-Benz / AMGMaybach
Toyota logo

Toyota

TM

Toyota / bZLexus
Renault Group logo

Renault Group

RNLSY

RenaultDaciaAlpine
Nissan logo

Nissan

NSANY

Nissan

Joint Ventures

Smart

smart Automobile Co., Ltd.: relaunched as EV-only in 2019

  • Mercedes-Benz Group logoMercedes-Benz Group50%
  • Geely Holding logoGeely Holding50%

Avatr

Premium smart-EV brand; restructured as 3-way JV in 2022

  • Changan logoChangan~36%
  • CATL logoCATL~18%
  • Huaweitech partner

Afeela

Sony Honda Mobility: first deliveries CY2026

  • Sony Group50%
  • Honda logoHonda50%

Wuling Β· Baojun

SAIC-GM-Wuling: high-volume Chinese mass-market EVs

  • SAIC logoSAIC50.1%
  • GM logoGM44%
  • Liuzhou Wuling5.9%
Note on Denza: was a 50/50 BYD / Daimler JV from 2010–2022. Daimler fully exited; Denza is now 100% BYD and appears as a sub-brand under BYD in the Ownership section.
Updated at 2026-06-11

Global EV Sales by Region

Annual electric car sales by region. Counts BEVs (pure battery electrics, no gas engine) plus PHEVs (plug-in hybrids: battery + small gas engine for backup). Excludes regular hybrids that can't plug in.
Updated at 2026-05-29

Global EV Market Penetration

EV penetration = electric cars as a percentage of all new cars sold. Combines BEVs (pure battery) and PHEVs (plug-in hybrids). Tracks how fast the world is switching off gasoline, 2015–2025.
Updated at 2026-02-16

Top 10 EV OEM Groups by Annual BEV Sales

BEV = Battery Electric Vehicle (pure electric, no gas engine). OEM = Original Equipment Manufacturer: the parent automaker (Tesla, BYD, Volkswagen Group, etc.). Annual pure-EV sales by parent group, 2018–2025.
Updated at 2026-02-17

EV Penetration Rate by Market

Percentage of new cars sold in each country that are electric, 2015–2024. Includes BEVs (pure battery) and PHEVs (plug-in hybrids). Norway is the global leader; the U.S. trails most peers.
Updated at 2026-02-17

EV Pure-Play Liquidity and Runway

Quarterly liquidity (cash plus short-term investments) for the five EV pure-plays, 2023-Q1 to 2025-Q4, in USD billions, with latest-quarter burn status.

Latest quarter (2025-Q4) status:

Lucid Β· $1.63B liquidity Β· ~$4.6B total liquidity (~$5.5B with the upsized, undrawn PIF credit facility); funds operations into H1 2027.
Rivian Β· $6.08B liquidity Β· TTM burn near zero. VW $5.8B JV capital and Amazon EDV working capital stabilized cash position in FY2025.
NIO Β· $6.28B liquidity Β· FMP OCF data incomplete for FY2025. Latest disclosed annual operating cash flow remained negative; BaaS receivables understate effective liquidity.
XPeng Β· $5.33B liquidity Β· FMP OCF data incomplete for FY2025. Latest known cash flow direction (FY2024) was modestly negative.
Li Auto Β· $13.88B liquidity Β· Profitable since 2023 on net income; quarterly OCF volatile from working-capital timing. Largest liquidity buffer in the cohort.
Updated at 2026-05-29

OEM Electrification Mix (FY2025)

FY2025 powertrain mix per automaker (BEV, PHEV/EREV, HEV, ICE+other), each bar summing to 100% of production, sorted by combined NEV (BEV+PHEV) share.
View:
OEM
Powertrain mix (% of FY2025 production)
Total units
Tesla
100.0% BEV
1.64M
XPeng
100.0% BEV
429K
Xiaomi
100.0% BEV
412K
NIO
100.0% BEV
326K
Rivian
100.0% BEV
42K
Lucid
100.0% BEV
16K
Leapmotorest
60.0% BEV+ 40.0% PHEV
536K
BYD
49.1% BEV+ 50.8% PHEV
4.60M
SAICest
24.1% BEV+ 27.6% PHEV
2.90M
Geelyest
23.8% BEV+ 32.1% PHEV
3.02M
BMW Group
17.4% BEV+ 8.1% PHEV
2.46M
Li Auto
17.2% BEV+ 82.8% PHEV
406K
Changanest
13.7% BEV+ 17.2% PHEV
2.91M
Volkswagen Group
10.9% BEV
8.98M
Renault
+ 1.5% PHEV + 8.6% HEV
2.34M
Hyundai-Kia
+ 3.3% PHEV + 10.3% HEV
7.27M
Mercedes-Benz
+ 5.6% PHEV
2.16M
Stellantis
+ 5.2% PHEV + 4.5% HEV
5.60M
GM
6.18M
Nissan
+ 9.4% HEV
3.20M
Ford
+ 1.1% PHEV + 5.4% HEV
4.65M
Toyota
+ 35.3% HEV
11.32M
BEV (pure battery)
PHEV / EREV (plug-in hybrid)
HEV (non-plug-in hybrid)
ICE + other
est= split is estimated
Updated at 2026-05-28

EV Pure-Play Quarterly Gross Margin

Quarterly group gross margin for EV pure-plays, FY2023-Q1 to FY2025-Q4. Higher is better; a negative margin means cars sell below build cost.
Updated at 2026-05-28

OEM Capex and R&D as % of Revenue (FY2024)

Capex and R&D as a share of FY2024 group revenue, per OEM, sortable by combined intensity. Percentages are group-wide, not EV-only.
OEM
% of FY2024 revenue
Revenue
Lucid
Capex
109.4%
R&D
145.5%
$0.81B
Rivian
Capex
23.0%
R&D
32.5%
$4.97B
NIO
Capex
13.9%
R&D
19.8%
$9.00B
BYD
Capex
12.6%
R&D
6.9%
$106B
GAC Aion
Capex
10.1%
R&D
7.5%
$14.8B
Nissan
Capex
15.1%
R&D
1.4%
$81.0B
Tesla
Capex
11.6%
R&D
4.7%
$97.7B
XPeng
Capex
n/a
R&D
15.8%
$5.60B
Leapmotor
Capex
6.5%
R&D
9.0%
$2.20B
BMW Group
Capex
8.6%
R&D
5.5%
$154B
GM*
Capex
13.9%
R&D
n/a
$187B
Li Auto
Capex
5.4%
R&D
7.7%
$19.5B
Volkswagen Group
Capex
8.4%
R&D
4.3%
$351B
Geely
Capex
6.6%
R&D
4.3%
$32.9B
Stellantis
Capex
7.0%
R&D
3.7%
$169B
Xiaomi
Capex
3.3%
R&D
6.6%
$50.1B
Mercedes-Benz
Capex
6.0%
R&D
3.8%
$157B
Renault
Capex
5.4%
R&D
4.0%
$60.7B
Changan
Capex
3.0%
R&D
4.1%
$21.9B
Hyundai-Kia
Capex
5.7%
R&D
1.4%
$126B
SAIC
Capex
3.3%
R&D
2.8%
$86.0B
Toyota*
Capex
6.1%
R&D
n/a
$299B
Ford*
Capex
4.7%
R&D
n/a
$185B
Capex % of revenue
R&D % of revenue
*= R&D not separately disclosed by FMP (Ford, GM, Toyota)
red= percentage exceeds 35% chart scale
Updated at 2026-05-28

OEM Battery Capacity & Gigafactory Footprint

Per-OEM battery cell capacity (GWh/year): 2025 installed (solid) and 2030 announced target (faded), tagged by ownership type (captive, JV, supply-only). Sort and hover for facility detail.
Sort:
OEM
Capacity (GWh/year), scaled to 500Β GWh max
2025 / 2030
Ownership
BYDest
135Β GWh
500Β GWh
Captive
Tesla
100Β GWh
300Β GWh
Mixed
Stellantis
50Β GWh
250Β GWh
JV-heavy
Volkswagen Group
40Β GWh
240Β GWh
Captive
BMW Group
100Β GWh
240Β GWh
Supply-only
Toyota
45Β GWh
220Β GWh
JV-heavy
GM
80Β GWh
160Β GWh
JV-heavy
Geelyest
50Β GWh
150Β GWh
Mixed
Hyundai-Kia
60Β GWh
120Β GWh
JV-heavy
Mercedes-Benz
30Β GWh
100Β GWh
JV-heavy
Ford
45Β GWh
90Β GWh
JV-heavy
SAICest
25Β GWh
80Β GWh
Mixed
Nissan
30Β GWh
60Β GWh
JV-heavy
Renault
10Β GWh
50Β GWh
JV-heavy
Changanest
15Β GWh
50Β GWh
JV-heavy
GAC Aionest
10Β GWh
40Β GWh
Mixed
Rivian
-
35Β GWh
Supply-only
Lucid
-
10Β GWh
Supply-only
NIO
-
-
Supply-only
Li Auto
-
-
Supply-only
XPeng
-
-
Supply-only
Xiaomi
-
-
Supply-only
Leapmotorest
-
-
Supply-only
Captive
JV-heavy
Mixed
Supply-only
solid = 2025 installed
faded = 2030 announced target
est= numbers indicative (cross-source variance)
Updated at 2026-05-29

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