Despite a slight decline in global sales for the first half of 2025, BMW Group’s aggressive push into electrified vehicles—battery electric vehicles (EVs) and plug-in hybrids (PHEVs)—has paid off, with double-digit growth in these segments cushioning the overall downturn. While Tesla reported a double-digit drop in global deliveries, BMW Group’s electrified vehicle sales surged, proving critics wrong and reinforcing its electrification strategy.
Sales Performance
Overall Sales
- Q2 2025: BMW Group sold 621,271 vehicles, up 0.4% year-over-year.
- First Half 2025: Total sales reached 1,207,388 units, down 0.5% compared to 2024.
Brand Breakdown
- BMW Brand: Sales fell 2.3% to 1,070,814 units in the first half, with Q2 at 550,693 units (-2.6%).
- Mini: Strong growth of 17.3% in the first half (133,778 units), with Q2 up 33.1% (69,163 units).
- Rolls-Royce: Delivered 2,796 units in the first half (-0.8%), with Q2 at 1,415 units (+9.4%). Low volume reflects its focus on high-margin luxury vehicles.
Electrified Vehicle Sales
- Q2 2025: Electrified vehicle sales (EVs + PHEVs) rose 10.2% to 161,462 units.
- First Half 2025: Total electrified sales increased 18.5% to 318,949 units.
- All-Electric Vehicles (EVs):
- Q2: 111,027 units (+2.9%).
- First Half: 220,540 units (+15.7%).
- BMW Brand PHEVs: First half sales surged 28.9% to 98,339 units.
- BMW Brand EVs: Declined 3% to 174,063 units from 179,557 in 2024.
- All-Electric Vehicles (EVs):
Key Drivers
- Mini’s EV Surge: One in three Minis sold was an EV, fueling the brand’s 17.3% growth.
- Rolls-Royce Spectre: Contributed to electrified sales, though limited by its ultra-luxury focus.
Strategic Success
BMW Group’s electrified vehicle growth contrasts sharply with Tesla’s delivery declines, highlighting the German automaker’s resilience. The strong performance of Mini and robust PHEV demand within the BMW brand have been pivotal in offsetting the overall sales dip.
Future Outlook
Starting in 2026, BMW’s Neue Klasse models, beginning with the iX3 crossover, will further strengthen its EV portfolio. Built on an 800-volt architecture, these models promise:
- Charging speeds exceeding 400 kilowatts.
- Driving range of up to 560 miles.
Conclusion
BMW Group’s electrified vehicle strategy has delivered impressive results, with EVs and PHEVs driving growth despite a challenging market. The upcoming Neue Klasse lineup positions BMW to maintain its momentum in the electric vehicle space, silencing skeptics and setting the stage for future success.
