European EV Market Shifts: Tesla's Dominance Faces Competition

According to CleanTechnica, there have been significant shifts in the European electric vehicle market, particularly regarding auto group shares. Tesla's market share has dropped from 22.6% in Q1 2017 to 7.7% in Q4 2025.

In contrast, the Volkswagen Group has seen remarkable growth, increasing its share from 6.6% to 29.6% during the same period. The Renault-Nissan-Mitsubishi Alliance has experienced a dramatic decline, falling from 39.4% to 6%.

Other notable changes include BMW's drop from 16.6% to 8.8%, while Geely rose from nothing to 6.6%, and Stellantis increased from 2.75% to 8.6%. Mercedes also saw growth from 3.3% to 5.9%. Overall, the top eight auto groups, which once accounted for nearly 100% of EV sales in these markets, now hold about 80% of the market.

This data does not cover all of Europe, missing major markets like France and Belgium, making comprehensive analysis challenging.