Xiaomi EV delivers 25,000 units in June

Chinese smartphone giant Xiaomi announced that it delivered over 25,000 EVs in June 2025. This marks a significant milestone for the company’s foray into the highly competitive EV market.

The company has been aggressively expanding its manufacturing capabilities and sales network to meet robust demand for its vehicle. Xiaomi is also preparing for the mass production of its first electric SUV, the YU7, which was officially launched in late June and reportedly secured over 200,000 orders within minutes of its debut.

Xiaomi’s foray into the highly competitive EV market leverages its established brand recognition and extensive user base in China. The company has set an ambitious target of 350,000 EV deliveries for 2025 and is investing in expanding its Beijing manufacturing hub, with a third phase of factory expansion underway to boost annual capacity.

While facing stiff competition from both established EV manufacturers and new entrants in the world’s largest EV market, Xiaomi’s rapid delivery growth and strong order book for new models position it as a formidable player in China’s automotive industry.

🔗 Source: 36Kr

🧠 Food for thought

1️⃣ Xiaomi’s massive ecosystem gives it a unique competitive edge against Tesla

Xiaomi’s entry into the EV market leverages its vast digital ecosystem of over 600 million Xiaomi-branded smart devices, creating a foundation that traditional automakers lack 1.

This ecosystem integration has already shown remarkable market traction. Their YU7 electric SUV received nearly 300,000 orders within just one hour of launch, demonstrating extraordinary consumer interest in the brand’s automotive offerings 1.

Xiaomi’s approach of treating vehicles as part of a broader connected network resonates particularly well with Chinese consumers, who value seamless digital integration across devices 1.

The company’s digital-first strategy follows its established pattern of open innovation and user feedback that previously fueled its smartphone success, where a community of 500,000 loyal users has been crucial for product development and iteration 2.

This cross-category integration represents a shift in how consumers view transportation—not as standalone vehicles but as mobile extensions of their digital lives.

2️⃣ Chinese tech giants are rapidly reshaping the global EV competitive landscape

Xiaomi’s ambitious target of 350,000 vehicle deliveries in 2025 reflects the accelerating shift in global EV market dynamics, where Chinese brands are gaining significant ground against established players 3.

Tesla’s market share in China has already declined to 14% from 18% the previous year, while local brands like Xiaomi and BYD are now leading in consumer preference according to UBS survey data 4.

The Chinese government’s support plays a crucial role in this shift, with an additional $11 billion allocated to EV subsidy programs, creating favorable conditions for domestic manufacturers 5.