Mapped: Where Tesla and BYD Make Their Cars

Visual Capitalist

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June 11, 2024 Graphics/Design:

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Mapped: Where Tesla and BYD Make Their Cars

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In 2023, Tesla and BYD were the world’s two largest electric vehicle (EV) companies by a large margin, holding 19.9% and 17.1% market shares respectively.

With no other company able to match their scale, these two automakers have found themselves locked in a competition for the global EV crown. In Q4 2023, BYD outsold Tesla for the first time ever by 41,000 vehicles (526,000 vs 485,000). In Q1 2024, however, their positions were switched after Tesla outsold BYD by 87,000 vehicles (387,000 vs 300,000).

To gain insight into this rivalry, we’ve visualized the locations of both companies’ present and future EV factories, along with their estimated maximum annual output. Figures come from a variety of sources, and represent the latest information pertaining to planned production facilities (as of April 2024).

Tesla’s EV Factories

Starting with Tesla, this graphic highlights the locations of their four operational factories. Gigafactory Shanghai is the largest in terms of production output, at 750,000 vehicles per year.

Note that Gigafactory Nevada is not on this list because it produces battery cells, rather than finished vehicles.

CompanyLocationMax Annual OutputEst. Completion Tesla🇺🇸 Fremont, CA650,000– Tesla🇺🇸 Austin, TX250,000– Tesla🇩🇪 Berlin, Germany250,000– Tesla🇨🇳 Shanghai, China750,000– Tesla🇲🇽 Monterrey, MexicoTBD2026

Tesla’s China factory is unique in that it’s fully owned by Tesla itself, rather than a joint venture with a local company.

Looking to the future, Tesla’s next factory will be Gigafactory Mexico, which was announced (with few details) in March 2023. According to reporting by Electrek, the Mexican government is eager for the factory to begin construction, despite CEO Elon Musk voicing concerns about today’s high-interest rate environment.

BYD’s EV Factories

Although EV demand is not growing as quickly as it was in previous years, BYD is putting the pedal to the floor when it comes to global expansion. The company has announced factories in various regions including Europe, Southeast

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