Ford Overtaken by BYD in Landmark Automotive Shift

Global automotive dynamics are undergoing a profound transformation as Ford has been surpassed in sales by Chinese car manufacturer BYD for the first time. This shift marks a significant chapter in the evolving landscape of the automotive industry, with Ford’s sales declining by 2 per cent to just under 4.4 million units last year. In contrast, BYD experienced a sales increase to 4.6 million, elevating it to sixth place among global car manufacturers.

While Ford’s sales in the United States increased, it has faced challenges in Europe and China. Notably, the company is recognised for its flagship vehicles, including the Ford Fiesta and the Ford Focus, both of which remain popular in Britain.

The overtaking of Ford by BYD represents a pivotal moment, given the historical role Ford has played in shaping the automotive sector, with founder Henry Ford’s Model T heralding a new era of car ownership in the early 20th century. American automotive giants face mounting competition from Chinese brands that offer competitive pricing alongside advanced technology. Some of BYD’s prominent models include the SEAL U DM-i and the Dolphin Surf electric city car, which retails for under £19,000.

Ford has phased out the Fiesta during the pandemic, shifting its focus towards pricier crossovers and SUVs. The company’s most affordable model, the Puma, now starts at just over £26,000. Despite this shift, Ford remains the third-largest car brand in Britain, selling approximately 119,000 cars in 2025, accounting for a market share of 5.9 per cent, according to the Society for Motor Manufacturers and Traders.

In stark contrast, BYD sold about 51,400 units and captured a market share of approximately 2.5 per cent; however, its sales surged nearly sixfold compared to the previous year. The challenge for Ford and its Western counterparts lies in adapting to the electric vehicle transition. The company recently announced a £14 billion deficit to its balance sheet to scale back electric vehicle production, citing weak consumer demand.

Independent automotive analyst Felipe Munoz highlighted the contrasting trajectories of the two companies. He noted that BYD continues to focus on expanding its export markets, particularly in Europe and South America. Ford, by comparison, has not made significant attempts to broaden its market presence, relying heavily on the North American market, where sales growth has stagnated.

The difficulties faced by Ford are further exacerbated by shifts in consumer enthusiasm for electric vehicles in North America. The company recently introduced an all-electric version of its Bronco SUV in collaboration with Jiangling Motors in China, yet its market share has plummeted from nearly 5 per cent a decade ago to less than 2 per cent today. Observers are keen to see how the new Ford Bronco Electric will perform, particularly in China and Europe, given the current market conditions.