Tesla sales are in decline while Elon Musk is betting on robots

By the end of 2025, Tesla is facing a sharp decline in demand for its electric vehicles across its biggest markets: the EU, China, and the USA. Global sales are expected to drop by around 7% compared to last year, with all major regions showing a downward trend.

In the EU, Tesla sales fell by almost half in October 2025 – a decline of approximately 48-49% compared to the same month the previous year. In China, the situation is also concerning: October sales dropped to one of the lowest levels seen in recent years.

In the USA, demand briefly spiked in Q3 due to the expiration of tax incentives, but once the benefits ended, sales began to steadily decline again.

Tesla’s difficulties are linked not only to decreasing demand but also to rising competition from both Chinese and European EV manufacturers, who continue to expand their model range and offer more affordable options.

At the same time, Musk has shifted the company’s focus away from launching new mass-market vehicles and toward the development of robotics and autonomous transportation.