The Volkswagen Group (VW Group), encompassing brands like Volkswagen, Audi, Porsche, Skoda, SEAT/Cupra, and others, remains one of the world’s top automakers by vehicle deliveries.
While Toyota Group holds the overall lead in global sales, VW Group’s steady performance—bolstered by strong regional gains and a sharp uptick in electric vehicle (EV) adoption—positions it as a key player in the transition to electrification.
As of October 2025, year-to-date data shows VW Group navigating challenges like tariffs in North America and intense competition in China, while capitalizing on momentum in Europe and emerging markets.
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VW Group delivered 4.4 million vehicles worldwide in the first half of 2025 January–June, marking a 1.3% increase from the same period in 2024 (4.35 million units). This growth was driven by:Europe: +2.0% (1.97 million units), with Western Europe up 1.0% and Central/Eastern Europe up 8.5%. South America: +18% (strong performance in Brazil, up 7.4%). Offsetting declines in China (-2%, 1.47 million units) and North America (-7%).
Projections for full-year 2025 suggest VW Group could approach or exceed its 2024 total of 9.03 million deliveries, potentially landing around 9.1–9.2 million, assuming continued Q3/Q4 momentum from new models like the VW ID.7 Tourer, Audi Q6 e-tron, and Porsche Macan Electric.
In Q3 2025 alone, global deliveries rose slightly year-over-year, lifted by Europe and EVs despite U.S. and China pressures. For context, VW Group’s 2024 deliveries dipped 2.3% to 9.03 million from 2023’s 9.24 million, but 2025’s H1 rebound signals recovery.
Globally, light vehicle sales are forecasted at 89.6 million units for 2025, up 1.7% from 2024, with VW Group holding a roughly 10% market share. VW Group ranks second globally behind Toyota Group but ahead of Hyundai-Kia, Stellantis, and General Motors (GM).
YTD figures are estimates up to August/September 2025; Toyota’s lead widened in Q3.VW Group’s edge over rivals like Hyundai-Kia stems from its diversified portfolio like Porsche’s luxury EVs and Skoda’s affordable models, though it trails Toyota’s hybrid dominance.
Electric Vehicles Clears Momentum Building
EVs are VW Group’s growth engine, with battery-electric vehicle (BEV) deliveries surging 47% to 465,000 units in H1 2025 (vs. ~317,000 in H1 2024). This pushed the global BEV share from 7% to 11% of total deliveries.
Europe: Nearly doubled (+90%), with VW Group claiming a 26–28% market share. One in five Western European deliveries is now a BEV; order backlog hit 170,000 units.
North America: +51% in Q1 (20,400 units); Q3 saw 231% YoY growth for VW brand EVs (ID.4: 12,470 units; ID. Buzz: 2,469 units), accounting for 17% of U.S. sales.
Global Q1 Breakdown: +59% to 216,800 BEVs, led by Europe (+113%). China BEV sales fell 33–37% (25,900 units in Q1) due to local competition from BYD and Geely. Plug-in hybrids (PHEVs) also rose 41% to 136,800 units in H1, with models offering up to 143 km electric range gaining traction.
VW Group’s EV strategy—over 30 new models launched since 2024—targets 70% BEV sales in Europe by 2030. Globally, EVs are projected to hit 15.1 million units in 2025 16.7% of sales, with VW contributing significantly outside China.
Despite U.S. tariffs 25% on imports announced in March 2025 and China’s price wars, VW Group’s order intake rose 62% for BEVs in Western Europe, with a total backlog nearing 1 million vehicles. Production pauses at plants like Zwickau a key EV hub in September highlight demand fluctuations, but new affordable EVs aim to counter BYD’s rise.
VW Group isn’t outselling Toyota worldwide but is firmly in the top tier, with EVs providing the “momentum” to offset legacy market pressures. This positions it well for a decarbonizing auto industry, especially in Europe where it leads EV adoption.