The numbers: Tesla sold just over 42,000 vehicles during the first quarter — a decline of more than 7,000 compared to last year — accounting for 43.9 percent of California’s total EV market. The company represented a whopping 80 percent of the state’s electric sector in 2020.

U.S. EV sales rose 11.4% in Q1 2025 as new models boost growth, though market leaders face pressure and policy shifts raise uncertainty.