Business strategy reports, business matching and M&A in Japan

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In-depth analysis of the Japanese electric vehicle market in the first half of 2025

In the first half of 2025, sales of electric passenger cars (HEVs [including MHEVs [registered vehicles only]], PHEVs, BEVs, and FCEVs) totaled 851,000 units, up 4.6% from the same period last year, maintaining positive growth overall.
A breakdown, however, reveals contrasting trends, with HEVs expanding steadily (+5.0%) while BEVs declined (-6.7%).
This report provides a detailed analysis of the latest sales data and a clear explanation of the following key points.

Decline in the ratio of electrically powered vehicles
Electric vehicles accounted for 42.8% of all passenger cars sold, down 2.4 points from the previous year, reflecting a reactionary increase in sales of ICE vehicles.

Change in Share by Brand
Toyota showed overwhelming strength in HEVs, capturing 52.2% share.
On the other hand, Nissan’s BEV share dropped to 42.8%, while Tesla and BYD showed rapid growth.

Imported Brands on the Offensive
BMW, Porsche, and Tesla increased significantly. In particular, Tesla’s share increased to 16.8% thanks to the Model Y’s improvements, price reductions, and the effect of new store openings.

We will also cover the market outlook for the second half of 2025 and beyond and the electrification strategies of each company.
We organize the most notable models in chronological order, including Nissan Leaf’s complete improvement, the launch of the mini BEV, and the introduction of Honda’s Prelude.
The report also details the BEV plan reviews and HEV enhancement measures of Toyota, Honda, Nissan, and other major manufacturers.

The report also provides an at-a-glance view of the composition ratio by powertrain and market share trends by brand.
In addition, the value chain that supports profit contribution is reported in detail by manufacturer, and the latest data and analysis on the number of chargers and fueling stations are also provided.

We provide practical information directly related to business planning, investment decisions, and industry research.
We look forward to your request.