EV sales dipped quarter-to-quarter but are up year-over-year, according to a new Alliance for Automotive Innovation (Auto Innovators) “Get Connected Electric Vehicle Report Q1 2025.” 

In Q1, EVs represent 9.6% of new light-duty vehicle sales, down from 10.9% in Q4 2024. This is a 59,000-unit drop. 

However, the market share rose by 0.3 percentage points from Q1 2024 to Q1 2025. There was also a 9% increase in EV volume, or about 30,500 vehicles. During this same time period, internal combustion engine (ICE) vehicle market share declined 4.6 percentage points. 

There are 149 EV car, utility vehicle, pickup truck, and van models available for sale in the U.S. in Q1. Light truck sales represent 79% of the EV market, down from 81% in Q4. 

California led the nation with 23.7% of registrations being EVs in Q1. The District of Columbia followed with 20.6% of registrations. 

Overall, there are 11 states with EV registrations above 10% in Q1 including Washington (19.7%), Colorado (19.2%), Oregon (16%), Nevada (15.2%), New Jersey (13.1%), Hawaii (11.1%), Connecticut (11.1%), Vermont (10.9%) Massachusetts (10.8%), Delaware (10.2%), and Florida (10.1%). 

There were 374,841 EVs registered in the U.S. in Q1, a 9% volume increase over Q1 2024. 

Year-over-year total light-duty sales for all powertrains increased 6%. Hybrid EV market share grew by 4.3%.

While EV sales are increasing, public EV charging still lags, the report says. 

The number of publicly available EV chargers increased 5% in Q1 from Q4, while total EVs on the road increased 6%. 

There were only 8,850 new public chargers added in Q1, with 374,841 EVs registered. This is a ratio of 42 new EVs for every new public port. 

Overall, there are 6.2 million EVs on the road, which is 2.1% of vehicles in operation. Auto Innovators calls this a new high. However, only a total of 203,617 publicly available charging outlets in the U.S., which is a ratio of 30 EVs for every public port. 

More than 1 million additional public chargers are required to meet the National Renewable Energy Laboratory’s necessary infrastructure estimate for 2030. This includes 915,852 L2 chargers and 129,521 DC Fast chargers. 

In order to meet this goal, 498 chargers will need to be installed every day, or nearly 3.5 chargers every 10 minutes through the end of 2030, the report says. 

The report says the U.S. must also strengthen EV manufacturing to compete in global markets. Globally, 17 million EVs were sold, making up 20% market share in 2024. China sold more than 11 million, making up 65% of all global EV sales. Europe sold 3.2 million EVs, or 24% of the market share, while the U.S. sold 1.6 million EVs, or 10% of the market.

China has emerged as the global leader in EV production with $230.9 billion in government subsidies between 2009 and 2023. It currently has 70% of the world’s EV production and exports 1.25 million EV units. It also holds nearly 85% of global battery cell production capacity and more than 90% of global rare element processing capacity. About 60% of EU EV imports (420,000 units) came from China. 

The U.S. exported 1.46 million vehicles of all types in 2024, with 43% of all vehicle exports going to Canada. More than 1 million vehicles (69%) were shipped to countries with an EV mandate, and more than 900,000 units (62%) were destined for markets that intend to ban non-EVs.

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