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The Think Tankedd Profile picture
The Think Tankedd
@DThinkTanked
Analyzing power, strategy, and spectacle in politics, geopolitics & cricket. 📊⚖️🏏
Feb 22 • 21 tweets • 4 min read
Let's understand this by unpacking BYD's crazy history!

1/ BYD was founded in 1995, making batteries for Nokia phones.

Today it's the world's #1 EV maker, operates its own fleet of mega ships, mines its own lithium, and sold 4.6 million vehicles in 2025.

This is the story of the most aggressive vertical integration in automotive history. 🧵 2/ Let's start with the numbers, because they're genuinely insane.

📊 BYD annual NEV sales:

2018: 247,000
2021: 721,000
2023: 3,020,000
2024: 4,272,000
2025: 4,600,000 ✅ World #1

That's an 18x increase in 7 years. Toyota took 70 years to get to that scale.