Volkswagen sees 2025 output down 3.5% as China, EV demand cool
Volkswagen expects a 3.5% drop in 2025 global output as EV demand softens and China production slows, while advancing plant upgrades and its 2026 lineup.
International media report that Volkswagen Group expects its global vehicle output to decline by 3.5% in 2025. The projected slowdown is linked to softer electric-vehicle sales and reduced production in China.
In 2024, Volkswagen built about 8.35 million vehicles; however, a pullback is expected in 2025 as demand eases in key regions. The drop will be most visible in China, where output could fall by more than 300,000 units, or roughly 11.4%. The scale of that adjustment suggests the company is preparing for a cautious year rather than a sharp correction.
Slower momentum for electric models is also weighing on the totals. With competition running hot and consumer interest in EVs growing at a measured pace, the group is reevaluating its production plans—a pragmatic step when aligning output to real demand matters more than chasing volume.
Even so, Volkswagen is pressing ahead with plant upgrades and expanding its 2026 lineup, including electric models, aiming to reinforce its position on the global stage.