Xiaomi Ups 2025 EV Delivery Goals in a move that has stunned the global EV industry, pushing expectations to an unprecedented 400,000 units for the year. This bold leap comes just as Xiaomi’s EV and AI division records its first-ever quarterly operating profit—an achievement that most new EV players struggle to reach for years. What exactly powered this rapid rise? How did a tech brand transition so quickly from smartphones to steering wheels? And what does this mean for the future of the EV market? Dive in as we uncover the strategy, momentum, and surprises behind Xiaomi’s explosive EV journey.
Rapid Growth and Updated Delivery Targets
Initially, Xiaomi had set a delivery goal of 350,000 EVs for 2025. Earlier this year, that figure was revised upward, but the company’s latest announcement pushes expectations even higher. The new target reflects rising demand for the Xiaomi SU7 sedan, the company’s debut model, launched just 19 months ago.
During its Q3 2025 earnings call, Xiaomi confirmed that it is on track to reach its 350,000-unit target ahead of schedule, with deliveries expected to hit this milestone within the week. CEO Lei Jun also revealed on social media that Xiaomi has celebrated the production of its 500,000th vehicle, underscoring the brand’s rapidly expanding manufacturing capabilities.
Profitability Achieved in Record Time
Xiaomi’s EV division posted an operating profit of 700 million yuan ($98 million) in the third quarter of 2025 — a remarkable achievement considering its relatively recent entry into the automotive sector. Reaching profitability in under two years is significantly faster than most EV newcomers, highlighting the company’s strategic advantages.
These advantages include:
- A strong, loyal user base cultivated through its smartphone and electronics ecosystem
- Integrated software and hardware systems that reduce customer acquisition costs
- Brand credibility that helps accelerate adoption in a highly competitive EV landscape
As of November 2025, Xiaomi has already exceeded 400,000 cumulative deliveries since the SU7 launch.
Challenges in the Market
Despite the strong momentum, Xiaomi faces headwinds on multiple fronts. A global shortage of memory chips is expected to raise costs across both its smartphone and EV businesses. Additionally, China’s gradual phaseout of tax incentives for EV buyers may soften demand in the coming quarters. These uncertainties have contributed to a decline in Xiaomi’s stock performance, making it one of the worst-performing Chinese tech stocks this year.
Looking Ahead: Innovation and Expansion
CEO Lei Jun remains optimistic about the brand’s long-term roadmap. Xiaomi plans to increase production speed, reduce customer wait times, and invest heavily in AI-powered driver-assistance technologies. With its updated delivery target and a clear focus on innovation, Xiaomi’s EV division appears ready for accelerated growth in 2025 and beyond.
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