Neglect the previous trope that the market solely needs crossovers. Within the second quarter BMW’s low-slung choices—every little thing ending in “Collection” (plus the glossy i4 EV)—delivered the model’s progress whereas the formidable X-army paused for breath.
| Q2 2025 | YoY Δ | H1 2025 | YoY Δ | |
|---|---|---|---|---|
| Passenger automobiles | 42,211 | +9.7 % | 85,830 | +11.2 % |
| Mild vehicles (all X & iX) | 48,673 | –7.7 % | 92,669 | –5.9 % |
| BMW model complete | 90,884 | –0.4 % | 178,499 | +1.6 % |
Translation: If it has a trunk (or a fastback), it’s rising. If it wears an “X” badge, it’s paddling in opposition to the present.
What’s scorching
| Mannequin | H1 items | Our take |
|---|---|---|
| i4 | 12,849 | The Gran Coupé-turned-EV is the model’s quantity BEV and nonetheless including 11 % extra clients regardless of a softer Q2. |
| 3 Collection | 14,157 | Sellers report the refreshed G20’s mixture of tech and RWD poise is luring refugees from crossovers. |
| 4 Collection (incl. M440i & i4) | 23,369 | Coupe, Convertible and Gran Coupé collectively crest 10 okay 1 / 4; margin machine. |
What’s fizzling
| Mannequin | Q2 YoY Δ | Prognosis |
|---|---|---|
| i5 | –43.6 % | Launch buzz gone and provide nonetheless tight; anticipate a rebound as soon as manufacturing steadies. |
| i7 | –11.7 % | Huge-luxury EV phase is tiny, and the S-Class facelift isn’t serving to foot visitors. |
| Mild-truck line (X3/X4 core) | –7.7 % (phase) | Ageing G01/G02 crossovers are within the twilight of their life-cycle; consumers are holding out for the Neue Klasse substitute. |
BEV check-in
| BEV | Q2 items | YoY Δ | H1 items | YoY Δ |
|---|---|---|---|---|
| i4 | 5,724 | –19 % | 12,849 | +10.7 % |
| i5 | 1,434 | –43.6 % | 3,333 | –30.3 % |
| i7 | 820 | –11.7 % | 1,708 | –11 % |
| iX | 3,116 | –12.1 % | 6,742 | +3.9 % |
| Complete BEV | 11,094 | –21.2 % | 24,632 | –0.7 % |
Vibrant spot: i4 sustains double-digit progress—and most of BMW’s EV mind-share within the U.S. Low beam: i5 launch cadence wants a tune-up, quick.
Three themes for the again half
- Sedans strike again – Passenger automobiles now account for 47 % of BMW NA quantity, their highest share since 2018. If X3 provide stays skinny, 50 % is in play.
- BEV balancing act – The i4 can’t carry the EV torch alone; look ahead to incremental i5 stock and the primary U.S. buyer drives of the prototype Neue Klasse sedan late this 12 months.
- Crossover change-over – X3/X4 redesigns are nonetheless 18 months away. Count on richer M Sport mixes and fats lease subventions to maintain steel shifting.
BMW’s Q2 headline isn’t the flat complete—it’s the near-10 % surge in driver-centric steel. The Final Driving Machine is, for the second, being propped up by the very physique types fanatics feared had been an endangered species. If Munich can unclog the i5 pipeline and provides its getting older X-models a mid-cycle caffeine shot, the again half of 2025 may see the model’s modest 1.6 % H1 acquire flip into one thing extra muscular—no MINI required.
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