Xiaomi EV deliveries over 40,000 EVs in a month as wait times stretch to nearly a year

Xiaomi is proving its doubters wrong - the tech giant's automotive division, Xiaomi EV, announced it delivered more than 40,000 vehicles in September 2025. This huge milestone for the young automaker represents the first time its monthly deliveries have crossed that threshold and reveals a sharp increase in its production capabilities.

The surge in deliveries comes as a direct response to overwhelming demand for its first two models. Successfully getting cars into customers hands is a victory by all means, but the company faces the challenging task of managing a ballooning order book. According to data tracking the company's order queue, new buyers are in for a long wait.

Anyone placing an order for the Xiaomi SU7 sedan today can expect to wait up to 38 weeks. The situation is even worse for the YU7, which has a waiting list that extends to 48 weeks. If you were hoping to get a new Xiaomi SUV for the holidays, you might want to plan for next year's holidays.

The foundation for this success began with the launch of the Xiaomi SU7 on March 28, 2024. The sleek electric sedan is a direct competitor to the very popular Tesla Model 3, and it quickly captured the public's imagination. Building on that momentum, Xiaomi launched its second vehicle - the YU7 - on June 26, 2025. Its debut triggered an unexpected wave of new orders that put immense pressure on the company's factory.

The record-breaking September delivery figure, which surpassed the previous record of 36,396 units in August, shows that Xiaomi is aggressively ramping up its manufacturing. According to local media reports citing company sales personnel, the ability to accelerate deliveries is tied directly to this rapid increase in production capacity.

Navigating this phase is a delicate balancing act. On one hand, long wait times are a clear indicator of a product's desirability. On the other hand, waiting too long can push potential buyers toward competitors with shorter delivery windows.

The company has stated it plans to "dynamically optimize" its delivery cycles, a corporate way of saying it is looking for ways to shorten the time between a customer placing an order and the car arriving in their driveway.

To put Xiaomi's meteoric rise into perspective that's easier to understand, let's look at the company the Chinese giant used as its inspiration. Tesla launched the Model S in June 2012. Yet it wasn't until 3rd quarter of 2020, when it eventually managed to deliver 139,000 vehicles, for the first time exceeding the average of 40,000 EVs per month. That's eight years after launching its first car - Xiaomi did it in just a year.

Source (Chinese)