Tesla’s Japan Sales Surge as Delivery Capacity Faces a Bottleneck
Tesla sold over 10,000 vehicles in Japan in 2025, double the prior year, and registered about 12,000 in the first six months of this year. Some June handovers slipped into July due to limited delivery capacity. Tesla plans to expand Japan delivery sites by 60% to 11, boosting annual import capacity to around 48,000 vehicles, while Japan’s EV subsidy changes favor Tesla but intensify competition.