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BMW’s Q1 2025 Performance, New Model Reviews, and Future Lineup

General Report May 1, 2025
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TABLE OF CONTENTS

  1. Summary
  2. Q1 2025 Global Deliveries and EV Sales Surge
  3. Regional Performance: India Growth versus China Slowdown
  4. Spotlight on Current Models: BMW iX M70 and 2025 X3
  5. Future Lineup: Upcoming i3 Touring and M2 Racer
  6. Conclusion

1. Summary

  • As of May 1, 2025, BMW Group has concluded the first quarter with a total of 586, 149 global deliveries, reflecting a slight year-on-year decline of 1.4%. This downturn highlights the company’s challenges in specific markets, particularly in China, which has seen a marked decrease in consumer demand. In contrast, the BMW Group's electric vehicle (EV) segment reported an impressive surge, with deliveries exceeding 109, 516 units, marking a remarkable growth of over 32% compared to the same period last year. This juxtaposition of declining overall sales and a booming EV segment signifies a shifting consumer preference toward sustainable mobility solutions, especially notable in Europe, where BMW’s EV sales skyrocketed by an astonishing 64.2%. Such trends underline the increasing importance of electrification strategies for the brand’s future viability in a competitive market.

  • In terms of regional performance, the BMW Group has experienced contrasting fortunes. In India, the company achieved its highest quarterly sales to date, with a 6.36% increase in deliveries, indicating a robust demand for luxury vehicles, particularly electric variants like the BMW iX1 Long Wheelbase, which drove consumer interest significantly. Conversely, the Chinese market has faced several setbacks; sluggish demand has resulted in overall delivery declines, necessitating strategic reviews and adaptations to stimulate buying in this critical region. Moreover, the latest models, including the mid-life update of the BMW iX M70 and the newly launched 2025 X3, received favorable reviews, emphasizing BMW's strengths in design and performance aesthetics.

  • Looking ahead, the confirmed introduction of the i3 Touring model from the Neue Klasse platform and the anticipated M2 Racer, set for the 2026 season, showcase BMW's ongoing commitment to innovation. These upcoming models aim to reinforce its electric mobility focus while maintaining a strong presence in motorsport, illustrating a dual strategy that aligns with contemporary trends within the automotive industry.

2. Q1 2025 Global Deliveries and EV Sales Surge

  • 2-1. Total global deliveries reached 586, 149 vehicles in Q1 2025

  • In the first quarter of 2025, the BMW Group reported total global deliveries of 586, 149 vehicles. This figure reflected a slight decrease of 1.4% in comparison to the previous year, underscoring some challenges faced in certain markets, particularly China, which was noted for subdued demand. Notably, the company experienced positive growth trajectories in Europe and the US markets, with respective increases of 6.2% and 4.0%.

  • 2-2. Overall deliveries down 1.4% year-on-year

  • The overall decline in delivery figures indicates the complexities surrounding the automotive market at the onset of 2025. Despite the dip in total deliveries, the BMW Group successfully maintained its competitive stance in key regions outside of China, where deliveries increased by 5.9%. This performance demonstrates the company's ability to navigate a volatile market environment by adapting to regional dynamics, even as it faced challenges in the larger Chinese market.

  • 2-3. Electric vehicle sales up over 32%

  • In a stark contrast to the overall delivery figures, BMW's electric vehicle (EV) sales saw a remarkable surge of over 32%, culminating in 109, 516 fully-electric vehicles delivered in Q1 2025. This trend is particularly evident in Europe, where EV sales skyrocketed by 64.2%. The success of electric models, including those from BMW, MINI, and Rolls-Royce, is indicative of a broader shift in consumer preferences towards sustainable transportation options. Moreover, the continued introduction of innovative models aligned with BMW's technology-open strategy highlights the growing confidence in the demand for electric vehicles, which was further validated by the strong performance of the updated MINI models.

3. Regional Performance: India Growth versus China Slowdown

  • 3-1. BMW India Q1 2025 sales up 6.36%

  • In the first quarter of 2025, BMW Group India reported a robust performance, achieving its highest-ever car deliveries for the quarter. Specifically, the company sold 3, 914 vehicles, marking a notable 6.36% increase compared to Q1 2024. This includes 3, 764 units sold under the BMW brand, which represents a year-on-year increase of 7.24%. Despite this positive growth, it is important to note that the growth rate has decelerated from the previous year's remarkable 51.29% surge. This shift indicates that while BMW India is maintaining strong sales, the pace of growth is adjusting as it operates from a higher base volume now than in the previous years.

  • BMW India's success in Q1 2025 can be attributed to its strong market presence, particularly in luxury electric vehicles (EVs), where it recorded a staggering growth of over 200%. They delivered 646 EVs during this period, bolstered by customer interest in models such as the recently launched BMW iX1 Long Wheelbase, which secured over 1, 500 bookings.

  • 3-2. Sluggish consumer demand in China led to overall delivery declines

  • Contrasting sharply with the performance in India, BMW's overall delivery figures reflect a decline largely influenced by sluggish demand in China. In the first quarter of 2025, BMW's global deliveries decreased by 1.4% year-on-year, primarily due to the weaker market conditions in China. Although sales outside of China saw a rise of 5.9%, the Chinese market, which historically has been significant for BMW, has faced challenges. These challenges have resulted in a noted dip in consumer confidence and purchasing power, which has adversely affected luxury vehicle sales.

  • The sluggish demand in China is evident from the broader market trend, where BMW reported an overall decline in sales despite achieving strong growth in other regions like Europe and the US. For instance, while deliveries in Europe and the US saw increases of 6.2% and 4.0% respectively, the Chinese market remained a weak point, highlighting the necessity for BMW to reassess its strategies to stimulate demand within this critical market.

4. Spotlight on Current Models: BMW iX M70 and 2025 X3

  • 4-1. Mid-life update of the all-electric iX M70

  • The 2025 BMW iX M70 has introduced several enhancements as part of its mid-life update, which primarily focused on elevating performance, range, and efficiency. Since its initial release in 2021, the iX has been recognized as a flagship model showcasing BMW's innovation in the electric vehicle segment. While the overall exterior design remains largely unchanged, the updates include improvements to its electric powertrain, allowing for quicker acceleration and a maximum peak power output of 659 horsepower alongside 1, 100 Nm of torque when utilizing the launch control feature. This significant power allows the M70 to accelerate from 0 to 100 km/h in just 3.8 seconds.

  • In terms of range, the iX M70 offers a robust performance with a maximum official range of approximately 687 kilometers according to the WLTP (Worldwide Harmonized Light Vehicles Test Procedure). The electric vehicle is equipped with a 109.1 kWh lithium-ion battery, which showcases advancements in battery technology aimed at enhancing efficiency. Furthermore, fast DC charging capabilities up to 195 kW are available, allowing for a significant charge in a relatively short time; BMW claims that it can achieve 10-80% battery charges in as little as 34-35 minutes under optimal conditions.

  • Despite criticism regarding its aesthetic appeal, the M70 does feature subtle refinements such as the 'Iconic Glow' illumination on the grille and the addition of larger wheel options, up to 23 inches, which enhance its visual presence. Inside, it retains the spacious and high-quality feel that has defined the iX line, incorporating premium materials and advanced technology, including a sophisticated infotainment system that is highly praised for its functionality and user interface design. Overall, the BMW iX M70 stands out as a powerful representation of the brand's commitment to electrification, succeeding in merging practical utility with advanced electric performance.

  • 4-2. First-drive impressions of the 2025 BMW X3

  • The 2025 BMW X3 has undergone a significant transformation with the introduction of its G45 generation, making it a noteworthy contender in the competitive luxury SUV market. Following years of strong performance from rivals, particularly the Mercedes-Benz GLC, BMW aims to reclaim its stature with this model. Among key changes, the exterior design showcases a more aggressive stance and bold features that are expected to appeal to a wider audience while also differentiating itself in a saturated market. The new design elements include a prominent front grille and an elongated body profile that enhances its road presence, making it visually striking upon first glance.

  • Inside the X3, BMW has moved towards a minimalist approach, prioritizing technology integration with a dual-display layout featuring a 14.9-inch central screen and a 12.3-inch instrument cluster. This design caters to the growing demand for digital interfaces while eliminating many physical controls. While some users may prefer a more tactile experience, the new layout is aimed at creating a clean and modern aesthetic. Advanced features such as three-zone climate control, extensive driver-assistance systems, and connectivity enhancements are also noteworthy additions.

  • Performance-wise, the 2025 BMW X3 is well-equipped with a balanced factory setup, delivering a dynamic driving experience characterized by controlled body roll and responsive handling. It maintains a 50:50 weight distribution, further enhancing stability during spirited driving sessions. Powered by a lineup of efficient engines, including mild hybrid options, the vehicle promises impressive acceleration and seamless power delivery thanks to its 8-speed automatic transmission. Initial drive impressions suggest that the X3 manages its weight well, refuting any assumptions regarding bulk hindering its agility.

  • Moreover, the introduction of new features has further solidified the X3's competitive edge, as it incorporates user-focused upgrades that enhance both driving enjoyment and passenger comfort. Space remains a strong point, providing ample rear legroom and cargo capacity that aligns with the vehicle’s practical SUV nature. Ultimately, the 2025 BMW X3 encapsulates a blend of performance and practicality, positioning it as a formidable candidate in its segment and appealing to both existing BMW enthusiasts and new buyers alike.

5. Future Lineup: Upcoming i3 Touring and M2 Racer

  • 5-1. Confirmation of i3 Touring from the Neue Klasse platform

  • As of April 2025, BMW has officially confirmed the upcoming i3 Touring, which is positioned as a significant expansion within its Neue Klasse lineup. This model is expected to change the perception of electric vehicles, particularly in challenging the Tesla Model 3, which reflects BMW's intent to reinvigorate the estate segment by infusing it with modern technology and performance capabilities. Unlike its predecessor, the original i3 hatchback, which debuted in 2013, the new i3 Touring offers a redesigned aesthetic that aligns with contemporary consumer expectations for electric vehicles. BMW design chief Adrian van Hooydonk has indicated that the renewed enthusiasm for estate models, evidenced by the successful launches of the M3 Touring and M5 Touring, provides a strong market foundation for the i3 Touring.

  • The i3 Touring will feature a rear-wheel-drive configuration initially, producing around 300 horsepower with an all-wheel-drive variant expected to follow. Moreover, this model will also carry forward the 'i' designation, symbolizing its commitment to electric mobility, while also broadening the definition of the i brand within BMW's model strategy. With the market for electric vehicles maturing beyond niche status, the i3 Touring represents a strategic pivot for BMW as it seeks to capitalize on consumer interest in both performance and sustainability in the automotive space.

  • 5-2. Launch of the M2 Racer for the 2026 racing season

  • Scheduled for release in time for the 2026 racing season, the BMW M2 Racer is designed as an entry-level competition vehicle aimed at private racing teams. This model is notable for its 2.0-liter turbocharged four-cylinder engine, which generates 308 horsepower, distinguishing it from the standard M2, which is equipped with a more powerful twin-turbo six-cylinder. This thoughtful engineering decision aligns with BMW's racing heritage, evoking the spirit of the E30 M3 that achieved glory in motorsports during the late 1980s and early 1990s. By employing a smaller engine tuned for track performance, BMW is making motorsports more accessible without compromising on the performance essence.

  • The M2 Racer features several racing enhancements, including a specialized chassis with KW suspension components, a full FIA-homologated roll cage, and options that prioritize driver safety and performance. The focus on practicality is illustrated by the arrangement of a single racing seat, with air-conditioning included for comfort during races. Emphasizing affordability, the starting price of the M2 Racer is set at €98, 000, which is positioned to attract aspiring racers who may be deterred by the high costs often associated with motorsport vehicles. The launch of the M2 Racer at the DTM season opener in Oschersleben marks a key moment for BMW M Motorsport as it continues to refine and support the vehicle for competitive racing scenarios off the track.

Conclusion

  • The results for Q1 2025 reflect a pivotal moment for BMW, illustrating a brand in the midst of transformation. While the overall delivery numbers dipped slightly, the notable increase in electric vehicle sales reveals a promising trajectory towards electrification, aligning with global trends in sustainable mobility. The divergent performance in key regions—such as the robust growth in India contrasted against the struggles in China—underscores the necessity for BMW to adopt tailored strategies that align with regional demands and consumer behaviors. The positive reception of the iX M70 mid-life update and the new X3 model serves as further evidence of BMW's enduring design legacy and performance capabilities, essential elements for maintaining market competitiveness.

  • Looking to the future, the imminent launch of the i3 Touring and the M2 Racer embodies BMW's commitment to innovation within both the electric vehicle and motorsport arenas. These models promise to revitalize segments of the automotive market that are increasingly desired by consumers, especially those looking for the combination of performance and sustainability. In light of these developments, BMW is strategically positioned to leverage its leadership in the electric vehicle space, ultimately fueling growth and profitability.

  • To maximize its advantages, BMW should prioritize the accelerated rollout of its Neue Klasse models, enhance its engagement strategies within the Chinese market, and utilize its expanding pipeline of electrified vehicles to bolster profitability and ensure sustainable long-term growth. This approach will not only help secure BMW's place as a leader in the evolving automotive landscape but also pave the way for continued success in an industry characterized by rapid change and growing consumer expectations.

Glossary

  • BMW Group: BMW Group refers to the German multinational company known for its luxury vehicles, including the BMW, MINI, and Rolls-Royce brands. As of May 1, 2025, it has seen mixed results in its global deliveries, with a particular focus on expanding its electric vehicle (EV) segment.
  • Electric Vehicles (EVs): Electric vehicles (EVs) are cars that are wholly or partially powered by electricity. The BMW Group reported significant growth in its EV market in Q1 2025, highlighting a shift in consumer preference towards sustainable mobility solutions.
  • Neue Klasse: Neue Klasse is a platform introduced by BMW to support the development and production of electric vehicles. The i3 Touring model, confirmed for release in 2025, is part of this architecture and aims to enhance BMW's electric mobility proposition.
  • BMW iX M70: The BMW iX M70, an all-electric SUV, underwent a mid-life update in 2025 focusing on performance enhancements and efficiency. With a peak output of 659 horsepower, it embodies BMW’s commitment to electrification.
  • Global Deliveries: Global deliveries refer to the total number of vehicles sold by BMW Group in various markets. In Q1 2025, the group reported 586, 149 global deliveries, showing a slight year-on-year decrease of 1.4% primarily affected by market conditions in China.
  • EV Sales Growth: EV sales growth refers to the increase in the sales figures of electric vehicles. BMW Group experienced over 32% growth in EV deliveries in Q1 2025, indicating a strong consumer shift towards electric mobility.
  • China Market: The China market is a crucial market for BMW, but as of Q1 2025, demand has been sluggish, leading to decreased overall vehicle deliveries in contrast to positive sales in other regions.
  • i3 Touring: The i3 Touring is an upcoming electric vehicle from BMW, confirmed for release in 2025. It represents a strategic shift towards estate models in the electric segment, aiming to rival the Tesla Model 3.
  • M2 Racer: The M2 Racer is a forthcoming competition-focused vehicle set to launch for the 2026 racing season. With a focus on accessibility in motorsport, it features a 2.0-liter turbocharged engine suitable for entry-level racing.
  • Regional Performance: Regional performance pertains to the sales and delivery outcomes in specific geographical markets. In Q1 2025, BMW Group showed strong performance in India contrasted with challenges in China, revealing the need for tailored market strategies.
  • Q1 2025: Q1 2025 refers to the first quarter of the year 2025, during which BMW Group released its performance results, illustrating trends and changes in global vehicle sales and EV demand.

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