Ford Motor Company is strategically negotiating with Chinese electric vehicle giant BYD to secure a stable supply of batteries for its hybrid vehicles during this pivotal transition phase.
According to sources, Ford is actively strengthening its hybrid vehicle portfolio as global demand for pure electric vehicles (EVs) shows signs of slowing down.
Both parties are currently discussing Ford’s potential import of BYD-manufactured batteries for assembly plants outside the United States. While no final agreement has been reached, this move underscores Ford’s commitment to cost optimization and leveraging BYD’s large-scale production capabilities to address supply chain challenges.
This strategy aligns with Ford’s recent announcement to reduce investments in pure electric vehicles, instead prioritizing hybrid and plug-in hybrid (PHEV) models. This shift follows the company’s substantial $19.5 billion expenditure on electric vehicle development. Ford aims for green vehicles, including hybrids and EVs, to account for approximately 50% of its global sales by 2030.
Ford and BYD’s partnership is not new. Since 2020, Ford’s Chinese joint venture has utilized BYD’s batteries. Most recently, the Ford Bronco PHEV has been equipped with batteries from FinDreams, BYD’s energy subsidiary, for international markets. Expanding collaboration with a leading battery manufacturer like BYD will enable Ford to access advanced technology at competitive prices, particularly as BYD’s battery production surged by 47% in 2025.
Ford’s strategic shift is already yielding positive results. In Q4 2025, the company’s hybrid vehicle sales grew an impressive 18% year-over-year, reaching approximately 55,000 units. As BYD expands its presence in Southeast Asia, Europe, and Brazil, partnering with a legacy brand like Ford will further solidify its position as a key supplier in the global automotive industry.
TH (Tuoitrethudo)
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