Wow judger. Geely left CAMPI July last year pa when they changed (took over) management.

Not a member of CAMPI. Geely pulled out of CAMPI as well.

If I remember it correctly, BYD recently announced their 10,000th vehicle milestone (since they started their operation in 2024) in May this year. In 2024, they sold approximately 4,780 units. Doing the math, that means they had already sold over 5,200 units by May 2025 (take note: it was announced mid of May this year. So it's highly likely that this figure is from January to April only). But for computation sake, that puts their monthly average at roughly 1,000 units. That said, it's safe to conservatively estimate that they sold around 6,000 units in the first half of 2025, which is enough to place BYD comfortably within the top 8 (based on CAMPI's report).

So why not announce it then, BYD? What are you hiding?

There are speculations... But that's another story. Hope we find out soon.

To assume they are hiding something seems a tad much. I think we have to ask ourselves; what do these companies gain/lose by staying in or out of CAMPI (in terms of publication of sales data, at least)?

For Geely, I think they want to separate themselves from the previous management and pulling out of CAMPI keeps their transition period (which may yield unpredictable performance) out of the spotlight so I assume they will rejoin once their operations/sales normalize.

For BYD, I think (and this is my personal speculation) they are more ambitious. Given their performance in the global market and their target dealership operations (I think they were going for 70-something this year) they probably have high aspirations and would look to join CAMPI when they are operating at near their target number of dealerships to maximize the impact of their announced sales (which is a solid business strategy I think when looked at purely from a marketing perspective). They only really picked up the pace in 2024 and 2025 holds even bigger potential for them. Them waiting an extra year probably isn't a big deal for these big companies. Again, just my speculation and we will have to wait and see. Though, if we are itching for their sales numbers now imagine if/when they join CAMPI and drop big numbers - that will definitely make the news and get them even more attention (marketing 101).

The main reason one joins CAMPI or AVID isn't for the sales numbers, but it's for a green lane in customs (quicker, easier clearances). BYD, it seems, doesn't need that. As to why, we don't know. It's the same actually with other Chinese operations like Geely, Omoda/Jaecoo which aren't members of any association or group.

Actually, it's the opposite. BYD China has instilled very high targets for the Philippine operations which isn't being met. That's why they're cautious and would rather report good news when they do reach certain milestones. This isn't a personal view...this is what industry sources have been saying.

Interesting point about the high targets that aren't being met. I remember watching a video where it said that Geely had really high expectations for Lotus (like dedicating an entire factory with insane production capability) but they have not yet been remotely close to meeting those targets.

Were there any details about the particular types of cars they had targets for? I'd say that their recent choice of vehicles to import being PHEVs are following the larger sentiment of the market of not committing to full BEVs just yet. Perhaps the targets (likely formulated a while ago) were primarily/heavily weighted towards BEVs?

I don’t think we can get a fully consolidated report that easily, as some car brands don’t usually provide their figures unless you have an inside contact. You can still try to extrapolate since majority of them reported their volume.