Made-in-China EVs Now Own Indonesia’s BEV Segment: BYD Doubles to 17,098 Units, Jaecoo Breaks Out at 11,284, and Subang Localization Resets the Tariff Math

Southeast Asia’s largest electric-vehicle market accelerated decisively in the first half of 2026, and the data reads as a Chinese-brand sweep. New numbers from the Indonesian Automotive Industry Association (Gaikindo) show battery-electric vehicle (BEV) sales more than doubled year over year, Chinese brands captured roughly 90 percent of the segment, and BYD’s long-anticipated Subang factory in West Java finally crossed into production. The combination is reshaping the competitive map across ASEAN, and pulling forward Indonesia’s role as a regional production hub for export to Australia, the Gulf and parts of Africa.

The Headline Numbers

Through April 2026, Indonesia’s total light-vehicle market hit 289,787 units, up 12.5 percent year over year, while BEV sales cleared 52,500 units — more than double the equivalent 2025 figure and 18-plus percent of the total market against single digits in early 2025. The 4M2026 BEV brand leaderboard: BYD at 17,098 units (up 86 percent), Jaecoo at 11,284 (debut), Hyundai third, Wuling fourth at minus 7.5 percent, and Geely fifth at plus 578 percent off a small base. Total xEV share (BEV plus HEV plus PHEV) hit 26 percent for the first five months of 2026 against 17 percent in the same period of 2025.

BYD’s Two-Phase Year

BYD’s H1 had two distinct chapters. Through April, the company sold 17,098 BEVs as completely-built-up (CBU) imports under an expiring tariff exemption, across Atto 3 / Yuan Plus, Dolphin, Seal, Sealion 7, M6 and the new sub-200 million IDR Seagull. Group share including Denza luxury topped 50 percent for several running months. In May, with the CBU exemption gone, BYD’s monthly sales fell roughly 80 percent as inventory ran down and the Subang Smartpolitan factory transitioned to local production. ASII brands picked up the May gap to 55.8 percent of total market, but BYD’s 5M2026 average BEV share still held in the low-to-mid 40 percent range.

Jaecoo, Wuling and Geely Round Out the Chinese Sweep

Chery’s premium SUV sub-brand Jaecoo went from market entrant to fourth-largest brand in four months on aggressive J7 pricing against Hyundai Creta EV. Wuling held second place in the electric-MPV race with the Cortez Darion EV at 2,531 units, just behind BYD M6’s 4,820. Geely’s 578 percent growth came off the Galaxy E5 with EX5 and Geometry C in support; Lynk & Co Z10 and Zeekr 7X are slated for Q3 launch via the Polytron joint venture.

For the full brand-by-brand breakdown, Subang factory specifications, electric-MPV segment data and H2 outlook, see iEVChina’s full H1 2026 Chinese-EV Indonesia data report.