For the automotive industry worldwide, the center of gravity has decidedly shifted to China, while its years of electric vehicle expansion vastly remade transportation expectations worldwide. Years of endless growth have reached an inflection point: in the 2025 unfolding, the market changes from rapid expansion to fierce competition, marking the end of an era defined […]
China’s Auto Sector Nears Critical Juncture as Price War Intensifies, Debt Mounts, and Supply Chains Face New Chip Crisis
The Chinese automotive industry, the largest car market in the world, is struggling to deal with a combination of extreme difficulty, including a growing price war and a systemic overcapacity, soaring debt and an imminent global shortage of semiconductors. These complex pressures are not just weakening the sustainability of the industry in the long-term, but […]