Global vehicle sales have barely moved compared to 2019. Yet one shift has changed the industry more than any demand cycle, regulation, or technology trend: Chinese OEMs have doubled their share of global sales. For Western automakers, this presents a major competitive threat.
In this episode of Fuel for Thought, our host speaks with Mobility Global expert Yuriy Lipchynskyi about the key competitive factors behind Chinese OEMs’ expansion and the practical moves that Western OEMs should prioritize in response.
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Speakers
Guido Vildozo
Associate Director, Consulting (Moderator), S&P Global Mobility
Yuriy Lipchynskyi
Research and Analysis Associate Director, Mobility Global
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