The Rise of China's EVs
George Ayres is a featured speaker at The Battery Show South 2026, on what the rise of China's EVs means for North American battery and vehicle programs.
China is rewriting the rules of the global EV market, and the implications for North American automakers, suppliers, and battery players are coming faster than most strategies anticipate. In this session from The Battery Show South 2026, George Ayres, Managing Director of AutoMobility Advisors, breaks down what Chinese EV manufacturers have built, how they got there, and what it means for the companies competing against them.
Drawing on decades of automotive and connected vehicle leadership, George moves past the headline numbers to unpack the structural advantages behind China's EV surge: vertical battery integration, software-defined vehicle architectures, supply chain depth, and a domestic consumer base that has accelerated product cycles to a pace Western OEMs are still adjusting to. He also examines where the gaps actually are, where tariffs and policy change the calculus, and what battery and component suppliers in the South should be doing right now to position for the next five years.
Whether you are an OEM strategist, a battery industry professional, a fleet leader, or an investor watching the mobility space, this is a clear-eyed read on a market shift that will touch every part of the value chain.
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