Chinese Electric Vehicles – The Middle Kingdom Charges Up
How Chinese EV makers built a structural cost and software advantage, where Western incumbents are responding well, and what the next phase of global EV competition is likely to look like.
Chinese EV makers have moved from cost competition to structural advantage. This paper unpacks how that happened: vertical integration in batteries and power electronics, a software-first product cycle, and a policy environment that turned a domestic market into a global launchpad.
It assesses the competitive response from Western incumbents segment by segment, calls out the moves that are working, and lays out the next phase of global EV competition. Trade policy, localisation strategy, and partnership choices each get a structured read on what is likely to matter for the rest of the decade.
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