Silent Disruption: The Expanding Market Share of Chinese OEMs in the Western Hemisphere
Executive Summary: Chinese OEMs are currently holding a 25–35% cost-per-vehicle advantage over their Western counterparts. Apart from vertical integration, their native software architecture and LFP battery chemistries have been the key drivers of their success halfway across the world. Even though Europe tried to slow down its pace with countervailing duties, the maneuver only accelerated […]