Michael Dunne(@dunne_insights):This is a colossal Chinese earthquake, with global aftershocks. Chinese car brands' market share 2020-2026 2020: 36% 2022: 49% 2024: 65% 2026: 80% (f) In the flat demand China market since 2020: Global automakers: -11 million cars annually Chinese automakers: +11 million cars annually Call it market forces with Chinese characteristics.

Michael Dunne

@dunne_insights

Dunne Insights: Winning in electric and autonomous vehicle markets.

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Michael Dunne@dunne_insights

2026.09.10 18:21

This is a colossal Chinese earthquake, with global aftershocks. Chinese car brands' market share 2020-2026 2020: 36% 2022: 49% 2024: 65% 2026: 80% (f) In the flat demand China market since 2020: Global automakers: -11 million cars annually Chinese automakers: +11 million cars annually Call it market forces with Chinese characteristics.

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