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tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
Joined May 2009
407 Following    37.4K Followers
The chart that explains why China & EU are at logger heads. German brand shares in China has dropped from 20.5% in 2023 to 12.5% in Aug. This even as overall mkt shrunk this yr, so German sales likely down 50% from peak in 2022/2023. Japanese & American brand have also dropped, but Tesla & Toyota sales have held up better than others.
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