Alvin Foo(@alvinfoo):China is changing the global auto industry’s pecking order. China produced 34.5 million vehicles in 2025, far ahead of every other country. This isn’t just about manufacturing scale. It’s about who can build better cars, faster, cheaper, and increasingly with software and AI at the core. Japan built its dominance on quality. Germany on engineering. The next era will be defined by electrification, software, battery economics and speed of innovation. The real question isn’t who produces the most cars. It’s who captures the most value in the next decade. The auto industry isn’t just going electric. It’s being redefined.

2026.10.30 14:02

China is changing the global auto industry’s pecking order. China produced 34.5 million vehicles in 2025, far ahead of every other country. This isn’t just about manufacturing scale. It’s about who can build better cars, faster, cheaper, and increasingly with software and AI at the core. Japan built its dominance on quality. Germany on engineering. The next era will be defined by electrification, software, battery economics and speed of innovation. The real question isn’t who produces the most cars. It’s who captures the most value in the next decade. The auto industry isn’t just going electric. It’s being redefined.