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Alvin Foo
@alvinfoo
Venture Partner | ex-Google | Decoding AI • Motivational stories on innovation & resilience • Tesla/SpaceX insights 🚀
가입 February 2007
12.2K 팔로잉 중    167.2K 팬
China’s Auto Industry is coming for Europe & this is just the beginning. Look at the numbers: BYD grew 134.6% year-on-year in Europe in Jan–Sep 2026. Chery surged 255.9%. Leapmotor jumped 424.2%. These aren’t just impressive growth rates, they’re signals of a structural shift. Chinese automakers are no longer competing on price alone. They’re combining battery technology, software, manufacturing scale and increasingly competitive design to challenge incumbents on their own turf. What happens next? Over the next 3–5 years, I expect Chinese brands to capture a significantly larger share of Europe’s new-car market, driven by local manufacturing, expanding dealer networks and broader hybrid and EV offerings. But the road won’t be easy. Tariffs, regulation, brand trust and after-sales support will determine who survives the next phase. The bigger risk for European automakers isn’t that Chinese cars are cheaper today. It’s that Chinese companies may innovate faster while operating with a fundamentally different cost structure. Europe’s automotive giants built this industry over a century. The next decade could redefine it. The question isn’t whether Chinese automakers will gain ground in Europe. It’s how quickly and who will adapt fast enough to survive.
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