Michael Dunne
@dunne_insights
Dunne Insights: Winning in electric and autonomous vehicle markets.
加入 June 2012
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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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