tphuang(@tphuang):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.

tphuang

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My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack

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tphuang@tphuang

2026.09.19 10:56

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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