Rise of China’s EV Makers Threatens Western Firms, UBS Says

09/05/2023 14:46
Rise of China’s EV Makers Threatens Western Firms, UBS Says

Western automakers are set to lose a fifth of their global market share due to the unstoppable rise of more-affordable, cheaper-to-produce Chinese electric vehicles, according to UBS Group AG analysts.

  • Legacy carmakers likely to lose a fifth of global market share
  • Chinese giant BYD has cost advantage over Tesla and Volkswagen

A BYD Co. Seal electric sedan at the Munich Motor Show (IAA) in Munich, Germany, on Sept. 4.

Photographer: Alex Kraus/Bloomberg

Western automakers are set to lose a fifth of their global market share due to the unstoppable rise of more-affordable, cheaper-to-produce Chinese electric vehicles, according to UBS Group AG analysts.

Led by BYD Co., Chinese carmakers will almost double their share of the auto market to 33% by the end of the decade, UBS analysts including Patrick Hummel and Paul Gong wrote in an Aug. 31 report.

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Rise of China’s EV Makers Threatens Western Firms, UBS Says

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