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Stagnating Demand In Western Markets, The End Of The ‘global Car,’ And The Cost Of Electrification Reset Profit Margins - The Triple Conundrum Facing Car Makers And Suppliers, Says AlixPartners Analysis
The automotive industry stands at a critical crossroads as decades of globalization give way to a new era of regionalization, driven by geopolitical tensions and China's aggressive expansion into global markets. With Chinese automakers projected to export nearly 10 million vehicles in 2026 and capture 17% of Europe's market share by 2031, traditional manufacturers face mounting pressure to adapt their strategies while navigating the transition from software-defined to AI-defined vehicles. As the U.S. enters
AlixPartners Asia LLC
