Electric Cars

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Honda and Nissan need more than a $58bn merger to compete with Chinese EVs

January 22, 2025 • by Patrick Reinmoeller in Electric Cars • 8 min read

In the face of growing competition from BYD and Tesla, Honda and Nissan's large merger wager may not be sufficient to bridge the gap. Thinking outside of the box may be essential...

Asset-light Nike model is driving change in the auto industry

July 26, 2024 • by Jerry Davis in Electric Cars • 7 min read

The rise of electric vehicles – and a flood of new, small market entrants – is transforming the nuts and bolts of car making. Does this shift finally spell the end for...

China's NEV sector: Domestic brands lead the charge

July 17, 2024 • by Mark J. Greeven, Sophie Liu in Electric Cars • 6 min read

The market share of Chinese independent brands has risen from 35.8% in 2020 to 56.1% in the first five months of 2024. Read on to see which are succeeding and how they...

The G7 vs Chinese EVs: A case of mistaken identity

June 14, 2024 • by Mark J. Greeven in Electric Cars • 4 min read

Western assumptions about China producing cheap, low-quality electric vehicles are misguided, argues IMD’s Mark Greeven, with the reality being that China is now the world leader in this technology...

Western EV manufacturers have much to learn from their Chinese counterparts

June 14, 2024 • by Howard H. Yu in Electric Cars • 4 min read

This weekend’s G7 summit will see renewed calls for protectionist measures against Chinese EV manufacturers. But tariffs would be misguided and universally damaging, warns IMD’s Howard Yu...

Tesla’s crossroads: Can Elon Musk’s stock-market darling retain an edge over rivals? 

April 19, 2024 • by Michael R. Wade in Electric Cars • 7 min read

The EV pioneer’s once-unrivaled dominance is being tested by declining sales, fierce competition, and questions about its commitment to sustainability and innovation. IMD’s Michael Wade examines Tesla’s strategic direction and leadership. ...

China’s automotive odyssey: From joint ventures to global EV dominance

January 26, 2024 • by Yueyuan Selina Xue, Wei Wei, Mark J. Greeven in Electric Cars • 9 min read

How has China’s automotive sector made the journey to where it is today? What has driven this focus and dynamic growth and what are its prospects?...

Here’s what we predict for 2024… what about you?

January 5, 2024 • by Robert Hooijberg, Arturo Bris, David Bach, José Parra Moyano, Michael R. Wade, Julia Binder, Howard H. Yu, Simon J. Evenett, Alyson Meister, Salvatore Cantale, Stefan Michel in Electric Cars • 15 min read

What can we expect to see over the coming year? IMD professors offer their expert predictions, and we invite you to join in....

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In the footsteps of Nikola Tesla: driving the electrification of the auto industry

August 15, 2023 • by Didier Bonnet in Electric Cars • 9 min read • Podcast available

Inspired by electrical engineer and inventor Nikola Tesla, Mate Rimac, CEO of the electric supercar company Rimac Automobili, is helping to drive a revolution in the automotive sector....

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Can CATL power the future?

August 3, 2023 • by Mark J. Greeven in Electric Cars • 6 min read

Providing it can avoid the perils of geopolitics, Chinese electric vehicle battery maker CATL has all the ingredients necessary to become a world-beating multinational, says IMD Professor of Innovation and Strategy Mark...

An electrifying performance: how BYD went above and BeYonD Tesla