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

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

26 July 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...

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China's NEV sector: Domestic brands lead the charge

17 July 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...

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The G7 vs Chinese EVs: A case of mistaken identity

14 June 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 ...

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Western EV manufacturers have much to learn from their Chinese counterparts 

14 June 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 ...

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

19 April 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. ...

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

26 January 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? ...

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

5 January 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

15 August 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? 

3 August 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...

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Building a company from scratch out of the most unlikely place

27 June 2023 • by Mate Rimac in Electric Cars • 8 min read

Mate Rimac founded an electric supercar company in Croatia – a country with no automotive industry or start-up culture – when he was still a teenager, and against all odds, grew it...

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