Show Notes
China’s electric vehicle leadership is reshaping the global audio industry. In this episode, host Joe Coletti speaks with Tom Narayan, Lead Equity Analyst in Global Autos at RBC Capital Markets, to explore how China built its EV advantage, why its OEMs are expanding into Europe and eyeing the U.S., and what this means for Western automakers, suppliers, and consumers. Key points: China’s EV advantage is rooted in battery supply chains, subsidies, labor costs and domestic market scale. Chinese OEMs are expanding beyond their home market through exports and localization in Europe. European OEMs may lose share, but Western suppliers could benefit if Chinese OEMs rely on them abroad. Chinese OEMs are technically ready for the U.S. market, but policy volatility and tariffs remain major barriers. Chinese consumers are shaping the next phase of electric vehicle technology through demand for autonomy and tech-forward features.
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