Back to today’s briefing

Story perspectives

Foreign Car Brands Face Decline in China, Eye 2026 Comeback

1/23/2026

47 7 Full Breakdown

Summary

Story summary

Foreign car brands, including Tesla and Volkswagen, are losing market share in China to domestic electric vehicles (EVs).
Analysts predict a 2026 comeback for foreign makers with innovative new models.
Denis Depoux of Roland Berger says foreign manufacturers can compete by adopting strategies from Chinese firms.
International brands, through joint ventures, delivered 7.44 million vehicles in the first 11 months of 2025.

1 of 1

Story summary

Foreign car brands, including Tesla and Volkswagen, are losing market share in China to domestic electric vehicles (EVs).
Analysts predict a 2026 comeback for foreign makers with innovative new models.
Denis Depoux of Roland Berger says foreign manufacturers can compete by adopting strategies from Chinese firms.
International brands, through joint ventures, delivered 7.44 million vehicles in the first 11 months of 2025.