"40 Chinese brands are now competing across the W-European region, with GEELY and CHERY increasingly pursuing a multi-brand strategy, while BYD and SAIC are consolidating efforts into core brands."
More in the full client study here:
www.schmidtmatthias.de/electriccarr...
That was the route for the past 24 months anyway as far as I understand
The year of...
2022: CEO (taking command in unstable waters)
2023: CFO (value over volume)
2024: Chief Procurement Officer (geo-political headwinds)
2025: CTO (SDV rollouts)
Finally cancelled my prefered music streaming player...
Alternative for music on the go?
I've gone through my old vinyl collection and collected all the free download slips of paper added since around 2010.
Time to delve back into some pretty amazing music, starting with Lubomyr Melnyk
BMW Group meets EU CO2 emissions regulatory hurdle during 2025
www.schmidtmatthias.de/post/bmw-gro...
Number one US BEV manufacturer across Germany during 2025?
Tesla?
Nope.
Ford?
Yeap
Oh I see your point. It was a typo. The word US brand was omitted. will have to delete and repost
Is this from AI? If so, it's not very good.
I'm pleased to say our forecast for the Western European new BEV passenger car market for 2025, published in our January 2025 study, came to within 0.4ppts of the final end-of-the-year result
Always good to revisit forecasts. 👍
Studies are all available here:
www.schmidtmatthias.de/electriccarr...
While Apple gave up on their car, or so-called, project Titan, have @volvo-cars.bsky.social just presented their interpretation of what could have been:
www.schmidtmatthias.de/post/is-volv...
The story is that A/S tariffs will be dropped, and minimum prices will replace them, effectively at the same price point as the tariffs were adding, but the nuance is that OEMs will keep these inflated margins. I wouldn't call it a blow to Tesla
🇩🇪 Even the premium-driven German new car market is seeing a regulatory-driven CO2 dive.
Average monthly fleet emissions across all new passenger cars fell below 100g/km for the first time on record in November... and below Spain!
🇫🇷 France heads towards <80g/km
www.linkedin.com/posts/matthi...
Great to see one of the auto industry's most prominent designers back.
Thomas Ingenlath returns to Volvo Cars, as Chief Design Officer, effective 1 February 2026.
He didn't make it far from Polestar, though, located down the road in Gothenburg, where he was previously CEO.
Polestar 2 below:
Tesla's share of the W-European new BEV passenger car market dips below 10% on a 12-month rolling basis for the first time on record.
Reasons?
Increased competition from incumbents introducing new product in line with CO2 targets
- Chinese OEMs entrance
www.schmidtmatthias.de/post/tesla-s...
Every fifth new car across Western Europe now a pure electric model
www.schmidtmatthias.de/post/every-f...
This is partially on regulator's shoulders
EU Automotive Package – The Porsche Amendment
"ICE models to become the haute couture Swiss watches of the motor industry "
A note:
www.schmidtmatthias.de/post/eu-auto...
Here we go! 🚗 🇪🇺 📦
A narrative to fit the European Commission's Automotive Package to be unpacked, days before Christmas, today.
What's the connection between a silent, humble Volkswagen ID. Polo and a high-revving Porsche AG 911? 🚗 🔌 🔥 🇪🇺
www.linkedin.com/posts/matthi...
I would say the camo is a reference to that
I have it on good authority that they have been actively seeking to acquire heritage model designations from one OEM. That OEM was unwilling, however.
@volkswagen.bsky.social have learnt how important brand equity is in an EV age
Digging some vintage badge names out of its rich brand cellar, VW presents: "The sporty ID. Polo GTI"
Brand equity: key in a homogenous EV age with new market entrants
🇨🇳 / 🇬🇧 Chinese models now account for every tenth new passenger car entering UK roads
www.schmidtmatthias.de/post/chinese...
Chinese carmakers beat South Koreans in Western Europe for first time – Nikkei Asia: ‘Chinese automakers’ market share in the region reached 8% in September, just overtaking their South Korean peers with 7.8%, according to data from Germany-based Schmidt Automotive Research.’
Bravo Provost! Provost strikes again.
Le synergy-snipper
Citroën Germany has already begun advertising the German purchase subsidies, even though they won't begin until January
Price parity with ICE version would be achieved under some circumstances
That would bring the ëC3 to below €15,000 in some circumstances, or leasing with no Initial payments!
Super journalism in the FT W/E:
"Yet many drivers remain deeply wary of the autonomous car transition. It takes a human about 45 hours to learn to drive a car. Why, I ask, has the tech industry spent more than $100bn trying — and repeatedly failing — to replicate something we can master so easily?
Year to date
Registrations to dealers are 40.7% of BYD's total split, while the average is 15.9%. Normal range?
Not unless they have very large forecourts
