Two questions about the inevitable:
- which current and well established European brands will go to the wall over the next 5 years having failed to adapt to the EV transition.
- which recent Chinese entrants to the UK EV market will fail in the next 5 years leaving customers with little or no spares back up and vehicles worth close to nothing
Some established European brand names may remain for marketing reasons but it is unclear whether this is just a front where design, R&D and manufacturing is mostly offshored.
I'm not sure it has much to do with transitioning to EV. It may be the case that the movement towards EV has helped the Chinese brands by simplifying the product, but the demand for Chinese cars is driven by their lower prices, not a lack of alternatives. Look, for example, at Jaecoo merrily selling ICE cars. As I said before, it's like Japan all over again but there is a much bigger manufacturing base behind it.
As for brands that will die, I think Stellantis have to be up there. They are operating at Chinese quality and European price, which can't be sustainable.. I think VW and BMW will retreat into luxury and sports car markets for now. Mercedes will be at risk, but I think they are likely to strengthen ties with Renault rather than sell the brand to China.
Chinese entrants are probably more robust than you think. Partly, a lot of them are owned by the same parent. For instance, GWM own Great Wall, Ora and Haval. SAIC own MG and Marcus, Chery own Jaecoo and Omoda. Some of the brands will come and go, but the parents will probably stay. Likewise, some of their cost savings probably come from using generic components.
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