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Dec 11, 16:58
China's auto sector faces major reshuffling as subsidies end and sales slump
Passenger vehicle retail sales in China declined by 8% year-over-year in November 2025, the largest drop in nearly a year and the first negative growth period since 2023, according to data from the China Passenger Car Association (CPCA). This downturn signals early signs of a significant industry reshuffle triggered by the withdrawal of longstanding subsidy programs.
Foxconn Interconnect Technology (FIT), a subsidiary of Foxconn, announced on December 9, 2025, that its joint venture Smart Mobility with Saudi Arabia's Saleh Suleiman Alrajhi & Sons has officially broken ground on a manufacturing base at the King Salman Energy Park (SPARK) in Dammam. This marks a new phase for localized EV charging station production in Saudi Arabia.
South Korea's electric-vehicle (EV) charging industry has long held a technological edge, with world-class hardware and contributions to international standards. Yet its domestic market remains small, and its reliance on imported core components has pushed major players into a difficult corner.
Tesla continues to demonstrate strong growth momentum in Taiwan's new-car market, with all in-stock Model 3 and Model Y units for the current quarter already sold out. Coordinated with a large shipment of new cars arriving at the end of each quarter, December will see mass deliveries, with over 6,000 new vehicles expected to be delivered in the fourth quarter, an increase of 68% compared to the same period in 2024.
For years, Christmas has marked the peak season for the US automotive aftermarket. But in 2025, the mood has shifted dramatically, leaving industry players far less optimistic.
Coplus, a Taiwan-based precision automotive parts maker, held its investor briefing on December 8, 2025, where Chairman Baihua Wu outlined two strategic priorities for the company: navigating US tariff changes and accelerating the long-term expansion of its product portfolio.
Vietnamese conglomerate Vingroup has signed a memorandum of understanding with the government of Telangana for a proposed US$3 billion investment to build a multi-sector ecosystem in the southern Indian state, according to Reuters, The Economic Times, and Hindu Business Line.
SK Hynix and battery subsidiaries within SK Group received approval for 68 core patents in China in November 2025. Many of these patents relate to highly integrated memory designs and solid-state battery stability technologies, which are expected to accelerate the development of next-generation AI chips and electric vehicle batteries, enhancing competitiveness in the Chinese market.
South Korea is moving to shore up its electric vehicle (EV) manufacturing base and safeguard technological leadership as global competition stiffens and domestic production risks further decline.
Ola Electric has started mass deliveries of its S1 Pro+ scooters powered by the indigenously developed 4680 Bharat Cell, making it the first Indian company to fully own both battery pack and cell manufacturing. The rollout marks a major milestone in India's push to strengthen domestic electric vehicle (EV) capabilities.

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's auto market is headed. After an on-site review of the show, DIGITIMES identified three defining trends for China's 2025 model-year vehicles: the rise of 800V high-voltage architectures, the rapid adoption of roof-mounted front LiDAR, and the emergence of multi-screen cabins. Together, these features are becoming essential for any carmaker hoping to compete in the world's largest auto market.

Tesla, the world's leading electric-vehicle maker, mounted a striking late-2025 comeback in China's battery-electric market — a rebound that stands in sharp contrast to the company's sharp downturn in Europe and underscores the growing complexity of its global strategy.