The Road Ahead for US-China Automotive Supply Chain Integration

Key Takeaways

• The rise of China’s automotive industry has placed significant pressure on foreign automakers to optimize their strategies, including through greater supply chain integration with Chinese companies.
• Meanwhile, the United States and other countries have responded with restrictive measures like higher tariffs on Chinese EVs.
• While President-elect Donald Trump has threatened additional actions that could impact US-China automotive supply chain integration, US and Chinese companies are awaiting further signals.