And, a recent tour of one of the Asian powerhouse’s vehicle plants has proved this beyond a shadow of a doubt, at least to Honda President and CEO Toshihiro Mibe.
“We have no chance against this,” Mibe said upon a visit to a Shanghai parts factory, commenting on its seamless automation across all levels of production. Logistics, procurement and all aspects of the process were so automated, in fact, that he did not spot a single human worker on the supplier’s floor.
Ford executives saying even three years ago that China was way ahead of the game
Toyota’s CEO has likewise said regarding not just his company, but the industry in general, “unless things change, we will not survive”
Source on China “dumping”? All I see are unsupported accusations that are wholly explainable by the power the lobby of the automotive industry has
In Australia.
Illegal Storage at Jamberoo: BYD was caught storing more than 1,600 vehicles at Jamberoo Action Park without the necessary council approvals. The storage facility was discovered as the water park attempted to reopen for the summer season while its car parks remained filled with new EVs.
Inventory vs. Sales Gap: As of late 2025, BYD had reportedly imported approximately 51,000 cars to Australia but had sold only about 38,000 units, leaving a significant surplus of inventory.
Carbon Credit Strategy: Some analysts believe the stockpiling is linked to a government loophole that allows manufacturers to accumulate carbon credits based on the number of electric vehicles imported, rather than just those sold.
The plan was China was going to sell cars like legacy auto has been doing for the past 120 years. USA said no. USA created China’s over capacity. Not China.
I will fully admit my only data is anectodal evidence from friends overseas.
Edit: I’ll also add, I distinctly remember reading abouy China selling zero mileage used EVs. Which lines up with dumping practices.
That one was less dumping and more subsidies fraud, IIRC
Ah, fair enough then. I concede.