This report analyzes the evolving tariff landscape for EVs, with a particular focus on the United States, Turkey, and Europe. It also examines the potential impact of U.S. and European tariffs on Chinese EVs, highlighting how these measures shape the global EV supply chain.
Table of Contents
1. Background1.1 U.S.: Doubling Tariffs on EVs and Lithium Batteries from China
1.1.1 Rationale Behind U.S. Tariffs:
1.2 Turkey: Tariffs with Conditional Exemptions
1.2.1 Rationale Behind Turkey's Tariffs:
1.3 EU: Anti-Subsidy Tariffs on Chinese EVs - A Shifting Policy Landscape
1.3.1 Rationale Behind the EU's Tariffs:
2. Impact Analysis
2.1 U.S. Tariffs on Chinese EV: More Symbolic than Substantive
2.2 European Tariffs on Chinese EVs: A Delicate Balance
2.3 China's Response to Tariff Restrictions: Capacity Export and New Cooperation Models
3. The Analyst's Perspective
3.1 Electric Vehicles Entering the Geopolitical Arena in 2024
3.2 Divergence of Chinese and Non-Chinese EV Supply Chains
Appendix
List of Companies
List of Tables
Table 1: Chinese Carmakers and Overseas Plant Deployment Strategies
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Anhui Jianghuai Automobile
- Audi
- Beijing Automotive
- BMW
- BYD
- Changan Ford Automobile
- Chery Automobile
- DFSK
- FAW Group
- GAC Aion
- Geely
- Great Wall Motor
- Magna Steyr
- Mercedes Benz
- Neta
- SAIC
- SAIC General Motors
- Seres
- Shaanxi Heavy Duty Automobile
- Stellantis
- Tesla
- Tesla
- Volkswagen
- Volvo
- VW Group
- Zhejiang Leapmotor Technology
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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