Star：2025全球汽车行业展望报告：区域视角（英文版）（49页）.pdf

1、Global automotive industry outlook:An East meets West perspectiveTable of contentsChina-The blueprint for EV domination4The strategic reinvention of German OEMs27The new playbook for the US auto sector39Strategic imperatives for whats next51Rewiring monozukuri:Japans journeyto digital excellence16As

2、 of mid-April 2025,the global automotive industry stands amid a period of profound uncertainty.The US governments 90-day pause on new globaltariffs(excluding China)offers a brief but meaningful window for strategic reassessment.In this report,weve brought together insights from our regional industry

3、 leaderscombining on-the-ground realities with a longer-term perspective across four of the worlds major automotive powerhouses:China,Japan,Germany and the United States.While none of us can predict exactly how todays trade dynamics will unfold,one thing is certain:the automotive sector does not ope

4、rate in a vacuum.Our industryis deeply interconnectedacross supply chains,technologies and markets.These interdependencies,which once delivered scale and efficiency,have now also become points of vulnerability,especially as geopolitical tensions and regulatory pressures mount.In this environment,loc

5、alization is no longer just a tactical moveits a strategic imperative.From how and where we manufacture,to how software is experienced inside the vehicle,every OEM and new market entrant must adapt to local realitieswhile maintaining a coherent global strategy.Through this report,our goal is to help

6、 you understand how each market thinksand why things operate the way they doso you gain the insights and foresight needed not only to respond to todays volatility,but to build resilient,enduring brands for whatever comes next.Andrew Fellows Head of Automotive&MobilityForewordCopyright 2025 Star.All