ITIF：2026美国汽车产业全球竞争力演变评估报告（英文版）（53页）.pdf

1、itif.org Assessing the Evolving Global Competitiveness of the US Auto Industry STEPHEN EZELL AND MEGHAN OSTERTAG|MARCH 2026 To win the techno-economic competition with China,America must be able to assess the factors impacting the global competitiveness of its advanced-technology industries.Using th

2、e auto industry as a template,U.S.competitiveness has faltered considerably.KEY TAKEAWAYS Reaching its zenith in the 1950s,the U.S.auto industry has been in a period of decline since at least the mid-1960s when it began to face import competition from leaner Japanese and European competitors.While t

3、he Big Three automakersGeneral Motors,Ford,and Chrysleraccounted for 92 percent of domestic auto share in 1965,this share would fall by half,to 46 percent,by 2015,and to 38 percent by 2024.The U.S.location quotient for autos(which compares how much an industry contributes to a nations economy as it

4、does to the global economy)fell from 0.92 in 1995 to 0.54 in 2022,meaning the U.S.auto industry is 45 percent smaller than the global average.Today,the U.S.auto industry face new challenges from low-cost Chinese EV producers,increasing offshoring of production to Mexico,and the emergence of a host o

5、f new vehicle technologies,from autonomy to electrification.From 1995 to 2022,Chinas share of global automotive vehicle output skyrocketed eightfold,from 3 to 25 percent,while the U.S.share slid from 23 to 14 percent.In 2007,cars sold in the United States contained 38 percent U.S.-or Canadian-made c

6、ontent on average;that portion declined to 18 percent by 2023.U.S.auto competitiveness today is like the situation in the 1980s and 1990s all over againas intense Chinese EV competition and technological change roil the industryonly this time it cannot take 1015 years to adapt if its to survive.INFO