US Automakers Will Fall Further & Further Behind Chinese on Electrification - CleanTechnica

The article from CleanTechnica argues that U.S. automakers are falling increasingly behind Chinese companies in the electric vehicle (EV) market due to their continued focus on profitable internal combustion engine (ICE) vehicles rather than aggressively scaling EV production. While American manufacturers like GM and Stellantis emphasize flexible manufacturing lines that can produce both ICE and EVs, this approach limits their ability to achieve the scale and cost efficiencies needed to compete effectively. In contrast, Chinese EV makers benefit from rapid development cycles, high production volumes, and strong government support, enabling them to dominate the global EV market with nearly 40% share compared to less than 5% for the Detroit 3 automakers combined. The article highlights that U.S. automakers’ strategy of maintaining a smaller EV footprint and mixing EV production with traditional vehicles results in higher costs and slower innovation. Industry experts cited note that scale is critical to lowering battery costs and achieving competitive pricing, something American companies currently lack. Chinese EV firms release new models much faster