German carmakers are losing ground in China while weak demand, overcapacity and high costs squeeze them at home. Volkswagen, BMW and Mercedes are expanding in the US, but can America replace the market that powered their growth? DW speaks with Anna-Marie Baisden of BMI about China’s fast-moving car industry, regionalised supply chains, Europe’s policy options and whether German brands can adapt without losing their identity.
Chapters:
0:00 German carmakers at a crossroads
1:42 The scale of the crisis
5:07 How Chinese brands pulled ahead
7:05 Why German carmakers are staying in China
10:25 The case for investing in America
13:38 How car supply chains are regionalising
16:14 Is Germany’s car crisis overstated?
17:59 High costs or strategic mistakes?
19:56 What Berlin and Brussels can do
23:13 Do German carmakers need to be less German?
24:22 How the industry could reinvent itself
#germany #china #car #economy #dwbusiness #DWdip
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