Infographic: Chinese brand share in overseas EV sales
Penetration of Chinese electric vehicle (EV) brands into overseas markets varies around the world and is dictated by geopolitics as well as the strength of domestic EV production.
However, uptake in many North American and European countries remains low. By contrast, in Brazil, Thailand andIndonesia, at least three-quarters of EV sales are for Chinese models.
“Chinese brands have firmly established themselves in the global EV market, leveraging a strong domestic foundation to expand internationally,” said Charles Lester, data manager at Rho Motion. “China’s EV industry is not only growing but also reshaping global competition through sheer operational scale and cost advantages.”
What causes the difference in overseas Chinese EV uptake?
“The expansion of Chinese EV brands is heavily influenced by global trade policies,” Lester said. “A 100% tariff inthe USand Canada has effectively shut out Chinese OEMs, while theEU’s mixed tariffs—reaching up to an additional 35.3%—will slow their penetration in Europe throughout 2025.”
European policymakers are also more open to Chinese involvement in their supply chains than their US counterparts and several have set up production lines in the region.
“In contrast, Chinese EVs continue to dominate markets across Latin America and Southeast Asia, where fewer trade barriers and cost competitiveness drive adoption,” Lester said.
China’s strength in the battery supply chain
Beyond strength in EV production, China dominates in the mid and downstream of the battery supply chain, as well the processing of battery chemicals.
This data is taken from Rho Motion’s EV Sales Quarterly Outlook. To find out more, and to request a demo of the report,click here.
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