mobility디지털투데이 (DigitalToday)· 7/27/2026, 7:18:27 AM★ 8.0
Japan and the U.S. Are Too Late... China and Thailand Lead in the Electric Vehicle War
Analysis reveals China and Thailand are gaining momentum in reshaping the global automotive industry through aggressive EV adoption policies. While China focuses on domestic electrification to boost exports, Thailand is positioning itself as an electric vehicle export hub in Southeast Asia. China's 2030 NEV targets aim to dominate road vehicle ownership, with EV exports surging 120% in 2026. Thailand's shift to export-reward incentives and Chinese automaker investments further solidify their regional influence.
💡 AI analysis: The proactive regulatory and incentive strategies of China and Thailand are shifting the global EV supply chain from a US-Japan centric model to an Asia-centric one, fundamentally undermining traditional automotive market dominance.