Electric Dragon Rising: Huawei Rewrites Auto Market Rules as Chinese EVs Sweep the World
For some years now China has held the top spot in global automotive exports. A new model is coming to the fore in the Chinese market, with tech giant Huawei at the top of the value chain, designing and directing the manufacture of rapidly growing fleets of EVs and other new energy vehicles.
China has long been the global leader in automotive exports, with Huawei emerging as a key player in the rapidly growing electric vehicle (EV) market. US President Donald Trump has expressed openness to Chinese automakers entering the US market, potentially intensifying competition with Japanese automakers such as Toyota, Honda, Nissan, Mazda, and Subaru.
The Chinese automotive industry is keen to enter the North American market due to stagnant domestic sales and pressure from intensifying price competition. China is already the world's leading auto exporter, shipping 6.14 million vehicles abroad in 2025, marking a 66.8% increase year on year. Companies such as BYD, Chery Automobile, and Toyota have established a strong presence in exporting EVs to various countries around the globe.
Chinese automakers are actively collaborating with Japanese companies and setting plans to expand local sales and production in North America, Europe, and Australia. Huawei, originally a telecommunications company, has now shifted its focus to intelligent driving systems, cooperative functions, and smart cockpit systems using AI-enabled voice control for automobiles.
Toyota has adopted Huawei's in-vehicle operating system for its EV bZ7, launched in China in March 2026.
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