Trend Automotive: EV adoption rises while margins lag on battery cost and Chinese competition

Summary

For automotive NTT DATA reports electric vehicle adoption continuing to rise while margins lag because of battery costs, shifting subsidies, immature charging networks and strong global competition, singling out Chinese original equipment manufacturers.

Classification

Main topicIndustry & Supply Chains

Secondary topicsTrade & Economic Security Space & Mobility

Region menusGlobal

Impactscope:global

Time horizon0-3 years (2026-07-26)

Last updated2026-07-29 04:49:52

Evidence 1

Technology Foresight 2026: Sustaining growth in the era of mass intelligence NTT DATA page=72;section=Technology in context: Foresight across industries / Industry perspectives / Automotive 2026-03 accessed 2026-07-26

Observed signals 2

Part of issues 1

IssueAutomotive resilience is framed as diversified suppliers, codesigned chips and localized manufacturing1 trends · 0 signals

Relation types: constitutes · supports

Public id: fm-614acb23976f