
Episode #10
Chinese EVs and the “Sheinification” of the Automobile Industry
<p>Relevant links for this episode:</p>Chinese EVs and the "Sheinification" of the Automobile IndustryChinese EVs: Strategic Options For Legacy CarmakersTurning the Tables: How Legacy Automakers Can Counter the Chinese EV OnslaughtFrance's EV Recommendations Are Missing One Crucial Dimension<p>Chinese EVs are usually analyzed through a supply-side lens: subsidies, battery supply chains, manufacturing scale, and industrial policy. </p><p>But what if the deeper disruption is actually happening on the demand side?</p><p>In this of the Business Of Motorsport podcast, we describe the “Sheinification” of the automotive industry: the idea that consumers increasingly reward affordability, rapid itera...

