Tag Archives: Toyota

EV Batteries: A $240 Billion Industry in the Making

Even those who consider themselves somewhat knowledgeable about the electric vehicle (“EV”) industry would be hard pressed to name more than a handful of EV battery suppliers.

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China’s Workers Find Their Voice

In 2010, China’s workers found their voice. Emboldened by the country’s new labor law, encouraged by China’s continued economic progress, and frustrated that they are not sharing enough in the wealth being created, workers have found new ways to demonstrate their dissatisfaction. Ten workers at Foxconn’s giant factory in Shenzhen expressed their discontent in the […]

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China’s Industrial Policies: Are They Effective?

Periodically, China announces a new industrial policy directed at one or another of its industries. During the past year, the government announced plans to consolidate both steel and automotive. The reason: too many players and too much fragmentation. The announcement of these policies typically triggers a stream of questions about what this means for competitors […]

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Who Switched the Playbooks?

When I was starting up in China, many experts cautioned me on what I would encounter. “It’s not a free market and there’s no rule of law, they told me. “The government controls the courts, the companies and the banks. Central planners in Beijing, not the marketplace, decide what goods to produce and which companies […]

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2009: The Year Global Autos Shifted to China

When we look back 20 years from now, the year 2009 is likely to be viewed as the year in which the baton of leadership in the global auto industry passed from the United States to China. For the last 100 years, the American car market and American carmakers set the pace in the global […]

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China’s Car Makers Optimistic for 2009

Somebody forgot to tell China’s carmakers about the global economic crisis. Nearly all are targeting big sales increases in 2009. In a roundup of strategies for 2009, the April edition of China Automotive Review, available only by subscription, noted the aggressive plans of the local assemblers compared to their more conservative, foreign-invested rivals. Here are […]

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The Road Ahead For China Autos

The combination of a housing slump and oil at about $140 per barrel is proving to be the straw that is breaking the back of the U.S auto industry. U.S. auto sales plunged in June as the economic slowdown and high gasoline prices have hit all U.S. carmakers hard. Sales were down 28 percent at […]

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