How Chinese electric vehicles are transforming global automotive supply chains.

China has evolved into the leading global exporter of electric vehicles (EVs), producing about 16 million units in 2025, which constituted nearly 75% of worldwide EV production. This shift has transformed automotive logistics, emphasizing the movement of components and batteries rather than finished vehicles, as manufacturers localize production in regions like Europe and Latin America. Rising tariffs and geopolitical factors are accelerating this trend, prompting logistics providers to create multimodal transport solutions and prioritize real-time tracking and compliance. The industry faces challenges like infrastructure limitations and supply chain volatility, but the focus is increasingly on regionalized production networks and component flows rather than complete vehicles.