汽车零部件行业-“中国效应” 进入新阶段-Auto Parts-China Effect Enters New Phase

October 7, 2025 08:00 PM GMT Auto Parts | Japan China Effect Enters New Phase The China environment for Japanese auto parts firms, having been affected by the waning market share of Japan's OEMs, is now entering a new phase of fiercer technical competition with Chinese local parts firms. Key Takeaways Structural disruption of the China environment in stages: We analyze the impact on Japan's auto parts industry in 3 stages. Phase 1: Loss of Chinese market share by Japanese OEMs (2020-2025). Phase 2: Wider us ...