Get In, Losers—China’s Driving the Car-Biz Bus [Opinion]
Observations of an industry vet after revisiting the globe’s biggest car market following a 25-year absence.
I first traveled to China in 2000 as a tourist, and as luck would have it, my arrival hotel was across the street from the hall where doors were opening on the first media day of the Beijing Motor Show. Tempting as it was to try to talk my way in there with my business card, tourist visa, and old-school camera, I stuck to the tour-group itinerary—Great Wall, Forbidden City, and a Chinese opera (an ear-splitting agony I vowed never to endure again). But the fact that a hotel that close to an auto show was billeting tour groups speaks volumes to the turn-of-the-millennium state of the Chinese car biz.
0:00 / 0:00
Front-end photo comparison shows uncanny resemblance between China
I embarked on that trip knowing next to nothing about the car scene in China. Japanese cars had spent a few decades morphing from junk to state-of-the-art in the U.S. market, and Korean-made ones were making that transition way faster. The Chinese-made vehicles our tour buses were dicing with on the roads seemed decades behind the Koreans, and it appeared the masses were mostly getting around on two wheels. In those days the joke was, “R&D in China means receive and duplicate,” and indeed China’s Chery QQ had just launched as a complete knockoff of the Daewoo Matiz.
The Markus family visits the Forbidden City in 2000. That
25 Years’ Worth of Massive Change
The political climate then versus now certainly couldn’t have been more different. The Chinese people we encountered back then seemed genuinely thankful for America’s help in freeing them from Japan’s ugly occupation of their country prior to and during WWII, for which they were darned grateful. (Buick’s popularity as a brand in China partly stems from imagery of our army generals riding around in them.) Today, the average person on the street is confused by (and pretty pissed off about) our tariff policy, as it stands to make their lives difficult, too.
The Markus family tours the Great Wall in 2000.
Now as then, I’m neither a political nor a business reporter, so I don’t keep religious tabs on every nuance of international trade, but I’ve been aware of the disadvantageous (to the U.S.) and one-sided automotive tech transfer that’s occurred with China over the past quarter century. China enjoys a planned economy, and the automotive plan around the time of my 2000 visit was this: Foreign automakers that desire access to our billions of buyers must build cars here in a 50/50 joint venture with a Chinese automaker that is granted access to all your technology and intellectual property. Basically, “to sell cars here, you must show us how you design and build them.”
Had America had a central planning commission, we might have nixed that plan, but the GMs and Fords of the world couldn’t resist the access to China’s burgeoning market. Even outside of these arrangements, it seems fair to say that international patent law enforcement has been a little lax, to put it mildly. And, of course, one-party rule prevents China’s grand plan from drastically changing every few years.
Man moves his car from blocking tour bus in 2000.
By everything I was able to determine during this most recent visit, the Chinese were quick studies and have zoomed past us in the car development game. The present and future is software-defined vehicles, and China is long-suited in the software, firmware, and hardware engineering talent needed to develop them—with many engineers having been schooled in the U.S.A. Can you name an American or European automaker that has designed and developed its own silicon chip capable of outperforming Nvidia’s offerings while using less power? I can’t, but I came across two Chinese automakers on the floor at Auto Shanghai 2025 (Nio and Xpeng) that have, and I may have missed others.
A stereotype/misimpression many Americans have of the Chinese is that they are less creative and individualistic, but individualism is now revered here, which is why the roadways are jammed with so many bright, pastel, and otherwise vibrantly colored cars. Well, that and the fact that people generally order their cars, because delivery often takes just a few weeks. And car styling in China has advanced rapidly in recent years, if the Shanghai show floor is any indication.
The Porsche Taycan influenced the design of many Chinese cars including the Xiaomi SU7.
Sure, there’s still plenty of copycatting. China has fallen hard for the look of the Porsche Taycan and Panamera, because most automakers offer a reasonable facsimile of those designs, in both their fastback and turismo/wagon guises. (I was told the actual Taycan itself has fallen out of favor, as folks view its electrical architecture as outdated.) The Ora Ballet Cat is a pure VW Beetle knockoff (upsized and given four doors), and many would-be rivals to the global bestselling Tesla Model Y bear more than a passing resemblance to that ubiquitous original.
