{"id":82223,"date":"2025-05-05T10:49:41","date_gmt":"2025-05-05T14:49:41","guid":{"rendered":"http:\/\/autosector.com\/?p=82223"},"modified":"2025-05-05T10:49:41","modified_gmt":"2025-05-05T14:49:41","slug":"toyota-issues-urgent-warning-chinas-lead-isnt-just-evs","status":"publish","type":"post","link":"http:\/\/autosector.com\/?p=82223","title":{"rendered":"Toyota issues urgent warning: Falling behind China goes far beyond just EVs"},"content":{"rendered":"
\n\t\"Toyota-China-warning-EVs\"<\/figure>\n

It\u2019s not just electric vehicles. Toyota<\/a> is warning, \u201cWe don\u2019t have much time left,\u201d with China poised to take the lead in another emerging technology following EVs.<\/p>\n

<\/p>\n

Toyota is warning that China\u2019s lead with EVs is just the start<\/h2>\n

It\u2019s no secret by now that China is, by far, leading the transition to electric. Last year, over 17 million EVs were sold globally. According to Rho Motion<\/a><\/em>, China accounted for 11 million, or over 60%.<\/p>\n

Even as new models from leading OEMs like Volkswagen, Hyundai, and Kia are being introduced, China continues outpacing every other country. Through the first three months of 2025, over 2.4 million electric cars were sold in China, nearly 60% of the 4.1 million sold globally.<\/p>\n

And it\u2019s not just electric vehicles. Most batteries that power them also come from China, with companies like CATL and BYD dominating the market.<\/p>\n

\tAdvertisement – scroll for more content<\/span><\/p>\n

Data from SNE Research<\/a><\/em> shows that CATL and BYD alone accounted for over 55% of the global EV battery market in 2024. With overseas sales surging in key markets like Southeast Asia, Europe, and Central and South America, BYD is not only selling more EVs but also the batteries needed to power them.<\/p>\n

\"BYD-smart-driving-EVs\"
BYD EV and PHEV models with new smart driving tech (Source: BYD)<\/figcaption><\/figure>\n

In March, BYD released its new Super e-platform<\/a> with ultra-fast charging batteries that can add 250 miles range in just five minutes. The first model based on the platform, the Han L<\/a>, starts at just 219,800 yuan ($30,000).<\/p>\n

And then there\u2019s the smart driving technology. Earlier this year, BYD confirmed<\/a> that most of its vehicles, including its ultra-low-cost Seagull, will now include its new \u201cGods Eye\u201d driver-assistance system. Others like Huawei and Momenta are racing ahead with newer, more advanced ADAS systems.<\/p>\n

\"Toyota-China-warnings-EVs\"
BYD EV models at a dealership in Indonesia (Source: BYD)<\/figcaption><\/figure>\n

Now, Toyota is warning that China is about to take the lead in another emerging industry, following EVs. Misumasa Yamagata, president of Toyota\u2019s hydrogen business, warned that hydrogen vehicles are headed for the same fate as EVs.<\/p>\n

According to the Financial Times<\/a><\/em>, Yamagata said, \u201cWe don\u2019t have much time left \u2014 it\u2019s important to accelerate quickly.\u201d<\/p>\n

\"Toyota-China-EVs-warning\"
Toyota bZ3X electric SUV for China (Source: Toyota)<\/figcaption><\/figure>\n

Toyota has been developing hydrogen vehicles for over 30 years. However, like electric cars, China is quickly taking market share.<\/p>\n

China already accounts for the majority of hydrogen commercial vehicle sales. Toyota\u2019s hydrogen boss explained, \u201cChina is the most advanced in the world for hydrogen trucks.\u201d Why? Yamagata states it\u2019s \u201cbecause the Chinese government ordered turning major logistics routes into hydrogen highways.\u201d<\/p>\n

\"Toyota-new-EVs-2027\"
From left to right: Toyota\u2019s new C-HR+, bZ4X, and Urban Cruiser electric SUVs (Source: Toyota Europe)<\/figcaption><\/figure>\n

China is rapidly expanding refuelling stations while driving down costs, which are now just a third of Japan\u2019s. Hydrogen fuel cell bus and truck sales in China were higher than in every other market combined, at 7,069.<\/p>\n

Electrek\u2019s Take<\/h2>\n

We are already seeing it happen with electric vehicles. With a flood of new EVs entering China, BYD, XPeng, NIO, and most others are now looking overseas to drive growth.<\/p>\n

BYD\u2019s overseas sales hit another record in April, with nearly 80,000 vehicles<\/a> sold overseas, which is its fifth straight month of growth. In total, BYD sold over 380,000 new energy vehicles (EVs and PHEVs), 195,740 of which were purely electric.<\/p>\n

According to\u00a0S&P Global Mobility<\/a><\/em>, BYD\u2019s sales are expected to double in Europe to around 186,000 in 2025. By 2029, that number could reach around 400,000.<\/p>\n

Meanwhile, the Trump administration is alienating trade partners with new tariffs on imports while threatening to end federal incentives, which will only put the US further behind.<\/p>\n

It\u2019s already becoming evident in global markets like Thailand, Brazil, Mexico, Indonesia, and several others, where Chinese brands are quickly gaining a presence.<\/p>\n

The trend is only expected to accelerate with new tech quickly advancing. Will China continue reshaping the global auto and tech market? Let us know what you think in the comments.<\/p>\n

\n

FTC: We use income earning auto affiliate links.<\/em> More.<\/a><\/p>\n

<\/div>\n","protected":false},"excerpt":{"rendered":"

It\u2019s not just electric vehicles. Toyota is warning, \u201cWe don\u2019t have much time left,\u201d with China poised to take the lead in another emerging technology following EVs. Toyota is warning that China\u2019s lead with EVs is just the start It\u2019s no secret by now that China is, by far, leading the transition to electric. Last […]<\/p>\n","protected":false},"author":1,"featured_media":8313,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[4],"tags":[],"class_list":["post-82223","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-e-cars"],"_links":{"self":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts\/82223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=82223"}],"version-history":[{"count":0,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts\/82223\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/media\/8313"}],"wp:attachment":[{"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=82223"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=82223"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=82223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}