> 4,780,248 vehicles sold in the rest of the world, out of a total of 10,307,395. > Can most global car companies stand to risk up to half their global sales

> 4,780,248 vehicles sold in the rest of the world, out of a total of 10,307,395. > Can most global car companies stand to risk up to half their global sales Overwhelmingly yes, as Japanese players (and their subsidiaries) remain the biggest players in a number of those large secondary markets such as ASEAN [0], Canada, and Mexico. The other remaining large markets like Turkiye or Brazil buy European badged brands that manufacture domestically like in Turkiye (Renault, Fiat, Ford Europe) [1] or Brazil (Fiat, Renault, Volkswagen) [2] Even large secondary markets that are closely allied to China like Iran [3] prefer buying domestic (Saipa, Iran Khodro, Zamyad) over Chinese. Russia is probably the biggest brownfield market that has seen significant uptick in Chinese sales, but those tend to overwhelmingly be ICE vehicles - not EVs [4] Just about every country has enacted stiff tariffs against Chinese automotive exports in 2024, and most have remained silent about the current tariff regime in the US for the same reason, as it now puts their domestic suppliers in a more competitive position compared to Chinese manufacturers because the rate at which China has tariffs is massive compared to any other competitor [5]. For all intents and purposes, it's an economic blockade against China [6] that gives plenty of breathing room for manufacturers with a significant NAM presence. [0] - https://www.focus2move.com/asean-best-selling-cars/ https://www.focus2move.com/asean-best-selling-cars/ [1] - https://www.focus2move.com/turkish-autos-market-2023/ https://www.focus2move.com/turkish-autos-market-2023/ [2] - https://www.focus2move.com/brazil-best-selling-cars/ https://www.focus2move.com/brazil-best-selling-cars/ [3] - https://www.focus2move.com/iranian-vehicles-market/ https://www.focus2move.com/iranian-vehicles-market/ [4] - https://www.focus2move.com/russian-autos-market/ https://www.focus2move.com/russian-autos-market/ [5] - https://www.bloomberg.com/news/articles/2025-04-03/us-tariffs-seen-as-far-worse-shock-to-china-than-first-trade-war https://www.bloomberg.com/news/articles/2025-04-03/us-tariff... [6] - https://www.reuters.com/world/china/trumps-global-tariffs-hurt-china-with-all-round-blockade-2025-04-03/ https://www.reuters.com/world/china/trumps-global-tariffs-hu...