A new report from Arthur D. Little highlights how the global shift to electric vehicles has evolved into a broader ecosystem competition, where success depends on more than just vehicle production. The analysis emphasizes China’s leading role in shaping this transition, leveraging its dominance in battery technology, supply chain integration, and infrastructure development. Experts warn that the race extends beyond automakers to include energy providers, tech firms, and policymakers, all vying to control key segments of the EV value chain. The report suggests that countries and companies failing to adapt risk falling behind in this rapidly transforming industry.


Arthur D. Little GEMRIX 2026 Report: The EV TRANSITION is Now an Ecosystem Race, With China Setting the Global Pace  Business Wire